Who owns SPDR DJ Wilshire Large Cap Value?

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Analyze quarterly positions in SPDR DJ Wilshire Large Cap Value with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR DJ Wilshire Large Cap Value stock

Who bought or sold SPDR DJ Wilshire Large Cap Value this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Financial Engines Advisors L.L.C 77M $4.1B 4% Sep 2024
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LPL Financial 39M $2.1B 9% Sep 2024
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Hanson McClain Advisors 20M $1.1B 2% Sep 2024
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Envestnet Asset Management 13M $665M 187% Sep 2024
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Morgan Stanley 8.9M $433M -11% Jun 2024
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Bank of America Corporation 7.7M $405M 26% Sep 2024
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ValMark Advisers 7.5M $396M 2% Sep 2024
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Jpmorgan Chase & Co 5.6M $294M 5% Sep 2024
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Advisory Alpha 4.7M $247M 7% Sep 2024
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CWM 4.4M $230M 5% Sep 2024
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Raymond James Financial Services Advisors 4.2M $224M 1% Sep 2024
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Royal Bank of Canada 4.0M $213M 1% Sep 2024
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Advisor Group Holdings 4.0M $211M 35% Sep 2024
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Willis Johnson & Associates 3.9M $209M 3% Sep 2024
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Townsquare Capital 3.8M $200M 52% Sep 2024
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Equitable Holdings 3.7M $182M -1% Jun 2024
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Franklin Resources 3.7M $198M -4% Sep 2024
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HPM Partners 3.4M $182M 10% Sep 2024
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Tiaa Trust, National Association 3.3M $159M 3% Jun 2024
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Quotient Wealth Partners 3.2M $169M 2% Sep 2024
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Nicolet Advisory Services 3.0M $157M -1% Sep 2024
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Private Advisor 2.8M $146M 5% Sep 2024
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Connecticut Wealth Management 2.5M $134M 4% Sep 2024
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Cetera Investment Advisers 2.5M $121M -2% Jun 2024
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Lutz Financial Services 2.2M $117M 0% Sep 2024
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First National Trust Company 2.1M $111M -7% Sep 2024
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AE Wealth Management 2.0M $104M 25% Sep 2024
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Dynasty Wealth Management 1.9M $185M -41% Sep 2024
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Massey, Quick & Co 1.9M $102M -1% Sep 2024
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Putnam Fl Investment Management 1.9M $99M 0% Sep 2024
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HighTower Advisors 1.8M $89M 3% Jun 2024
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Gerber Kawasaki Wealth & Investment Management 1.7M $85M 8% Jun 2024
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Angeles Wealth Management 1.7M $92M 10% Sep 2024
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Old National Trust Company 1.7M $90M 3% Sep 2024
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Mariner Wealth Advisors 1.7M $88M -6% Sep 2024
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NorthRock Partners 1.6M $87M -6% Sep 2024
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KWB Wealth 1.6M $80M 3% Sep 2024
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Bank of New York Mellon 1.6M $85M -41% Sep 2024
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Magnus Financial Group 1.6M $85M 6% Sep 2024
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Flagship Harbor Advisors 1.6M $84M 68% Sep 2024
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N.E.W. Advisory Services 1.6M $84M 0% Sep 2024
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Octavia Wealth Advisors 1.5M $82M 7% Sep 2024
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AlphaStar Capital Management 1.5M $79M -2% Sep 2024
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Janney Montgomery Scott 1.5M $79M 3% Sep 2024
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Goldman Sachs Group 1.5M $72M 0% Jun 2024
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Orion Portfolio Solutions 1.4M $77M 2314% Sep 2024
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Horizon Investments 1.4M $77M -61% Sep 2024
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Wells Fargo & Company 1.3M $70M 7% Sep 2024
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Good Life Advisors 1.3M $68M 22% Sep 2024
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Stifel Financial 1.3M $61M 3% Jun 2024
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Northwestern Mutual Wealth Management Company 1.2M $66M 40% Sep 2024
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Commonwealth Equity Services 1.2M $65M 0% Sep 2024
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Nottingham Advisors 1.2M $63M 0% Sep 2024
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Cambridge Investment Research Advisors 1.1M $61M 8% Sep 2024
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Klingman & Associates 1.1M $59M 0% Sep 2024
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Nicolet Bankshares 1.1M $57M -1% Sep 2024
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Compton Financial Group 952k $50M 10% Sep 2024
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ERTS Wealth Advisors 915k $48M -2% Sep 2024
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Arrow Financial Corp. 878k $46M -4% Sep 2024
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Whitcomb & Hess 870k $46M -2% Sep 2024
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Accredited Investors 864k $46M -2% Sep 2024
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Wealth Enhancement Advisory Services 823k $40M 1% Jun 2024
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Balanced Wealth Group 789k $38M -48% Sep 2024
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Benjamin F. Edwards & Company 788k $38M 5% Jun 2024
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Perennial Investment Advisors 786k $38M 0% Jun 2024
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Mml Investors Services 767k $41M 21% Sep 2024
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CoreCap Advisors 765k $40M 5% Sep 2024
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Raymond James & Associates 763k $40M 12% Sep 2024
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Modern Wealth Management 751k $40M 140% Sep 2024
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Alera Investment Advisors 728k $36M -19% Jun 2024
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Creative Financial Designs 719k $38M -5% Sep 2024
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Garrett Investment Advisors 710k $38M 24% Sep 2024
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Facet Wealth 710k $37M -8% Sep 2024
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Williams Financial 703k $37M 2% Sep 2024
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Envestnet Portfolio Solutions 702k $37M -4% Sep 2024
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Woodard & Co Asset Management Group 667k $35M 7% Sep 2024
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CI Private Wealth 648k $34M 4% Sep 2024
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Founders Financial Securities 646k $34M -3% Sep 2024
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Krasney Financial 640k $34M 0% Sep 2024
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Thrivent Financial for Lutherans 629k $33M 20% Sep 2024
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Benjamin Edwards 624k $33M 1372% Sep 2024
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Principal Securities 615k $33M 113776% Sep 2024
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BIP Wealth 612k $32M 4% Sep 2024
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Edmonds Duncan Registered Investment Advisors 604k $32M 7% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 599k $32M 2% Sep 2024
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Honkamp Krueger Financial Services 584k $28M -4% Jun 2024
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PFG Financial Advisors 580k $31M 2% Sep 2024
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Integrys Wealth Advisors 569k $30M -2% Sep 2024
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Tennessee Valley Asset Management Partners 562k $30M 3% Sep 2024
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Northern Trust 556k $29M 0% Sep 2024
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Mercer Global Advisors 549k $27M -30% Jun 2024
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Riversedge Advisors 541k $29M 1% Sep 2024
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Prospera Financial Services 539k $29M 847% Sep 2024
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Stratos Wealth Partners 538k $28M 16% Sep 2024
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Cordatus Wealth Management 531k $28M 897% Sep 2024
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TSFG 527k $28M 1% Sep 2024
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Choice Wealth Advisors 526k $28M -1% Sep 2024
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Measured Wealth Private Client Group 524k $28M -21% Sep 2024
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ERn Financial 522k $28M 7% Sep 2024
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Koss-Olinger Consulting 522k $28M 3702% Sep 2024
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Great Valley Advisor Group 515k $27M 23% Sep 2024
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Brandywine Oak Private Wealth 511k $27M 3% Sep 2024
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Geneos Wealth Management 494k $24M 7% Jun 2024
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Western Wealth Management 488k $26M 1% Sep 2024
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Rodgers & Associates 485k $26M -2% Sep 2024
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Kestra Advisory Services 476k $25M -4% Sep 2024
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Gladstone Institutional Advisory 464k $25M 735% Sep 2024
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Merit Financial Group 458k $24M -8% Sep 2024
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Oakmont Partners 455k $24M 13% Sep 2024
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Diversify Wealth Management 455k $24M 18% Sep 2024
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MBE Wealth Management 449k $24M 3% Sep 2024
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Goss Wealth Management 449k $22M 31% Jun 2024
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Michael S. Ryan 449k $24M 4% Sep 2024
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Pinnacle Wealth Planning Services 449k $24M 0% Sep 2024
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Money Design 438k $23M 9% Sep 2024
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Alta Wealth Advisors 435k $23M 7% Sep 2024
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Harbor Group 434k $23M 4% Sep 2024
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Leicht Financial Planning & Wealth Management 433k $23M 4% Sep 2024
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Alesco Advisors 428k $23M -11% Sep 2024
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Cary Street Partner Investment Advisory 428k $23M 3% Sep 2024
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Visionary Horizons 427k $23M 10% Sep 2024
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Windsor Capital Management 425k $23M 0% Sep 2024
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First Command Advisory Services 421k $22M -9% Sep 2024
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Sanctuary Advisors 409k $22M 513% Sep 2024
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Atticus Wealth Management 397k $21M 3% Sep 2024
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SkyOak Wealt 392k $21M 1% Sep 2024
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Courier Capital Corp 387k $21M 7% Sep 2024
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Integrated Capital Management 384k $20M 100% Sep 2024
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Retirement Planning Group 379k $20M 0% Sep 2024
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Personal Resources Investment & Strategic Management 377k $20M -2% Sep 2024
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Pure Financial Advisors 375k $20M -3% Sep 2024
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Hamilton Capital Management 374k $20M 6% Sep 2024
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Retirement Financial Solutions 373k $20M 1% Sep 2024
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We Are One Seven 363k $19M 50% Sep 2024
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Leslie Global Wealth 357k $19M 4% Sep 2024
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Freestate Advisors 357k $19M 100% Sep 2024
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Brookstone Capital Management 356k $19M -5% Sep 2024
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CarsonAllaria Wealth Management 353k $19M 0% Sep 2024
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Global Retirement Partners 352k $19M -9% Sep 2024
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TPG Financial Advisors 352k $19M 3% Sep 2024
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Integrated Wealth Concepts 350k $19M 2% Sep 2024
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MONECO Advisors 348k $18M 20% Sep 2024
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Navalign 340k $18M -1% Sep 2024
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Larson Financial Group 337k $18M -6% Sep 2024
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Goodman Advisory Group 332k $18M 100% Sep 2024
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Fifth Third Securities 329k $17M 7% Sep 2024
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Northern Oak Capital Management 328k $17M 20% Sep 2024
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Wealth Advisors of Iowa 322k $17M 2% Sep 2024
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McAdam 317k $17M 3% Sep 2024
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Assetmark 305k $16M -16% Sep 2024
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Mirae Asset Global Investments 300k $16M -6% Sep 2024
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Confluence Investment Management 273k $14M -26% Sep 2024
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Susquehanna International 248k $13M -41% Sep 2024
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Tradewinds Capital Management 38k $2.0M -93% Sep 2024
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Strategic Financial Concepts 18k $939k -98% Sep 2024
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Who sold out of SPDR DJ Wilshire Large Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Mount Yale Investment Advisors Jun 2024 1.4M $67M