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 74M $3.7B 1% Mar 2024
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LPL Financial 33M $1.7B 19% Mar 2024
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Hanson McClain Advisors 19M $972M 5% Mar 2024
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Morgan Stanley 10M $501M 35% Mar 2024
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ValMark Advisers 7.4M $372M 1% Mar 2024
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UBS Group 6.2M $312M -4% Mar 2024
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Ameriprise Financial 6.2M $310M 125% Mar 2024
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Bank of America Corporation 6.0M $299M 9% Mar 2024
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Horizon Investments 5.9M $294M -30% Mar 2024
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Jpmorgan Chase & Co 5.1M $255M 36% Mar 2024
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CWM 4.9M $247M 13% Mar 2024
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Envestnet Asset Management 4.2M $210M -3% Mar 2024
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Raymond James Financial Services Advisors 4.2M $209M -10% Mar 2024
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Advisory Alpha 3.9M $194M 16% Mar 2024
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Willis Johnson & Associates 3.7M $187M 2% Mar 2024
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Franklin Resources 3.7M $183M -1% Mar 2024
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Tiaa Trust, National Association 3.2M $159M -1% Mar 2024
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Royal Bank of Canada 3.2M $159M -29% Mar 2024
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Betterment 3.1M $158M -7% Mar 2024
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HPM Partners 3.1M $155M 0% Mar 2024
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Dynasty Wealth Management 3.1M $153M 100% Mar 2024
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Nicolet Advisory Services 3.0M $150M -11% Mar 2024
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Bank of New York Mellon 3.0M $149M -25% Mar 2024
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Advisor Group Holdings 3.0M $148M -59% Mar 2024
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Cetera Investment Advisers 2.5M $127M 337% Mar 2024
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First National Trust Company 2.5M $125M 8% Mar 2024
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Townsquare Capital 2.5M $125M 4% Mar 2024
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Connecticut Wealth Management 2.4M $119M 3% Mar 2024
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Quotient Wealth Partners 2.4M $110M 100% Dec 2023
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Private Advisor 2.3M $117M 5% Mar 2024
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Lutz Financial Services 2.2M $111M 0% Mar 2024
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Mariner Wealth Advisors 2.0M $98M -16% Mar 2024
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NorthRock Partners 1.9M $98M -1% Mar 2024
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Massey, Quick & Co 1.9M $97M 1% Mar 2024
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Financial Gravity Wealth 1.9M $75M 0% Dec 2023
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Putnam Fl Investment Management 1.8M $92M 12% Mar 2024
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HighTower Advisors 1.8M $88M 1% Mar 2024
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KWB Wealth 1.6M $82M 13% Mar 2024
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Old National Trust Company 1.6M $81M 3% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 1.6M $81M 26% Mar 2024
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Angeles Wealth Management 1.6M $81M 23% Mar 2024
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N.E.W. Advisory Services 1.6M $79M 1% Mar 2024
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ERTS Wealth Advisors 1.5M $77M 0% Mar 2024
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Balanced Wealth Group 1.5M $38M 139% Mar 2024
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AE Wealth Management 1.5M $76M -25% Mar 2024
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Magnus Financial Group 1.5M $76M 3% Mar 2024
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Goldman Sachs Group 1.5M $75M -9% Mar 2024
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Mount Yale Investment Advisors 1.4M $69M 100% Mar 2024
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Janney Montgomery Scott 1.4M $69M 7% Mar 2024
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Wells Fargo & Company 1.4M $69M 11% Mar 2024
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Octavia Wealth Advisors 1.4M $68M 4728% Mar 2024
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Stifel Financial 1.2M $61M 25% Mar 2024
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Nottingham Advisors 1.2M $48M -1% Dec 2023
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AlphaStar Capital Management 1.2M $60M 4% Mar 2024
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CoreCap Advisors 1.2M $55M -1% Dec 2023
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Klingman & Associates 1.1M $56M -3% Mar 2024
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FMR 1.1M $56M -2% Mar 2024
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Nicolet Bankshares 1.1M $55M -2% Mar 2024
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Commonwealth Equity Services 1.0M $52M -4% Mar 2024
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Cambridge Investment Research Advisors 1.0M $51M 9% Mar 2024
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Good Life Advisors 977k $49M 3% Mar 2024
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Arrow Financial Corp. 976k $49M -15% Mar 2024
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Flagship Harbor Advisors 944k $47M -23% Mar 2024
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Accredited Investors 910k $46M -5% Mar 2024
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Alera Investment Advisors 903k $45M -11% Mar 2024
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Compton Financial Group 875k $44M 2% Mar 2024
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Whitcomb & Hess 862k $43M -8% Mar 2024
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Wealth Enhancement Advisory Services 811k $41M -51% Mar 2024
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Facet Wealth 807k $39M -3% Mar 2024
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Perennial Investment Advisors 785k $39M -17% Mar 2024
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Mercer Global Advisors 784k $39M -31% Mar 2024
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Brookstone Capital Management 761k $38M 38% Mar 2024
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Benjamin F. Edwards & Company 754k $38M 28% Mar 2024
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Envestnet Portfolio Solutions 747k $37M -30% Mar 2024
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Creative Financial Designs 716k $36M 3% Mar 2024
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Founders Financial Securities 698k $35M -21% Mar 2024
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Measured Wealth Private Client Group 687k $34M -5% Mar 2024
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Williams Financial 686k $34M 100% Mar 2024
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Raymond James & Associates 668k $33M 13% Mar 2024
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BIP Wealth 666k $33M -10% Mar 2024
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CI Private Wealth 653k $33M -5% Mar 2024
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Northwestern Mutual Wealth Management Company 628k $32M 146% Mar 2024
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Krasney Financial 618k $31M 2% Mar 2024
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Honkamp Krueger Financial Services 609k $31M -12% Mar 2024
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Edmonds Duncan Registered Investment Advisors 591k $30M 1% Mar 2024
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Integrys Wealth Advisors 585k $29M -2% Mar 2024
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Woodard & Co Asset Management Group 570k $29M -1% Mar 2024
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Redwood Investment Management 562k $28M 10120% Mar 2024
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Northern Trust 556k $28M 0% Mar 2024
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PFG Financial Advisors 555k $28M 7% Mar 2024
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Riversedge Advisors 538k $27M 0% Mar 2024
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Tennessee Valley Asset Management Partners 536k $27M 3% Mar 2024
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Bp Wealth Management 535k $27M 29% Mar 2024
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Choice Wealth Advisors 528k $27M -4% Mar 2024
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Thrivent Financial for Lutherans 522k $26M 25% Mar 2024
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ERn Financial 518k $26M 4% Mar 2024
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Rodgers & Associates 501k $25M 0% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 499k $25M 5% Mar 2024
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Merit Financial Group 496k $24M 3% Mar 2024
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First Command Advisory Services 480k $24M -7% Mar 2024
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Alesco Advisors 479k $24M -47% Mar 2024
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Brandywine Oak Private Wealth 470k $24M 6% Mar 2024
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Geneos Wealth Management 462k $23M 3% Mar 2024
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Pinnacle Wealth Planning Services 451k $23M -1% Mar 2024
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Western Wealth Management 447k $22M -8% Mar 2024
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TSFG 439k $22M 49% Mar 2024
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Garrett Investment Advisors 437k $22M 19% Mar 2024
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Horizon Wealth Management 426k $21M 20% Mar 2024
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Windsor Capital Management 422k $21M -1% Mar 2024
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Executive Wealth Management 420k $21M 3% Mar 2024
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Visionary Horizons 419k $20M 4% Mar 2024
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Yeomans Consulting Group 416k $21M -12% Mar 2024
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Money Design 415k $21M -13% Mar 2024
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MBE Wealth Management 415k $21M 1314% Mar 2024
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Harbor Group 413k $21M 4% Mar 2024
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Cary Street Partner Investment Advisory 406k $20M 7% Mar 2024
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Stratos Wealth Partners 398k $20M 34% Mar 2024
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Alta Wealth Advisors 397k $20M 5% Mar 2024
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Global Retirement Partners 397k $20M 8% Mar 2024
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Retirement Planning Group 392k $20M 3% Mar 2024
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Personal Resources Investment & Strategic Management 390k $20M 1% Mar 2024
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Pure Financial Advisors 390k $20M -3% Mar 2024
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Warren Averett Asset Management 383k $19M 273% Mar 2024
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Atticus Wealth Management 383k $19M 4% Mar 2024
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Larson Financial Group 378k $19M -7% Mar 2024
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SkyOak Wealt 378k $19M 5% Mar 2024
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Michael S. Ryan 377k $18M 5% Dec 2023
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Great Valley Advisor Group 374k $19M 13% Mar 2024
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Baird Financial 374k $17M 10% Dec 2023
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Hamilton Capital Management 370k $19M -22% Mar 2024
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Diversify Advisory Services 370k $18M 100% Mar 2024
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Keystone Financial Group 369k $19M 42% Mar 2024
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Ackerman Capital Advisors 367k $18M -6% Mar 2024
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Meritage Portfolio Management 359k $18M -33% Mar 2024
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Assetmark 354k $18M 73% Mar 2024
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M^T Bank Corporation 353k $18M -5% Mar 2024
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Leicht Financial Planning & Wealth Management 350k $18M -4% Mar 2024
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Steel Peak Wealth Management 347k $17M 1% Mar 2024
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CarsonAllaria Wealth Management 346k $17M 6% Mar 2024
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Goss Wealth Management 344k $17M 30% Mar 2024
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Navalign 338k $17M 0% Mar 2024
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Retirement Financial Solutions 326k $16M 9% Mar 2024
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Courier Capital Corp 326k $16M 5% Mar 2024
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TPG Financial Advisors 322k $15M 0% Dec 2023
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Dfpg Investments 320k $15M 7% Dec 2023
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Integrated Wealth Concepts 319k $16M 36% Mar 2024
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Wealth Advisors of Iowa 315k $16M -1% Mar 2024
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Modern Wealth Management 313k $16M 100% Mar 2024
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McAdam 311k $16M -1% Mar 2024
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Diligent Investors 303k $15M 0% Mar 2024
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Charles Schwab Investment Management 300k $15M -7% Mar 2024
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Atria Wealth Solutions 249k $12M -32% Mar 2024
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Susquehanna International 100k $5.0M -75% Mar 2024
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Orion Portfolio Solutions 60k $3.0M -96% Mar 2024
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One Capital Management 42k $2.1M -89% Mar 2024
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Sanchez Wealth Management Group 11k $539k -98% Mar 2024
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Principal Securities 449.00 $23k -100% Mar 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
Financial Network Investment Corporation Sep 2023 1.5M $63M
Parker Investment Management Dec 2023 485k $23M