Who owns SPDR DJ Wilshire Large Cap Value?
- Ticker: SPYV
- CUSIP Number: 78464A508
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Large Cap Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 78M | $4.0B | 2% | Dec 2024 |
|
| LPL Financial | 41M | $2.1B | 6% | Dec 2024 |
|
| Hanson McClain Advisors | 20M | $1.1B | 0% | Dec 2024 |
|
| Demars Financial Group | 17M | $340M | 8% | Mar 2025 |
|
| Morgan Stanley | 9.2M | $470M | -4% | Dec 2024 |
|
| Ameriprise Financial | 8.0M | $411M | 11% | Dec 2024 |
|
| ValMark Advisers | 7.9M | $406M | 4% | Mar 2025 |
|
| UBS Group | 7.0M | $356M | 10% | Dec 2024 |
|
| Bank of America Corporation | 5.9M | $304M | -22% | Dec 2024 |
|
| Horizon Investments | 5.8M | $297M | 301% | Dec 2024 |
|
| Raymond James Financial | 5.5M | $281M | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 5.4M | $278M | -2% | Dec 2024 |
|
| Royal Bank of Canada | 5.3M | $273M | 32% | Dec 2024 |
|
| CWM | 4.6M | $237M | 6% | Dec 2024 |
|
| NorthRock Partners | 4.4M | $225M | 167% | Dec 2024 |
|
| Envestnet Asset Management | 4.1M | $212M | -67% | Dec 2024 |
|
| Willis Johnson & Associates | 4.1M | $207M | 3% | Dec 2024 |
|
| Equitable Holdings | 3.9M | $201M | 3% | Dec 2024 |
|
| Franklin Resources | 3.9M | $199M | 6% | Dec 2024 |
|
| Tiaa Trust, National Association | 3.9M | $198M | 1% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 3.5M | $181M | 173% | Mar 2025 |
|
| HPM Partners | 3.4M | $176M | 0% | Dec 2024 |
|
| Townsquare Capital | 3.4M | $173M | -11% | Dec 2024 |
|
| Bank of New York Mellon | 3.3M | $169M | 105% | Dec 2024 |
|
| Dynasty Wealth Management | 3.3M | $169M | 72% | Dec 2024 |
|
| Advisor Group Holdings | 3.3M | $172M | -18% | Dec 2024 |
|
| Quotient Wealth Partners | 3.2M | $166M | 1% | Dec 2024 |
|
| Advisory Alpha | 3.1M | $157M | -33% | Mar 2025 |
|
| Nicolet Advisory Services | 3.0M | $153M | 1% | Dec 2024 |
|
| Private Advisor | 3.0M | $152M | 7% | Dec 2024 |
|
| Cetera Investment Advisers | 2.9M | $147M | -1% | Dec 2024 |
|
| Betterment | 2.7M | $139M | -6% | Dec 2024 |
|
| Lutz Financial Services | 2.2M | $113M | 0% | Dec 2024 |
|
| AE Wealth Management | 2.1M | $105M | 4% | Dec 2024 |
|
| Octavia Wealth Advisors | 2.0M | $102M | 25% | Mar 2025 |
|
| First National Trust Company | 2.0M | $101M | -6% | Dec 2024 |
|
| HighTower Advisors | 1.9M | $98M | -2% | Dec 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 1.9M | $95M | 6% | Dec 2024 |
|
| Putnam Fl Investment Management | 1.9M | $95M | -1% | Dec 2024 |
|
| Massey, Quick & Co | 1.8M | $92M | -5% | Mar 2025 |
|
| Angeles Wealth Management | 1.8M | $91M | 3% | Dec 2024 |
|
| Mariner Wealth Advisors | 1.7M | $89M | 5% | Dec 2024 |
|
| Magnus Financial Group | 1.7M | $88M | 4% | Mar 2025 |
|
| Old National Trust Company | 1.7M | $86M | -2% | Mar 2025 |
|
| AlphaStar Capital Management | 1.6M | $84M | 9% | Dec 2024 |
|
| Independent Advisor Alliance | 1.6M | $80M | 6012% | Dec 2024 |
|
| N.E.W. Advisory Services | 1.6M | $79M | -2% | Dec 2024 |
|
| KWB Wealth | 1.5M | $78M | -4% | Mar 2025 |
|
| Flagship Harbor Advisors | 1.5M | $75M | -8% | Mar 2025 |
|
| Wells Fargo & Company | 1.4M | $74M | 10% | Dec 2024 |
|
| Bell State Bank and Trust | 1.4M | $74M | 15% | Mar 2025 |
|
| Goldman Sachs Group | 1.4M | $73M | 14% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.4M | $70M | 10% | Dec 2024 |
|
| Mount Yale Investment Advisors | 1.4M | $69M | -1% | Mar 2025 |
|
| Commonwealth Equity Services | 1.3M | $68M | 9% | Dec 2024 |
|
| Good Life Advisors | 1.3M | $68M | 7% | Mar 2025 |
|
| Modern Wealth Management | 1.3M | $67M | 71% | Dec 2024 |
|
| FMR | 1.1M | $57M | 1% | Dec 2024 |
|
| Klingman & Associates | 1.1M | $56M | -1% | Dec 2024 |
|
| Nicolet Bankshares | 1.1M | $55M | 0% | Dec 2024 |
|
| Nottingham Advisors | 1.1M | $55M | -9% | Dec 2024 |
|
| Janney Montgomery Scott | 1.1M | $55M | -24% | Mar 2025 |
|
| Stifel Financial | 1.0M | $53M | -1% | Dec 2024 |
|
| Prudential Financial | 1.0M | $52M | 20% | Dec 2024 |
|
| ERTS Wealth Advisors | 953k | $49M | 4% | Dec 2024 |
|
| Founders Financial Securities | 935k | $48M | 45% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 877k | $45M | -24% | Dec 2024 |
|
| Whitcomb & Hess | 872k | $45M | 1% | Mar 2025 |
|
| IHT Wealth Management | 869k | $45M | -5% | Dec 2024 |
|
| Accredited Investors | 847k | $43M | -2% | Dec 2024 |
|
| CoreCap Advisors | 847k | $43M | 11% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 794k | $40M | 2% | Mar 2025 |
|
| Arrow Financial Corp. | 792k | $41M | -10% | Dec 2024 |
|
| Creative Financial Designs | 790k | $40M | 5% | Mar 2025 |
|
| Garrett Investment Advisors | 768k | $39M | 2% | Mar 2025 |
|
| Balanced Wealth Group | 739k | $38M | -8% | Mar 2025 |
|
| Compton Financial Group | 736k | $38M | -26% | Mar 2025 |
|
| Facet Wealth | 729k | $38M | 3% | Dec 2024 |
|
| Scarborough Advisors | 715k | $37M | 506% | Dec 2024 |
|
| Creative Planning | 703k | $36M | 834% | Dec 2024 |
|
| Tennessee Valley Asset Management Partners | 690k | $35M | 25% | Mar 2025 |
|
| Woodard & Co Asset Management Group | 682k | $35M | 2% | Dec 2024 |
|
| Mml Investors Services | 680k | $35M | -11% | Dec 2024 |
|
| Perennial Investment Advisors | 672k | $34M | -11% | Dec 2024 |
|
| Diversify Wealth Management | 644k | $33M | 42% | Dec 2024 |
|
| Benjamin Edwards | 632k | $32M | 1% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 631k | $32M | 0% | Dec 2024 |
|
| Clark Capital Management Group | 621k | $32M | -81% | Dec 2024 |
|
| Gladstone Institutional Advisory | 621k | $32M | 34% | Dec 2024 |
|
| Courier Capital Corp | 611k | $31M | 18% | Mar 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 607k | $31M | 1% | Mar 2025 |
|
| CI Private Wealth | 602k | $31M | -7% | Dec 2024 |
|
| PFG Financial Advisors | 585k | $30M | -2% | Mar 2025 |
|
| Great Valley Advisor Group | 581k | $30M | 13% | Dec 2024 |
|
| Integrated Wealth Concepts | 572k | $29M | 63% | Dec 2024 |
|
| BIP Wealth | 571k | $29M | -7% | Dec 2024 |
|
| Koss-Olinger Consulting | 559k | $29M | 7% | Dec 2024 |
|
| ERn Financial | 557k | $29M | 3% | Mar 2025 |
|
| Northern Trust | 556k | $28M | 0% | Dec 2024 |
|
| TSFG | 551k | $28M | 5% | Dec 2024 |
|
| Krasney Financial | 547k | $28M | -13% | Mar 2025 |
|
| Integrys Wealth Advisors | 546k | $28M | -3% | Mar 2025 |
|
| Riversedge Advisors | 544k | $28M | 1% | Dec 2024 |
|
| Western Wealth Management | 536k | $27M | 7% | Mar 2025 |
|
| Choice Wealth Advisors | 536k | $27M | 0% | Mar 2025 |
|
| Brandywine Oak Private Wealth | 527k | $27M | 3% | Dec 2024 |
|
| Geneos Wealth Management | 521k | $27M | -1% | Dec 2024 |
|
| Measured Wealth Private Client Group | 521k | $27M | -1% | Dec 2024 |
|
| Convergence Financial | 518k | $26M | 100% | Mar 2025 |
|
| Mercer Global Advisors | 513k | $26M | 3% | Dec 2024 |
|
| Redwood Investment Management | 511k | $26M | 383% | Dec 2024 |
|
| Higgins & Schmidt Wealth Strategies | 504k | $26M | 4% | Mar 2025 |
|
| Warren Averett Asset Management | 493k | $25M | 12% | Dec 2024 |
|
| Oakmont Partners | 490k | $25M | 8% | Dec 2024 |
|
| Rodgers & Associates | 484k | $25M | 2% | Mar 2025 |
|
| Signal Advisors Wealth | 479k | $24M | 144% | Mar 2025 |
|
| Harbor Group | 458k | $23M | 3% | Mar 2025 |
|
| MBE Wealth Management | 457k | $23M | 2% | Dec 2024 |
|
| MONECO Advisors | 454k | $23M | 31% | Dec 2024 |
|
| Honkamp Krueger Financial Services | 453k | $23M | -3% | Dec 2024 |
|
| Alta Wealth Advisors | 452k | $23M | 4% | Dec 2024 |
|
| Pinnacle Wealth Planning Services | 449k | $23M | 0% | Dec 2024 |
|
| Sanctuary Advisors | 445k | $24M | 9% | Dec 2024 |
|
| Visionary Horizons | 445k | $23M | -5% | Mar 2025 |
|
| Shepherd Financial Partners | 445k | $23M | 100% | Mar 2025 |
|
| Leicht Financial Planning & Wealth Management | 440k | $23M | 2% | Mar 2025 |
|
| Michael S. Ryan | 433k | $22M | -7% | Mar 2025 |
|
| Goss Wealth Management | 419k | $21M | -7% | Dec 2024 |
|
| Williams Financial | 418k | $21M | -41% | Mar 2025 |
|
| Windsor Capital Management | 413k | $21M | -3% | Dec 2024 |
|
| Alesco Advisors | 411k | $21M | -4% | Dec 2024 |
|
| Goodman Advisory Group | 411k | $14M | 21% | Mar 2025 |
|
| SkyOak Wealt | 402k | $21M | 3% | Dec 2024 |
|
| Atticus Wealth Management | 396k | $20M | 0% | Dec 2024 |
|
| Integrated Capital Management | 394k | $20M | 3% | Dec 2024 |
|
| Hamilton Capital Management | 391k | $20M | 4% | Dec 2024 |
|
| Global Retirement Partners | 389k | $20M | 11% | Dec 2024 |
|
| We Are One Seven | 383k | $20M | 5% | Dec 2024 |
|
| Personal Resources Investment & Strategic Management | 380k | $19M | 1% | Dec 2024 |
|
| Visionary Wealth Advisors | 378k | $19M | 659% | Dec 2024 |
|
| Money Design | 365k | $19M | -17% | Dec 2024 |
|
| Branch Banking & Trust Company | 364k | $19M | 9% | Dec 2024 |
|
| CarsonAllaria Wealth Management | 361k | $19M | 2% | Dec 2024 |
|
| Baird Financial | 357k | $18M | 3% | Dec 2024 |
|
| Pure Financial Advisors | 355k | $18M | -2% | Mar 2025 |
|
| Fifth Third Securities | 354k | $18M | 8% | Dec 2024 |
|
| Retirement Planning Group | 353k | $18M | -4% | Mar 2025 |
|
| TPG Financial Advisors | 352k | $18M | -5% | Mar 2025 |
|
| Leslie Global Wealth | 352k | $18M | -2% | Dec 2024 |
|
| H D Vest Advisory Services | 350k | $18M | 4% | Dec 2024 |
|
| SilverOak Wealth Management | 349k | $18M | 11% | Dec 2024 |
|
| Kestra Private Wealth Services | 345k | $18M | 13% | Dec 2024 |
|
| Brookstone Capital Management | 341k | $17M | -4% | Dec 2024 |
|
| Freestate Advisors | 332k | $17M | -5% | Mar 2025 |
|
| Stratos Wealth Partners | 328k | $17M | -39% | Dec 2024 |
|
| Orion Portfolio Solutions | 297k | $15M | -80% | Dec 2024 |
|
| Merit Financial Group | 275k | $14M | -40% | Mar 2025 |
|
| Kestra Advisory Services | 132k | $6.7M | -72% | Dec 2024 |
|
| Keystone Financial Group | 65k | $3.3M | -81% | Dec 2024 |
|
| Prospera Financial Services | 65k | $3.3M | -88% | Dec 2024 |
|
| Cary Street Partner Investment Advisory | 57k | $2.9M | -87% | Dec 2024 |
|
| Cordatus Wealth Management | 55k | $2.8M | -90% | Dec 2024 |
|
| Principal Securities | 17k | $880k | -97% | Dec 2024 |
|
Who sold out of SPDR DJ Wilshire Large Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Connecticut Wealth Management | Sep 2024 | 2.5M | $134M |
| First Command Advisory Services | Sep 2024 | 421k | $22M |