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
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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 | 83M | $5.0B | 2% | Jun 2026 |
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| LPL Financial | 52M | $3.2B | 1% | Jun 2026 |
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| Goldman Sachs Group | 23M | $1.4B | 2% | Jun 2026 |
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| Hanson McClain Advisors | 19M | $1.1B | -7% | Jun 2026 |
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| Bank of America Corporation | 18M | $1.1B | 142% | Jun 2026 |
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| Morgan Stanley | 9.4M | $531M | -53% | Mar 2026 |
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| ValMark Advisers | 9.3M | $563M | 3% | Jun 2026 |
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| Ameriprise Financial | 7.6M | $461M | 4% | Jun 2026 |
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| Raymond James Financial | 7.0M | $425M | 9% | Jun 2026 |
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| Jpmorgan Chase & Co | 6.6M | $401M | 100% | Jun 2026 |
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| Manufacturers Life Insurance Company | 6.3M | $384M | 1808% | Jun 2026 |
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| Willis Johnson & Associates | 6.3M | $380M | 3% | Jun 2026 |
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| UBS Group | 6.1M | $371M | -1% | Jun 2026 |
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| Equitable Holdings | 5.3M | $320M | 7% | Jun 2026 |
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| Advisory Alpha | 4.9M | $300M | 0% | Jun 2026 |
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| NorthRock Partners | 4.9M | $297M | 7% | Jun 2026 |
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| Royal Bank of Canada | 4.9M | $296M | 14% | Jun 2026 |
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| Connecticut Wealth Management | 4.7M | $284M | 9% | Jun 2026 |
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| Vantagepoint Investment Advisers | 4.3M | $262M | -1% | Jun 2026 |
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| Envestnet Asset Management | 4.3M | $261M | -10% | Jun 2026 |
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| Cetera Investment Advisers | 4.2M | $255M | 0% | Jun 2026 |
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| CWM | 4.2M | $236M | 2% | Mar 2026 |
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| Dynasty Wealth Management | 4.1M | $248M | 3% | Jun 2026 |
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| Quotient Wealth Partners | 3.9M | $240M | 3% | Jun 2026 |
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| HPM Partners | 3.7M | $223M | 2% | Jun 2026 |
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| AE Wealth Management | 3.6M | $218M | 0% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 3.5M | $213M | -6% | Jun 2026 |
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| HighTower Advisors | 3.2M | $195M | 4% | Jun 2026 |
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| Stifel Financial | 3.1M | $191M | 18% | Jun 2026 |
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| Private Advisor | 3.1M | $186M | 10% | Jun 2026 |
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| Horizon Investments | 3.0M | $185M | -43% | Jun 2026 |
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| Advisor Group Holdings | 3.0M | $180M | 9% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 2.8M | $175M | 100% | Jun 2026 |
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| Diversify Wealth Management | 2.8M | $175M | 8% | Jun 2026 |
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| Diversify Advisory Services | 2.8M | $175M | 100% | Jun 2026 |
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| Octavia Wealth Advisors | 2.8M | $171M | 4% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 2.6M | $145M | 6% | Mar 2026 |
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| Lutz Financial Services | 2.5M | $152M | 3% | Jun 2026 |
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| Benjamin Edwards | 2.4M | $144M | 20% | Jun 2026 |
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| Jones Financial Companies, L.L | 2.4M | $144M | 60% | Jun 2026 |
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| Wells Fargo & Company | 2.4M | $143M | 9% | Jun 2026 |
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| Angeles Wealth Management | 2.3M | $141M | 5% | Jun 2026 |
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| Commonwealth Equity Services | 2.2M | $132M | 29% | Jun 2026 |
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| Betterment | 2.2M | $131M | -4% | Jun 2026 |
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| Integrated Wealth Concepts | 2.0M | $124M | 37% | Jun 2026 |
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| AlphaStar Capital Management | 2.0M | $124M | 4% | Jun 2026 |
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| Magnus Financial Group | 1.9M | $117M | 5% | Jun 2026 |
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| Old National Trust Company | 1.9M | $117M | -1% | Jun 2026 |
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| First National Trust Company | 1.9M | $115M | 0% | Jun 2026 |
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| Nicolet Bankshares | 1.9M | $115M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.9M | $114M | -13% | Jun 2026 |
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| IHT Wealth Management | 1.8M | $111M | 11% | Jun 2026 |
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| Bell State Bank and Trust | 1.7M | $103M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 1.6M | $95M | -25% | Jun 2026 |
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| Founders Financial Securities | 1.5M | $93M | 5% | Jun 2026 |
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| Massey, Quick & Co | 1.5M | $93M | 0% | Jun 2026 |
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| Exchange Traded Concepts | 1.5M | $91M | 14% | Jun 2026 |
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| Mml Investors Services | 1.5M | $90M | 24% | Jun 2026 |
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| Oakmont Partners | 1.4M | $83M | 19% | Jun 2026 |
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| KWB Wealth | 1.4M | $83M | -16% | Jun 2026 |
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| Flagship Harbor Advisors | 1.3M | $81M | 3% | Jun 2026 |
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| Convergence Financial | 1.2M | $74M | -24% | Jun 2026 |
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| Klingman & Associates | 1.2M | $71M | 0% | Jun 2026 |
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| Putnam Fl Investment Management | 1.1M | $67M | 0% | Jun 2026 |
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| 71 West Capital Partners | 1.1M | $65M | -1% | Jun 2026 |
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| FMR | 1.1M | $64M | 1% | Jun 2026 |
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| Confluence Investment Management | 1.0M | $64M | 32% | Jun 2026 |
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| Summit Financial | 1.0M | $62M | 6% | Jun 2026 |
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| Warren Averett Asset Management | 997k | $61M | 18% | Jun 2026 |
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| Whitcomb & Hess | 992k | $60M | 3% | Jun 2026 |
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| N.E.W. Advisory Services | 977k | $59M | -1% | Jun 2026 |
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| TSFG | 933k | $57M | 20% | Jun 2026 |
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| Prudential Financial | 905k | $55M | 72% | Jun 2026 |
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| Garrett Investment Advisors | 860k | $52M | -2% | Jun 2026 |
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| Courier Capital Corp | 850k | $52M | 8% | Jun 2026 |
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| Cambridge Investment Research Advisors | 849k | $52M | 5% | Jun 2026 |
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| MONECO Advisors | 847k | $52M | 14% | Jun 2026 |
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| Janney Montgomery Scott | 844k | $51M | 58% | Jun 2026 |
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| Leicht Financial Planning & Wealth Management | 830k | $51M | 1% | Jun 2026 |
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| Balanced Wealth Group | 828k | $50M | 2% | Jun 2026 |
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| Perennial Investment Advisors | 813k | $49M | -3% | Jun 2026 |
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| Facet Wealth | 793k | $48M | -10% | Jun 2026 |
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| Arrow Financial Corp. | 770k | $47M | -1% | Jun 2026 |
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| CI Private Wealth | 770k | $47M | -25% | Jun 2026 |
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| Mount Yale Investment Advisors | 767k | $47M | 100% | Jun 2026 |
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| Tennessee Valley Asset Management Partners | 764k | $47M | 2% | Jun 2026 |
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| Nottingham Advisors | 748k | $55M | -14% | Jun 2026 |
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| Creative Planning | 739k | $45M | 6% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 739k | $45M | 0% | Jun 2026 |
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| CoreCap Advisors | 716k | $44M | -40% | Jun 2026 |
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| ERn Financial | 713k | $43M | 2% | Jun 2026 |
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| Ohio National Investments | 712k | $43M | 0% | Jun 2026 |
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| PFG Financial Advisors | 705k | $43M | -1% | Jun 2026 |
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| Accredited Investors | 702k | $43M | -3% | Jun 2026 |
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| Higgins & Schmidt Wealth Strategies | 678k | $41M | 6% | Jun 2026 |
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| Great Valley Advisor Group | 669k | $41M | 8% | Jun 2026 |
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| Alta Wealth Advisors | 656k | $40M | 2% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 627k | $38M | 1% | Jun 2026 |
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| Thrivent Financial for Lutherans | 606k | $37M | -10% | Jun 2026 |
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| Geneos Wealth Management | 591k | $36M | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 591k | $36M | -13% | Jun 2026 |
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| Waller Financial Planning Group | 578k | $35M | -3% | Jun 2026 |
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| Northern Trust | 576k | $35M | 1% | Jun 2026 |
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| HighPoint Advisor | 572k | $35M | -3% | Jun 2026 |
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| Compton Financial Group | 570k | $35M | -48% | Jun 2026 |
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| McNamara Financial Services | 568k | $32M | 0% | Mar 2026 |
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| Goss Wealth Management | 566k | $34M | 8% | Jun 2026 |
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| Brandywine Oak Private Wealth | 566k | $34M | 1% | Jun 2026 |
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| Journey Strategic Wealth | 563k | $32M | 8% | Mar 2026 |
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| Fifth Third Securities | 560k | $34M | 4% | Jun 2026 |
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| ERTS Wealth Advisors | 553k | $34M | 1% | Jun 2026 |
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| Shepherd Financial Partners | 552k | $34M | -23% | Jun 2026 |
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| Navigation Group | 545k | $33M | 0% | Jun 2026 |
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| Choice Wealth Advisors | 545k | $33M | 0% | Jun 2026 |
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| BIP Wealth | 520k | $32M | 21% | Jun 2026 |
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| Honkamp Krueger Financial Services | 509k | $31M | -7% | Jun 2026 |
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| Krasney Financial | 508k | $29M | 0% | Mar 2026 |
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| Harbor Group | 501k | $30M | 3% | Jun 2026 |
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| Rodgers & Associates | 499k | $28M | 0% | Mar 2026 |
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| Leslie Global Wealth | 499k | $30M | 1% | Jun 2026 |
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| Fifth Third Wealth Advisors | 498k | $30M | -1% | Jun 2026 |
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| Mercer Global Advisors | 495k | $30M | 7% | Jun 2026 |
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| Michael S. Ryan | 494k | $30M | 7% | Jun 2026 |
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| SkyOak Wealt | 488k | $30M | -6% | Jun 2026 |
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| Hamilton Capital Management | 484k | $29M | 0% | Jun 2026 |
|
| Savant Capital Management | 467k | $28M | 104% | Jun 2026 |
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| We Are One Seven | 465k | $28M | 1% | Jun 2026 |
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| First Heartland Consultants | 464k | $28M | 11% | Jun 2026 |
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| MBE Wealth Management | 460k | $28M | 2% | Jun 2026 |
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| Wealth Advisors of Iowa | 456k | $28M | 10% | Jun 2026 |
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| Riversedge Advisors | 456k | $28M | -1% | Jun 2026 |
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| Kingsview Wealth Management | 454k | $26M | 27% | Mar 2026 |
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| MCF Advisors | 453k | $28M | 5429% | Jun 2026 |
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| Branch Banking & Trust Company | 448k | $27M | -2% | Jun 2026 |
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| Baird Financial | 446k | $27M | 0% | Jun 2026 |
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| CarsonAllaria Wealth Management | 444k | $27M | 5% | Jun 2026 |
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| Gibbs Wealth Management | 435k | $25M | 130% | Mar 2026 |
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| SilverOak Wealth Management | 431k | $26M | 3% | Jun 2026 |
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| Global Retirement Partners | 426k | $26M | 6% | Jun 2026 |
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| Provenance Wealth Advisors | 425k | $26M | 0% | Jun 2026 |
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| Strategic Financial Partners | 414k | $25M | 12% | Jun 2026 |
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| Concurrent Investment Advisors | 413k | $25M | -2% | Jun 2026 |
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| Armstrong Advisory Group | 404k | $25M | 25% | Jun 2026 |
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| Granville Capital | 402k | $24M | 4% | Jun 2026 |
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| Abound Financial | 400k | $24M | 0% | Jun 2026 |
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| Stonebrook Private | 397k | $24M | -4% | Jun 2026 |
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| Scarborough Advisors | 390k | $24M | -15% | Jun 2026 |
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| Visionary Horizons | 390k | $24M | 0% | Jun 2026 |
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| Western Wealth Management | 388k | $24M | -19% | Jun 2026 |
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| TPG Financial Advisors | 388k | $24M | 3% | Jun 2026 |
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| Fifth Third Bancorp | 382k | $23M | -3% | Jun 2026 |
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| Ackerman Capital Advisors | 344k | $21M | -17% | Jun 2026 |
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| Woodard & Co Asset Management Group | 314k | $19M | -51% | Jun 2026 |
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| Measured Wealth Private Client Group | 174k | $11M | -58% | Jun 2026 |
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| Modern Wealth Management | 98k | $5.9M | -78% | Jun 2026 |
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| Independent Advisor Alliance | 84k | $5.1M | -97% | Jun 2026 |
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