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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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 |
---|---|---|---|---|---|
Hanson McClain Advisors | 19M | $972M | 5% | Mar 2024 |
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Horizon Investments | 8.4M | $391M | 77% | Dec 2023 |
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ValMark Advisers | 7.4M | $343M | 0% | Dec 2023 |
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Advisor Group Holdings | 7.3M | $339M | 44% | Dec 2023 |
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UBS Group | 6.5M | $304M | 7% | Dec 2023 |
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Bank of America Corporation | 5.5M | $255M | 2% | Dec 2023 |
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CWM | 4.9M | $247M | 13% | Mar 2024 |
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Royal Bank of Canada | 4.5M | $210M | 69% | Dec 2023 |
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Raymond James Financial Services Advisors | 4.2M | $209M | -10% | Mar 2024 |
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Jpmorgan Chase & Co | 3.7M | $175M | 681% | Dec 2023 |
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Willis Johnson & Associates | 3.7M | $187M | 2% | Mar 2024 |
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Franklin Resources | 3.7M | $171M | 9% | Dec 2023 |
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Betterment | 3.4M | $157M | 18% | Dec 2023 |
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Advisory Alpha | 3.3M | $156M | 3% | Dec 2023 |
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Tiaa Trust, National Association | 3.2M | $150M | 12% | Dec 2023 |
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HPM Partners | 3.1M | $144M | 4% | Dec 2023 |
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Bank of New York Mellon | 3.0M | $149M | -25% | Mar 2024 |
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First National Trust Company | 2.5M | $125M | 8% | Mar 2024 |
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Townsquare Capital | 2.4M | $111M | 4% | Dec 2023 |
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Quotient Wealth Partners | 2.4M | $110M | 100% | Dec 2023 |
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Mariner Wealth Advisors | 2.3M | $108M | 3% | Dec 2023 |
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Connecticut Wealth Management | 2.3M | $108M | 5% | Dec 2023 |
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Private Advisor | 2.2M | $104M | 18% | Dec 2023 |
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Lutz Financial Services | 2.2M | $103M | 5% | Dec 2023 |
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AE Wealth Management | 2.0M | $95M | -3% | Dec 2023 |
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NorthRock Partners | 2.0M | $92M | -5% | Dec 2023 |
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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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HighTower Advisors | 1.7M | $82M | 8% | Dec 2023 |
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Putnam Fl Investment Management | 1.7M | $77M | 246% | Dec 2023 |
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Goldman Sachs Group | 1.6M | $76M | 33% | Dec 2023 |
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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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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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Octavia Wealth Advisors | 1.4M | $68M | 4728% | Mar 2024 |
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Orion Portfolio Solutions | 1.3M | $63M | 2377% | Dec 2023 |
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Janney Montgomery Scott | 1.3M | $59M | 6% | Dec 2023 |
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Wells Fargo & Company | 1.2M | $57M | 2% | Dec 2023 |
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Nottingham Advisors | 1.2M | $48M | -1% | Dec 2023 |
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CoreCap Advisors | 1.2M | $55M | -1% | Dec 2023 |
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Klingman & Associates | 1.2M | $54M | -1% | Dec 2023 |
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AlphaStar Capital Management | 1.2M | $54M | -30% | Dec 2023 |
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Arrow Financial Corp. | 1.1M | $53M | 0% | Dec 2023 |
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Mercer Global Advisors | 1.1M | $53M | -6% | Dec 2023 |
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Commonwealth Equity Services | 1.1M | $50M | 10% | Dec 2023 |
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Envestnet Portfolio Solutions | 1.1M | $50M | 100% | Dec 2023 |
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Cambridge Investment Research Advisors | 1.0M | $51M | 9% | Mar 2024 |
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Alera Investment Advisors | 1.0M | $47M | -2% | Dec 2023 |
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Stifel Financial | 980k | $46M | 7% | Dec 2023 |
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Accredited Investors | 959k | $45M | -6% | Dec 2023 |
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Good Life Advisors | 951k | $44M | 55% | Dec 2023 |
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Flagship Harbor Advisors | 944k | $47M | -23% | Mar 2024 |
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Alesco Advisors | 903k | $42M | -65% | Dec 2023 |
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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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Facet Wealth | 834k | $39M | 0% | Dec 2023 |
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Wealth Enhancement Advisory Services | 811k | $41M | -51% | Mar 2024 |
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Brookstone Capital Management | 761k | $38M | 38% | Mar 2024 |
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BIP Wealth | 743k | $35M | -5% | Dec 2023 |
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Founders Financial Securities | 698k | $35M | -21% | Mar 2024 |
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Creative Financial Designs | 694k | $32M | 9% | Dec 2023 |
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Honkamp Krueger Financial Services | 690k | $32M | 11% | Dec 2023 |
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Measured Wealth Private Client Group | 687k | $34M | -5% | Mar 2024 |
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CI Private Wealth | 686k | $32M | -3% | Dec 2023 |
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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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Balanced Wealth Group | 643k | $30M | 100% | Dec 2023 |
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Krasney Financial | 618k | $31M | 2% | Mar 2024 |
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Edmonds Duncan Registered Investment Advisors | 591k | $30M | 1% | Mar 2024 |
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Benjamin F. Edwards & Company | 589k | $27M | 11% | Dec 2023 |
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Integrys Wealth Advisors | 585k | $29M | -2% | Mar 2024 |
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Woodard & Co Asset Management Group | 578k | $27M | -20% | Dec 2023 |
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PFG Financial Advisors | 555k | $28M | 7% | Mar 2024 |
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Meritage Portfolio Management | 539k | $25M | 129% | Dec 2023 |
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Riversedge Advisors | 537k | $25M | 0% | Dec 2023 |
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Tennessee Valley Asset Management Partners | 536k | $27M | 3% | Mar 2024 |
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Choice Wealth Advisors | 528k | $27M | -4% | Mar 2024 |
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ERn Financial | 518k | $26M | 4% | Mar 2024 |
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First Command Advisory Services | 518k | $24M | 3% | Dec 2023 |
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Sanchez Wealth Management Group | 499k | $23M | -2% | Dec 2023 |
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Rodgers & Associates | 499k | $23M | 4% | Dec 2023 |
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Western Wealth Management | 485k | $23M | 25% | Dec 2023 |
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Parker Investment Management | 485k | $23M | 100% | Dec 2023 |
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Merit Financial Group | 481k | $22M | 16% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 475k | $22M | 6% | Dec 2023 |
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Yeomans Consulting Group | 475k | $22M | 100% | Dec 2023 |
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Hamilton Capital Management | 472k | $22M | -87% | Dec 2023 |
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Pinnacle Wealth Planning Services | 453k | $21M | 1% | Dec 2023 |
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Geneos Wealth Management | 451k | $21M | 10% | Dec 2023 |
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Brandywine Oak Private Wealth | 442k | $21M | 2% | Dec 2023 |
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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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Principal Securities | 435k | $20M | 100% | Dec 2023 |
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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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Visionary Horizons | 419k | $20M | 4% | 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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Bp Wealth Management | 413k | $19M | -54% | Dec 2023 |
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Larson Financial Group | 408k | $19M | -5% | Dec 2023 |
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Executive Wealth Management | 408k | $19M | -3% | Dec 2023 |
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Stratos Wealth Partners | 398k | $20M | 34% | 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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Atticus Wealth Management | 383k | $19M | 4% | Mar 2024 |
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Cary Street Partner Investment Advisory | 380k | $18M | 22% | Dec 2023 |
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Alta Wealth Advisors | 380k | $18M | 81% | Dec 2023 |
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One Capital Management | 379k | $18M | -1% | Dec 2023 |
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Michael S. Ryan | 377k | $18M | 5% | Dec 2023 |
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Baird Financial | 374k | $17M | 10% | Dec 2023 |
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M^T Bank Corporation | 372k | $17M | -4% | Dec 2023 |
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Ackerman Capital Advisors | 367k | $18M | -6% | Mar 2024 |
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Atria Wealth Solutions | 366k | $17M | 64% | Dec 2023 |
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Leicht Financial Planning & Wealth Management | 366k | $17M | -22% | Dec 2023 |
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SkyOak Wealt | 361k | $17M | 9% | Dec 2023 |
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Steel Peak Wealth Management | 347k | $17M | 1% | Mar 2024 |
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Navalign | 338k | $17M | 0% | Mar 2024 |
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Great Valley Advisor Group | 330k | $15M | 13% | Dec 2023 |
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CarsonAllaria Wealth Management | 327k | $15M | 2% | Dec 2023 |
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Courier Capital Corp | 326k | $16M | 5% | Mar 2024 |
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Charles Schwab Investment Management | 323k | $15M | -26% | Dec 2023 |
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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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Wealth Advisors of Iowa | 317k | $15M | -3% | Dec 2023 |
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McAdam | 311k | $16M | -1% | Mar 2024 |
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Diligent Investors | 305k | $14M | -4% | Dec 2023 |
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Retirement Financial Solutions | 298k | $14M | 8% | Dec 2023 |
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Destiny Capital Corp | 293k | $14M | 100% | Dec 2023 |
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Great Lakes Retirement | 290k | $14M | -6% | Dec 2023 |
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Demars Financial Group | 289k | $15M | 3% | Mar 2024 |
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SilverOak Wealth Management | 282k | $13M | 100% | Dec 2023 |
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Mirae Asset Global Investments | 282k | $13M | 100% | Dec 2023 |
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Strategic Financial | 270k | $13M | 4% | Dec 2023 |
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Private Wealth Group | 267k | $13M | 2% | Mar 2024 |
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H D Vest Advisory Services | 267k | $12M | 10% | Dec 2023 |
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Horizon Financial Services | 264k | $13M | 8% | Mar 2024 |
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Reston Wealth Management | 263k | $12M | 9% | Dec 2023 |
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Systelligence | 259k | $13M | -2% | Mar 2024 |
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Keystone Financial Group | 259k | $12M | 7% | Dec 2023 |
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Kingsview Wealth Management | 257k | $12M | 1% | Dec 2023 |
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Branch Banking & Trust Company | 253k | $12M | 16% | Dec 2023 |
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Northern Oak Capital Management | 249k | $12M | 18% | Dec 2023 |
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GPS Wealth Strategies Group | 248k | $12M | -24% | Dec 2023 |
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New England Capital Financial Advisors | 245k | $11M | 1% | Dec 2023 |
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My Purposeful Wealth Corp. | 214k | $10M | -21% | Dec 2023 |
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JNBA Financial Advisors | 201k | $10M | -29% | 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 |
---|---|---|---|
Meridian Wealth Management | Dec 2023 | 282k | $13M |
Advisor Resource Council | Dec 2023 | 272k | $13M |