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 $3.0B 2% Sep 2023
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LPL Financial 28M $1.2B 6% Sep 2023
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Hanson McClain Advisors 19M $865M 5% Dec 2023
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Horizon Investments 8.4M $391M 77% Dec 2023
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Morgan Stanley 7.4M $304M 1% Sep 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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Raymond James Financial Services Advisors 4.6M $216M 23% Dec 2023
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Royal Bank of Canada 4.5M $210M 69% Dec 2023
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CWM 4.3M $203M 22% Dec 2023
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Envestnet Asset Management 4.3M $179M -12% Sep 2023
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Bank of New York Mellon 4.0M $186M 40% Dec 2023
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Jpmorgan Chase & Co 3.7M $175M 681% Dec 2023
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Franklin Resources 3.7M $171M 9% Dec 2023
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Willis Johnson & Associates 3.6M $170M 4% Dec 2023
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Nicolet Advisory Services 3.4M $138M 3% Sep 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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Ameriprise Financial 2.7M $113M 40% Sep 2023
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Equitable Holdings 2.7M $112M 5% Sep 2023
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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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First National Trust Company 2.3M $107M 160% 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 $89M 0% Dec 2023
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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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Wealth Enhancement Advisory Services 1.7M $77M -5% Dec 2023
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Putnam Fl Investment Management 1.7M $77M 246% Dec 2023
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Old National Trust Company 1.6M $73M 4% Dec 2023
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N.E.W. Advisory Services 1.6M $72M 305% Dec 2023
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ERTS Wealth Advisors 1.5M $72M 1% Dec 2023
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Financial Network Investment Corporation 1.5M $63M 39% Sep 2023
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Magnus Financial Group 1.5M $61M 10% Sep 2023
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KWB Wealth 1.4M $67M -18% Dec 2023
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Orion Portfolio Solutions 1.3M $63M 2377% Dec 2023
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Angeles Wealth Management 1.3M $54M 15% Sep 2023
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Janney Montgomery Scott 1.3M $59M 6% Dec 2023
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Gerber Kawasaki Wealth & Investment Management 1.3M $53M 11% Sep 2023
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Goldman Sachs Group 1.2M $51M 25% Sep 2023
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Wells Fargo & Company 1.2M $57M 2% Dec 2023
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Flagship Harbor Advisors 1.2M $57M 1% 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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FMR 1.1M $47M 1% Sep 2023
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Mercer Global Advisors 1.1M $53M -6% Dec 2023
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Nicolet Bankshares 1.1M $46M -1% Sep 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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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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Perennial Investment Advisors 943k $39M -1% Sep 2023
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Whitcomb & Hess 936k $44M 0% Dec 2023
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Cambridge Investment Research Advisors 929k $43M -23% Dec 2023
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Alesco Advisors 903k $42M -65% Dec 2023
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Founders Financial Securities 889k $42M 12% Dec 2023
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Compton Financial Group 862k $40M -1% Dec 2023
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Facet Wealth 834k $39M 0% Dec 2023
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First Republic Investment Management 779k $32M -1% Sep 2023
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BIP Wealth 743k $35M -5% Dec 2023
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Measured Wealth Private Client Group 723k $34M -3% Dec 2023
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Creative Financial Designs 694k $32M 9% Dec 2023
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Prudential Financial 692k $29M -1% Sep 2023
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Honkamp Krueger Financial Services 690k $32M 11% Dec 2023
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CI Private Wealth 686k $32M -3% Dec 2023
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IHT Wealth Management 668k $28M 10% Sep 2023
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Balanced Wealth Group 643k $30M 100% Dec 2023
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Krasney Financial 608k $28M 0% Dec 2023
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Integrys Wealth Advisors 596k $28M -2% Dec 2023
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Raymond James & Associates 590k $28M 8% Dec 2023
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Benjamin F. Edwards & Company 589k $27M 11% Dec 2023
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Edmonds Duncan Registered Investment Advisors 586k $27M 7% Dec 2023
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Cetera Investment Advisers 579k $24M 22% Sep 2023
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Woodard & Co Asset Management Group 578k $27M -20% Dec 2023
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Northern Trust 557k $23M 0% Sep 2023
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Brookstone Capital Management 553k $26M -15% Dec 2023
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Choice Wealth Advisors 550k $26M -4% Dec 2023
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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 523k $24M 2% Dec 2023
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First Command Advisory Services 518k $24M 3% Dec 2023
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PFG Financial Advisors 517k $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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ERn Financial 499k $23M 237% 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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Money Design 479k $22M -6% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 475k $22M 6% 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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Mml Investors Services 442k $18M -4% Sep 2023
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Principal Securities 435k $20M 100% Dec 2023
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Windsor Capital Management 425k $20M -1% Dec 2023
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Thrivent Financial for Lutherans 416k $17M 130% Sep 2023
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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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Pure Financial Advisors 404k $19M -3% Dec 2023
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Susquehanna International 404k $17M 137% Sep 2023
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Visionary Horizons 403k $19M 100% Dec 2023
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Harbor Group 398k $19M 1% Dec 2023
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Ackerman Capital Advisors 390k $18M -10% Dec 2023
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Personal Resources Investment & Strategic Management 388k $18M -3% Dec 2023
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Retirement Planning Group 381k $18M 3247% Dec 2023
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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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Atticus Wealth Management 370k $17M -16% Dec 2023
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Garrett Investment Advisors 367k $17M -1% Dec 2023
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Global Retirement Partners 366k $17M 28% Dec 2023
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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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Horizon Wealth Management 356k $17M 100% Dec 2023
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Steel Peak Wealth Management 344k $16M -31% Dec 2023
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Navalign 340k $16M 2% Dec 2023
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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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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 315k $15M 3% Dec 2023
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Courier Capital Corp 311k $15M 1% Dec 2023
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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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Stratos Wealth Partners 298k $14M 34% Dec 2023
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TSFG 294k $14M 341% Dec 2023
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Great Lakes Retirement 290k $14M -6% Dec 2023
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GPS Wealth Strategies Group 248k $12M -24% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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