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 | 70M | $2.9B | 4% | Mar 2023 |
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| LPL Financial | 26M | $1.0B | 4% | Mar 2023 |
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| Hamilton Capital Management | 10M | $412M | 0% | Mar 2023 |
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| Morgan Stanley | 7.9M | $308M | 100% | Dec 2022 |
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| ValMark Advisers | 7.3M | $296M | 2% | Mar 2023 |
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| Hanson McClain Advisors | 7.2M | $291M | 4% | Mar 2023 |
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| UBS Group | 6.0M | $246M | -2% | Mar 2023 |
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| Bank of America Corporation | 5.7M | $233M | -19% | Mar 2023 |
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| Horizon Investments | 5.3M | $218M | 81% | Mar 2023 |
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| Envestnet Asset Management | 5.1M | $208M | -78% | Mar 2023 |
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| Bp Wealth Management | 4.4M | $170M | 2% | Dec 2022 |
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| Franklin Resources | 3.5M | $143M | -12% | Mar 2023 |
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| Royal Bank of Canada | 3.5M | $135M | 44% | Dec 2022 |
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| Advisor Group Holdings | 3.4M | $138M | -72% | Mar 2023 |
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| Willis Johnson & Associates | 3.4M | $137M | 2% | Mar 2023 |
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| Nicolet Advisory Services | 3.3M | $133M | -2% | Mar 2023 |
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| Pfs Investments | 3.2M | $128M | 36% | Mar 2023 |
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| Alesco Advisors | 2.8M | $116M | -2% | Mar 2023 |
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| Advisory Alpha | 2.7M | $112M | 9% | Mar 2023 |
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| Orion Portfolio Solutions | 2.6M | $103M | 19460% | Dec 2022 |
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| AlphaStar Capital Management | 2.6M | $105M | 279% | Mar 2023 |
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| Raymond James Financial Services Advisors | 2.4M | $98M | -12% | Mar 2023 |
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| Equitable Holdings | 2.3M | $95M | 2% | Mar 2023 |
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| Ameriprise Financial | 2.3M | $93M | 20% | Mar 2023 |
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| NorthRock Partners | 2.2M | $92M | 5% | Mar 2023 |
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| Betterment | 2.2M | $85M | 3% | Dec 2022 |
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| Townsquare Capital | 2.1M | $85M | 3% | Mar 2023 |
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| Lutz Financial Services | 2.0M | $83M | 2% | Mar 2023 |
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| Tiaa | 2.0M | $82M | 82% | Mar 2023 |
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| Accredited Investors | 1.9M | $79M | 5% | Mar 2023 |
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| HPM Partners | 1.8M | $75M | 16853% | Mar 2023 |
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| Connecticut Wealth Management | 1.8M | $72M | 7% | Mar 2023 |
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| Massey, Quick & Co | 1.8M | $68M | 30% | Dec 2022 |
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| Mariner Wealth Advisors | 1.7M | $68M | 192% | Dec 2022 |
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| AE Wealth Management | 1.6M | $67M | -17% | Mar 2023 |
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| CWM | 1.6M | $64M | 74% | Mar 2023 |
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| N.E.W. Advisory Services | 1.5M | $60M | 0% | Mar 2023 |
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| Private Advisor | 1.5M | $59M | 11% | Mar 2023 |
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| Mercer Global Advisors | 1.4M | $58M | -17% | Mar 2023 |
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| Old National Trust Company | 1.4M | $57M | 2% | Mar 2023 |
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| KWB Wealth | 1.3M | $52M | 1% | Mar 2023 |
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| Magnus Financial Group | 1.3M | $53M | 1% | Mar 2023 |
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| Stifel Financial | 1.3M | $50M | -41% | Dec 2022 |
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| Wells Fargo & Company | 1.3M | $49M | -30% | Dec 2022 |
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| Amerivest Investment Management | 1.3M | $51M | -17% | Mar 2023 |
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| Nottingham Advisors | 1.2M | $50M | -2% | Mar 2023 |
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| Klingman & Associates | 1.2M | $47M | 1% | Mar 2023 |
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| First Republic Investment Management | 1.1M | $47M | 49% | Mar 2023 |
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| FMR | 1.1M | $46M | -1% | Mar 2023 |
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| Nicolet Bankshares | 1.1M | $46M | -2% | Mar 2023 |
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| CoreCap Advisors | 1.1M | $43M | 5% | Dec 2022 |
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| Janney Montgomery Scott | 1.1M | $44M | 7% | Mar 2023 |
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| HighTower Advisors | 1.1M | $43M | -12% | Mar 2023 |
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| Angeles Wealth Management | 1.1M | $43M | 18% | Mar 2023 |
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| Alera Investment Advisors | 1.1M | $43M | -2% | Mar 2023 |
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| Financial Network Investment Corporation | 1.0M | $40M | 132% | Dec 2022 |
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| Whitcomb & Hess | 931k | $38M | 0% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 909k | $37M | 1% | Mar 2023 |
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| Commonwealth Equity Services | 888k | $36M | 3% | Mar 2023 |
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| Cambridge Investment Research Advisors | 888k | $36M | 38% | Mar 2023 |
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| Perennial Investment Advisors | 855k | $35M | 1288% | Mar 2023 |
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| Compton Financial Group | 854k | $35M | 1% | Mar 2023 |
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| Measured Wealth Private Client Group | 835k | $34M | 0% | Mar 2023 |
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| Founders Financial Securities | 832k | $34M | 35% | Mar 2023 |
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| First National Trust Company | 816k | $33M | 0% | Mar 2023 |
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| ERTS Wealth Advisors | 810k | $33M | -29% | Mar 2023 |
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| Brookstone Capital Management | 788k | $33M | -12% | Mar 2023 |
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| CI Private Wealth | 733k | $30M | 0% | Mar 2023 |
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| Meritage Portfolio Management | 718k | $29M | 67% | Mar 2023 |
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| Woodard & Co Asset Management Group | 707k | $29M | -6% | Mar 2023 |
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| Flagship Harbor Advisors | 707k | $29M | 33% | Mar 2023 |
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| Prudential Financial | 684k | $27M | -4% | Dec 2022 |
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| BIP Wealth | 648k | $26M | 100% | Mar 2023 |
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| Honkamp Krueger Financial Services | 626k | $26M | 7% | Mar 2023 |
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| Gerber Kawasaki Wealth & Investment Management | 625k | $25M | 12% | Mar 2023 |
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| Integrys Wealth Advisors | 618k | $25M | -5% | Mar 2023 |
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| Money Design | 613k | $25M | 5% | Mar 2023 |
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| Choice Wealth Advisors | 604k | $25M | 1% | Mar 2023 |
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| IHT Wealth Management | 599k | $24M | -45% | Mar 2023 |
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| Krasney Financial | 583k | $24M | 3% | Mar 2023 |
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| Good Life Advisors | 563k | $23M | 8% | Mar 2023 |
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| Ackerman Capital Advisors | 563k | $23M | 6% | Mar 2023 |
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| Goldman Sachs Group | 547k | $22M | 6% | Mar 2023 |
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| Tennessee Valley Asset Management Partners | 544k | $22M | -36% | Mar 2023 |
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| Merit Financial Group | 540k | $22M | 35% | Mar 2023 |
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| Edmonds Duncan Registered Investment Advisors | 536k | $22M | 0% | Mar 2023 |
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| Creative Financial Designs | 533k | $22M | 1330% | Mar 2023 |
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| Benjamin F. Edwards & Company | 529k | $22M | -14% | Mar 2023 |
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| Riversedge Advisors | 519k | $21M | 3% | Mar 2023 |
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| Cetera Investment Advisers | 506k | $21M | -40% | Mar 2023 |
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| Pinnacle Wealth Planning Services | 493k | $20M | 0% | Mar 2023 |
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| Sanchez Wealth Management Group | 491k | $20M | 0% | Mar 2023 |
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| PFG Financial Advisors | 487k | $20M | 8% | Mar 2023 |
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| Leicht Financial Planning & Wealth Management | 483k | $20M | 56% | Mar 2023 |
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| Larson Financial Group | 457k | $19M | -3% | Mar 2023 |
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| Windsor Capital Management | 448k | $18M | 1% | Mar 2023 |
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| Rodgers & Associates | 440k | $18M | -1% | Mar 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 437k | $18M | 3% | Mar 2023 |
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| Pure Financial Advisors | 428k | $17M | 4% | Mar 2023 |
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| One Capital Management | 426k | $17M | 2% | Mar 2023 |
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| Atticus Wealth Management | 417k | $17M | 376% | Mar 2023 |
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| M^T Bank Corporation | 396k | $16M | -10% | Mar 2023 |
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| Brandywine Oak Private Wealth | 395k | $16M | 11% | Mar 2023 |
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| Harbor Group | 375k | $15M | 0% | Mar 2023 |
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| Raymond James & Associates | 374k | $15M | -12% | Mar 2023 |
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| Geneos Wealth Management | 369k | $15M | 26% | Mar 2023 |
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| Executive Wealth Management | 366k | $15M | -3% | Mar 2023 |
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| Diligent Investors | 360k | $15M | 0% | Mar 2023 |
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| Mml Investors Services | 357k | $15M | -27% | Mar 2023 |
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| Wealth Advisors of Iowa | 341k | $14M | 5% | Mar 2023 |
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| Wells Financial Advisors | 338k | $14M | -1% | Mar 2023 |
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| Avestar Capital | 338k | $14M | 100% | Mar 2023 |
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| Navalign | 337k | $14M | -1% | Mar 2023 |
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| Harvest Group Wealth Management | 335k | $14M | 0% | Mar 2023 |
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| Baird Financial | 326k | $13M | 59% | Dec 2022 |
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| Great Lakes Retirement | 323k | $13M | -2% | Mar 2023 |
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| McAdam | 309k | $13M | 143% | Mar 2023 |
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| CarsonAllaria Wealth Management | 307k | $13M | 1% | Mar 2023 |
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| Great Valley Advisor Group | 298k | $12M | -2% | Mar 2023 |
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| TPG Financial Advisors | 296k | $12M | 5% | Mar 2023 |
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| GPS Wealth Strategies Group | 295k | $12M | 27% | Mar 2023 |
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| Jpmorgan Chase & Co | 293k | $12M | -6% | Mar 2023 |
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| Confluence Investment Management | 292k | $12M | -6% | Mar 2023 |
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| Atria Wealth Solutions | 291k | $12M | -33% | Mar 2023 |
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| Goss Wealth Management | 287k | $12M | -12% | Mar 2023 |
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| Putnam Fl Investment Management | 286k | $12M | 11% | Mar 2023 |
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| SkyOak Wealt | 286k | $12M | 16% | Mar 2023 |
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| Meridian Wealth Management | 280k | $11M | 2% | Dec 2022 |
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| Destiny Capital Corp | 276k | $11M | 3% | Mar 2023 |
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| New England Capital Financial Advisors | 263k | $11M | 3% | Mar 2023 |
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| Western Wealth Management | 258k | $10M | -47% | Dec 2022 |
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| Garrett Investment Advisors | 257k | $11M | 10% | Mar 2023 |
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| My Purposeful Wealth Corp. | 252k | $10M | 14% | Mar 2023 |
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| Courier Capital Corp | 249k | $10M | 16% | Mar 2023 |
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| Strategic Financial | 247k | $10M | 3% | Mar 2023 |
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| Monticello Wealth Management | 246k | $9.6M | 0% | Mar 2023 |
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| Reston Wealth Management | 240k | $9.8M | -2% | Mar 2023 |
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| State Street Corporation | 240k | $9.8M | 3% | Mar 2023 |
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| Atlantic Trust | 237k | $6.2M | -13% | Mar 2023 |
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| CX Institutional | 228k | $9.3M | 13% | Mar 2023 |
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| Global Retirement Partners | 227k | $9.2M | 18% | Mar 2023 |
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| IFP Advisors | 227k | $6.8M | -49% | Mar 2023 |
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| Juncture Wealth Strategies | 225k | $9.1M | -4% | Mar 2023 |
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| Level Four Advisory Services | 223k | $8.7M | 0% | Dec 2022 |
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| Horizon Financial Services | 222k | $9.0M | -3% | Mar 2023 |
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| JNBA Financial Advisors | 217k | $8.9M | -1% | Mar 2023 |
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| Axxcess Wealth Management | 217k | $8.8M | 13% | Mar 2023 |
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| Millington Financial Advisors | 215k | $8.8M | -2% | Mar 2023 |
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| Retirement Financial Solutions | 209k | $8.5M | 100% | Mar 2023 |
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| United Capital Financial Advisers | 206k | $8.0M | -3% | Dec 2022 |
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| Oak Harvest Investment Services | 130k | $5.3M | -43% | Mar 2023 |
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| Burney Co/ | 126k | $5.1M | -40% | Mar 2023 |
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| Redwood Investment Management | 120k | $4.7M | -74% | Dec 2022 |
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| Sunesis Advisors | 109k | $4.4M | -73% | Mar 2023 |
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| Centennial Wealth Advisory | 83k | $3.4M | -68% | Mar 2023 |
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| Clark Capital Management Group | 70k | $2.8M | -99% | Mar 2023 |
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| Kestra Advisory Services | 66k | $2.7M | -82% | Mar 2023 |
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| Tradewinds Capital Management | 39k | $1.6M | -95% | Mar 2023 |
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| Foresight Wealth Management | 30k | $1.2M | -91% | Dec 2022 |
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| Ford Financial Group | 12k | $495k | -99% | Mar 2023 |
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| National Asset Management | 9.9k | $405k | -95% | Mar 2023 |
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| Assetmark | 997.00 | $41k | -100% | Mar 2023 |
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Who sold out of SPDR DJ Wilshire Large Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BlackRock | Dec 2022 | 1.3M | $52M |
| Parker Investment Management | Dec 2022 | 556k | $22M |
| Allspring Global Investments Holdings | Dec 2022 | 333k | $13M |
| Thrivent Financial for Lutherans | Dec 2022 | 272k | $11M |
| SigFig Wealth Management | Dec 2022 | 268k | $2.2M |