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
Financial Engines Advisors L.L.C 41M $1.4B 35% Dec 2020
DuPont Capital Management Corporation 10M $347M 359% Dec 2020
Hamilton Capital Management 8.3M $285M 100% Dec 2020
ValMark Advisers 8.1M $280M -2% Dec 2020
LPL Financial 6.0M $207M 39% Dec 2020
Hanson McClain Advisors 5.8M $198M 25% Dec 2020
Morgan Stanley 4.7M $0 8% Dec 2020
Bank of America Corporation 4.6M $159M -5% Dec 2020
Franklin Resources 3.8M $131M 100% Dec 2020
Stifel Financial 3.2M $111M 3% Dec 2020
Alesco Advisors 3.1M $107M -1% Dec 2020

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Nicolet Advisory Services 3.1M $107M 3% Dec 2020
NorthRock Partners 2.6M $89M 5% Dec 2020
UBS Group 2.4M $84M -1% Dec 2020
Gradient Investments 2.4M $72M -1% Dec 2020
Envestnet Asset Management 2.3M $78M -30% Dec 2020
Pfs Investments 2.1M $73M -9% Dec 2020
Amerivest Investment Management 2.0M $70M 0% Dec 2020
Accredited Investors 1.6M $56M 1% Dec 2020
Townsquare Capital 1.6M $56M 5% Dec 2020
Advisory Alpha 1.6M $55M -4% Dec 2020
Lutz Financial Services 1.6M $54M 8% Dec 2020
KWB Wealth 1.5M $50M 100% Dec 2020
FMR 1.3M $45M -2% Dec 2020
BlackRock 1.3M $45M 11% Dec 2020
Advisor Group Holdings 1.3M $44M -8% Dec 2020
Benjamin F. Edwards & Company 1.3M $43M 5% Dec 2020
Equitable Holdings 1.2M $42M 5% Dec 2020
Measured Wealth Private Client Group 1.1M $36M 4% Dec 2020
Wells Fargo & Company 1.1M $36M 25% Dec 2020
N.E.W. Advisory Services 1.0M $35M 8% Dec 2020
Nottingham Advisors 938k $32M -26% Dec 2020
Sawtooth Asset Management 935k $32M 10% Dec 2020
AE Wealth Management 905k $31M 13% Dec 2020
ERTS Wealth Advisors 899k $31M 1% Dec 2020
Reston Wealth Management 892k $31M 2% Dec 2020
Old National Trust Company 871k $30M 7% Dec 2020
Magnus Financial Group 869k $30M 13% Dec 2020
Compton Financial Group 839k $30M 100% Dec 2020
Integrys Wealth Advisors 827k $28M -1% Dec 2020
Alera Investment Advisors 827k $28M 5% Dec 2020
Nicolet Bankshares 791k $27M 8% Dec 2020
Founders Financial Securities 780k $27M 3% Dec 2020
CLS Investments 776k $27M -7% Dec 2020
Royal Bank of Canada 767k $26M 18% Dec 2020
Ford Financial Group 741k $26M -1% Dec 2020
People's United Financial 740k $25M -15% Dec 2020
Money Design 720k $25M 7% Dec 2020
First Republic Investment Management 693k $24M 8% Dec 2020
Klingman & Associates 674k $23M 0% Dec 2020
Level Four Advisory Services 633k $22M -3% Dec 2020
Advisory Resource Group 626k $22M -11% Dec 2020
Wealth Enhancement Advisory Services 618k $22M 11% Dec 2020
Altium Wealth Management 606k $21M 7% Dec 2020
Choice Wealth Advisors 604k $21M 100% Dec 2020
Confluence Investment Management 595k $23M -18% Mar 2021
Advisor OS 559k $27M 100% Dec 2020
Edmonds Duncan Registered Investment Advisors 531k $19M 46% Dec 2020
Krasney Financial 522k $18M 6% Dec 2020
Managed Account Services 505k $18M 14% Dec 2020
Pure Financial Advisors 502k $19M -7% Mar 2021
Janney Montgomery Scott 490k $17M 19% Dec 2020
FormulaFolio Investments 483k $17M 115% Dec 2020
IHT Wealth Management 480k $17M 4% Dec 2020
Connecticut Wealth Management 471k $23M 135% Dec 2020
Ameriprise Financial 470k $16M -7% Dec 2020
Commonwealth Equity Services 469k $16M 15% Dec 2020
Riversedge Advisors 468k $16M 1% Dec 2020
HighTower Advisors 455k $16M 7% Dec 2020
Rodgers & Associates 436k $15M 100% Dec 2020
55i 425k $15M 1% Dec 2020
First National Trust Company 419k $14M 2% Dec 2020
Larson Financial Group 353k $12M 0% Mar 2021
United Capital Financial Advisers 353k $12M -6% Dec 2020
Windsor Capital Management 346k $12M 99% Dec 2020
Sanchez Wealth Management Group 338k $12M 100% Dec 2020
Betterment 337k $12M -14% Dec 2020
Tiaa 336k $12M -7% Dec 2020
JNBA Financial Advisors 334k $12M 136% Dec 2020
Juncture Wealth Strategies 326k $11M 2% Dec 2020
Weitzel Financial Services 325k $12M 100% Dec 2020
Private Advisor 321k $11M 14% Dec 2020
Foresight Wealth Management 319k $11M 15% Dec 2020
Burney Co/ 298k $10M 5% Dec 2020
Pinnacle Wealth Planning Services 294k $10M 0% Dec 2020
AlphaStar Capital Management 291k $10M -73% Dec 2020
TPG Financial Advisors 289k $9.9M 19% Dec 2020
Harbor Group 285k $10M 100% Dec 2020
CX Institutional 284k $9.8M -10% Dec 2020
Meritage Portfolio Management 283k $9.7M 31% Dec 2020
Winch Advisory Services 270k $9.3M 183% Dec 2020
ERn Financial 265k $9.1M -6% Dec 2020
Raymond James Financial Services Advisors 252k $8.7M -17% Dec 2020
Cambridge Investment Research Advisors 249k $8.5M 36% Dec 2020
Shone Asset Management 238k $8.1M 8% Dec 2020
Personal Wealth Partners 224k $7.7M 10% Dec 2020
Oarsman Capital 218k $7.5M 5% Dec 2020
Wrapmanager 216k $7.4M 5% Dec 2020
Strategic Wealth Advisors 207k $7.1M 44% Dec 2020
Mariner Wealth Advisors 206k $7.1M -5% Dec 2020
Diligent Investors 204k $7.0M -5% Dec 2020
Savant Capital Management 200k $6.9M -3% Dec 2020
Mml Investors Services 192k $6.6M 10% Dec 2020
Waller Financial Planning Group 189k $6.5M 3% Dec 2020
Doyle Wealth Management 188k $6.5M 39% Dec 2020
Kingsview Wealth Management 179k $6.1M 1% Dec 2020
Lowe, Brockenbrough & Company 177k $6.1M 4% Dec 2020
Livingston Group Asset Management 175k $6.0M 15% Dec 2020
Strategic Financial 167k $5.7M 7% Dec 2020
Financial Planning & Information Services 166k $5.7M 100% Dec 2020
Susquehanna International 164k $5.6M -24% Dec 2020
Nelson, Van Denburg & Campbell Wealth Management 150k $5.2M 19% Dec 2020
Monticello Wealth Management 141k $4.8M 100% Dec 2020
Branch Banking & Trust Company 137k $4.7M 11% Dec 2020
PAX Financial Group 133k $4.6M -5% Dec 2020
Lighthouse Financial Advisors 132k $4.5M 0% Dec 2020
Goldman Sachs Group 127k $4.4M 1% Dec 2020
McAdam 127k $4.5M -1% Dec 2020
Pacific Financial Group 123k $4.2M 100% Dec 2020
Clark Capital Management Group 120k $4.1M 100% Dec 2020
Aurum Wealth Management Group 117k $4.0M -14% Dec 2020
GHP Investment Advisors 114k $3.9M 17% Dec 2020
Courier Capital Corp 114k $3.9M 40% Dec 2020
Eqis Capital Management 113k $3.9M 6% Dec 2020
Riverpoint Wealth Management Holdings 109k $3.8M 1% Dec 2020
Baird Financial 100k $3.4M -2% Dec 2020
Occidental Asset Management 99k $3.4M 29% Dec 2020
American Money Management 98k $3.4M 5% Dec 2020
Shilanski & Associates 98k $3.4M 100% Dec 2020
SkyOak Wealt 96k $3.3M 13% Dec 2020
Flagship Harbor Advisors 95k $3.3M 656% Dec 2020
Raymond James & Associates 90k $3.1M 20% Dec 2020
Annapolis Financial Services 88k $3.0M 100% Dec 2020
Garrett Investment Advisors 86k $3.0M 100% Dec 2020
Great Valley Advisor Group 85k $2.9M 26% Dec 2020
Meridian Wealth Management 84k $2.9M 3% Dec 2020
Fullen Financial Group 84k $2.9M 4% Dec 2020
Retirement Income Solutions 83k $2.9M 3% Dec 2020
Ackerman Capital Advisors 83k $2.9M 26% Dec 2020
Carnick & Kubik 83k $2.8M 0% Dec 2020
RDA Financial Network 79k $2.7M -3% Dec 2020
Cutler 77k $2.6M 0% Dec 2020
Tranquilli Financial Advisor 76k $2.6M 100% Dec 2020
Baltimore-Washington Financial Advisors 74k $2.5M -26% Dec 2020
Barnes Bonner Castles 73k $2.5M 3% Dec 2020
Invesco 72k $2.5M -6% Dec 2020
Centaurus Financial 71k $2.4M -11% Dec 2020
GenWealth Group 71k $2.4M 3% Dec 2020
Moisand Fitzgerald Tamayo 70k $2.4M -6% Dec 2020
Honkamp Krueger Financial Services 70k $2.4M -27% Dec 2020
Intrust Bank Na 66k $2.3M -44% Dec 2020
GeoWealth Management 65k $2.3M -13% Dec 2020
Cary Street Partner Investment Advisory 61k $2.1M -21% Dec 2020
Cozad Asset Management 59k $2.0M -46% Dec 2020
Ballast 9.8k $335k -90% Dec 2020

Who sold out of SPDR DJ Wilshire Large Cap Value?

Fund or Company Name Date Sold Shares Held Valued At
Horizon Investments Sep 2020 4.0M $121M
Balentine Sep 2020 429k $13M
Performa Sep 2020 143k $4.3M
Gunma Bank Sep 2020 95k $2.9M
Parametric Portfolio Associates Sep 2020 92k $2.8M
tru Independence Sep 2020 77k $2.3M