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 | 82M | $4.6B | 0% | Dec 2025 |
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| LPL Financial | 50M | $2.8B | 8% | Dec 2025 |
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| Goldman Sachs Group | 23M | $1.3B | 1% | Dec 2025 |
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| Hanson McClain Advisors | 20M | $1.1B | 2% | Dec 2025 |
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| ValMark Advisers | 8.7M | $497M | 3% | Dec 2025 |
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| Ameriprise Financial | 8.3M | $472M | -3% | Dec 2025 |
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| UBS Group | 6.5M | $369M | -11% | Dec 2025 |
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| Raymond James Financial | 6.0M | $341M | 1% | Dec 2025 |
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| Willis Johnson & Associates | 5.8M | $329M | 11% | Dec 2025 |
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| Advisory Alpha | 5.6M | $321M | 1% | Dec 2025 |
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| Equitable Holdings | 5.2M | $293M | 6% | Dec 2025 |
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| Vantagepoint Investment Advisers | 4.5M | $254M | 0% | Dec 2025 |
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| NorthRock Partners | 4.4M | $251M | 100% | Dec 2025 |
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| Envestnet Asset Management | 4.1M | $235M | 14% | Dec 2025 |
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| CWM | 4.1M | $232M | 0% | Dec 2025 |
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| Cetera Investment Advisers | 4.0M | $226M | -3% | Dec 2025 |
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| Horizon Investments | 3.9M | $220M | 6% | Dec 2025 |
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| Quotient Wealth Partners | 3.8M | $217M | 8% | Mar 2026 |
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| Tiaa Trust, National Association | 3.8M | $218M | -13% | Dec 2025 |
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| Connecticut Wealth Management | 3.7M | $208M | 6% | Dec 2025 |
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| Dynasty Wealth Management | 3.6M | $206M | -24% | Dec 2025 |
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| HPM Partners | 3.6M | $203M | 3% | Dec 2025 |
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| AE Wealth Management | 3.5M | $199M | 12% | Dec 2025 |
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| Advisor Group Holdings | 3.1M | $178M | -14% | Dec 2025 |
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| Private Advisor | 2.8M | $161M | -2% | Dec 2025 |
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| Octavia Wealth Advisors | 2.7M | $154M | 19% | Mar 2026 |
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| HighTower Advisors | 2.5M | $144M | 2% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 2.4M | $137M | 5% | Dec 2025 |
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| Lutz Financial Services | 2.4M | $136M | 5% | Dec 2025 |
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| Betterment | 2.3M | $132M | -3% | Dec 2025 |
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| Wells Fargo & Company | 2.1M | $120M | 10% | Dec 2025 |
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| Mariner Wealth Advisors | 2.1M | $120M | 4% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 2.1M | $119M | 9% | Dec 2025 |
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| Angeles Wealth Management | 2.1M | $118M | 10% | Dec 2025 |
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| Stifel Financial | 2.0M | $116M | 1% | Dec 2025 |
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| First National Trust Company | 2.0M | $112M | 1% | Dec 2025 |
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| AlphaStar Capital Management | 2.0M | $111M | -16% | Mar 2026 |
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| Magnus Financial Group | 1.8M | $104M | 4% | Mar 2026 |
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| Diversify Wealth Management | 1.8M | $102M | 72% | Dec 2025 |
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| Old National Trust Company | 1.7M | $94M | 2% | Dec 2025 |
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| Commonwealth Equity Services | 1.7M | $94M | 5% | Dec 2025 |
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| KWB Wealth | 1.6M | $93M | -7% | Mar 2026 |
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| Bell State Bank and Trust | 1.6M | $90M | 1% | Dec 2025 |
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| Massey, Quick & Co | 1.5M | $87M | -2% | Dec 2025 |
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| Benjamin Edwards | 1.5M | $87M | 1% | Dec 2025 |
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| N.E.W. Advisory Services | 1.5M | $87M | 9% | Dec 2025 |
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| IHT Wealth Management | 1.5M | $83M | 5% | Dec 2025 |
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| Founders Financial Securities | 1.5M | $84M | 5% | Mar 2026 |
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| Compton Financial Group | 1.4M | $82M | 43% | Dec 2025 |
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| Exchange Traded Concepts | 1.3M | $74M | 3% | Mar 2026 |
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| Flagship Harbor Advisors | 1.3M | $72M | 8% | Dec 2025 |
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| Integrated Wealth Concepts | 1.2M | $69M | 18% | Dec 2025 |
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| Nicolet Advisory Services | 1.2M | $70M | -62% | Dec 2025 |
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| CoreCap Advisors | 1.2M | $68M | 10% | Mar 2026 |
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| Klingman & Associates | 1.2M | $68M | 0% | Dec 2025 |
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| Putnam Fl Investment Management | 1.1M | $64M | -7% | Dec 2025 |
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| Mml Investors Services | 1.0M | $59M | 5% | Dec 2025 |
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| FMR | 1.0M | $59M | -1% | Dec 2025 |
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| CI Private Wealth | 1.0M | $58M | 4% | Dec 2025 |
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| Whitcomb & Hess | 964k | $55M | 2% | Mar 2026 |
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| Jones Financial Companies, L.L | 961k | $55M | 39% | Dec 2025 |
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| Cambridge Investment Research Advisors | 905k | $51M | -5% | Dec 2025 |
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| Garrett Investment Advisors | 879k | $50M | -1% | Mar 2026 |
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| Nottingham Advisors | 869k | $49M | 7% | Mar 2026 |
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| Perennial Investment Advisors | 852k | $48M | 6% | Dec 2025 |
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| Facet Wealth | 842k | $49M | -13% | Dec 2025 |
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| Leicht Financial Planning & Wealth Management | 829k | $47M | 50% | Dec 2025 |
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| Warren Averett Asset Management | 804k | $46M | 42% | Dec 2025 |
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| Balanced Wealth Group | 791k | $44M | 3% | Dec 2025 |
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| Confluence Investment Management | 790k | $45M | 31% | Mar 2026 |
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| Courier Capital Corp | 784k | $44M | 8% | Mar 2026 |
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| Arrow Financial Corp. | 783k | $45M | 0% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 739k | $42M | 7% | Mar 2026 |
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| Tennessee Valley Asset Management Partners | 736k | $42M | 3% | Dec 2025 |
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| Accredited Investors | 733k | $42M | -5% | Dec 2025 |
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| PFG Financial Advisors | 732k | $42M | 4% | Dec 2025 |
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| Ohio National Investments | 712k | $40M | 0% | Dec 2025 |
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| Convergence Financial | 708k | $40M | 3% | Dec 2025 |
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| Nicolet Bankshares | 707k | $40M | -33% | Dec 2025 |
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| MONECO Advisors | 696k | $40M | 5% | Dec 2025 |
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| Gladstone Institutional Advisory | 694k | $39M | -5% | Dec 2025 |
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| Shepherd Financial Partners | 694k | $39M | 29% | Dec 2025 |
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| Creative Planning | 692k | $39M | -1% | Dec 2025 |
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| Koss-Olinger Consulting | 692k | $39M | 6% | Dec 2025 |
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| Thrivent Financial for Lutherans | 689k | $39M | 0% | Dec 2025 |
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| Oakmont Partners | 689k | $39M | 10% | Dec 2025 |
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| ERn Financial | 676k | $38M | 5% | Dec 2025 |
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| TSFG | 668k | $38M | 15% | Dec 2025 |
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| Scarborough Advisors | 651k | $37M | 100% | Dec 2025 |
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| Woodard & Co Asset Management Group | 646k | $37M | -8% | Dec 2025 |
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| Higgins & Schmidt Wealth Strategies | 640k | $36M | 4% | Mar 2026 |
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| Prudential Financial | 626k | $36M | -3% | Dec 2025 |
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| Hills Bank And Trust Company | 601k | $34M | 3% | Dec 2025 |
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| Waller Financial Planning Group | 596k | $34M | 5% | Mar 2026 |
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| Alta Wealth Advisors | 595k | $34M | 6% | Dec 2025 |
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| Geneos Wealth Management | 588k | $33M | 3% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 587k | $33M | 10% | Dec 2025 |
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| Northern Trust | 573k | $33M | 1% | Dec 2025 |
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| Great Valley Advisor Group | 569k | $32M | 2% | Dec 2025 |
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| McNamara Financial Services | 568k | $32M | 0% | Mar 2026 |
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| Goss Wealth Management | 567k | $32M | 1% | Dec 2025 |
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| Journey Strategic Wealth | 563k | $32M | 8% | Mar 2026 |
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| Brandywine Oak Private Wealth | 560k | $32M | 3% | Mar 2026 |
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| ERTS Wealth Advisors | 550k | $31M | 11% | Mar 2026 |
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| Choice Wealth Advisors | 543k | $31M | 2% | Mar 2026 |
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| Honkamp Krueger Financial Services | 540k | $31M | -4% | Dec 2025 |
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| Fifth Third Securities | 538k | $30M | -4% | Mar 2026 |
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| Janney Montgomery Scott | 527k | $30M | -16% | Dec 2025 |
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| We Are One Seven | 520k | $30M | 8% | Dec 2025 |
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| Krasney Financial | 511k | $29M | 1% | Dec 2025 |
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| Fifth Third Wealth Advisors | 504k | $29M | 16% | Mar 2026 |
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| Diversify Advisory Services | 501k | $29M | 11% | Dec 2025 |
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| Rodgers & Associates | 500k | $28M | 1% | Dec 2025 |
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| SkyOak Wealt | 497k | $28M | 10% | Dec 2025 |
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| Leslie Global Wealth | 489k | $28M | 17% | Dec 2025 |
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| BIP Wealth | 487k | $28M | -2% | Dec 2025 |
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| Harbor Group | 485k | $28M | -1% | Mar 2026 |
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| Envestnet Portfolio Solutions | 467k | $27M | -2% | Dec 2025 |
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| Michael S. Ryan | 463k | $26M | 0% | Mar 2026 |
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| Riversedge Advisors | 458k | $26M | -2% | Mar 2026 |
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| Potentia Wealth | 455k | $26M | 3% | Dec 2025 |
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| Modern Wealth Management | 453k | $26M | -44% | Dec 2025 |
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| Concurrent Investment Advisors | 449k | $26M | 120% | Dec 2025 |
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| Baird Financial | 444k | $25M | 4% | Dec 2025 |
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| MBE Wealth Management | 444k | $25M | 4% | Dec 2025 |
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| Western Wealth Management | 443k | $25M | 2% | Dec 2025 |
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| Branch Banking & Trust Company | 437k | $25M | 5% | Dec 2025 |
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| Abound Financial | 437k | $25M | 53% | Dec 2025 |
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| Measured Wealth Private Client Group | 429k | $24M | -19% | Dec 2025 |
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| Stonebrook Private | 428k | $24M | 369% | Dec 2025 |
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| Provenance Wealth Advisors | 427k | $24M | -1% | Mar 2026 |
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| Mercer Global Advisors | 422k | $24M | -3% | Dec 2025 |
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| First Heartland Consultants | 419k | $24M | 2% | Mar 2026 |
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| Ackerman Capital Advisors | 417k | $24M | -25% | Dec 2025 |
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| SilverOak Wealth Management | 408k | $23M | 2% | Dec 2025 |
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| CarsonAllaria Wealth Management | 408k | $23M | 3% | Dec 2025 |
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| Summit Financial | 403k | $23M | 11% | Dec 2025 |
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| Global Retirement Partners | 403k | $23M | 1% | Dec 2025 |
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| Alesco Advisors | 398k | $23M | 2% | Dec 2025 |
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| Visionary Horizons | 389k | $22M | -12% | Mar 2026 |
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| Kestra Private Wealth Services | 384k | $22M | 25% | Mar 2026 |
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| Wealth Advisors of Iowa | 384k | $22M | 0% | Dec 2025 |
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| Foguth Wealth Management | 381k | $22M | 100% | Dec 2025 |
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| TPG Financial Advisors | 378k | $22M | 15% | Dec 2025 |
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| Smithbridge Asset Management | 377k | $21M | 103% | Dec 2025 |
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| Cynosure Management | 371k | $21M | -1% | Dec 2025 |
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| Destiny Capital Corp | 370k | $21M | 4% | Dec 2025 |
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| BlackRock | 362k | $21M | 1113% | Dec 2025 |
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| Kingsview Wealth Management | 359k | $20M | 38% | Dec 2025 |
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| Strategic Financial Partners | 358k | $20M | 4% | Dec 2025 |
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| Sanctuary Advisors | 330k | $19M | -33% | Dec 2025 |
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| Integrys Wealth Advisors | 300k | $17M | -39% | Mar 2026 |
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| BCS Wealth Management | 197k | $11M | -46% | Mar 2026 |
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| Creative Financial Designs | 163k | $9.2M | -81% | Mar 2026 |
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| Strategic Financial Concepts | 12k | $656k | -99% | Dec 2025 |
|
Who sold out of SPDR DJ Wilshire Large Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 4.6M | $269M |
| Wellington Management Company | Sep 2025 | 1.2M | $69M |
| Two Sigma Investments | Sep 2025 | 377k | $21M |