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 | 52M | $2.9B | 3% | Mar 2026 |
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| Goldman Sachs Group | 23M | $1.3B | 1% | Mar 2026 |
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| Hanson McClain Advisors | 20M | $1.1B | 2% | Dec 2025 |
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| Morgan Stanley | 9.4M | $531M | -53% | Mar 2026 |
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| ValMark Advisers | 9.0M | $509M | 3% | Mar 2026 |
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| Ameriprise Financial | 7.3M | $413M | -12% | Mar 2026 |
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| Bank of America Corporation | 7.2M | $409M | 100% | Mar 2026 |
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| UBS Group | 6.2M | $348M | -5% | Mar 2026 |
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| Willis Johnson & Associates | 6.1M | $343M | 5% | Mar 2026 |
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| Raymond James Financial | 6.0M | $341M | 1% | Dec 2025 |
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| Advisory Alpha | 4.9M | $280M | -12% | Mar 2026 |
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| Equitable Holdings | 4.9M | $278M | -5% | Mar 2026 |
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| Envestnet Asset Management | 4.8M | $272M | 16% | Mar 2026 |
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| NorthRock Partners | 4.6M | $260M | 4% | Mar 2026 |
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| Vantagepoint Investment Advisers | 4.3M | $245M | -3% | Mar 2026 |
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| Royal Bank of Canada | 4.3M | $242M | -1% | Mar 2026 |
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| Connecticut Wealth Management | 4.3M | $243M | 18% | Mar 2026 |
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| Cetera Investment Advisers | 4.2M | $238M | 6% | Mar 2026 |
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| CWM | 4.1M | $232M | 0% | Dec 2025 |
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| Dynasty Wealth Management | 4.0M | $225M | 10% | Mar 2026 |
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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-cref Individual & Institutional Services | 3.7M | $210M | 100% | Mar 2026 |
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| HPM Partners | 3.6M | $204M | 1% | Mar 2026 |
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| AE Wealth Management | 3.6M | $203M | 2% | Mar 2026 |
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| Advisor Group Holdings | 3.1M | $178M | -14% | Dec 2025 |
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| HighTower Advisors | 3.1M | $174M | 21% | Mar 2026 |
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| Independent Advisor Alliance | 2.8M | $157M | 5108% | Mar 2026 |
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| Private Advisor | 2.8M | $156M | -2% | Mar 2026 |
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| Octavia Wealth Advisors | 2.7M | $154M | 19% | Mar 2026 |
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| Stifel Financial | 2.7M | $151M | 30% | Mar 2026 |
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| Diversify Wealth Management | 2.6M | $155M | 49% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 2.6M | $145M | 6% | Mar 2026 |
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| Lutz Financial Services | 2.4M | $138M | 2% | Mar 2026 |
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| Betterment | 2.3M | $132M | -3% | Dec 2025 |
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| Angeles Wealth Management | 2.2M | $124M | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.2M | $122M | 3% | Mar 2026 |
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| Wells Fargo & Company | 2.2M | $122M | 2% | Mar 2026 |
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| Mariner Wealth Advisors | 2.1M | $119M | -1% | Mar 2026 |
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| Benjamin Edwards | 2.0M | $112M | 30% | Mar 2026 |
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| AlphaStar Capital Management | 2.0M | $111M | -16% | Mar 2026 |
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| Old National Trust Company | 1.9M | $110M | 17% | Mar 2026 |
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| First National Trust Company | 1.9M | $108M | -3% | Mar 2026 |
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| Magnus Financial Group | 1.8M | $104M | 4% | Mar 2026 |
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| Bell State Bank and Trust | 1.8M | $99M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 1.7M | $95M | 2% | Mar 2026 |
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| KWB Wealth | 1.6M | $93M | -7% | Mar 2026 |
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| Convergence Financial | 1.6M | $91M | 126% | Mar 2026 |
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| Massey, Quick & Co | 1.5M | $87M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 1.5M | $84M | 21% | Mar 2026 |
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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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| Flagship Harbor Advisors | 1.3M | $74M | 3% | Mar 2026 |
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| Exchange Traded Concepts | 1.3M | $74M | 3% | Mar 2026 |
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| Nicolet Advisory Services | 1.2M | $70M | -62% | Dec 2025 |
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| Mml Investors Services | 1.2M | $68M | 16% | Mar 2026 |
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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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| Oakmont Partners | 1.1M | $65M | 66% | Mar 2026 |
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| Putnam Fl Investment Management | 1.1M | $62M | -2% | Mar 2026 |
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| Compton Financial Group | 1.1M | $62M | -24% | Mar 2026 |
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| 71 West Capital Partners | 1.1M | $61M | 100% | Mar 2026 |
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| CI Private Wealth | 1.0M | $59M | 1% | Mar 2026 |
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| FMR | 1.0M | $59M | -1% | Dec 2025 |
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| N.E.W. Advisory Services | 989k | $56M | -35% | Mar 2026 |
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| Summit Financial | 966k | $55M | 139% | Mar 2026 |
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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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| Facet Wealth | 881k | $50M | 5% | Mar 2026 |
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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 | 842k | $48M | -1% | Mar 2026 |
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| Leicht Financial Planning & Wealth Management | 821k | $46M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 813k | $46M | -10% | Mar 2026 |
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| Balanced Wealth Group | 811k | $46M | 3% | Mar 2026 |
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| Warren Averett Asset Management | 804k | $46M | 42% | 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. | 781k | $44M | 0% | Mar 2026 |
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| TSFG | 780k | $44M | 17% | Mar 2026 |
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| Tennessee Valley Asset Management Partners | 750k | $42M | 2% | Mar 2026 |
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| MONECO Advisors | 744k | $42M | 7% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 739k | $42M | 7% | Mar 2026 |
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| Accredited Investors | 723k | $41M | -1% | Mar 2026 |
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| Shepherd Financial Partners | 713k | $40M | 3% | Mar 2026 |
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| Ohio National Investments | 712k | $40M | 0% | Mar 2026 |
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| PFG Financial Advisors | 712k | $40M | -3% | Mar 2026 |
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| Nicolet Bankshares | 707k | $40M | -33% | Dec 2025 |
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| ERn Financial | 699k | $40M | 3% | Mar 2026 |
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| Creative Planning | 696k | $39M | 1% | Mar 2026 |
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| Gladstone Institutional Advisory | 678k | $38M | -2% | Mar 2026 |
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| Thrivent Financial for Lutherans | 670k | $38M | -3% | Mar 2026 |
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| Alta Wealth Advisors | 642k | $36M | 8% | Mar 2026 |
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| Higgins & Schmidt Wealth Strategies | 640k | $36M | 4% | Mar 2026 |
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| Woodard & Co Asset Management Group | 640k | $36M | -1% | Mar 2026 |
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| Great Valley Advisor Group | 622k | $35M | 9% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 620k | $35M | 6% | Mar 2026 |
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| Waller Financial Planning Group | 596k | $34M | 5% | Mar 2026 |
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| Geneos Wealth Management | 591k | $34M | 1% | Mar 2026 |
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| Northern Trust | 573k | $33M | 1% | Dec 2025 |
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| McNamara Financial Services | 568k | $32M | 0% | Mar 2026 |
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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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| Honkamp Krueger Financial Services | 545k | $31M | 1% | Mar 2026 |
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| Navigation Group | 545k | $31M | 100% | Mar 2026 |
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| Choice Wealth Advisors | 543k | $31M | 2% | Mar 2026 |
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| Fifth Third Securities | 538k | $30M | -4% | Mar 2026 |
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| Janney Montgomery Scott | 534k | $30M | 1% | Mar 2026 |
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| Prudential Financial | 526k | $30M | -16% | Mar 2026 |
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| Goss Wealth Management | 522k | $30M | -8% | Mar 2026 |
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| We Are One Seven | 520k | $30M | 8% | Dec 2025 |
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| SkyOak Wealt | 519k | $29M | 4% | Mar 2026 |
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| Krasney Financial | 508k | $29M | 0% | Mar 2026 |
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| Fifth Third Wealth Advisors | 504k | $29M | 16% | Mar 2026 |
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| Rodgers & Associates | 499k | $28M | 0% | Mar 2026 |
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| Leslie Global Wealth | 489k | $28M | 17% | Dec 2025 |
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| Hamilton Capital Management | 486k | $28M | 3% | Mar 2026 |
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| Harbor Group | 485k | $28M | -1% | Mar 2026 |
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| Western Wealth Management | 480k | $27M | 8% | Mar 2026 |
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| Michael S. Ryan | 463k | $26M | 0% | Mar 2026 |
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| Mercer Global Advisors | 461k | $26M | 9% | Mar 2026 |
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| Scarborough Advisors | 460k | $26M | -29% | Mar 2026 |
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| Riversedge Advisors | 458k | $26M | -2% | Mar 2026 |
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| Branch Banking & Trust Company | 457k | $26M | 4% | Mar 2026 |
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| Kingsview Wealth Management | 454k | $26M | 27% | Mar 2026 |
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| Modern Wealth Management | 453k | $26M | -44% | Dec 2025 |
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| MBE Wealth Management | 450k | $26M | 1% | Mar 2026 |
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| Baird Financial | 444k | $25M | 4% | Dec 2025 |
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| Gibbs Wealth Management | 435k | $25M | 130% | Mar 2026 |
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| BIP Wealth | 432k | $24M | -11% | Mar 2026 |
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| Provenance Wealth Advisors | 427k | $24M | -1% | Mar 2026 |
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| CarsonAllaria Wealth Management | 423k | $24M | 4% | Mar 2026 |
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| Concurrent Investment Advisors | 422k | $24M | -6% | Mar 2026 |
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| First Heartland Consultants | 419k | $24M | 2% | Mar 2026 |
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| SilverOak Wealth Management | 417k | $24M | 2% | Mar 2026 |
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| Wealth Advisors of Iowa | 415k | $24M | 8% | Mar 2026 |
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| Stonebrook Private | 415k | $24M | -3% | Mar 2026 |
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| Measured Wealth Private Client Group | 414k | $23M | -3% | Mar 2026 |
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| Ackerman Capital Advisors | 411k | $23M | -1% | Mar 2026 |
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| Global Retirement Partners | 403k | $23M | 1% | Dec 2025 |
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| Abound Financial | 402k | $23M | -8% | Mar 2026 |
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| Fifth Third Bancorp | 394k | $22M | 33% | Mar 2026 |
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| Visionary Horizons | 389k | $22M | -12% | Mar 2026 |
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| Granville Capital | 388k | $22M | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 384k | $22M | 25% | Mar 2026 |
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| CIBC Bancorp USA | 382k | $22M | 100% | Mar 2026 |
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| TPG Financial Advisors | 378k | $21M | 0% | Mar 2026 |
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| Alesco Advisors | 378k | $21M | -5% | Mar 2026 |
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| Foguth Wealth Management | 328k | $20M | -14% | Mar 2026 |
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| Potentia Wealth | 326k | $18M | -28% | Mar 2026 |
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| Integrys Wealth Advisors | 300k | $17M | -39% | Mar 2026 |
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| Hills Bank And Trust Company | 249k | $14M | -59% | Mar 2026 |
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| Creative Financial Designs | 163k | $9.2M | -81% | Mar 2026 |
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| Tiaa Trust, National Association | 138k | $7.8M | -96% | Mar 2026 |
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| Koss-Olinger Consulting | 118k | $6.7M | -83% | Mar 2026 |
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| Envestnet Portfolio Solutions | 88k | $5.0M | -81% | Mar 2026 |
|
Who sold out of SPDR DJ Wilshire Large Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 7.5M | $413M |
| Wealth Enhancement Advisory Services | Dec 2025 | 4.6M | $269M |
| Wellington Management Company | Sep 2025 | 1.2M | $69M |
| Diversify Advisory Services | Dec 2025 | 501k | $29M |