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 | 74M | $3.7B | 1% | Mar 2024 |
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| LPL Financial | 33M | $1.7B | 19% | Mar 2024 |
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| Hanson McClain Advisors | 19M | $972M | 5% | Mar 2024 |
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| Morgan Stanley | 10M | $501M | 35% | Mar 2024 |
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| ValMark Advisers | 7.4M | $372M | 1% | Mar 2024 |
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| UBS Group | 6.2M | $312M | -4% | Mar 2024 |
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| Ameriprise Financial | 6.2M | $310M | 125% | Mar 2024 |
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| Bank of America Corporation | 6.0M | $299M | 9% | Mar 2024 |
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| Horizon Investments | 5.9M | $294M | -30% | Mar 2024 |
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| Jpmorgan Chase & Co | 5.1M | $255M | 36% | Mar 2024 |
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| CWM | 4.9M | $247M | 13% | Mar 2024 |
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| Envestnet Asset Management | 4.2M | $210M | -3% | Mar 2024 |
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| Raymond James Financial Services Advisors | 4.2M | $209M | -10% | Mar 2024 |
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| Advisory Alpha | 3.9M | $194M | 16% | Mar 2024 |
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| Willis Johnson & Associates | 3.7M | $187M | 2% | Mar 2024 |
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| Franklin Resources | 3.7M | $183M | -1% | Mar 2024 |
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| Tiaa Trust, National Association | 3.2M | $159M | -1% | Mar 2024 |
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| Royal Bank of Canada | 3.2M | $159M | -29% | Mar 2024 |
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| Betterment | 3.1M | $158M | -7% | Mar 2024 |
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| HPM Partners | 3.1M | $155M | 0% | Mar 2024 |
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| Dynasty Wealth Management | 3.1M | $153M | 100% | Mar 2024 |
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| Nicolet Advisory Services | 3.0M | $150M | -11% | Mar 2024 |
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| Bank of New York Mellon | 3.0M | $149M | -25% | Mar 2024 |
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| Advisor Group Holdings | 3.0M | $148M | -59% | Mar 2024 |
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| First National Trust Company | 2.5M | $125M | 8% | Mar 2024 |
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| Townsquare Capital | 2.5M | $125M | 4% | Mar 2024 |
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| Connecticut Wealth Management | 2.4M | $119M | 3% | Mar 2024 |
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| Quotient Wealth Partners | 2.4M | $110M | 100% | Dec 2023 |
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| Private Advisor | 2.3M | $117M | 5% | Mar 2024 |
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| Lutz Financial Services | 2.2M | $111M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 2.0M | $98M | -16% | Mar 2024 |
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| NorthRock Partners | 1.9M | $98M | -1% | Mar 2024 |
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| Massey, Quick & Co | 1.9M | $97M | 1% | Mar 2024 |
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| Financial Gravity Wealth | 1.9M | $75M | 0% | Dec 2023 |
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| Putnam Fl Investment Management | 1.8M | $92M | 12% | Mar 2024 |
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| HighTower Advisors | 1.8M | $88M | 1% | Mar 2024 |
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| KWB Wealth | 1.6M | $82M | 13% | Mar 2024 |
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| Old National Trust Company | 1.6M | $81M | 3% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 1.6M | $81M | 26% | Mar 2024 |
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| Angeles Wealth Management | 1.6M | $81M | 23% | Mar 2024 |
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| N.E.W. Advisory Services | 1.6M | $79M | 1% | Mar 2024 |
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| ERTS Wealth Advisors | 1.5M | $77M | 0% | Mar 2024 |
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| Balanced Wealth Group | 1.5M | $38M | 139% | Mar 2024 |
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| AE Wealth Management | 1.5M | $76M | -25% | Mar 2024 |
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| Magnus Financial Group | 1.5M | $76M | 3% | Mar 2024 |
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| Goldman Sachs Group | 1.5M | $75M | -9% | Mar 2024 |
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| Mount Yale Investment Advisors | 1.4M | $69M | 100% | Mar 2024 |
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| Janney Montgomery Scott | 1.4M | $69M | 7% | Mar 2024 |
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| Wells Fargo & Company | 1.4M | $69M | 11% | Mar 2024 |
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| Octavia Wealth Advisors | 1.4M | $68M | 4728% | Mar 2024 |
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| Stifel Financial | 1.2M | $61M | 25% | Mar 2024 |
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| Nottingham Advisors | 1.2M | $48M | -1% | Dec 2023 |
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| AlphaStar Capital Management | 1.2M | $60M | 4% | Mar 2024 |
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| CoreCap Advisors | 1.2M | $55M | -1% | Dec 2023 |
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| Arrow Financial Corp. | 1.1M | $53M | 0% | Dec 2023 |
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| Klingman & Associates | 1.1M | $56M | -3% | Mar 2024 |
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| FMR | 1.1M | $56M | -2% | Mar 2024 |
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| Nicolet Bankshares | 1.1M | $55M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 1.0M | $52M | -4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.0M | $51M | 9% | Mar 2024 |
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| Good Life Advisors | 977k | $49M | 3% | Mar 2024 |
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| Flagship Harbor Advisors | 944k | $47M | -23% | Mar 2024 |
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| Accredited Investors | 910k | $46M | -5% | Mar 2024 |
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| Alera Investment Advisors | 903k | $45M | -11% | Mar 2024 |
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| Compton Financial Group | 875k | $44M | 2% | Mar 2024 |
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| Whitcomb & Hess | 862k | $43M | -8% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 811k | $41M | -51% | Mar 2024 |
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| Facet Wealth | 807k | $39M | -3% | Mar 2024 |
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| Perennial Investment Advisors | 785k | $39M | -17% | Mar 2024 |
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| Mercer Global Advisors | 784k | $39M | -31% | Mar 2024 |
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| Brookstone Capital Management | 761k | $38M | 38% | Mar 2024 |
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| Benjamin F. Edwards & Company | 754k | $38M | 28% | Mar 2024 |
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| Envestnet Portfolio Solutions | 747k | $37M | -30% | Mar 2024 |
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| Creative Financial Designs | 716k | $36M | 3% | Mar 2024 |
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| Founders Financial Securities | 698k | $35M | -21% | Mar 2024 |
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| Measured Wealth Private Client Group | 687k | $34M | -5% | Mar 2024 |
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| Williams Financial | 686k | $34M | 100% | Mar 2024 |
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| Raymond James & Associates | 668k | $33M | 13% | Mar 2024 |
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| BIP Wealth | 666k | $33M | -10% | Mar 2024 |
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| CI Private Wealth | 653k | $33M | -5% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 628k | $32M | 146% | Mar 2024 |
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| Krasney Financial | 618k | $31M | 2% | Mar 2024 |
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| Honkamp Krueger Financial Services | 609k | $31M | -12% | Mar 2024 |
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| Edmonds Duncan Registered Investment Advisors | 591k | $30M | 1% | Mar 2024 |
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| Integrys Wealth Advisors | 585k | $29M | -2% | Mar 2024 |
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| Woodard & Co Asset Management Group | 570k | $29M | -1% | Mar 2024 |
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| Redwood Investment Management | 562k | $28M | 10120% | Mar 2024 |
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| Northern Trust | 556k | $28M | 0% | Mar 2024 |
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| PFG Financial Advisors | 555k | $28M | 7% | Mar 2024 |
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| Riversedge Advisors | 538k | $27M | 0% | Mar 2024 |
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| Tennessee Valley Asset Management Partners | 536k | $27M | 3% | Mar 2024 |
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| Bp Wealth Management | 535k | $27M | 29% | Mar 2024 |
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| Choice Wealth Advisors | 528k | $27M | -4% | Mar 2024 |
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| Thrivent Financial for Lutherans | 522k | $26M | 25% | Mar 2024 |
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| ERn Financial | 518k | $26M | 4% | Mar 2024 |
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| Rodgers & Associates | 501k | $25M | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 499k | $25M | 5% | Mar 2024 |
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| Merit Financial Group | 496k | $24M | 3% | Mar 2024 |
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| First Command Advisory Services | 480k | $24M | -7% | Mar 2024 |
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| Alesco Advisors | 479k | $24M | -47% | Mar 2024 |
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| Brandywine Oak Private Wealth | 470k | $24M | 6% | Mar 2024 |
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| Geneos Wealth Management | 462k | $23M | 3% | Mar 2024 |
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| Pinnacle Wealth Planning Services | 451k | $23M | -1% | Mar 2024 |
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| Western Wealth Management | 447k | $22M | -8% | Mar 2024 |
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| TSFG | 439k | $22M | 49% | Mar 2024 |
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| Garrett Investment Advisors | 437k | $22M | 19% | Mar 2024 |
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| Horizon Wealth Management | 426k | $21M | 20% | Mar 2024 |
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| Windsor Capital Management | 422k | $21M | -1% | Mar 2024 |
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| Executive Wealth Management | 420k | $21M | 3% | Mar 2024 |
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| Visionary Horizons | 419k | $20M | 4% | Mar 2024 |
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| Yeomans Consulting Group | 416k | $21M | -12% | Mar 2024 |
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| Money Design | 415k | $21M | -13% | Mar 2024 |
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| MBE Wealth Management | 415k | $21M | 1314% | Mar 2024 |
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| Harbor Group | 413k | $21M | 4% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 406k | $20M | 7% | Mar 2024 |
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| Stratos Wealth Partners | 398k | $20M | 34% | Mar 2024 |
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| Alta Wealth Advisors | 397k | $20M | 5% | Mar 2024 |
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| Global Retirement Partners | 397k | $20M | 8% | Mar 2024 |
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| Retirement Planning Group | 392k | $20M | 3% | Mar 2024 |
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| Personal Resources Investment & Strategic Management | 390k | $20M | 1% | Mar 2024 |
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| Pure Financial Advisors | 390k | $20M | -3% | Mar 2024 |
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| Warren Averett Asset Management | 383k | $19M | 273% | Mar 2024 |
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| Atticus Wealth Management | 383k | $19M | 4% | Mar 2024 |
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| Larson Financial Group | 378k | $19M | -7% | Mar 2024 |
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| SkyOak Wealt | 378k | $19M | 5% | Mar 2024 |
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| Michael S. Ryan | 377k | $18M | 5% | Dec 2023 |
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| Great Valley Advisor Group | 374k | $19M | 13% | Mar 2024 |
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| Baird Financial | 374k | $17M | 10% | Dec 2023 |
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| Hamilton Capital Management | 370k | $19M | -22% | Mar 2024 |
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| Diversify Advisory Services | 370k | $18M | 100% | Mar 2024 |
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| Keystone Financial Group | 369k | $19M | 42% | Mar 2024 |
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| Ackerman Capital Advisors | 367k | $18M | -6% | Mar 2024 |
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| Meritage Portfolio Management | 359k | $18M | -33% | Mar 2024 |
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| Assetmark | 354k | $18M | 73% | Mar 2024 |
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| M^T Bank Corporation | 353k | $18M | -5% | Mar 2024 |
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| Leicht Financial Planning & Wealth Management | 350k | $18M | -4% | Mar 2024 |
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| Steel Peak Wealth Management | 347k | $17M | 1% | Mar 2024 |
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| CarsonAllaria Wealth Management | 346k | $17M | 6% | Mar 2024 |
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| Goss Wealth Management | 344k | $17M | 30% | Mar 2024 |
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| Navalign | 338k | $17M | 0% | Mar 2024 |
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| Retirement Financial Solutions | 326k | $16M | 9% | Mar 2024 |
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| Courier Capital Corp | 326k | $16M | 5% | Mar 2024 |
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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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| Integrated Wealth Concepts | 319k | $16M | 36% | Mar 2024 |
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| Wealth Advisors of Iowa | 315k | $16M | -1% | Mar 2024 |
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| Modern Wealth Management | 313k | $16M | 100% | Mar 2024 |
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| McAdam | 311k | $16M | -1% | Mar 2024 |
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| Diligent Investors | 303k | $15M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 302k | $15M | 19% | Mar 2024 |
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| Charles Schwab Investment Management | 300k | $15M | -7% | Mar 2024 |
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| Demars Financial Group | 289k | $15M | 3% | Mar 2024 |
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| Great Lakes Retirement | 285k | $14M | -2% | Mar 2024 |
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| Destiny Capital Corp | 285k | $14M | -3% | Mar 2024 |
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| Atria Wealth Solutions | 249k | $12M | -32% | Mar 2024 |
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| Susquehanna International | 100k | $5.0M | -75% | Mar 2024 |
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| Orion Portfolio Solutions | 60k | $3.0M | -96% | Mar 2024 |
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| One Capital Management | 42k | $2.1M | -89% | Mar 2024 |
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| Sanchez Wealth Management Group | 11k | $539k | -98% | Mar 2024 |
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| Principal Securities | 449.00 | $23k | -100% | Mar 2024 |
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Who sold out of SPDR DJ Wilshire Large Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Parker Investment Management | Dec 2023 | 485k | $23M |