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Get Institutions for : 
Spdr Msci Acwi Imi (ACIM)  
$60.52 0.01 (0.02%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    6
Total shares held : 
 8,917,606  
% of shares held : 
 84.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 8,789  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.03  
Last Quarter's Ending Price : 
 $55.34  
Last Quarter's Average Price : 
 $51.90  
Change from last quarter's     
avg. price to the last closing  : 
8.62 (16.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 226,145
 2.54%
 
Increased Positions :
46
 425,803
 4.77%
 
Unchanged Positions :
18
 750,449
 8.42%
 
Decreased Positions :
25
-220,580
-2.47%
 
Closed Positions :
16
-422,579
-4.74%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 241 - 2024-03-31 2,280,023 $136,072,000 128,290
   Sequoia Financial Advisors LLC 19 - 2024-03-31 1,362,537 $81,316,000 17,241
   Private Advisor Group LLC 57 - 2024-03-31 848,009 $50,609,000 74,237
   LEGAL & GENERAL GROUP PLC 776 - 2024-03-31 420,297 $25,075,000 0
   Advance Capital Management Inc. 8 - 2024-03-31 406,453 $24,257,000 -58,489
   Peak Financial Management Inc. 3 - 2024-03-31 373,208 $22,273,000 2,969
   MARINER WEALTH ADVISORS, LLC 310 - 2024-03-31 372,409 $22,225,000 157,654
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 347 - 2024-03-31 300,604 $17,940,000 2,355
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 444 - 2024-03-31 285,479 $17,037,000 0
   Schaeffer Financial LLC 4 - 2024-03-31 240,453 $14,350,000 -3,459
   CX Institutional 40 - 2024-03-31 236,412 $14,109,000 160,956
   BANK OF AMERICA CORP /DE/ 2478 - 2024-03-31 164,183 $9,798,000 12,590
   MEITAV DASH INVESTMENTS LTD 74 - 2024-03-31 163,800 $9,778,000 0
   UNIQUE WEALTH LLC 10 - 2024-03-31 143,178 $8,545,000 77
   CWM LLC 355 - 2024-03-31 115,968 $6,921,000 -12,458
   FIRST HEARTLAND CONSULTANTS INC 39 *New 2024-03-31 110,639 $6,603,000 110,639
   Trilogy Capital Inc. 60 - 2024-03-31 94,063 $5,614,000 2,158
   Belpointe Asset Management LLC 44 - 2024-03-31 89,707 $5,354,000 32,679
   FIRST HAWAIIAN BANK 90 - 2024-03-31 77,798 $4,643,000 0
   UBS Group AG 2266 - 2024-03-31 76,499 $4,565,000 -681
   LVW Advisors LLC 25 - 2024-03-31 74,849 $4,467,000 -3,354
   Barden Capital Management Inc. 3 - 2024-03-31 66,231 $3,953,000 -25,194
   ENVESTNET ASSET MANAGEMENT INC 2186 - 2024-03-31 61,132 $3,648,000 7,668
   Arkadios Wealth Advisors 85 - 2024-03-31 60,637 $3,619,000 -1,420
   TrinityPoint Wealth LLC 42 - 2024-03-31 58,819 $3,510,000 3,598
   Advisor Group Holdings Inc. 1355 - 2024-03-31 53,648 $3,202,000 12,524
   MORGAN STANLEY 4188 - 2024-03-31 51,972 $3,102,000 2,445
   Atria Wealth Solutions Inc. 507 - 2024-03-31 47,713 $2,848,000 -3,639
   INTERACTIVE FINANCIAL ADVISORS 20 - 2024-03-31 46,934 $2,801,000 38,257
   JANE STREET GROUP LLC 1842 - 2024-03-31 46,930 $2,801,000 27,918
   Balentine LLC 82 - 2024-03-31 45,681 $2,726,000 7,127
   ICA Group Wealth Management LLC 40 - 2024-03-31 40,949 $2,444,000 -7,227
   FLAGSHIP HARBOR ADVISORS LLC 136 - 2024-03-31 40,911 $2,442,000 40,911
   RWM Asset Management LLC 56 - 2024-03-31 40,781 $2,434,000 -17,074
   Great Waters Wealth Management 22 - 2024-03-31 40,014 $2,388,000 -594
   Cresset Asset Management LLC 555 - 2024-03-31 39,970 $2,385,000 0
   FINANCIAL CONSULATE INC 15 - 2024-03-31 38,656 $2,307,000 2,149
   EIGHT 31 FINANCIAL LLC 11 - 2024-03-31 37,948 $2,265,000 -31,218
   PRUDENTIAL FINANCIAL INC 1404 - 2024-03-31 36,339 $2,169,000 10,272
   ACT WEALTH MANAGEMENT LLC 12 - 2024-03-31 35,288 $2,106,000 872
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 813 - 2024-03-31 30,801 $1,838,000 10,240
   CI Private Wealth LLC 1054 - 2024-03-31 30,726 $1,834,000 -949
   Gerber Kawasaki Wealth & Investment Management 113 - 2024-03-31 25,468 $1,520,000 -1,510
   BB&T CORP 1435 - 2024-03-31 23,133 $1,381,000 -20
   MERCER GLOBAL ADVISORS INC /ADV 876 *New 2024-03-31 20,737 $1,238,000 20,737
   Chicago Partners Investment Group LLC 301 - 2024-03-31 18,907 $1,095,000 -296
   ROYAL BANK OF CANADA 2930 - 2024-03-31 18,121 $1,081,000 1,539
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1739 - 2024-03-31 16,237 $969,000 3,377
   Americana Partners LLC 181 - 2024-03-31 16,090 $960,000 7,434
   Merit Financial Group LLC 411 - 2024-03-31 16,206 $953,000 -874
   Jacobi Capital Management LLC 212 - 2024-03-31 15,785 $942,000 2,032
   OLD MISSION CAPITAL LLC 431 - 2024-03-31 14,198 $847,000 -69,343
   Tennessee Valley Asset Management Partners 54 - 2024-03-31 13,882 $829,000 1,445
   Flagship Private Wealth LLC 42 - 2024-03-31 13,680 $816,000 0
   RFG Advisory Group LLC 400 - 2024-03-31 12,707 $758,000 144
   Financial Advocates Investment Management 386 - 2024-03-31 11,512 $687,000 1,036
   CAPTRUST FINANCIAL ADVISORS 1328 - 2024-03-31 11,456 $684,000 -2,216
   PRIVATE TRUST CO NA 307 - 2024-03-31 10,993 $656,000 3,634
   Professional Financial Advisors LLC 69 - 2024-03-31 10,199 $609,000 -108
   WARREN AVERETT ASSET MANAGEMENT, LLC 445 *New 2024-03-31 9,941 $593,000 9,941
   FSM Wealth Advisors LLC 77 - 2024-03-31 9,763 $583,000 879
   STIFEL FINANCIAL CORP 2523 - 2024-03-31 9,588 $572,000 1,286
   IAG Wealth Partners LLC 59 - 2024-03-31 9,039 $539,000 544
   Edge Capital Group LLC 207 - 2024-03-31 8,947 $534,000 0
   Strategic Financial Group LLC - 2023-12-31 8,508 $471,000 2,093
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1164 *New 2024-03-31 7,210 $430,000 7,210
   Cetera Investment Advisers 2721 *New 2024-03-31 7,059 $421,000 7,059
   BIP Wealth LLC 138 - 2024-03-31 6,624 $395,000 864
   Vernal Point Advisors LLC 24 - 2024-03-31 6,435 $384,000 0
   Western Wealth Management LLC 433 - 2024-03-31 6,371 $380,000 448
   Verdence Capital Advisors LLC 404 - 2024-03-31 6,268 $374,000 0
   Garrett Wealth Advisory Group LLC 46 - 2024-03-31 6,269 $374,000 154
   New England Capital Financial Advisors LLC 34 - 2024-03-31 6,227 $372,000 -646
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2714 - 2024-03-31 5,974 $357,000 -330
   Hartland & Co. LLC 379 - 2024-03-31 5,713 $341,000 4,948
   Cornerstone Wealth Management LLC 412 - 2024-03-31 5,642 $337,000 889
   MULTIFINANCIAL SECURITIES CORP 1858 *New 2024-03-31 5,567 $332,000 5,567
   Planning Capital Management Corp 62 - 2024-03-31 4,966 $296,000 0
   Colonial River Wealth Management LLC 122 - 2024-03-31 4,924 $294,000 -6,189
   J P MORGAN CHASE & CO 4000 - 2024-03-31 4,923 $294,000 -100
   Buckingham Strategic Partners 479 - 2024-03-31 4,850 $289,000 36
   Atlas Private Wealth Advisors 91 - 2024-03-31 4,698 $280,000 -4,697
   GREAT VALLEY ADVISOR GROUP INC. 632 - 2024-03-31 4,547 $271,000 46
   CITADEL ADVISORS LLC 4387 - 2024-03-31 4,127 $246,000 4,127
   United Advisor Group LLC 186 *New 2024-03-31 4,053 $242,000 4,053
   Spire Wealth Management 731 - 2024-03-31 3,964 $237,000 1,035
   KPP Advisory Services LLC 221 *New 2024-03-31 3,761 $224,000 3,761
   BIDWELL C M & ASSOCIATES LTD/ 115 - 2024-03-31 3,544 $212,000 -24
   Koshinski Asset Management Inc. 533 - 2024-03-31 3,471 $207,000 3,471
   PFG Advisors 626 *New 2024-03-31 3,440 $205,000 3,440
   IHT Wealth Management LLC 941 - 2024-03-31 3,408 $203,000 3,408
   MCF Advisors LLC 229 - 2024-03-31 3,282 $196,000 0
   Cape Investment Advisory Inc. 171 - 2023-12-31 2,878 $159,000 357
   Joseph Group Capital Management 52 - 2024-03-31 2,666 $159,000 -48
   Financial Advisory Service Inc. 306 - 2024-03-31 2,413 $144,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 243 - 2024-03-31 1,753 $105,000 0
   BANK OF MONTREAL /CAN/ 2866 - 2024-03-31 1,644 $98,000 1,644
   ACIMA PRIVATE WEALTH LLC 140 - 2024-03-31 1,622 $97,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 100 - 2024-03-31 1,419 $85,000 0
   Global Retirement Partners LLC 1215 - 2024-03-31 1,221 $73,000 0
  100 Records found
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