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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Growth (SPYG)  
$75.87 0.74 (0.98%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 847    10
Total shares held : 
 249,396,289  
% of shares held : 
 13.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   62  
Amount of shares held : 
 6,693,645  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.56  
Last Quarter's Ending Price : 
 $65.06  
Last Quarter's Average Price : 
 $61.67  
Change from last quarter's     
avg. price to the last closing  : 
14.20 (23.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 1,540,764
 0.62%
 
Increased Positions :
354
 24,014,370
 9.63%
 
Unchanged Positions :
142
 7,326,405
 2.94%
 
Decreased Positions :
302
-15,739,308
-6.31%
 
Closed Positions :
39
-3,122,181
-1.25%
 
Guru Positions :
1
5,862
 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 12 - 2024-03-31 28,035,262 $2,050,779,000 1,561,590
   FINANCIAL ENGINES ADVISORS L.L.C. 11 - 2024-03-31 21,655,399 $1,584,092,000 -800,187
   HANSON MCCLAIN, INC. 5 - 2024-03-31 12,757,730 $933,228,000 310,361
   AMERIPRISE FINANCIAL INC 137 - 2024-03-31 7,886,328 $576,912,000 750,186
   HORIZON INVESTMENTS, LLC/SC 1 - 2024-03-31 7,436,550 $543,984,000 681,952
   MORGAN STANLEY 461 - 2024-03-31 6,403,437 $468,411,000 174,960
   ENVESTNET ASSET MANAGEMENT INC 129 - 2024-03-31 5,359,687 $392,061,000 -380,769
   Equitable Holdings Inc. 1 - 2024-03-31 5,064,900 $370,497,000 216,080
   J P MORGAN CHASE & CO 447 - 2024-03-31 4,947,980 $361,945,000 1,019,994
   VALMARK ADVISERS INC 3 - 2024-03-31 4,905,337 $358,825,000 5,110
   HB Wealth Management LLC 5 - 2024-03-31 4,149,394 $294,732,000 238,356
   UBS Group AG 221 - 2024-03-31 3,681,542 $269,305,000 36,734
   Dynasty Wealth Management LLC 2 *New 2024-03-31 3,589,961 $262,606,000 3,589,961
   Quotient Wealth Partners LLC 2 - 2024-03-31 3,453,540 $252,626,000 621,142
   BANK OF NEW YORK MELLON CORP 326 - 2024-03-31 3,443,203 $251,870,000 462,228
   BANK OF AMERICA CORP /DE/ 583 - 2024-03-31 2,984,618 $218,325,000 -843,377
   Advisory Alpha LLC 1 - 2024-03-31 2,886,774 $211,174,000 206,571
   Orgel Wealth Management LLC 5 - 2024-03-31 2,824,671 $206,625,000 -76,942
   Private Advisor Group LLC 7 - 2024-03-31 2,738,242 $200,303,000 268,811
   RFG Advisory Group LLC 2 - 2024-03-31 2,629,411 $192,341,000 5,145
   CWM LLC 23 - 2024-03-31 2,428,034 $177,611,000 747,906
   Advisor Group Holdings Inc. 37 - 2024-03-31 2,335,456 $170,844,000 -1,068,943
   Willis Johnson & Associates Inc. 2 - 2024-03-31 2,243,033 $164,078,000 -97,338
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 83 - 2024-03-31 2,212,381 $161,836,000 -238,665
   FMR LLC 897 - 2024-03-31 2,071,162 $151,505,000 -11,905
   PFS INVESTMENTS INC. 3 - 2023-06-30 2,262,024 $138,006,000 194,385
   TOWNSQUARE CAPITAL LLC 4 - 2024-03-31 1,878,475 $137,410,000 58,428
   WELLS FARGO & CO/MN 380 - 2024-03-31 1,831,414 $133,968,000 -15,095
   COMMONWEALTH EQUITY SERVICES LLC. 86 - 2024-03-31 1,776,352 $129,940,000 -310,818
   FIRST NATIONAL TRUST CO 1 - 2024-03-31 1,771,165 $129,561,000 250,912
   ROYAL BANK OF CANADA 411 - 2024-03-31 1,729,838 $126,538,000 65,808
   NICOLET ADVISORY SERVICES LLC 2 - 2024-03-31 1,651,180 $120,536,000 -109,462
   CI Private Wealth LLC 113 - 2024-03-31 1,599,780 $117,024,000 -138,958
   First Command Advisory Services Inc. 9 - 2024-03-31 1,471,299 $107,665,000 55,403
   FINANCIAL NETWORK 26 - 2024-03-31 1,429,637 $104,578,000 92,563
   Bridgeworth LLC - 2023-12-31 1,589,224 $103,395,000 -20,613
   Focused Wealth Management Inc 1 - 2024-03-31 1,398,968 $102,334,000 47,840
   HIGHTOWER ADVISORS, LLC 142 - 2024-03-31 1,381,315 $101,049,000 80,824
   Connecticut Wealth Management LLC 5 - 2024-03-31 1,371,164 $100,301,000 34,871
   KWB Wealth 1 - 2024-03-31 1,355,343 $99,143,000 137,755
   JANNEY MONTGOMERY SCOTT LLC 70 - 2024-03-31 1,304,794 $95,446,000 2,792
   Black Swift Group LLC 1 - 2024-03-31 1,287,702 $92,160,000 132,674
   AE Wealth Management LLC 11 - 2024-03-31 1,259,504 $92,133,000 -512,602
   AlphaStar Capital Management LLC 2 - 2024-03-31 1,183,480 $86,572,000 -76,428
   GLOBALT Investments LLC / GA 7 - 2024-03-31 1,179,743 $86,298,000 -51,672
   SAVANT CAPITAL MANAGEMENT INC 19 - 2024-03-31 1,154,727 $84,468,000 -11,314
   Syntegra Private Wealth Group LLC 4 - 2024-03-31 1,108,224 $81,067,000 5,502
   GOLDMAN SACHS GROUP INC/ 767 - 2024-03-31 1,096,769 $80,229,000 -186,439
   TIAA FSB 57 - 2023-06-30 1,271,674 $77,585,000 211,323
   OLD NATIONAL BANCORP /IN/ 11 - 2024-03-31 1,036,950 $75,853,000 583
   TIAA TRUST NATIONAL ASSOCIATION 64 - 2024-03-31 1,034,981 $75,709,000 -249,655
   ERTS Wealth Advisors LLC 2 - 2024-03-31 983,450 $71,939,000 -35,316
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3 - 2024-03-31 974,809 $71,307,000 18,504
   SCS CAPITAL MANAGEMENT LLC 16 - 2024-03-31 951,283 $69,586,000 -50,005
   PRUDENTIAL FINANCIAL INC 195 - 2024-03-31 939,234 $68,705,000 56,956
   FLAGSHIP HARBOR ADVISORS LLC 1 - 2024-03-31 872,346 $63,812,000 -125,270
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19 - 2024-03-31 850,552 $62,218,000 78,927
   REFRAME WEALTH LLC 1 - 2022-12-31 1,212,962 $61,461,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 1 - 2022-12-31 1,212,962 $61,461,000 -33,683
   NorthRock Partners LLC 4 - 2024-03-31 831,151 $60,799,000 -35,938
   Envestnet Portfolio Solutions Inc. 65 - 2024-03-31 792,470 $57,969,000 42,548
   First Command Financial Services Inc. 6 - 2023-06-30 949,896 $57,953,000 183,704
   First Command Bank 6 - 2023-06-30 949,896 $57,953,000 183,704
   MARINER WEALTH ADVISORS, LLC 171 - 2024-03-31 765,194 $55,974,000 -5,219
   CoreCap Advisors LLC 3 - 2023-12-31 797,093 $51,859,000 36,787
   NOTTINGHAM ADVISORS INC 4 - 2024-03-31 707,587 $51,760,000 -39,106
   Kestra Advisory Services LLC 47 - 2024-03-31 698,851 $51,121,000 -8,343
   Compton Financial Group LLC 2 - 2024-03-31 695,900 $50,905,000 94,093
   Klingman & Associates LLC 7 - 2024-03-31 694,399 $50,795,000 -37,161
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 95 - 2024-03-31 678,649 $49,643,000 60,984
   RAYMOND JAMES & ASSOCIATES 415 - 2024-03-31 674,708 $49,355,000 45,092
   RESTON WEALTH MANAGEMENT LLC 1 - 2024-03-31 674,343 $49,328,000 -10,227
   Goodman Advisory Group LLC 1 - 2024-03-31 670,433 $49,042,000 58,865
   THRIVENT FINANCIAL FOR LUTHERANS 262 - 2024-03-31 656,254 $48,006,000 -947
   MML INVESTORS SERVICES LLC 113 - 2024-03-31 655,028 $47,915,000 37,283
   Octavia Wealth Advisors LLC 3 - 2024-03-31 652,481 $47,729,000 342,650
   Financial Planning & Information Services Inc. 3 - 2024-03-31 641,599 $46,933,000 -31,941
   Merit Financial Group LLC 19 - 2024-03-31 645,233 $46,618,000 48,526
   FOUNDERS FINANCIAL SECURITIES LLC 1 - 2024-03-31 606,687 $44,379,000 -178,953
   ESL Trust Services LLC 3 - 2024-03-31 592,433 $43,336,000 2,670
   Integrated Wealth Concepts LLC 26 - 2024-03-31 590,973 $43,230,000 111,839
   Perennial Investment Advisors LLC 1 - 2024-03-31 574,959 $42,057,000 -85,895
   Brookstone Capital Management 27 - 2024-03-31 571,305 $41,791,000 -86,359
   Mount Yale Investment Advisors LLC 3 *New 2024-03-31 561,155 $41,048,000 561,155
   Trilogy Capital Inc. 13 - 2024-03-31 554,617 $40,570,000 -86,524
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 186 - 2023-09-30 671,758 $39,822,000 55,905
   STIFEL FINANCIAL CORP 358 - 2024-03-31 533,751 $39,044,000 101,894
   Rodgers & Associates LTD 7 - 2024-03-31 532,208 $38,931,000 -32,168
   Ameritas Advisory Services LLC 7 - 2024-03-31 530,411 $38,644,000 112,581
   Leicht Financial Planning & Wealth Management Inc. 1 - 2024-03-31 513,062 $37,531,000 -97,743
   SilverOak Wealth Management LLC 4 - 2024-03-31 493,536 $36,102,000 7,131
   Alera Investment Advisors LLC 5 - 2024-03-31 492,945 $36,059,000 -53,137
   TRUEFG LLC 4 - 2024-03-31 486,728 $35,604,000 -5,488
   Kingsview Wealth Management LLC 18 - 2024-03-31 475,901 $34,812,000 85,944
   IHT Wealth Management LLC 13 - 2024-03-31 461,876 $33,786,000 -27,923
   Measured Wealth Private Client Group LLC 2 - 2024-03-31 440,022 $32,188,000 -13,946
   Ackerman Capital Advisors LLC 2 - 2024-03-31 437,229 $31,983,000 16,584
   Executive Wealth Management LLC 6 - 2024-03-31 434,631 $31,845,000 148,148
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 241 - 2024-03-31 433,721 $31,727,000 -6,374
   Gerber Kawasaki Wealth & Investment Management 16 - 2024-03-31 430,829 $31,515,000 20,032
  100 Records found
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