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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$65.05 0.14 (0.22%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 520    11
Total shares held : 
 78,690,623  
% of shares held : 
 81.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 4,195,326  
% of shares held change : 
   4.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.39  
Last Quarter's Ending Price : 
 $58.45  
Last Quarter's Average Price : 
 $54.60  
Change from last quarter's     
avg. price to the last closing  : 
10.45 (19.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,003,971
 1.28%
 
Increased Positions :
186
 7,994,636
 10.16%
 
Unchanged Positions :
98
 3,871,698
 4.92%
 
Decreased Positions :
200
-4,401,968
-5.59%
 
Closed Positions :
25
-401,313
-0.51%
 
Guru Positions :
1
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 76 - 2024-03-31 8,429,880 $540,777,000 -342,012
   CWM LLC 19 - 2024-03-31 3,279,224 $210,362,000 342,595
   Private Advisor Group LLC 8 - 2024-03-31 3,003,316 $192,663,000 2,806
   ENVESTNET ASSET MANAGEMENT INC 279 - 2024-03-31 2,791,415 $179,069,000 1,775,492
   VALMARK ADVISERS INC 10 - 2024-03-31 2,359,687 $151,374,000 70,129
   Wealthcare Advisory Partners LLC 2 - 2024-03-31 2,113,076 $135,554,000 28,977
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 64 - 2024-03-31 1,946,291 $124,855,000 -2,556,772
   AMERIPRISE FINANCIAL INC 530 - 2024-03-31 1,579,566 $101,352,000 912,834
   Rockbridge Investment Management LCC 2 - 2024-03-31 1,516,850 $97,306,000 51,328
   Professional Financial Advisors LLC 1 - 2024-03-31 1,472,501 $94,461,000 203,145
   Shepherd Financial Partners LLC 2 - 2024-03-31 1,463,619 $93,891,000 9,865
   Syntegra Private Wealth Group LLC 2 - 2024-03-31 1,339,060 $85,901,000 34,641
   Advisor Group Holdings Inc. 110 - 2024-03-31 1,276,257 $81,872,000 -49,082
   RFG Advisory Group LLC 7 - 2024-03-31 1,250,690 $80,232,000 32,822
   MORGAN STANLEY 1383 - 2024-03-31 1,185,788 $76,068,000 12,920
   ARS Wealth Advisors Group LLC 1 - 2024-03-31 993,069 $63,705,000 109,246
   Wealthquest Corp 4 - 2024-03-31 981,855 $62,986,000 42,158
   AMERIVEST INVESTMENT MANAGEMENT LLC 31 - 2023-06-30 1,126,375 $61,320,000 -53,301
   HANSON MCCLAIN, INC. 29 - 2024-03-31 884,590 $56,746,000 22,449
   Keener Financial Planning LLC 1 - 2024-03-31 786,504 $50,455,000 34,873
   BANK OF AMERICA CORP /DE/ 1283 - 2024-03-31 782,181 $50,177,000 146,328
   Financial Strategies Group Inc. 1 - 2024-03-31 779,256 $49,607,000 -107,805
   Blueprint Investment Partners LLC 1 - 2024-03-31 767,440 $49,231,000 -106,981
   WELLS FARGO & CO/MN 740 - 2024-03-31 723,424 $46,408,000 -352,610
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2 - 2024-03-31 704,824 $45,214,000 -14,627
   Stratos Wealth Partners LTD. 22 - 2024-03-31 693,766 $44,505,000 -343,394
   Weitzel Financial Services Inc. 1 - 2024-03-31 684,366 $43,754,000 -488
   Rinkey Investments 2 - 2024-03-31 627,955 $40,283,000 -5,148
   HPM Partners LLC 190 - 2024-03-31 597,829 $38,351,000 -2,036
   Rosenberg Matthew Hamilton 2 - 2024-03-31 572,596 $36,658,000 4,862
   Royal Harbor Partners LLC 1 - 2024-03-31 563,074 $36,121,000 -124,936
   Modern Wealth Management LLC 7 - 2024-03-31 560,111 $35,746,000 33,094
   Winch Advisory Services LLC 1 - 2024-03-31 550,351 $35,305,000 24,001
   JAFFETILCHIN INVESTMENT PARTNERS LLC 7 - 2024-03-31 514,272 $32,991,000 80,485
   Treasure Coast Financial Planning 1 - 2024-03-31 510,481 $32,747,000 -18,208
   Baltimore-Washington Financial Advisors Inc. 14 - 2024-03-31 506,435 $32,488,000 121,042
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1316 - 2024-03-31 499,858 $32,066,000 -88,340
   Asset Management Resources LLC - 2023-12-31 546,131 $31,921,000 1,777
   Barber Financial Group Inc. 5 - 2023-03-31 632,373 $31,891,000 -91,901
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 361 - 2024-03-31 496,576 $31,855,000 -125,920
   PARK AVENUE SECURITIES LLC 37 - 2024-03-31 492,899 $31,619,000 -64,252
   Gibson Wealth Advisors LLC 22 - 2022-12-31 661,500 $31,427,000 651,000
   Symphony Financial Ltd. Co. 1 - 2024-03-31 479,842 $30,782,000 25,507
   GM Advisory Group Inc. 14 - 2024-03-31 452,643 $29,037,000 -2,560
   VisionPoint Advisory Group LLC 1 - 2024-03-31 416,204 $26,700,000 -79,407
   WARREN AVERETT ASSET MANAGEMENT, LLC 31 *New 2024-03-31 405,557 $26,016,000 405,557
   SigFig Wealth Management LLC 19 - 2024-03-31 443,662 $25,908,000 -37,333
   N.E.W. Advisory Services LLC 9 - 2024-03-31 386,398 $24,788,000 -18,555
   Boston Standard Wealth Management LLC 5 - 2024-03-31 361,445 $23,187,000 19,827
   Strategic Financial Group LLC - 2023-12-31 392,291 $22,929,000 -141,656
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 221 - 2024-03-31 353,735 $22,692,000 -164,549
   AJ WEALTH STRATEGIES LLC 25 - 2023-06-30 409,619 $22,300,000 56,631
   Aquire Wealth Advisors LLC 4 - 2024-03-31 340,208 $21,824,000 -5,105
   RVW Wealth LLC 15 - 2024-03-31 331,629 $21,274,000 -6,897
   LEGACY PRIVATE TRUST CO. 13 - 2024-03-31 325,724 $20,895,000 1,133
   Fox Financial Inc 1 - 2024-03-31 325,628 $20,889,000 -4,938
   ADVISORS CAPITAL MANAGEMENT LLC 83 - 2024-03-31 319,543 $20,499,000 65,251
   Capasso Planning Partners LLC 2 - 2024-03-31 312,616 $20,054,000 13,575
   Geneos Wealth Management Inc. 18 - 2024-03-31 301,974 $19,372,000 12,035
   Equitable Holdings Inc. 91 - 2024-03-31 300,845 $19,299,000 21,220
   DORVAL Corp 2 - 2024-03-31 307,126 $19,137,000 -2,943
   CALLAN CAPITAL, LLC 18 - 2024-03-31 297,395 $19,078,000 -35,653
   ANNEX ADVISORY SERVICES, LLC 34 - 2024-03-31 292,287 $18,750,000 -6,251
   MONEY CONCEPTS CAPITAL CORP 7 - 2024-03-31 285,577 $18,320,000 -45,087
   Compass Financial Group INC/SD 8 - 2024-03-31 276,260 $17,722,000 -7,115
   Parallel Advisors LLC 39 - 2024-03-31 272,941 $17,509,000 -11,697
   WAYNE HUMMER ASSET MANAGEMENT CO 137 - 2024-03-31 269,153 $17,266,000 -505
   PURE FINANCIAL ADVISORS, INC. 39 - 2024-03-31 253,557 $16,266,000 -7,957
   Jacobi Capital Management LLC 9 - 2024-03-31 240,971 $15,458,000 -5,472
   BIP Wealth LLC 13 - 2024-03-31 237,945 $15,264,000 -10,384
   MARINER WEALTH ADVISORS, LLC 394 - 2024-03-31 235,785 $15,126,000 40,209
   Wealth Management Solutions LLC 3 - 2023-09-30 267,152 $14,023,000 -5,265
   AIFG Consultants Ltd. 1 - 2024-03-31 215,079 $13,797,000 3,301
   Solano Wealth Management Inc. 7 - 2024-03-31 195,081 $12,514,000 12,512
   BB&T CORP 543 - 2024-03-31 194,650 $12,487,000 -2,696
   Facet Wealth Inc. 29 - 2024-03-31 196,503 $12,443,000 2,677
   IAG Wealth Partners LLC 12 - 2024-03-31 188,914 $12,119,000 -6,899
   RETIREMENT CAPITAL STRATEGIES 5 - 2024-03-31 188,132 $12,069,000 -66,790
   GOLDMAN SACHS GROUP INC/ 1914 - 2024-03-31 187,700 $12,041,000 -403,609
   Foundations Investment Advisors LLC 68 - 2024-03-31 183,744 $11,787,000 12,791
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 169 - 2024-03-31 182,568 $11,712,000 -24,827
   Treynor Bancshares Inc. 1 - 2024-03-31 181,785 $11,661,000 871
   Capital Advisory Group Advisory Services LLC 3 - 2024-03-31 177,921 $11,414,000 667
   SENTINEL PENSION ADVISORS INC 7 - 2024-03-31 177,617 $11,394,000 -5,411
   MML INVESTORS SERVICES LLC 374 - 2024-03-31 176,907 $11,349,000 -10,482
   Snowden Capital Advisors LLC 62 - 2024-03-31 166,203 $10,662,000 -125,739
   Bridgewealth Advisory Group LLC 3 - 2024-03-31 166,133 $10,657,000 -9,445
   Ervin Investment Management LLC 4 - 2024-03-31 166,078 $10,654,000 374
   Balentine LLC 29 - 2024-03-31 163,664 $10,499,000 -140,087
   Astor Investment Management LLC 8 - 2024-03-31 163,235 $10,472,000 -210,913
   EVENSKY & KATZ INC 21 - 2024-03-31 162,476 $10,423,000 -5,822
   BEACON FINANCIAL GROUP 17 - 2024-03-31 159,893 $10,257,000 -11,476
   Financial Enhancement Group LLC 18 - 2024-03-31 163,825 $10,241,000 102
   Money Matters Financial Group Inc 1 - 2023-12-31 173,751 $10,156,000 8,821
   Larson Financial Group LLC 32 - 2024-03-31 154,663 $9,922,000 -9,645
   Investors Research Corp 6 - 2024-03-31 154,046 $9,882,000 -5,715
   G&S Capital LLC 3 - 2024-03-31 150,388 $9,647,000 9,339
   Iron Financial LLC 5 - 2024-03-31 147,141 $9,439,000 -3,613
   Arete Wealth Advisors LLC 20 - 2024-03-31 144,985 $9,301,000 4,527
   J P MORGAN CHASE & CO 2101 - 2024-03-31 144,829 $9,291,000 7,032
  100 Records found
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