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Get Institutions for : 
Spdr Russell 2000 (TWOK)  
$42.62 0.27 (0.63%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 723    26
Total shares held : 
 175,590,815  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   115  
Amount of shares held : 
 11,736,054  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.40  
Last Quarter's Ending Price : 
 $42.18  
Last Quarter's Average Price : 
 $37.68  
Change from last quarter's     
avg. price to the last closing  : 
4.94 (13.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 7,713,249
 4.39%
 
Increased Positions :
317
 12,882,950
 7.34%
 
Unchanged Positions :
109
 7,750,535
 4.41%
 
Decreased Positions :
228
-7,356,831
-4.19%
 
Closed Positions :
43
-1,503,314
-0.86%
 
Guru Positions :
1
10,459
 0.01%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 18 - 2024-03-31 21,570,536 $928,396,000 473,774
   LPL FINANCIAL CORP 49 - 2024-03-31 17,383,043 $748,166,000 887,757
   Betterment LLC 15 - 2024-03-31 13,159,120 $566,369,000 13,151,673
   BANK OF AMERICA CORP /DE/ 475 - 2024-03-31 6,930,627 $298,294,000 -128,586
   AMERIPRISE FINANCIAL INC 279 - 2024-03-31 6,142,958 $264,470,000 -14,594
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 305 - 2024-03-31 5,503,031 $236,850,000 -1,836,293
   VALMARK ADVISERS INC 7 - 2024-03-31 5,449,209 $234,534,000 221,780
   RICHARD BERNSTEIN ADVISORS LLC 9 - 2024-03-31 3,516,927 $151,369,000 -105,838
   ENVESTNET ASSET MANAGEMENT INC 349 - 2024-03-31 3,208,682 $138,102,000 -354,538
   CREATIVE PLANNING 69 - 2024-03-31 3,203,634 $137,884,000 -129,801
   MORGAN STANLEY 1022 - 2024-03-31 3,001,496 $129,184,000 478,087
   Private Advisor Group LLC 25 - 2024-03-31 2,250,653 $96,868,000 61,577
   UBS Group AG 494 - 2024-03-31 2,235,184 $96,202,000 30,767
   CWM LLC 39 - 2024-03-31 2,197,839 $94,595,000 154,837
   CRESTWOOD ADVISORS LLC 9 - 2024-03-31 2,105,102 $90,604,000 51,201
   PNC FINANCIAL SERVICES GROUP INC 198 - 2024-03-31 1,921,899 $82,719,000 2,157
   Congress Wealth Management LLC / DE / 11 - 2024-03-31 1,861,406 $80,115,000 3,508
   PMFM INC. 6 - 2024-03-31 1,781,156 $76,661,000 33,104
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17 - 2024-03-31 1,665,635 $71,689,000 -1,701,968
   Advisor Group Holdings Inc. 135 - 2024-03-31 1,539,901 $66,277,000 178,452
   MARINER WEALTH ADVISORS, LLC 150 - 2024-03-31 1,484,170 $63,879,000 -18,128
   J P MORGAN CHASE & CO 1080 - 2024-03-31 1,412,422 $60,791,000 747,873
   Pinnacle Wealth Planning Services Inc. 3 - 2024-03-31 1,412,059 $60,775,000 41,968
   ROYAL BANK OF CANADA 654 - 2024-03-31 1,372,331 $59,065,000 145,597
   MBB PUBLIC MARKETS I LLC 7 - 2024-03-31 1,335,141 $57,464,000 776,736
   STATE STREET CORP 1671 - 2024-03-31 1,289,490 $55,500,000 -395,092
   MORNINGSTAR INVESTMENT SERVICES, INC. 48 - 2024-03-31 1,238,063 $53,014,000 -58,533
   Merit Financial Group LLC 16 - 2024-03-31 1,270,319 $53,010,000 -568,988
   TOWNSQUARE CAPITAL LLC 28 - 2024-03-31 1,210,595 $52,104,000 56,225
   Elo Mutual Pension Insurance Co 12 - 2024-03-31 1,174,606 $50,555,000 -259,774
   Wealthcare Advisory Partners LLC 7 - 2024-03-31 1,152,219 $49,591,000 195,365
   GREAT VALLEY ADVISOR GROUP INC. 9 - 2024-03-31 1,134,801 $48,842,000 312,736
   HIGHTOWER ADVISORS, LLC 262 - 2024-03-31 1,101,289 $47,407,000 59,127
   MIDLAND WEALTH ADVISORS LLC 11 - 2024-03-31 1,044,262 $44,945,000 70,773
   Bridgeworth LLC - 2023-12-31 1,015,464 $42,832,000 982
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 144 - 2024-03-31 960,836 $41,354,000 -62,996
   BB&T CORP 273 - 2024-03-31 927,046 $39,900,000 4,287
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 230 - 2024-03-31 920,102 $39,601,000 408,914
   DAVENPORT & CO LLC 111 - 2024-03-31 897,965 $38,648,000 66,390
   Capital Analysts Inc. 10 - 2024-03-31 896,906 $38,603,000 58,259
   WELLS FARGO & CO/MN 815 - 2024-03-31 892,668 $38,420,000 -204,895
   Austin Private Wealth LLC 4 - 2024-03-31 832,246 $35,038,000 -33,199
   WALLER FINANCIAL PLANNING GROUP INC 2 - 2024-03-31 801,325 $34,489,000 -5,174
   RAYMOND JAMES & ASSOCIATES 541 - 2024-03-31 793,264 $34,142,000 139,521
   COMMONWEALTH EQUITY SERVICES LLC. 327 - 2024-03-31 777,317 $33,456,000 19,337
   OBERMEYER ASSET MANAGEMENT CO 18 - 2024-03-31 756,957 $32,579,000 -305,085
   FINANCIAL NETWORK 122 - 2024-03-31 745,679 $32,094,000 -44,609
   SPINNAKER TRUST 13 - 2024-03-31 700,422 $30,146,000 87,264
   Atlas Private Wealth Advisors 2 - 2024-03-31 673,308 $28,980,000 -502,762
   Integrated Wealth Concepts LLC 37 - 2024-03-31 654,031 $28,149,000 -22,039
   Peterson Wealth Advisors LLC 5 - 2024-03-31 648,291 $27,902,000 9,780
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 265 - 2024-03-31 616,678 $26,542,000 183,882
   Envestnet Portfolio Solutions Inc. 110 - 2024-03-31 593,914 $25,562,000 36,173
   STIFEL FINANCIAL CORP 463 - 2024-03-31 586,602 $25,247,000 10,205
   CI Private Wealth LLC 355 - 2024-03-31 548,614 $23,612,000 10,199
   FOCUS FINANCIAL NETWORK INC /ADV 16 - 2023-12-31 556,863 $23,488,000 0
   Gerber Kawasaki Wealth & Investment Management 24 - 2024-03-31 532,613 $22,924,000 76,339
   Patriot Investment Management Inc. 10 - 2024-03-31 528,540 $22,748,000 68,716
   Focus Financial Network Inc. 19 - 2024-03-31 570,674 $22,719,000 0
   Oakmont Partners LLC 33 - 2024-03-31 523,323 $22,524,000 73,314
   Resources Investment Advisors Inc. 62 - 2024-03-31 495,360 $21,320,000 -38,079
   THRIVENT FINANCIAL FOR LUTHERANS 439 - 2024-03-31 483,052 $20,791,000 -168,504
   Good Life Advisors LLC 11 - 2024-03-31 482,298 $20,758,000 -7,536
   Equitable Holdings Inc. 85 - 2024-03-31 480,540 $20,682,000 81,147
   JNBA FINANCIAL ADVISORS 12 - 2024-03-31 453,188 $19,505,000 258,888
   Financial Security Advisor Inc. 3 - 2024-03-31 451,747 $19,443,000 -5,866
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 262 - 2024-03-31 441,016 $18,981,000 6,802
   UNITED ASSET STRATEGIES, INC. 10 - 2024-03-31 426,017 $18,336,000 415,766
   MML INVESTORS SERVICES LLC 272 - 2024-03-31 413,405 $17,793,000 8,815
   IHT Wealth Management LLC 21 - 2024-03-31 403,541 $17,368,000 -20,484
   Garrett Wealth Advisory Group LLC 6 - 2024-03-31 392,548 $16,895,000 2,611
   McNamara Financial Services Inc. 8 - 2024-03-31 387,461 $16,676,000 -1,136
   RETIREMENT FINANCIAL SOLUTIONS LLC 6 - 2024-03-31 371,346 $15,983,000 34,689
   Leicht Financial Planning & Wealth Management Inc. 5 - 2024-03-31 366,749 $15,785,000 88,015
   Fox Financial Inc 5 - 2024-03-31 362,876 $15,618,000 -2,114
   D E SHAW & CO INC 616 *New 2024-03-31 361,738 $15,569,000 361,738
   ST GERMAIN D J CO INC 43 - 2024-03-31 360,329 $15,509,000 22,878
   OneAscent Financial Services LLC 11 - 2024-03-31 353,506 $15,215,000 -80,954
   Trilogy Capital Inc. 36 - 2024-03-31 337,042 $14,506,000 7,793
   Boston Standard Wealth Management LLC 10 - 2024-03-31 328,317 $14,131,000 17,306
   Allen Capital Group LLC 9 - 2024-03-31 324,505 $13,967,000 3,591
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 67 - 2024-03-31 323,815 $13,937,000 10,702
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 659 - 2024-03-31 322,188 $13,867,000 -362,740
   ALPS ADVISERS INC 112 - 2024-03-31 320,395 $13,790,000 -3,000
   Marmo Financial Group LLC 4 - 2024-03-31 319,805 $13,764,000 16,067
   Nelson Van Denburg & Campbell Wealth Management Gr 34 - 2024-03-31 315,233 $13,568,000 43,042
   Financial Gravity Wealth Inc. 8 - 2024-03-31 314,740 $13,546,000 -3,338,971
   BERKSHIRE ASSET MANAGEMENT INC/PA 44 - 2024-03-31 309,725 $13,331,000 34,443
   RVW Wealth LLC 27 - 2024-03-31 308,299 $13,269,000 -26,724
   Stratos Wealth Partners LTD. 99 - 2024-03-31 303,691 $13,071,000 36,094
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 42 - 2024-03-31 302,749 $13,030,000 77,378
   Valeo Financial Advisors LLC 27 - 2024-03-31 311,131 $12,791,000 -3,203
   FLAGSHIP HARBOR ADVISORS LLC 24 - 2024-03-31 294,132 $12,659,000 54,909
   TEXAS PERMANENT SCHOOL FUND 176 - 2024-03-31 279,184 $12,016,000 -116,100
   Taylor & Morgan Wealth Management LLC 3 - 2024-03-31 276,884 $11,917,000 7,773
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 8 - 2024-03-31 273,072 $11,753,000 -65,096
   PURE FINANCIAL ADVISORS, INC. 48 - 2024-03-31 271,296 $11,677,000 -4,772
   PARK AVENUE SECURITIES LLC 101 - 2024-03-31 270,297 $11,634,000 8,351
   NORTH STAR ASSET MANAGEMENT INC 63 - 2024-03-31 270,312 $11,634,000 17,819
   KWB Wealth 16 - 2024-03-31 267,966 $11,533,000 -5,674
  100 Records found
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