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Get Institutions for : 
St Spdr S&P Wld Xus (GWL)  
$36.25 0.30 (0.83%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    16
Total shares held : 
428,127,335  
% of shares held : 
47.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  73  
Amount of shares held : 
6,326,631  
% of shares held change : 
  0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$30.53  
Last Quarter's Ending Price : 
$34.01  
Last Quarter's Average Price
$31.74  
Change from last quarter's     
avg. price to the last closing  : 
4.51 (14.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
59
 5,738,320
 1.34%
 
Increased Positions :
321
 30,554,894
 7.14%
 
Unchanged Positions :
140
 9,130,985
 2.13%
 
Decreased Positions :
264
-28,077,408
-6.56%
 
Closed Positions :
43
-1,889,175
-0.44%
 
Guru Positions :
1
21,970
 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
   WARREN AVERETT ASSET MANAGEMENT, LLC 60 *New 2024-03-31 370,607 $13,283,000 370,607
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 742 *New 2024-03-31 222,326 $7,968,000 222,326
   Petix & Botte Co 25 *New 2024-03-31 133,292 $4,777,000 133,292
   Peninsula Wealth LLC 28 *New 2024-03-31 99,407 $3,563,000 99,407
   Schechter Investment Advisors LLC 93 *New 2024-03-31 72,530 $2,599,000 72,530
   FLOW TRADERS U.S. LLC 172 *New 2024-03-31 57,778 $2,071,000 57,778
   Coppell Advisory Solutions LLC 121 *New 2023-12-31 25,156 $856,000 25,156
   Gladstone Institutional Advisory LLC 343 *New 2024-03-31 20,048 $719,000 20,048
   Coppell Advisory Solutions Corp. 136 *New 2024-03-31 17,745 $636,000 17,745
   Altus Wealth Group LLC 75 *New 2024-03-31 17,216 $617,000 17,216
   JustInvest LLC 901 *New 2024-03-31 17,157 $615,000 17,157
   KINGSWOOD WEALTH ADVISORS LLC 311 *New 2024-03-31 15,798 $566,000 15,798
   Independent Advisor Alliance 453 *New 2024-03-31 14,366 $515,000 14,366
   Howard Capital Management Group LLC 84 *New 2024-03-31 13,938 $500,000 13,938
   DOPKINS WEALTH MANAGEMENT LLC 45 *New 2024-03-31 13,388 $480,000 13,388
   MISSION WEALTH MANAGEMENT LLC 419 *New 2024-03-31 13,232 $474,000 13,232
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 307 *New 2024-03-31 11,616 $416,000 11,616
   COLONY GROUP, LLC 763 *New 2024-03-31 11,208 $402,000 11,208
   IAMS WEALTH MANAGEMENT LLC 93 *New 2024-03-31 9,395 $325,000 9,395
   FIRETHORN WEALTH PARTNERS LLC 107 *New 2024-03-31 8,982 $322,000 8,982
   BANK OF NOVA SCOTIA / 904 *New 2024-03-31 8,025 $288,000 8,025
   SABAL TRUST CO 189 *New 2024-03-31 7,730 $277,000 7,730
   Fortress Wealth Management Inc. 60 *New 2024-03-31 7,490 $268,000 7,490
   CYPRESS FINANCIAL PLANNING LLC 59 *New 2024-03-31 7,116 $255,000 7,116
   WEALTHSOURCE PARTNERS LLC 445 *New 2023-12-31 7,123 $242,000 7,123
   BRIGHTON JONES LLC 531 *New 2024-03-31 6,452 $231,000 6,452
   PETERSON WEALTH MANAGEMENT 53 *New 2024-03-31 6,375 $228,000 6,375
   Strategic Equity Management 34 *New 2024-03-31 5,986 $215,000 5,986
   Traction Financial Partners LLC 53 *New 2024-03-31 5,898 $212,000 5,898
   RAYMOND JAMES TRUST CO 1167 *New 2024-03-31 5,880 $211,000 5,880
   CUTLER INVESTMENT COUNSEL LLC 124 *New 2024-03-31 5,840 $209,000 5,840
   Nicholas Hoffman & Company LLC. 279 *New 2024-03-31 5,791 $208,000 5,791
   Summit Investment Advisory Services LLC 64 *New 2024-03-31 5,743 $206,000 5,743
   Cambridge Advisors Inc. 163 *New 2024-03-31 5,747 $206,000 5,747
   Wolff Financial Management LLC 97 *New 2024-03-31 5,685 $204,000 5,685
   Annis Gardner Whiting Capital Advisors LLC 362 *New 2024-03-31 1,680 $60,000 1,680
   COLONIAL ASSET MANAGEMENT, INC. 327 *New 2024-03-31 1,381 $49,000 1,381
   Bare Financial Services Inc 56 *New 2024-03-31 1,210 $42,000 1,210
   CAROLINAS WEALTH CONSULTING LLC 423 *New 2024-03-31 987 $35,000 987
   Future Financial Wealth Managment LLC 318 *New 2024-03-31 745 $27,000 745
   SANDY SPRING BANK 709 *New 2024-03-31 661 $24,000 661
   Global Wealth Strategies & Associates 141 *New 2024-03-31 442 $16,000 442
   Tower View Investment Management & Research LLC 120 *New 2024-03-31 377 $14,000 377
   First Command Advisory Services Inc. 364 *New 2024-03-31 278 $10,000 278
   Anfield Capital Management LLC 179 *New 2024-03-31 187 $7,000 187
   Tradewinds Capital Management LLC 364 *New 2024-03-31 140 $5,000 140
   HANSON INVESTMENT MANAGEMENT 455 *New 2024-03-31 69 $2,000 69

  47 Records found
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