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Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$87.18 0.91 (1.05%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 400    12
Total shares held : 
 22,882,950  
% of shares held : 
 89.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 2,312,216  
% of shares held change : 
   9.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $72.53  
Last Quarter's Ending Price : 
 $83.63  
Last Quarter's Average Price : 
 $75.02  
Change from last quarter's     
avg. price to the last closing  : 
12.16 (16.21%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 1,902,327
 8.31%
 
Increased Positions :
152
 1,473,693
 6.44%
 
Unchanged Positions :
82
 435,085
 1.9%
 
Decreased Positions :
135
-812,020
-3.55%
 
Closed Positions :
19
-251,784
-1.1%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tradewinds Capital Management LLC 4 *New 2024-03-31 332,618 $29,014,000 332,618
   Cetera Investment Advisers 443 *New 2024-03-31 192,062 $16,754,000 192,062
   Thrive Capital Management LLC 2 *New 2024-03-31 258,351 $15,770,000 258,351
   Confluence Wealth Services Inc. 17 *New 2024-03-31 15,628 $13,632,000 15,628
   Oakmont Partners LLC 132 *New 2024-03-31 72,566 $6,330,000 72,566
   HRC WEALTH MANAGEMENT LLC 5 *New 2024-03-31 56,464 $4,925,000 56,464
   FLOW TRADERS U.S. LLC 100 *New 2024-03-31 38,464 $3,355,000 38,464
   Prosperity Consulting Group LLC 80 *New 2024-03-31 32,749 $2,857,000 32,749
   D E SHAW & CO INC 1494 *New 2024-03-31 29,677 $2,589,000 29,677
   PATHSTONE FAMILY OFFICE, LLC 420 *New 2023-09-30 34,434 $2,523,000 34,434
   BMS Financial Advisors LLC 22 *New 2023-06-30 24,220 $1,864,000 24,220
   Capital Square LLC 27 *New 2024-03-31 18,473 $1,611,000 18,473
   Buckingham Strategic Partners 210 *New 2024-03-31 14,435 $1,259,000 14,435
   JANE STREET GROUP LLC 2917 *New 2024-03-31 13,045 $1,138,000 13,045
   Petix & Botte Co 77 *New 2024-03-31 8,928 $779,000 8,928
   CONNORS INVESTOR SERVICES INC 102 *New 2024-03-31 7,661 $668,000 7,661
   NORDEN GROUP LLC 209 *New 2024-03-31 6,301 $550,000 6,301
   Idaho Trust Bank 58 *New 2024-03-31 5,356 $467,000 5,356
   Quadrature Capital LTD 765 *New 2024-03-31 5,028 $438,000 5,028
   Prime Capital Investment Advisors LLC 676 *New 2024-03-31 4,728 $412,000 4,728
   USAdvisors Wealth Management LLC 91 *New 2024-03-31 4,662 $404,000 4,662
   Feltz Wealth PLAN Inc. 236 *New 2024-03-31 4,103 $358,000 4,103
   Independent Advisor Alliance 593 *New 2024-03-31 3,130 $273,000 3,130
   WARREN AVERETT ASSET MANAGEMENT, LLC 607 *New 2024-03-31 2,919 $255,000 2,919
   Solutions 4 Wealth Ltd 35 *New 2024-03-31 2,436 $212,000 2,436
   BANK OF NEW YORK MELLON CORP 3785 *New 2024-03-31 2,376 $207,000 2,376
   Strategic Financial Group LLC *New 2023-12-31 2,448 $205,000 2,448
   FOUNDERS FINANCIAL SECURITIES LLC 368 *New 2024-03-31 2,307 $201,000 2,307
   Fernwood Investment Management LLC 253 *New 2024-03-31 1,280 $112,000 1,280
   SIMPLEX TRADING LLC 1575 *New 2024-03-31 328 $28,000 328
   Spectrum Wealth Counsel LLC 263 *New 2024-03-31 195 $17,000 195
   COLONIAL ASSET MANAGEMENT, INC. 503 *New 2024-03-31 189 $16,000 189
   Crewe Advisors LLC 569 *New 2024-03-31 163 $14,000 163
   Christopher J. Hasenberg Inc 54 *New 2024-03-31 122 $11,000 122
   OAK HARBOR WEALTH PARTNERS LLC 214 *New 2024-03-31 96 $8,000 96
   CBIZ Investment Advisory Services LLC 267 *New 2024-03-31 93 $8,000 93
   Aspire Private Capital LLC 451 *New 2024-03-31 76 $7,000 76
   Atlantic Trust Group LLC 2571 *New 2024-03-31 45 $4,000 45
   Ahrens Investment Partners LLC 858 *New 2023-03-31 42 $3,000 42
   Castleview Partners LLC 724 *New 2024-03-31 24 $2,000 24
   VisionPoint Advisory Group LLC 690 *New 2024-03-31 26 $2,000 26
   BFSG LLC 599 *New 2024-03-31 18 $2,000 18
   Global Wealth Strategies & Associates 287 *New 2024-03-31 21 $2,000 21
   Sage Mountain Advisors LLC 406 *New 2024-03-31 14 $1,000 14
   HANSON INVESTMENT MANAGEMENT 473 *New 2024-03-31 4 $0 4
  45 Records found
  1    
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