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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Growth (SPYG)  
$75.28 0.21 (0.28%) as of 4:30 Wed 5/22


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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  : 
13.61 (22.07%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Dynasty Wealth Management LLC 2 *New 2024-03-31 3,589,961 $262,606,000 3,589,961
   Mount Yale Investment Advisors LLC 3 *New 2024-03-31 561,155 $41,048,000 561,155
   ZEKE CAPITAL ADVISORS, LLC 26 *New 2022-12-31 217,807 $11,036,000 217,807
   MARSHALL WACE LLP 768 *New 2024-03-31 88,200 $6,452,000 88,200
   WIN ADVISORS INC 14 *New 2024-03-31 84,673 $6,194,000 84,673
   HRT FINANCIAL LLC 245 *New 2024-03-31 70,009 $5,121,000 70,009
   Lionsbridge Wealth Management LLC 20 *New 2024-03-31 35,408 $2,590,000 35,408
   Cavalier Investments 29 *New 2024-03-31 35,168 $2,573,000 35,168
   Financial Insights Inc. 32 *New 2024-03-31 31,997 $2,341,000 31,997
   BlackDiamond Wealth Management Inc. 17 *New 2024-03-31 31,431 $2,299,000 31,431
   SABAL TRUST CO 85 *New 2024-03-31 28,130 $2,058,000 28,130
   SIMPLEX TRADING LLC 300 *New 2024-03-31 26,299 $1,923,000 26,299
   NORDEN GROUP LLC 60 *New 2024-03-31 26,247 $1,920,000 26,247
   Braun-Bostich & Associates Inc. 14 *New 2024-03-31 24,742 $1,810,000 24,742
   United Advisor Group LLC 48 *New 2024-03-31 23,839 $1,744,000 23,839
   Tradewinds LLC. 13 *New 2024-03-31 3,266 $1,552,000 3,266
   OLD MISSION CAPITAL LLC 316 *New 2024-03-31 18,212 $1,332,000 18,212
   Belvedere Trading LLC 20 *New 2024-03-31 16,394 $1,199,000 16,394
   Privium Fund Management (UK) Ltd 41 *New 2024-03-31 14,579 $1,068,000 14,579
   Tempus Wealth Planning LLC 55 *New 2024-03-31 14,579 $1,066,000 14,579
   Idaho Trust Bank 34 *New 2024-03-31 12,773 $934,000 12,773
   Schechter Investment Advisors LLC 259 *New 2024-03-31 12,455 $911,000 12,455
   Guardian Wealth Advisors LLC 21 *New 2024-03-31 11,932 $873,000 11,932
   AQR CAPITAL MANAGEMENT LLC 1763 *New 2024-03-31 11,574 $847,000 11,574
   Latitude Advisors LLC 54 *New 2024-03-31 8,914 $652,000 8,914
   WealthTrust Asset Management LLC 47 *New 2024-03-31 7,767 $568,000 7,767
   TAYLOR INVESTMENT COUNSELORS LLC 71 *New 2023-12-31 7,197 $468,000 7,197
   RMR Wealth Builders 166 *New 2024-03-31 5,817 $426,000 5,817
   EWG Elevate Inc. 89 *New 2024-03-31 5,041 $369,000 5,041
   Accel Wealth Management 136 *New 2024-03-31 5,022 $367,000 5,022
   OmniStar Financial Group Inc. 103 *New 2024-03-31 4,310 $315,000 4,310
   PFG Investments LLC 722 *New 2024-03-31 4,204 $308,000 4,204
   TANDEM CAPITAL MANAGEMENT CORP /ADV 98 *New 2024-03-31 4,085 $299,000 4,085
   ETF Store Inc. 90 *New 2024-03-31 3,867 $283,000 3,867
   Proquility Private Wealth Partners LLC 83 *New 2024-03-31 3,667 $268,000 3,667
   Insight Wealth Strategies LLC 150 *New 2024-03-31 3,563 $261,000 3,563
   Wealth Enhancement & Preservation of GA LLC 41 *New 2023-06-30 4,200 $256,000 4,200
   DORSEY & WHITNEY TRUST CO LLC 531 *New 2024-03-31 3,432 $251,000 3,432
   Synergy Financial Management LLC 110 *New 2024-03-31 3,414 $250,000 3,414
   FSB PREMIER WEALTH MANAGEMENT INC. 157 *New 2024-03-31 3,331 $244,000 3,331
   BBK Capital Partners LLC 315 *New 2024-03-31 3,031 $222,000 3,031
   WARNER FINANCIAL INC 105 *New 2024-03-31 3,012 $220,000 3,012
   Samalin Investment Counsel LLC 253 *New 2024-03-31 2,989 $219,000 2,989
   INVESTMENT PARTNERS LTD /OH/ /ADV 133 *New 2024-03-31 2,980 $218,000 2,980
   ETFIDEA LLC 110 *New 2024-03-31 2,921 $214,000 2,921
   STOCK YARDS BANK & TRUST CO 381 *New 2024-03-31 2,861 $209,000 2,861
   Key Client Fiduciary Advisors LLC 173 *New 2024-03-31 2,811 $206,000 2,811
   GILL CAPITAL PARTNERS LLC 110 *New 2024-03-31 2,936 $206,000 2,936
   Personal Capital Advisors Corp 461 *New 2022-12-31 4,061 $206,000 4,061
   SAGE RHINO CAPITAL LLC 209 *New 2024-03-31 2,771 $203,000 2,771
   Evanson Asset Management LLC 291 *New 2024-03-31 2,752 $201,000 2,752
   Annis Gardner Whiting Capital Advisors LLC 182 *New 2024-03-31 2,730 $200,000 2,730
   Future Financial Wealth Managment LLC 188 *New 2024-03-31 1,163 $85,000 1,163
   BARTLETT & CO. WEALTH MANAGEMENT LLC 684 *New 2024-03-31 600 $44,000 600
   WOODMONT INVESTMENT COUNSEL LLC 304 *New 2024-03-31 600 $44,000 600
   Crewe Advisors LLC 447 *New 2024-03-31 386 $28,000 386
   SJS Investment Consulting Inc. 257 *New 2024-03-31 354 $26,000 354
   Ronald Blue Trust Inc. 1169 *New 2024-03-31 333 $24,000 333
   Game Plan Financial Advisors LLC 148 *New 2024-03-31 300 $22,000 300
   TCTC HOLDINGS, LLC 397 *New 2024-03-31 230 $17,000 230
   JONES FINANCIAL COMPANIES LLLP 945 *New 2024-03-31 217 $16,000 217
   HARTFORD FINANCIAL MANAGEMENT INC. 323 *New 2024-03-31 85 $6,000 85
   Anfield Capital Management LLC 188 *New 2024-03-31 84 $6,000 84
   Operose Advisors LLC 545 *New 2024-03-31 73 $5,000 73
   HANSON INVESTMENT MANAGEMENT 446 *New 2024-03-31 35 $3,000 35
   BNP PARIBAS ARBITRAGE SA 2972 *New 2024-03-31 21 $2,000 21
   Rakuten Securities Inc. 507 *New 2024-03-31 23 $2,000 23
   TOMPKINS FINANCIAL CORP 602 *New 2024-03-31 11 $1,000 11
   MANCHESTER CAPITAL MANAGEMENT LLC 1074 *New 2024-03-31 4 $0 4
   EnRich Financial Partners LLC 204 *New 2024-03-31 0 $0 0

  70 Records found
  1    
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