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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$49.21 0.20 (0.41%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    35
Total shares held : 
 372,743,659  
% of shares held : 
 11.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 44,363,717  
% of shares held change : 
   1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.03  
Last Quarter's Ending Price : 
 $46.63  
Last Quarter's Average Price : 
 $43.13  
Change from last quarter's     
avg. price to the last closing  : 
6.08 (14.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 2,733,541
 0.73%
 
Increased Positions :
322
 52,085,849
 13.97%
 
Unchanged Positions :
137
 8,512,638
 2.28%
 
Decreased Positions :
256
-9,860,772
-2.65%
 
Closed Positions :
34
-594,901
-0.16%
 
Guru Positions :
1
8,911
 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
   Dynasty Wealth Management LLC 8 *New 2024-03-31 3,051,234 $152,867,000 3,051,234
   Mount Yale Investment Advisors LLC 2 *New 2024-03-31 1,366,932 $68,483,000 1,366,932
   Williams Financial LLC 1 *New 2024-03-31 686,030 $34,370,000 686,030
   Forum Financial Management LP 31 *New 2024-03-31 254,160 $12,733,000 254,160
   Clear Creek Financial Management LLC 11 *New 2024-03-31 197,325 $9,886,000 197,325
   Buttonwood Financial Group LLC 7 *New 2024-03-31 177,061 $8,871,000 177,061
   Hobart Private Capital LLC 16 *New 2024-03-31 149,773 $7,504,000 149,773
   CLAUDIA M.P. BATLLE CRP (R) LLC 28 *New 2024-03-31 139,297 $6,979,000 139,297
   Financial Network Wealth Management LLC 11 *New 2024-03-31 134,593 $6,574,000 134,593
   DENVER WEALTH MANAGEMENT INC. 9 *New 2024-03-31 112,681 $5,645,000 112,681
   Scarborough Advisors LLC 17 *New 2024-03-31 109,597 $5,491,000 109,597
   Cobblestone Asset Management LLC 9 *New 2024-03-31 104,639 $5,242,000 104,639
   Petix & Botte Co 27 *New 2024-03-31 92,958 $4,657,000 92,958
   Cardinal Strategic Wealth Guidance 12 *New 2024-03-31 91,407 $4,579,000 91,407
   Bensler LLC 56 *New 2024-03-31 76,213 $3,818,000 76,213
   KPP Advisory Services LLC 43 *New 2024-03-31 43,491 $2,179,000 43,491
   Redhawk Wealth Advisors Inc. 74 *New 2024-03-31 36,939 $1,851,000 36,939
   Stonebrook Private Inc. 47 *New 2024-03-31 36,351 $1,821,000 36,351
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 33 *New 2024-03-31 36,155 $1,811,000 36,155
   GOTHAM ASSET MANAGEMENT, LLC 710 *New 2024-03-31 32,462 $1,626,000 32,462
   ATRIA INVESTMENTS LLC 680 *New 2023-12-31 34,644 $1,615,000 34,644
   NORDEN GROUP LLC 74 *New 2024-03-31 30,644 $1,535,000 30,644
   GUNMA BANK,LTD. 25 *New 2024-03-31 30,000 $1,503,000 30,000
   DAGCO INC. 36 *New 2024-03-31 25,983 $1,302,000 25,983
   Tempus Wealth Planning LLC 77 *New 2024-03-31 16,694 $836,000 16,694
   Imprint Wealth LLC 113 *New 2024-03-31 15,322 $763,000 15,322
   CAP Partners LLC 43 *New 2024-03-31 14,601 $731,000 14,601
   MISSION WEALTH MANAGEMENT LLC 339 *New 2024-03-31 14,208 $712,000 14,208
   SOA Wealth Advisors LLC. 91 *New 2024-03-31 11,542 $578,000 11,542
   MKT Advisors LLC 52 *New 2024-03-31 11,779 $574,000 11,779
   Diversified LLC 77 *New 2024-03-31 10,997 $551,000 10,997
   TRUEPOINT, INC. 84 *New 2024-03-31 10,368 $519,000 10,368
   HBK SORCE ADVISORY LLC 335 *New 2024-03-31 10,129 $507,000 10,129
   SpiderRock Advisors LLC 399 *New 2024-03-31 10,000 $487,000 10,000
   Confluence Wealth Services Inc. 213 *New 2024-03-31 9,439 $473,000 9,439
   Darrow Company Inc. 33 *New 2024-03-31 9,298 $466,000 9,298
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 786 *New 2024-03-31 8,911 $446,000 8,911
   Patriot Financial Group Insurance Agency LLC 292 *New 2024-03-31 8,670 $434,000 8,670
   Change Path LLC 636 *New 2024-03-31 8,096 $406,000 8,096
   CITADEL ADVISORS LLC 4084 *New 2024-03-31 6,860 $344,000 6,860
   Simplicity WealthLLC 873 *New 2024-03-31 6,756 $338,000 6,756
   Signal Advisors Wealth LLC 223 *New 2024-03-31 6,498 $326,000 6,498
   Herold Advisors Inc. 211 *New 2024-03-31 6,403 $321,000 6,403
   Lantern Wealth Advisors LLC 97 *New 2024-03-31 6,403 $321,000 6,403
   Proquility Private Wealth Partners LLC 81 *New 2024-03-31 6,197 $310,000 6,197
   Security Financial Services INC. 141 *New 2024-03-31 5,956 $298,000 5,956
   KC Investment Advisors LLC 121 *New 2024-03-31 5,918 $296,000 5,918
   GoalVest Advisory LLC 88 *New 2024-03-31 5,918 $296,000 5,918
   Savvy Advisors Inc. 162 *New 2024-03-31 5,764 $289,000 5,764
   Y-Intercept (Hong Kong) Ltd 982 *New 2024-03-31 5,614 $281,000 5,614
   PRICE T ROWE ASSOCIATES INC /MD/ 2454 *New 2024-03-31 5,535 $278,000 5,535
   ETF Store Inc. 94 *New 2024-03-31 5,469 $274,000 5,469
   Traynor Capital Management Inc. 175 *New 2024-03-31 5,329 $267,000 5,329
   Wealth Enhancement & Preservation of GA LLC 42 *New 2023-06-30 5,900 $255,000 5,900
   JMG FINANCIAL GROUP, LTD. 113 *New 2024-03-31 4,964 $249,000 4,964
   United Advisor Group LLC 193 *New 2024-03-31 4,560 $228,000 4,560
   FAGAN ASSOCIATES INC. 110 *New 2024-03-31 4,523 $227,000 4,523
   Howard Capital Management Group LLC 113 *New 2024-03-31 4,273 $214,000 4,273
   Forza Wealth Management LLC 163 *New 2024-03-31 4,165 $209,000 4,165
   BBK Capital Partners LLC 326 *New 2024-03-31 4,105 $206,000 4,105
   Paradigm Strategies in Wealth Management LLC 46 *New 2024-03-31 4,000 $200,000 4,000
   LexAurum Advisors LLC 281 *New 2024-03-31 4,000 $200,000 4,000
   LGT Financial Advisors LLC 116 *New 2024-03-31 3,485 $175,000 3,485
   Operose Advisors LLC 174 *New 2024-03-31 2,787 $140,000 2,787
   MATHER GROUP, INC. 677 *New 2024-03-31 2,365 $110,000 2,365
   Aspire Private Capital LLC 191 *New 2024-03-31 2,137 $107,000 2,137
   Bare Financial Services Inc 41 *New 2024-03-31 2,000 $96,000 2,000
   Future Financial Wealth Managment LLC 197 *New 2024-03-31 1,627 $82,000 1,627
   Transcendent Capital Group LLC 160 *New 2024-03-31 1,496 $75,000 1,496
   Blackston Financial Advisory Group LLC 121 *New 2024-03-31 900 $45,000 900
   JONES FINANCIAL COMPANIES LLLP 760 *New 2024-03-31 864 $43,000 864
   Costello Asset Management INC 105 *New 2024-03-31 747 $37,000 747
   SALEM INVESTMENT COUNSELORS INC 626 *New 2024-03-31 693 $35,000 693
   Crewe Advisors LLC 441 *New 2024-03-31 570 $29,000 570
   BARTLETT & CO. LLC 825 *New 2023-12-31 544 $25,000 544
   Financial Advisory Service Inc. 390 *New 2024-03-31 399 $20,000 399
   WOODMONT INVESTMENT COUNSEL LLC 321 *New 2024-03-31 400 $20,000 400
   Game Plan Financial Advisors LLC 156 *New 2024-03-31 375 $19,000 375
   YHB INVESTMENT ADVISORS, INC. 618 *New 2024-03-31 335 $17,000 335
   BLACKROCK INC. 4724 *New 2024-03-31 348 $17,000 348
   TCTC HOLDINGS, LLC 401 *New 2024-03-31 325 $16,000 325
   Global Wealth Strategies & Associates 193 *New 2024-03-31 152 $8,000 152
   Anfield Capital Management LLC 189 *New 2024-03-31 118 $6,000 118
   PALISADE ASSET MANAGEMENT, LLC 370 *New 2024-03-31 59 $3,000 59
   HANSON INVESTMENT MANAGEMENT 445 *New 2024-03-31 51 $3,000 51
   First Command Bank 398 *New 2023-06-30 34 $1,000 34
   First Command Financial Services Inc. 403 *New 2023-06-30 34 $1,000 34
   Rakuten Securities Inc. 641 *New 2024-03-31 1 $0 1
  88 Records found
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