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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$65.05 0.14 (0.22%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 520    11
Total shares held : 
78,690,623  
% of shares held : 
81.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
4,195,326  
% of shares held change : 
  4.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$52.39  
Last Quarter's Ending Price : 
$58.45  
Last Quarter's Average Price
$54.60  
Change from last quarter's     
avg. price to the last closing  : 
10.45 (19.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,003,971
 1.28%
 
Increased Positions :
186
 7,994,636
 10.16%
 
Unchanged Positions :
98
 3,871,698
 4.92%
 
Decreased Positions :
200
-4,401,968
-5.59%
 
Closed Positions :
25
-401,313
-0.51%
 
Guru Positions :
1
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
   WARREN AVERETT ASSET MANAGEMENT, LLC 31 *New 2024-03-31 405,557 $26,016,000 405,557
   WIN ADVISORS INC 20 *New 2024-03-31 47,165 $3,026,000 47,165
   CITADEL ADVISORS LLC 2102 *New 2024-03-31 45,249 $2,903,000 45,249
   Altus Wealth Group LLC 19 *New 2024-03-31 40,438 $2,594,000 40,438
   Idaho Trust Bank 13 *New 2024-03-31 34,841 $2,235,000 34,841
   Coppell Advisory Solutions LLC 53 *New 2023-12-31 35,614 $2,082,000 35,614
   Founders Financial Alliance LLC 39 *New 2024-03-31 29,193 $1,873,000 29,193
   Coppell Advisory Solutions Corp. 79 *New 2024-03-31 24,951 $1,601,000 24,951
   Peninsula Wealth LLC 38 *New 2024-03-31 24,092 $1,546,000 24,092
   WESTWOOD HOLDINGS GROUP INC 308 *New 2024-03-31 19,863 $1,274,000 19,863
   FREESTONE CAPITAL HOLDINGS, LLC 254 *New 2024-03-31 11,470 $736,000 11,470
   Manhattan West Asset Management LLC 89 *New 2024-03-31 10,896 $699,000 10,896
   RFG HOLDINGS INC. 24 *New 2024-03-31 7,703 $494,000 7,703
   MISSION WEALTH MANAGEMENT LLC 436 *New 2024-03-31 7,019 $450,000 7,019
   Warther Private Wealth LLC 41 *New 2024-03-31 6,198 $398,000 6,198
   VALICENTI ADVISORY SERVICES INC 71 *New 2024-03-31 6,000 $385,000 6,000
   HRT FINANCIAL LLC 1373 *New 2024-03-31 5,508 $353,000 5,508
   Johnson Bixby & Associates LLC 86 *New 2024-03-31 5,087 $326,000 5,087
   VICTORY FINANCIAL GROUP LLC 43 *New 2024-03-31 4,627 $297,000 4,627
   MONECO Advisors LLC 323 *New 2024-03-31 4,395 $282,000 4,395
   MCCORMACK ADVISORS INTERNATIONAL 939 *New 2024-03-31 4,029 $258,000 4,029
   FLOW TRADERS U.S. LLC 570 *New 2024-03-31 3,887 $249,000 3,887
   ROCK POINT ADVISORS LLC 96 *New 2024-03-31 3,750 $241,000 3,750
   Occidental Asset Management LLC 174 *New 2024-03-31 3,728 $239,000 3,728
   Empower Advisory Group LLC 464 *New 2024-03-31 3,701 $237,000 3,701
   Fortress Wealth Management Inc. 65 *New 2024-03-31 3,592 $230,000 3,592
   HUNTER ASSOCIATES INC. 235 *New 2024-03-31 3,554 $229,000 3,554
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 58 *New 2024-03-31 3,544 $227,000 3,544
   Trademark Financial Management LLC 75 *New 2024-03-31 3,469 $223,000 3,469
   BBK Capital Partners LLC 324 *New 2024-03-31 3,248 $208,000 3,248
   Opes Wealth Management LLC 129 *New 2024-03-31 3,245 $208,000 3,245
   Red Door Wealth Management LLC 188 *New 2024-03-31 3,120 $200,000 3,120
   MATHER GROUP, INC. 647 *New 2024-03-31 2,143 $125,000 2,143
   PROVENCE WEALTH MANAGEMENT GROUP 225 *New 2023-12-31 764 $45,000 764
   Financial Advisory Service Inc. 370 *New 2024-03-31 480 $31,000 480
   Atlantic Trust Group LLC 1866 *New 2024-03-31 485 $31,000 485
   Global Wealth Strategies & Associates 114 *New 2024-03-31 437 $28,000 437
   JJJ Advisors Inc. 567 *New 2024-03-31 310 $20,000 310
   CENTRAL BANK & TRUST CO 276 *New 2024-03-31 262 $17,000 262
   Anfield Capital Management LLC 128 *New 2024-03-31 231 $15,000 231
   Tradewinds Capital Management LLC 311 *New 2024-03-31 168 $11,000 168
   Penserra Capital Management LLC 1010 *New 2024-03-31 121 $7,000 121
   Tower View Investment Management & Research LLC 150 *New 2024-03-31 100 $6,000 100
   YHB INVESTMENT ADVISORS, INC. 851 *New 2024-03-31 25 $2,000 25
   KESSLER INVESTMENT GROUP, LLC 165 *New 2024-03-31 8 $1,000 8

  45 Records found
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