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Get Institutions for : 
Spdr Russell 2000 (TWOK)  
$42.00 0.62 (1.45%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 723    26
Total shares held : 
 175,590,815  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   115  
Amount of shares held : 
 11,736,054  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.40  
Last Quarter's Ending Price : 
 $42.18  
Last Quarter's Average Price : 
 $37.68  
Change from last quarter's     
avg. price to the last closing  : 
4.32 (11.46%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 7,713,249
 4.39%
 
Increased Positions :
317
 12,882,950
 7.34%
 
Unchanged Positions :
109
 7,750,535
 4.41%
 
Decreased Positions :
228
-7,356,831
-4.19%
 
Closed Positions :
43
-1,503,314
-0.86%
 
Guru Positions :
1
10,459
 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
   D E SHAW & CO INC 616 *New 2024-03-31 361,738 $15,569,000 361,738
   Lakeview Capital Partners LLC 13 *New 2024-03-31 200,692 $8,638,000 200,692
   Kensington Asset Management LLC 17 *New 2024-03-31 188,201 $8,100,000 188,201
   Liquid Strategies LLC 8 *New 2024-03-31 188,201 $8,100,000 188,201
   Berkeley Capital Partners LLC 8 *New 2024-03-31 158,724 $6,831,000 158,724
   GIRARD PARTNERS LTD. 46 *New 2024-03-31 135,057 $5,813,000 135,057
   MASON STREET ADVISORS LLC 8 *New 2024-03-31 123,400 $5,311,000 123,400
   PATHSTONE FAMILY OFFICE, LLC 303 *New 2023-09-30 115,332 $4,256,000 115,332
   AFFINIA FINANCIAL GROUP LLC 6 *New 2023-06-30 84,079 $3,402,000 84,079
   DHK Financial Advisors Inc. 13 *New 2024-03-31 59,259 $2,551,000 59,259
   Peninsula Wealth LLC 37 *New 2024-03-31 47,362 $2,038,000 47,362
   Petix & Botte Co 52 *New 2024-03-31 43,394 $1,868,000 43,394
   Lebenthal Global Advisors LLC 38 *New 2024-03-31 33,119 $1,425,000 33,119
   AJ WEALTH STRATEGIES LLC 146 *New 2023-06-30 21,004 $816,000 21,004
   HARTLINE INVESTMENT CORP/ 160 *New 2024-03-31 17,537 $755,000 17,537
   Idaho Trust Bank 45 *New 2024-03-31 14,866 $640,000 14,866
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 402 *New 2024-03-31 12,289 $529,000 12,289
   IFG Advisory LLC 311 *New 2024-03-31 11,850 $510,000 11,850
   RMB CAPITAL MANAGEMENT LLC 441 *New 2024-03-31 11,131 $479,000 11,131
   Eagle Strategies LLC 172 *New 2024-03-31 10,088 $434,000 10,088
   Summit Global Investments *New 2024-03-31 9,186 $395,000 9,186
   Traverso Chambers Private Wealth Management LLC 88 *New 2023-12-31 9,027 $381,000 9,027
   WOODMONT INVESTMENT COUNSEL LLC 203 *New 2024-03-31 8,100 $349,000 8,100
   EPIQ Capital Group LLC 41 *New 2024-03-31 7,968 $343,000 7,968
   Templeton & Phillips Capital Management LLC 23 *New 2024-03-31 7,859 $338,000 7,859
   Five Oceans Advisors 123 *New 2024-03-31 6,730 $290,000 6,730
   We Are One Seven LLC 742 *New 2024-03-31 6,626 $285,000 6,626
   Mount Yale Investment Advisors LLC 479 *New 2024-03-31 6,246 $269,000 6,246
   Counterweight Ventures LLC 59 *New 2024-03-31 6,044 $260,000 6,044
   Capital Asset Advisory Services LLC 265 *New 2024-03-31 6,190 $259,000 6,190
   Coulter & Justus Financial Services LLC 80 *New 2024-03-31 6,000 $258,000 6,000
   Comprehensive Portfolio Management LLC 686 *New 2024-03-31 5,858 $252,000 5,858
   KEYBANK NATIONAL ASSOCIATION/OH 983 *New 2024-03-31 5,830 $251,000 5,830
   OLD MISSION CAPITAL LLC 735 *New 2024-03-31 5,687 $245,000 5,687
   Sheaff Brock Investment Advisors LLC 408 *New 2024-03-31 5,234 $225,000 5,234
   Diversified LLC 156 *New 2024-03-31 5,218 $225,000 5,218
   ROMAN BUTLER FULLERTON & CO 199 *New 2024-03-31 5,372 $218,000 5,372
   Consolidated Portfolio Review Corp 244 *New 2024-03-31 5,060 $218,000 5,060
   PFG Investments LLC 859 *New 2024-03-31 5,060 $218,000 5,060
   ALESCO ADVISORS LLC 172 *New 2024-03-31 4,986 $215,000 4,986
   Guardian Wealth Advisors LLC 76 *New 2024-03-31 4,922 $212,000 4,922
   NORDEN GROUP LLC 383 *New 2024-03-31 4,805 $207,000 4,805
   Simplicity WealthLLC 1062 *New 2024-03-31 4,789 $206,000 4,789
   WILLNER & HELLER LLC 132 *New 2023-12-31 4,834 $204,000 4,834
   SPIRIT OF AMERICA MANAGEMENT CORP/NY 224 *New 2024-03-31 4,224 $172,000 4,224
   Belvedere Trading LLC 110 *New 2024-03-31 2,690 $116,000 2,690
   Oakworth Capital Inc. 249 *New 2024-03-31 2,354 $101,000 2,354
   Vermillion & White Wealth Management Group LLC 84 *New 2024-03-31 2,264 $97,000 2,264
   BARTLETT & CO. LLC 638 *New 2023-12-31 1,542 $66,000 1,542
   Capital Advisors Ltd. LLC 408 *New 2024-03-31 1,473 $63,000 1,473
   GAMMA Investing LLC 1044 *New 2024-03-31 1,141 $49,000 1,141
   Sage Mountain Advisors LLC 367 *New 2024-03-31 929 $40,000 929
   HOWE & RUSLING INC 305 *New 2024-03-31 931 $40,000 931
   Red Tortoise LLC 119 *New 2024-03-31 845 $36,000 845
   Global Wealth Strategies & Associates 140 *New 2024-03-31 406 $17,000 406
   YHB INVESTMENT ADVISORS, INC. 657 *New 2024-03-31 298 $13,000 298
   MATHER GROUP, INC. 1149 *New 2024-03-31 310 $13,000 310
   Centerpoint Advisors LLC 327 *New 2024-03-31 214 $9,000 214
   Ruedi Wealth Management Inc. 184 *New 2024-03-31 156 $7,000 156
   Financial Perspectives Inc 528 *New 2024-03-31 90 $4,000 90
   HORIZON FINANCIAL SERVICES LLC 165 *New 2024-03-31 69 $3,000 69
   Anfield Capital Management LLC 233 *New 2024-03-31 72 $3,000 72
   Glass Jacobson Investment Advisors llc 658 *New 2024-03-31 69 $3,000 69
   Christopher J. Hasenberg Inc 99 *New 2024-03-31 41 $2,000 41
  64 Records found
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