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Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$87.28 0.69 (0.78%) as of 4:30 Wed 5/22


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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  : 
12.26 (16.34%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 177 - 2024-03-31 2,163,658 $188,736,000 242,986
   CITIGROUP INC 143 - 2024-03-31 1,609,445 $140,392,000 33,831
   BANK OF AMERICA CORP /DE/ 758 - 2024-03-31 1,584,141 $138,185,000 172,225
   STIFEL FINANCIAL CORP 275 - 2024-03-31 674,933 $58,875,000 148,267
   HAVERFORD TRUST CO 49 - 2024-03-31 660,529 $57,618,000 94,817
   BENJAMIN F. EDWARDS & COMPANY INC. 28 - 2024-03-31 477,207 $41,626,000 106,577
   TOWNSQUARE CAPITAL LLC 46 - 2024-03-31 386,940 $33,753,000 20,801
   MORGAN STANLEY 2149 - 2024-03-31 378,531 $33,019,000 50,316
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 18 - 2024-03-31 354,822 $30,951,000 265,645
   WELLS FARGO & CO/MN 901 - 2024-03-31 354,593 $30,931,000 56,535
   Equitable Holdings Inc. 67 - 2024-03-31 332,550 $29,008,000 122,022
   Advisor Group Holdings Inc. 336 - 2024-03-31 291,853 $25,459,000 129,977
   COMMONWEALTH EQUITY SERVICES LLC. 424 - 2024-03-31 284,817 $24,845,000 30,812
   Krilogy Financial LLC 13 - 2024-03-31 261,152 $22,780,000 1,579
   CONFLUENCE INVESTMENT MANAGEMENT LLC 83 - 2024-03-31 242,435 $21,148,000 119,487
   GHP INVESTMENT ADVISORS INC 15 - 2024-03-31 226,238 $19,735,000 3,202
   AIRE ADVISORS LLC 5 - 2024-03-31 222,730 $19,444,000 940
   AE Wealth Management LLC 121 - 2024-03-31 221,864 $19,353,000 8,005
   ERTS Wealth Advisors LLC 12 - 2024-03-31 218,813 $19,087,000 1,252
   UBS Group AG 1243 - 2024-03-31 211,148 $18,418,000 36,989
   MARINER WEALTH ADVISORS, LLC 366 - 2024-03-31 190,162 $16,588,000 10,340
   FINANCIAL NETWORK 268 - 2024-03-31 181,876 $15,865,000 14,330
   Private Advisor Group LLC 185 - 2024-03-31 161,953 $14,127,000 17,505
   TIAA TRUST NATIONAL ASSOCIATION 169 - 2024-03-31 134,478 $11,731,000 1,561
   SHAKESPEARE WEALTH MANAGEMENT INC. 13 - 2024-03-31 129,652 $11,310,000 838
   Optimist Retirement Group LLC 4 - 2024-03-31 122,037 $10,645,000 4,449
   BB&T CORP 632 - 2024-03-31 112,360 $9,801,000 2,514
   Wealthcare Advisory Partners LLC 62 - 2024-03-31 104,727 $9,135,000 13,751
   GOLDMAN SACHS GROUP INC/ 2131 - 2024-03-31 102,558 $8,946,000 92,615
   Kades & Cheifetz LLC 4 - 2024-03-31 101,956 $8,894,000 478
   Forbes Financial Planning Inc. 3 - 2024-03-31 101,280 $8,835,000 133
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 12 - 2024-03-31 100,618 $8,777,000 6,034
   Grey Fox Wealth Advisors LLC 8 - 2024-03-31 94,483 $8,242,000 9,036
   FINANCIAL CONSULATE INC 10 - 2024-03-31 93,259 $8,135,000 5,910
   Perennial Investment Advisors LLC 18 - 2024-03-31 91,701 $8,000,000 2,223
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 550 - 2024-03-31 87,656 $7,646,000 9,612
   ODell Group LLC 16 - 2024-03-31 83,052 $7,245,000 82,551
   BALANCED WEALTH GROUP LLC 10 - 2024-03-31 291,710 $7,101,000 265,139
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 491 - 2024-03-31 79,745 $6,956,000 17,240
   LEVEL FOUR ADVISORY SERVICES LLC 60 - 2024-03-31 77,789 $6,505,000 1,739
   Key Financial Inc 11 - 2024-03-31 72,994 $6,367,000 5,908
   Ledge Wealth Management Inc. - 2023-12-31 70,832 $5,924,000 31,824
   BIP Wealth LLC 36 - 2024-03-31 66,962 $5,841,000 7,309
   Pinnacle Family Advisors LLC 9 - 2024-03-31 64,822 $5,654,000 17,487
   AMERIVEST INVESTMENT MANAGEMENT LLC 77 - 2023-06-30 73,098 $5,625,000 5,014
   THRIVENT FINANCIAL FOR LUTHERANS 806 - 2024-03-31 61,656 $5,378,000 262
   Marietta Wealth Management LLC 55 - 2024-03-31 58,644 $5,116,000 1,856
   Baird Financial Group Inc. 670 - 2024-03-31 54,911 $4,790,000 6,981
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 675 - 2024-03-31 53,975 $4,708,000 1,944
   INTERACTIVE FINANCIAL ADVISORS 10 - 2024-03-31 51,961 $4,533,000 50,828
   Blue Barn Wealth LLC 10 - 2024-03-31 50,739 $4,426,000 191
   Taylor Cottrill Erickson & Associates Inc. 23 - 2024-03-31 48,967 $4,271,000 68
   Integrity Wealth Solutions LLC 7 - 2024-03-31 47,651 $4,157,000 1,506
   Steward Partners Investment Advisory LLC 381 - 2024-03-31 45,787 $3,994,000 721
   New England Capital Financial Advisors LLC 9 - 2024-03-31 45,460 $3,966,000 2,948
   MONECO Advisors LLC 34 - 2024-03-31 44,616 $3,892,000 12,110
   CITADEL ADVISORS LLC 1871 - 2024-03-31 44,583 $3,889,000 43,549
   Prestige Wealth Management Group LLC 27 - 2024-03-31 43,326 $3,779,000 132
   PROEQUITIES INC. 101 - 2024-03-31 42,656 $3,721,000 27,015
   Pathstone Holdings LLC 661 - 2024-03-31 39,260 $3,425,000 975
   Geneos Wealth Management Inc. 170 - 2024-03-31 38,203 $3,332,000 5,569
   CREATIVE PLANNING 759 - 2024-03-31 37,941 $3,310,000 164
   CREATIVE FINANCIAL DESIGNS INC /ADV 72 - 2024-03-31 37,823 $3,299,000 36,410
   Probity Advisors Inc. 27 - 2024-03-31 37,543 $3,275,000 3,196
   CWM LLC 517 - 2024-03-31 35,511 $3,098,000 4,831
   CarsonAllaria Wealth Management Ltd. 17 - 2024-03-31 34,873 $3,042,000 8,050
   Kingsview Wealth Management LLC 244 - 2024-03-31 34,297 $2,992,000 105
   Sugarloaf Wealth Management LLC 31 - 2024-03-31 34,152 $2,979,000 34,092
   Ameritas Advisory Services LLC 182 - 2024-03-31 34,155 $2,964,000 4,824
   Windsor Group LTD 43 - 2023-09-30 38,481 $2,820,000 66
   JONES FINANCIAL COMPANIES LLLP 177 - 2024-03-31 31,207 $2,722,000 5,169
   H D Vest Advisory Services 468 - 2024-03-31 29,853 $2,604,000 16,681
   Bristlecone Advisors LLC 93 - 2024-03-31 28,082 $2,450,000 2,632
   Portside Wealth Group LLC 61 - 2024-03-31 27,506 $2,399,000 1,947
   BENJAMIN EDWARDS INC 62 - 2024-03-31 26,024 $2,270,000 7,904
   J P MORGAN CHASE & CO 2939 - 2024-03-31 24,566 $2,143,000 117
   IHT Wealth Management LLC 241 - 2024-03-31 23,778 $2,074,000 9,755
   CUSTOM INDEX SYSTEMS LLC 18 - 2024-03-31 23,469 $2,047,000 7,039
   MERCER GLOBAL ADVISORS INC /ADV 724 - 2024-03-31 22,541 $1,997,000 785
   Chicago Partners Investment Group LLC 216 - 2024-03-31 22,396 $1,882,000 3,324
   Atria Wealth Solutions Inc. 664 - 2024-03-31 21,145 $1,844,000 652
   Visionary Wealth Advisors 176 - 2024-03-31 20,939 $1,827,000 2,945
   BURNEY CO/ 247 - 2023-12-31 21,496 $1,798,000 4,980
   Ignite Planners LLC 67 - 2024-03-31 17,334 $1,503,000 3,308
   Snowden Capital Advisors LLC 395 - 2024-03-31 16,698 $1,457,000 9,346
   COURAGE MILLER PARTNERS, LLC 35 - 2024-03-31 14,957 $1,305,000 137
   Financial Advocates Investment Management 260 - 2024-03-31 14,753 $1,278,000 228
   TAGStone Capital Inc. 33 - 2024-03-31 13,894 $1,212,000 1,296
   SWMG LLC 35 - 2024-03-31 12,601 $1,099,000 2,851
   Peterson Financial Group Inc. 56 - 2024-03-31 12,256 $1,069,000 190
   One Capital Management LLC 178 - 2024-03-31 12,193 $1,064,000 10
   LexAurum Advisors LLC 91 - 2024-03-31 11,216 $978,000 968
   Centennial Wealth Advisory LLC 37 - 2024-03-31 10,817 $943,000 1,048
   Occidental Asset Management LLC 109 - 2024-03-31 9,924 $866,000 31
   Global Retirement Partners LLC 393 - 2024-03-31 9,677 $844,000 3,032
   Keystone Wealth Services LLC 93 - 2024-03-31 9,613 $838,000 820
   MOTIVE WEALTH ADVISORS 29 - 2024-03-31 9,270 $809,000 4,528
   J.W. COLE ADVISORS INC. 397 - 2024-03-31 8,989 $784,000 22
   Aptus Capital Advisors LLC 412 - 2024-03-31 8,919 $778,000 1,209
   Congress Wealth Management LLC / DE / 400 - 2024-03-31 8,607 $751,000 278
  100 Records found
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