Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Growth (SPYG)  
$75.87 0.74 (0.98%) as of 4:30 Fri 5/24


Download
     
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  : 
14.20 (23.03%)  




 
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  
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 12 - 2024-03-31 28,035,262 $2,050,779,000 1,561,590
   HANSON MCCLAIN, INC. 5 - 2024-03-31 12,757,730 $933,228,000 310,361
   AMERIPRISE FINANCIAL INC 137 - 2024-03-31 7,886,328 $576,912,000 750,186
   HORIZON INVESTMENTS, LLC/SC 1 - 2024-03-31 7,436,550 $543,984,000 681,952
   MORGAN STANLEY 461 - 2024-03-31 6,403,437 $468,411,000 174,960
   Equitable Holdings Inc. 1 - 2024-03-31 5,064,900 $370,497,000 216,080
   J P MORGAN CHASE & CO 447 - 2024-03-31 4,947,980 $361,945,000 1,019,994
   VALMARK ADVISERS INC 3 - 2024-03-31 4,905,337 $358,825,000 5,110
   HB Wealth Management LLC 5 - 2024-03-31 4,149,394 $294,732,000 238,356
   UBS Group AG 221 - 2024-03-31 3,681,542 $269,305,000 36,734
   Quotient Wealth Partners LLC 2 - 2024-03-31 3,453,540 $252,626,000 621,142
   BANK OF NEW YORK MELLON CORP 326 - 2024-03-31 3,443,203 $251,870,000 462,228
   Advisory Alpha LLC 1 - 2024-03-31 2,886,774 $211,174,000 206,571
   Private Advisor Group LLC 7 - 2024-03-31 2,738,242 $200,303,000 268,811
   RFG Advisory Group LLC 2 - 2024-03-31 2,629,411 $192,341,000 5,145
   CWM LLC 23 - 2024-03-31 2,428,034 $177,611,000 747,906
   PFS INVESTMENTS INC. 3 - 2023-06-30 2,262,024 $138,006,000 194,385
   TOWNSQUARE CAPITAL LLC 4 - 2024-03-31 1,878,475 $137,410,000 58,428
   FIRST NATIONAL TRUST CO 1 - 2024-03-31 1,771,165 $129,561,000 250,912
   ROYAL BANK OF CANADA 411 - 2024-03-31 1,729,838 $126,538,000 65,808
   First Command Advisory Services Inc. 9 - 2024-03-31 1,471,299 $107,665,000 55,403
   FINANCIAL NETWORK 26 - 2024-03-31 1,429,637 $104,578,000 92,563
   Focused Wealth Management Inc 1 - 2024-03-31 1,398,968 $102,334,000 47,840
   HIGHTOWER ADVISORS, LLC 142 - 2024-03-31 1,381,315 $101,049,000 80,824
   Connecticut Wealth Management LLC 5 - 2024-03-31 1,371,164 $100,301,000 34,871
   KWB Wealth 1 - 2024-03-31 1,355,343 $99,143,000 137,755
   JANNEY MONTGOMERY SCOTT LLC 70 - 2024-03-31 1,304,794 $95,446,000 2,792
   Black Swift Group LLC 1 - 2024-03-31 1,287,702 $92,160,000 132,674
   Syntegra Private Wealth Group LLC 4 - 2024-03-31 1,108,224 $81,067,000 5,502
   TIAA FSB 57 - 2023-06-30 1,271,674 $77,585,000 211,323
   OLD NATIONAL BANCORP /IN/ 11 - 2024-03-31 1,036,950 $75,853,000 583
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3 - 2024-03-31 974,809 $71,307,000 18,504
   PRUDENTIAL FINANCIAL INC 195 - 2024-03-31 939,234 $68,705,000 56,956
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19 - 2024-03-31 850,552 $62,218,000 78,927
   Envestnet Portfolio Solutions Inc. 65 - 2024-03-31 792,470 $57,969,000 42,548
   First Command Financial Services Inc. 6 - 2023-06-30 949,896 $57,953,000 183,704
   First Command Bank 6 - 2023-06-30 949,896 $57,953,000 183,704
   CoreCap Advisors LLC 3 - 2023-12-31 797,093 $51,859,000 36,787
   Compton Financial Group LLC 2 - 2024-03-31 695,900 $50,905,000 94,093
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 95 - 2024-03-31 678,649 $49,643,000 60,984
   RAYMOND JAMES & ASSOCIATES 415 - 2024-03-31 674,708 $49,355,000 45,092
   Goodman Advisory Group LLC 1 - 2024-03-31 670,433 $49,042,000 58,865
   MML INVESTORS SERVICES LLC 113 - 2024-03-31 655,028 $47,915,000 37,283
   Octavia Wealth Advisors LLC 3 - 2024-03-31 652,481 $47,729,000 342,650
   Merit Financial Group LLC 19 - 2024-03-31 645,233 $46,618,000 48,526
   ESL Trust Services LLC 3 - 2024-03-31 592,433 $43,336,000 2,670
   Integrated Wealth Concepts LLC 26 - 2024-03-31 590,973 $43,230,000 111,839
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 186 - 2023-09-30 671,758 $39,822,000 55,905
   STIFEL FINANCIAL CORP 358 - 2024-03-31 533,751 $39,044,000 101,894
   Ameritas Advisory Services LLC 7 - 2024-03-31 530,411 $38,644,000 112,581
   SilverOak Wealth Management LLC 4 - 2024-03-31 493,536 $36,102,000 7,131
   Kingsview Wealth Management LLC 18 - 2024-03-31 475,901 $34,812,000 85,944
   Ackerman Capital Advisors LLC 2 - 2024-03-31 437,229 $31,983,000 16,584
   Executive Wealth Management LLC 6 - 2024-03-31 434,631 $31,845,000 148,148
   Gerber Kawasaki Wealth & Investment Management 16 - 2024-03-31 430,829 $31,515,000 20,032
   AMERICAN INTERNATIONAL GROUP INC 95 - 2024-03-31 429,000 $31,381,000 140,573
   PARK AVENUE SECURITIES LLC 40 - 2024-03-31 408,168 $29,857,000 404,171
   Edmonds Duncan Registered Investment Advisors LLC 4 - 2024-03-31 406,204 $29,714,000 1,691
   Winthrop Advisory Group LLC 7 - 2024-03-31 461,676 $29,617,000 428,964
   Krasney Financial LLC 2 - 2024-03-31 404,347 $29,578,000 7,696
   RIVERSEDGE ADVISORS LLC 4 - 2024-03-31 375,261 $27,450,000 240
   Jacobi Capital Management LLC 4 - 2024-03-31 370,300 $27,087,000 363,490
   MULTIFINANCIAL SECURITIES CORP 100 - 2024-03-31 358,211 $26,203,000 284,057
   Baltimore-Washington Financial Advisors Inc. 19 - 2024-03-31 356,817 $26,101,000 22,911
   Hilltop Partners LLC 2 - 2024-03-31 354,760 $25,951,000 223,487
   OARSMAN CAPITAL, INC. 1 - 2024-03-31 347,397 $25,412,000 72,867
   Financial Advocates Investment Management 6 - 2024-03-31 343,425 $25,128,000 18,636
   WARREN AVERETT ASSET MANAGEMENT, LLC 33 - 2024-03-31 337,707 $24,703,000 169,288
   Keystone Financial Group 5 - 2024-03-31 335,790 $24,563,000 108,807
   Atria Wealth Solutions Inc. 77 - 2024-03-31 322,232 $23,571,000 13,186
   Stratos Wealth Partners LTD. 41 - 2024-03-31 320,951 $23,478,000 78,343
   9258 Wealth Management LLC 2 - 2024-03-31 320,855 $23,471,000 5,775
   VERUS CAPITAL PARTNERS LLC 8 - 2024-03-31 318,942 $23,331,000 5,748
   Prime Capital Investment Advisors LLC 65 - 2024-03-31 316,313 $23,138,000 124,232
   COURIER CAPITAL CORP 9 - 2024-03-31 316,302 $23,137,000 5,860
   BB&T CORP 382 - 2024-03-31 305,690 $22,361,000 11,236
   Clear Creek Financial Management LLC 6 - 2024-03-31 304,014 $22,239,000 5,356
   Western Wealth Management LLC 9 - 2024-03-31 301,844 $22,080,000 32,428
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 18 - 2024-03-31 294,569 $21,548,000 46,209
   Garrett Investment Advisors LLC 7 - 2024-03-31 292,093 $21,367,000 41,721
   ERn Financial LLC 5 - 2024-03-31 290,064 $21,218,000 1,838
   BENJAMIN F. EDWARDS & COMPANY INC. 73 - 2024-03-31 288,778 $21,124,000 68,708
   Garrett Wealth Advisory Group LLC 4 - 2024-03-31 281,840 $20,617,000 1,984
   Symphony Financial Ltd. Co. 2 - 2024-03-31 273,608 $20,014,000 49,206
   Sunburst Financial Group LLC 5 - 2024-03-31 269,010 $19,710,000 21,164
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 301 - 2024-03-31 267,829 $19,592,000 96,520
   Alta Wealth Advisors LLC 2 - 2024-03-31 265,027 $19,387,000 10,820
   BALANCED WEALTH GROUP LLC 3 - 2024-03-31 1,277,559 $19,335,000 1,165,022
   Drake & Associates LLC 6 - 2024-03-31 260,841 $19,081,000 13,847
   Boyd Wealth Management LLC 3 - 2024-03-31 259,816 $19,006,000 133,113
   CCG WEALTH MANAGEMENT LLC 2 - 2024-03-31 257,206 $18,815,000 22,364
   Geneos Wealth Management Inc. 20 - 2024-03-31 252,331 $18,458,000 16,453
   Waterloo Capital L.P. 6 - 2024-03-31 249,938 $18,283,000 105,159
   KESTRA PRIVATE WEALTH SERVICES LLC 51 - 2024-03-31 242,476 $17,737,000 65,537
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 435 - 2024-03-31 241,640 $17,676,000 204,000
   Brandywine Oak Private Wealth LLC 14 - 2024-03-31 233,757 $17,099,000 15,336
   GREAT VALLEY ADVISOR GROUP INC. 47 - 2024-03-31 231,066 $16,902,000 11,447
   Hofer & Associates. Inc 1 - 2024-03-31 229,641 $16,798,000 2,950
   MMA ASSET MANAGEMENT LLC 1 - 2023-12-31 234,506 $16,692,000 851
   WEALTH MANAGEMENT RESOURCES INC. 3 - 2024-03-31 225,547 $16,499,000 6,150
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us