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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$49.17 0.21 (0.43%) as of 4:30 Mon 6/3


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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  : 
6.04 (14%)  




 
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
   LPL FINANCIAL CORP 16 - 2024-03-31 33,438,085 $1,675,248,000 2,141,646
   HANSON MCCLAIN, INC. 4 - 2024-03-31 19,403,272 $972,104,000 846,517
   MORGAN STANLEY 440 - 2024-03-31 9,993,262 $500,663,000 1,267,838
   VALMARK ADVISERS INC 2 - 2024-03-31 7,431,074 $372,297,000 76,014
   AMERIPRISE FINANCIAL INC 247 - 2024-03-31 6,187,595 $310,004,000 834,201
   BANK OF AMERICA CORP /DE/ 474 - 2024-03-31 5,973,269 $299,261,000 513,903
   J P MORGAN CHASE & CO 543 - 2024-03-31 5,086,398 $254,829,000 1,340,949
   CWM LLC 16 - 2024-03-31 4,920,831 $246,534,000 576,063
   Advisory Alpha LLC 2 - 2024-03-31 3,876,313 $194,207,000 529,904
   Equitable Holdings Inc. 10 - 2024-03-31 3,796,460 $190,203,000 797,680
   Willis Johnson & Associates Inc. 1 - 2024-03-31 3,722,350 $186,490,000 76,427
   HPM Partners LLC 51 - 2024-03-31 3,097,153 $155,167,000 9,585
   Quotient Wealth Partners LLC 8 - 2024-03-31 2,932,245 $146,905,000 573,471
   Cetera Investment Advisers 61 - 2024-03-31 2,530,967 $126,801,000 1,711,930
   FIRST NATIONAL TRUST CO 2 - 2024-03-31 2,492,507 $124,875,000 192,510
   TOWNSQUARE CAPITAL LLC 6 - 2024-03-31 2,490,257 $124,762,000 104,180
   Connecticut Wealth Management LLC 2 - 2024-03-31 2,382,401 $119,358,000 60,173
   Private Advisor Group LLC 19 - 2024-03-31 2,329,066 $116,686,000 108,406
   TIAA FSB 46 - 2023-06-30 2,667,344 $115,229,000 657,482
   Lutz Financial Services LLC 2 - 2024-03-31 2,208,903 $110,666,000 1,766
   Massey Quick & Co. LLC 2 - 2024-03-31 1,940,553 $97,222,000 22,747
   PUTNAM FL INVESTMENT MANAGEMENT CO 7 - 2024-03-31 1,844,089 $92,389,000 192,459
   HIGHTOWER ADVISORS, LLC 164 - 2024-03-31 1,765,089 $88,428,000 15,643
   KWB Wealth 3 - 2024-03-31 1,635,323 $81,930,000 190,592
   OLD NATIONAL BANCORP /IN/ 8 - 2024-03-31 1,624,641 $81,395,000 50,375
   Gerber Kawasaki Wealth & Investment Management 3 - 2024-03-31 1,610,407 $80,681,000 111,560
   ANGELES WEALTH MANAGEMENT LLC 3 - 2024-03-31 1,606,015 $80,461,000 268,159
   N.E.W. Advisory Services LLC 3 - 2024-03-31 1,570,914 $78,703,000 20,188
   Magnus Financial Group LLC 1 - 2024-03-31 1,509,721 $75,637,000 26,838
   JANNEY MONTGOMERY SCOTT LLC 100 - 2024-03-31 1,366,554 $68,464,000 91,140
   WELLS FARGO & CO/MN 603 - 2024-03-31 1,366,352 $68,454,000 136,972
   Octavia Wealth Advisors LLC 1 - 2024-03-31 1,359,038 $68,088,000 1,330,887
   STIFEL FINANCIAL CORP 264 - 2024-03-31 1,220,348 $61,140,000 240,841
   AlphaStar Capital Management LLC 5 - 2024-03-31 1,195,770 $59,908,000 41,424
   FMR LLC 1287 - 2024-03-31 1,112,062 $55,714,000 969
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 91 - 2024-03-31 1,013,871 $50,795,000 84,633
   Good Life Advisors LLC 3 - 2024-03-31 976,506 $48,923,000 25,322
   Compton Financial Group LLC 4 - 2024-03-31 874,700 $43,822,000 13,237
   IHT Wealth Management LLC 9 - 2024-03-31 835,996 $41,883,000 204,404
   Brookstone Capital Management 30 - 2024-03-31 761,015 $38,127,000 207,957
   BALANCED WEALTH GROUP LLC 1 - 2024-03-31 1,537,752 $38,012,000 895,218
   BENJAMIN F. EDWARDS & COMPANY INC. 39 - 2024-03-31 753,637 $37,757,000 164,873
   CREATIVE FINANCIAL DESIGNS INC /ADV 1 - 2024-03-31 716,156 $35,879,000 22,035
   RAYMOND JAMES & ASSOCIATES 548 - 2024-03-31 667,560 $33,445,000 77,684
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 257 - 2024-03-31 628,264 $31,476,000 183,976
   Krasney Financial LLC 1 - 2024-03-31 617,450 $30,934,000 9,498
   MML INVESTORS SERVICES LLC 182 - 2024-03-31 614,290 $30,776,000 4,422
   Edmonds Duncan Registered Investment Advisors LLC 5 - 2024-03-31 590,520 $29,585,000 4,372
   Redwood Investment Management LLC 6 - 2024-03-31 562,011 $28,157,000 556,512
   PFG FINANCIAL ADVISORS 10 - 2024-03-31 555,330 $27,822,000 38,482
   RIVERSEDGE ADVISORS LLC 5 - 2024-03-31 537,649 $26,936,000 1,012
   Tennessee Valley Asset Management Partners 3 - 2024-03-31 536,442 $26,876,000 13,500
   BP WEALTH MANAGEMENT LLC 33 - 2024-03-31 534,500 $26,778,000 121,469
   THRIVENT FINANCIAL FOR LUTHERANS 390 - 2024-03-31 522,107 $26,157,000 153,481
   ERn Financial LLC 3 - 2024-03-31 517,687 $25,936,000 18,681
   Rodgers & Associates LTD 10 - 2024-03-31 501,228 $25,112,000 2,136
   Nelson Van Denburg & Campbell Wealth Management Gr 16 - 2024-03-31 498,492 $24,974,000 23,081
   Merit Financial Group LLC 30 - 2024-03-31 495,450 $23,965,000 14,110
   Brandywine Oak Private Wealth LLC 9 - 2024-03-31 469,514 $23,523,000 27,638
   Geneos Wealth Management Inc. 12 - 2024-03-31 462,409 $23,167,000 11,837
   TSFG LLC 3 - 2024-03-31 438,757 $21,982,000 144,741
   Garrett Investment Advisors LLC 6 - 2024-03-31 436,503 $21,869,000 69,412
   Horizon Wealth Management LLC 6 - 2024-03-31 425,462 $21,316,000 69,723
   Executive Wealth Management LLC 12 - 2024-03-31 420,297 $20,927,000 12,621
   MBE Wealth Management LLC 3 - 2024-03-31 414,971 $20,790,000 385,623
   Harbor Group Inc. 8 - 2024-03-31 413,096 $20,696,000 15,561
   Michael S. Ryan Inc. 1 - 2024-03-31 411,960 $20,639,000 35,074
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 22 - 2024-03-31 406,024 $20,342,000 26,000
   Visionary Horizons LLC 2 - 2024-03-31 419,388 $20,089,000 16,098
   Stratos Wealth Partners LTD. 57 - 2024-03-31 398,068 $19,943,000 100,541
   Alta Wealth Advisors LLC 1 - 2024-03-31 397,118 $19,896,000 17,199
   Global Retirement Partners LLC 26 - 2024-03-31 396,633 $19,871,000 30,487
   RETIREMENT PLANNING GROUP 12 - 2024-03-31 392,306 $19,655,000 11,411
   Personal Resources Investment & Strategic Manageme 6 - 2024-03-31 390,449 $19,561,000 2,260
   WARREN AVERETT ASSET MANAGEMENT, LLC 42 - 2024-03-31 383,365 $19,207,000 280,645
   ATTICUS WEALTH MANAGEMENT LLC 3 - 2024-03-31 382,803 $19,178,000 13,021
   SkyOak Wealt LLC 2 - 2024-03-31 377,923 $18,934,000 16,855
   GREAT VALLEY ADVISOR GROUP INC. 41 - 2024-03-31 374,158 $18,745,000 44,426
   Keystone Financial Group 7 - 2024-03-31 368,859 $18,480,000 109,941
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 227 - 2024-03-31 354,437 $17,757,000 149,431
   Steel Peak Wealth Management LLC 27 - 2024-03-31 346,730 $17,371,000 3,274
   CarsonAllaria Wealth Management Ltd. 1 - 2024-03-31 346,290 $17,349,000 19,613
   Goss Wealth Management LLC 144 - 2024-03-31 343,754 $17,222,000 73,914
   CONFLUENCE INVESTMENT MANAGEMENT LLC 94 - 2024-03-31 343,760 $17,222,000 55,710
   RETIREMENT FINANCIAL SOLUTIONS LLC 2 - 2024-03-31 326,364 $16,351,000 27,980
   COURIER CAPITAL CORP 18 - 2024-03-31 325,920 $16,329,000 14,485
   Integrated Wealth Concepts LLC 105 - 2024-03-31 319,093 $15,987,000 27,405
   Modern Wealth Management LLC 14 - 2024-03-31 312,970 $15,467,000 74,414
   We Are One Seven LLC 17 - 2024-03-31 306,388 $15,350,000 197,918
   BB&T CORP 495 - 2024-03-31 301,655 $15,113,000 48,753
   DFPG INVESTMENTS INC. 14 - 2023-12-31 320,373 $14,917,000 19,641
   Demars Financial Group LLC 4 - 2024-03-31 289,266 $14,492,000 7,835
   SilverOak Wealth Management LLC 7 - 2024-03-31 288,839 $14,471,000 6,819
   H D Vest Advisory Services 123 - 2024-03-31 283,449 $14,201,000 16,738
   HARVEST GROUP WEALTH MANAGEMENT LLC 1 - 2023-03-31 335,368 $13,656,000 956
   Kingsview Wealth Management LLC 55 - 2024-03-31 268,765 $13,465,000 11,664
   Private Wealth Group LLC 3 - 2024-03-31 267,270 $13,390,000 5,544
   HORIZON FINANCIAL SERVICES LLC 3 - 2024-03-31 264,004 $13,227,000 19,289
   CYNOSURE MANAGEMENT LLC 9 - 2024-03-31 257,183 $12,885,000 19,983
   Keener Financial Planning LLC 3 - 2024-03-31 256,148 $12,833,000 13,658
  100 Records found
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