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Get Institutions for : 
Spdr Russell 2000 (TWOK)  
$42.89 0.02 (0.05%) as of 4:30 Tue 5/21


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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  : 
5.21 (13.83%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 18 - 2024-03-31 21,570,536 $928,396,000 473,774
   LPL FINANCIAL CORP 49 - 2024-03-31 17,383,043 $748,166,000 887,757
   Betterment LLC 15 - 2024-03-31 13,159,120 $566,369,000 13,151,673
   VALMARK ADVISERS INC 7 - 2024-03-31 5,449,209 $234,534,000 221,780
   MORGAN STANLEY 1022 - 2024-03-31 3,001,496 $129,184,000 478,087
   Private Advisor Group LLC 25 - 2024-03-31 2,250,653 $96,868,000 61,577
   UBS Group AG 494 - 2024-03-31 2,235,184 $96,202,000 30,767
   CWM LLC 39 - 2024-03-31 2,197,839 $94,595,000 154,837
   CRESTWOOD ADVISORS LLC 9 - 2024-03-31 2,105,102 $90,604,000 51,201
   PNC FINANCIAL SERVICES GROUP INC 198 - 2024-03-31 1,921,899 $82,719,000 2,157
   Congress Wealth Management LLC / DE / 11 - 2024-03-31 1,861,406 $80,115,000 3,508
   PMFM INC. 6 - 2024-03-31 1,781,156 $76,661,000 33,104
   Advisor Group Holdings Inc. 135 - 2024-03-31 1,539,901 $66,277,000 178,452
   J P MORGAN CHASE & CO 1080 - 2024-03-31 1,412,422 $60,791,000 747,873
   Pinnacle Wealth Planning Services Inc. 3 - 2024-03-31 1,412,059 $60,775,000 41,968
   ROYAL BANK OF CANADA 654 - 2024-03-31 1,372,331 $59,065,000 145,597
   MBB PUBLIC MARKETS I LLC 7 - 2024-03-31 1,335,141 $57,464,000 776,736
   TOWNSQUARE CAPITAL LLC 28 - 2024-03-31 1,210,595 $52,104,000 56,225
   Wealthcare Advisory Partners LLC 7 - 2024-03-31 1,152,219 $49,591,000 195,365
   GREAT VALLEY ADVISOR GROUP INC. 9 - 2024-03-31 1,134,801 $48,842,000 312,736
   HIGHTOWER ADVISORS, LLC 262 - 2024-03-31 1,101,289 $47,407,000 59,127
   MIDLAND WEALTH ADVISORS LLC 11 - 2024-03-31 1,044,262 $44,945,000 70,773
   Bridgeworth LLC - 2023-12-31 1,015,464 $42,832,000 982
   BB&T CORP 273 - 2024-03-31 927,046 $39,900,000 4,287
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 230 - 2024-03-31 920,102 $39,601,000 408,914
   DAVENPORT & CO LLC 111 - 2024-03-31 897,965 $38,648,000 66,390
   Capital Analysts Inc. 10 - 2024-03-31 896,906 $38,603,000 58,259
   RAYMOND JAMES & ASSOCIATES 541 - 2024-03-31 793,264 $34,142,000 139,521
   COMMONWEALTH EQUITY SERVICES LLC. 327 - 2024-03-31 777,317 $33,456,000 19,337
   SPINNAKER TRUST 13 - 2024-03-31 700,422 $30,146,000 87,264
   Peterson Wealth Advisors LLC 5 - 2024-03-31 648,291 $27,902,000 9,780
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 265 - 2024-03-31 616,678 $26,542,000 183,882
   Envestnet Portfolio Solutions Inc. 110 - 2024-03-31 593,914 $25,562,000 36,173
   STIFEL FINANCIAL CORP 463 - 2024-03-31 586,602 $25,247,000 10,205
   CI Private Wealth LLC 355 - 2024-03-31 548,614 $23,612,000 10,199
   Gerber Kawasaki Wealth & Investment Management 24 - 2024-03-31 532,613 $22,924,000 76,339
   Patriot Investment Management Inc. 10 - 2024-03-31 528,540 $22,748,000 68,716
   Oakmont Partners LLC 33 - 2024-03-31 523,323 $22,524,000 73,314
   Equitable Holdings Inc. 85 - 2024-03-31 480,540 $20,682,000 81,147
   JNBA FINANCIAL ADVISORS 12 - 2024-03-31 453,188 $19,505,000 258,888
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 262 - 2024-03-31 441,016 $18,981,000 6,802
   UNITED ASSET STRATEGIES, INC. 10 - 2024-03-31 426,017 $18,336,000 415,766
   MML INVESTORS SERVICES LLC 272 - 2024-03-31 413,405 $17,793,000 8,815
   Garrett Wealth Advisory Group LLC 6 - 2024-03-31 392,548 $16,895,000 2,611
   RETIREMENT FINANCIAL SOLUTIONS LLC 6 - 2024-03-31 371,346 $15,983,000 34,689
   Leicht Financial Planning & Wealth Management Inc. 5 - 2024-03-31 366,749 $15,785,000 88,015
   ST GERMAIN D J CO INC 43 - 2024-03-31 360,329 $15,509,000 22,878
   Trilogy Capital Inc. 36 - 2024-03-31 337,042 $14,506,000 7,793
   Boston Standard Wealth Management LLC 10 - 2024-03-31 328,317 $14,131,000 17,306
   Allen Capital Group LLC 9 - 2024-03-31 324,505 $13,967,000 3,591
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 67 - 2024-03-31 323,815 $13,937,000 10,702
   Marmo Financial Group LLC 4 - 2024-03-31 319,805 $13,764,000 16,067
   Nelson Van Denburg & Campbell Wealth Management Gr 34 - 2024-03-31 315,233 $13,568,000 43,042
   BERKSHIRE ASSET MANAGEMENT INC/PA 44 - 2024-03-31 309,725 $13,331,000 34,443
   Stratos Wealth Partners LTD. 99 - 2024-03-31 303,691 $13,071,000 36,094
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 42 - 2024-03-31 302,749 $13,030,000 77,378
   FLAGSHIP HARBOR ADVISORS LLC 24 - 2024-03-31 294,132 $12,659,000 54,909
   Taylor & Morgan Wealth Management LLC 3 - 2024-03-31 276,884 $11,917,000 7,773
   PARK AVENUE SECURITIES LLC 101 - 2024-03-31 270,297 $11,634,000 8,351
   NORTH STAR ASSET MANAGEMENT INC 63 - 2024-03-31 270,312 $11,634,000 17,819
   Geneos Wealth Management Inc. 40 - 2024-03-31 264,503 $11,384,000 18,730
   WAGNER CAPITAL MANAGEMENT CORP 25 - 2024-03-31 260,091 $11,194,000 19,142
   WINDSOR CAPITAL MANAGEMENT, LLC 6 - 2024-03-31 252,125 $10,851,000 4,144
   GOLDMAN SACHS GROUP INC/ 1978 - 2024-03-31 252,060 $10,849,000 24,729
   Global Retirement Partners LLC 51 - 2024-03-31 246,506 $10,610,000 3,203
   Rockefeller Capital Management L.P. 480 - 2024-03-31 243,598 $10,484,000 50,865
   FLYNN ZITO CAPITAL MANAGEMENT LLC 4 - 2024-03-31 241,213 $10,382,000 14,257
   Money Matters Financial Group Inc 2 - 2023-12-31 236,443 $9,973,000 97,471
   OARSMAN CAPITAL, INC. 10 - 2024-03-31 225,844 $9,720,000 37,160
   HANSON MCCLAIN, INC. 119 - 2024-03-31 224,037 $9,643,000 19,383
   Financial Advocates Investment Management 34 - 2024-03-31 222,325 $9,570,000 35,916
   Scarborough Advisors LLC 9 - 2024-03-31 197,388 $8,496,000 2,594
   CAHABA WEALTH MANAGEMENT INC. 17 - 2024-03-31 188,533 $8,114,000 3,366
   Summit Investment Advisory Services LLC 6 - 2024-03-31 184,635 $7,947,000 5,763
   Private Wealth Group LLC 7 - 2024-03-31 182,523 $7,856,000 8,543
   AlphaStar Capital Management LLC 21 - 2024-03-31 175,852 $7,569,000 14,392
   Advisor OS LLC 24 - 2024-03-31 170,774 $7,350,000 59,972
   RFG Advisory Group LLC 71 - 2024-03-31 169,961 $7,315,000 64,167
   Walkner Condon Financial Advisors LLC 13 - 2024-03-31 168,072 $7,229,000 19,701
   VOISARD ASSET MANAGEMENT GROUP INC. 7 - 2024-03-31 165,623 $7,128,000 5,906
   Montz Harcus Wealth Management LLC 7 - 2024-03-31 159,672 $6,872,000 12,002
   Streettalk Advisors LLC 46 - 2024-03-31 158,721 $6,831,000 23,030
   DFPG INVESTMENTS INC. 37 - 2023-12-31 166,847 $6,811,000 9,985
   HM PAYSON & CO 86 - 2023-12-31 161,452 $6,810,000 131
   ASSET MANAGEMENT GROUP, INC. 26 - 2024-03-31 148,122 $6,375,000 368
   H D Vest Advisory Services 256 - 2024-03-31 143,536 $6,178,000 8,025
   Goss Wealth Management LLC 333 - 2024-03-31 142,741 $6,144,000 6,862
   Perennial Investment Advisors LLC 27 - 2024-03-31 138,905 $5,979,000 77,095
   VALLEY FINANCIAL MANAGEMENT INC. 16 - 2023-06-30 149,771 $5,817,000 82,262
   Gladstone Institutional Advisory LLC 77 - 2024-03-31 134,727 $5,799,000 9,216
   MERCER GLOBAL ADVISORS INC /ADV 438 - 2024-03-31 128,756 $5,542,000 86,024
   Paulson Wealth Management Inc. 14 - 2024-03-31 122,467 $5,271,000 4,498
   LAKE STREET ADVISORS GROUP LLC 65 - 2024-03-31 121,309 $5,221,000 171
   WARREN AVERETT ASSET MANAGEMENT, LLC 144 - 2024-03-31 119,078 $5,125,000 95,588
   MJP ASSOCIATES INC /ADV 19 - 2024-03-31 116,973 $5,035,000 60,861
   Baird Financial Group Inc. 665 - 2024-03-31 113,942 $4,904,000 14,479
   Warren Street Wealth Advisors LLC 10 - 2024-03-31 106,138 $4,568,000 3,966
   Octavia Wealth Advisors LLC 29 - 2024-03-31 105,433 $4,538,000 91,642
   Strategic Financial Concepts LLC 26 - 2024-03-31 105,010 $4,520,000 59,437
   Cornerstone Wealth Management LLC 69 - 2024-03-31 104,522 $4,499,000 2,484
  100 Records found
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