Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$87.18 0.91 (1.05%) as of 4:30 Fri 5/24


Download
     
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  : 
12.16 (16.21%)  




 
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
   Twelve Points Wealth Management LLC 39 - 2024-03-31 18,497 $1,614,000 0
   Topel & Distasi Wealth Management LLC 51 - 2024-03-31 8,603 $750,000 0
   Summit Financial LLC 237 - 2024-03-31 6,382 $557,000 0
   DIVERSIFIED INVESTMENT STRATEGIES LLC 30 - 2024-03-31 6,034 $526,000 0
   Laraway Financial Inc 72 - 2024-03-31 5,035 $439,000 0
   YALE CAPITAL CORP 339 - 2024-03-31 4,956 $432,000 0
   Steele Capital Management Inc. 127 - 2024-03-31 3,749 $327,000 0
   Destiny Capital Corp/CO 39 - 2024-03-31 3,589 $313,000 0
   BANK OF MONTREAL /CAN/ 2374 - 2024-03-31 3,533 $308,000 0
   Legacy Trust 130 - 2024-03-31 3,450 $301,000 0
   Centerpoint Advisors LLC 70 - 2024-03-31 3,380 $295,000 0
   PCA Investment Advisory Services Inc. 109 - 2024-03-31 2,792 $244,000 0
   9258 Wealth Management LLC 295 - 2024-03-31 2,763 $241,000 0
   SOA Wealth Advisors LLC. 170 - 2024-03-31 2,596 $226,000 0
   Burns Matteson Capital Management LLC 136 - 2024-03-31 2,544 $222,000 0
   Harvest Investment Services LLC 157 - 2024-03-31 2,414 $211,000 0
   HANSON MCCLAIN, INC. 770 - 2024-03-31 2,368 $207,000 0
   First Command Advisory Services Inc. 166 - 2024-03-31 1,810 $158,000 0
   HBC Financial Services PLLC 38 - 2024-03-31 1,840 $153,000 0
   Integrity Financial Corp /WA 119 - 2024-03-31 1,718 $150,000 0
   GLENMEDE TRUST CO NA 1213 - 2024-03-31 1,658 $145,000 0
   Bogart Wealth LLC 258 - 2024-03-31 1,332 $116,000 0
   Sutton Wealth Advisors Inc. 162 - 2023-09-30 1,464 $107,000 0
   BALLAST ADVISORS LLC 131 - 2024-03-31 1,128 $98,000 0
   HOLLENCREST SECURITIES LLC 380 - 2024-03-31 1,080 $94,000 0
   Glass Jacobson Investment Advisors llc 292 - 2024-03-31 1,000 $87,000 0
   Financial Perspectives Inc 221 - 2024-03-31 961 $84,000 0
   NBC SECURITIES INC. 998 - 2024-03-31 910 $79,000 0
   DHJJ Financial Advisors Ltd. 236 - 2024-03-31 728 $64,000 0
   Iron Horse Wealth Management LLC 86 - 2024-03-31 584 $51,000 0
   M&R CAPITAL MANAGEMENT INC 232 - 2024-03-31 551 $48,000 0
   BALDWIN BROTHERS INC/MA 390 - 2024-03-31 470 $41,000 0
   HM PAYSON & CO 640 - 2023-12-31 440 $37,000 0
   Goss Wealth Management LLC 2403 - 2024-03-31 418 $36,000 0
   Retirement Group LLC 288 - 2024-03-31 376 $33,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1693 - 2024-03-31 365 $32,000 0
   TSFG LLC 329 - 2024-03-31 368 $32,000 0
   FRANKLIN RESOURCES INC 2653 - 2024-03-31 350 $31,000 0
   VIMA LLC 144 - 2024-03-31 420 $31,000 0
   UMB BANK N A/MO 956 - 2024-03-31 343 $30,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 440 - 2024-03-31 328 $29,000 0
   Park Place Capital Corp 487 - 2024-03-31 321 $28,000 0
   Lindbrook Capital LLC 1081 - 2024-03-31 300 $26,000 0
   Founders Capital Management 213 - 2024-03-31 252 $22,000 0
   Pineridge Advisors LLC 218 - 2024-03-31 226 $20,000 0
   Lowe fs LLC 170 - 2024-03-31 214 $19,000 0
   Laurel Wealth Advisors LLC 380 - 2024-03-31 223 $19,000 0
   Westside Investment Management Inc. 499 - 2024-03-31 205 $18,000 0
   TOMPKINS FINANCIAL CORP 452 - 2024-03-31 200 $17,000 0
   Clear Point Advisors Inc. 302 - 2024-03-31 156 $14,000 0
   Cherry Tree Wealth Management LLC 369 - 2024-03-31 118 $10,000 0
   McIlrath & Eck LLC 627 - 2024-03-31 100 $9,000 0
   IAG Wealth Partners LLC 334 - 2024-03-31 99 $9,000 0
   Paladin Advisory Group LLC 198 - 2024-03-31 96 $8,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 238 - 2024-03-31 96 $8,000 0
   ADIRONDACK TRUST CO 377 - 2024-03-31 75 $7,000 0
   RE Dickinson Investment Advisors LLC 168 - 2024-03-31 81 $7,000 0
   Scarborough Advisors LLC 242 - 2024-03-31 69 $6,000 0
   Kozak & Associates Inc. 267 - 2024-03-31 64 $6,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 895 - 2023-12-31 61 $5,000 0
   JDM Financial Group LLC 194 - 2024-03-31 45 $4,000 0
   HAZLETT BURT & WATSON INC. 613 - 2024-03-31 50 $4,000 0
   FOSTER DYKEMA CABOT & PARTNERS LLC 298 - 2024-03-31 32 $3,000 0
   Archer Investment Corp 837 - 2024-03-31 32 $3,000 0
   ICA Group Wealth Management LLC 1133 - 2024-03-31 30 $3,000 0
   Russell Investments Group Ltd. 2949 - 2024-03-31 25 $2,000 0
   Rosenberg Matthew Hamilton 748 - 2024-03-31 25 $2,000 0
   Orion Capital Management LLC 446 - 2024-03-31 24 $2,000 0
   Independence Bank of Kentucky 503 - 2024-03-31 27 $2,000 0
   Planning Capital Management Corp 574 - 2024-03-31 18 $2,000 0
   PFG Private Wealth Management LLC 183 - 2024-03-31 26 $2,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 307 - 2023-09-30 32 $2,000 0
   Vermillion & White Wealth Management Group LLC 291 - 2024-03-31 19 $2,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1297 - 2024-03-31 15 $1,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 583 - 2024-03-31 8 $1,000 0
   Efficient Wealth Management LLC 1091 - 2024-03-31 0 $1,000 0
   BerganKDV Wealth Management LLC 833 - 2023-06-30 3 $0 0
  77 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