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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$49.01 0.71 (1.43%) as of 4:30 Thu 5/23


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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  : 
5.88 (13.63%)  




 
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
   HM PAYSON & CO 81 - 2023-12-31 159,293 $7,428,000 0
   Sunesis Advisors LLC 5 - 2024-03-31 108,791 $5,450,000 0
   TEXAS PERMANENT SCHOOL FUND 562 - 2024-03-31 95,746 $4,797,000 0
   Topel & Distasi Wealth Management LLC 17 - 2024-03-31 91,696 $4,594,000 0
   FF AdvisorsLLC 12 - 2024-03-31 62,475 $3,130,000 0
   SCS CAPITAL MANAGEMENT LLC 57 - 2024-03-31 47,279 $2,369,000 0
   Fernwood Investment Management LLC 49 - 2024-03-31 35,757 $1,791,000 0
   SEVEN MILE ADVISORY 18 - 2024-03-31 27,960 $1,401,000 0
   Commonwealth Financial Services LLC 47 - 2024-03-31 28,138 $1,312,000 0
   Diversified Portfolios Inc. 66 - 2024-03-31 22,177 $1,111,000 0
   Centerpoint Advisors LLC 34 - 2024-03-31 20,557 $1,030,000 0
   RMB CAPITAL MANAGEMENT LLC 346 - 2024-03-31 19,939 $999,000 0
   Waldron LP 169 - 2024-03-31 18,637 $934,000 0
   SPRING CAPITAL MANAGEMENT LLC 25 - 2024-03-31 18,490 $926,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 251 - 2024-03-31 17,053 $854,000 0
   AIFG Consultants Ltd. 21 - 2024-03-31 16,411 $822,000 0
   Argent Advisors Inc. 81 - 2024-03-31 15,634 $783,000 0
   626 Financial LLC 45 - 2024-03-31 14,377 $720,000 0
   GM Advisory Group Inc. 135 - 2024-03-31 13,106 $657,000 0
   GELLER FAMILY OFFICE SERVICES LLC 107 - 2024-03-31 12,938 $648,000 0
   BEACON FINANCIAL GROUP 202 - 2024-03-31 11,352 $569,000 0
   Arbor Wealth Advisors LLC 32 - 2024-03-31 9,650 $483,000 0
   HBW Advisory Services LLC 184 - 2024-03-31 10,262 $479,000 0
   Acorn Wealth Advisors LLC 83 - 2024-03-31 9,337 $468,000 0
   INVESTMENT PARTNERS LTD /OH/ /ADV 94 - 2024-03-31 9,002 $451,000 0
   MANUFACTURERES LIFE INSURANCE CO 2262 - 2024-03-31 8,270 $414,000 0
   RDL FINANCIAL INC 88 - 2024-03-31 9,465 $409,000 0
   Twelve Points Wealth Management LLC 125 - 2024-03-31 8,081 $405,000 0
   MCF Advisors LLC 154 - 2024-03-31 7,767 $389,000 0
   Lion Street Advisors LLC 142 - 2024-03-31 8,234 $384,000 0
   Smallwood Wealth Investment Management LLC 52 - 2024-03-31 7,592 $380,000 0
   NORTHEAST INVESTMENT MANAGEMENT 151 - 2024-03-31 7,532 $377,000 0
   IOWA STATE BANK 94 - 2024-03-31 7,400 $371,000 0
   CAHABA WEALTH MANAGEMENT INC. 105 - 2024-03-31 7,359 $369,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 146 - 2024-03-31 6,782 $340,000 0
   Catalytic Wealth RIA LLC 206 - 2024-03-31 6,753 $338,000 0
   Rossmore Private Capital 198 - 2024-03-31 6,538 $328,000 0
   SMITHFIELD TRUST CO 256 - 2024-03-31 6,400 $321,000 0
   Essex Savings Bank 206 - 2024-03-31 5,985 $279,000 0
   Tranquility Partners LLC 183 - 2024-03-31 5,471 $274,000 0
   GILL CAPITAL PARTNERS LLC 93 - 2024-03-31 5,622 $270,000 0
   Cambridge Advisors Inc. 154 - 2024-03-31 5,130 $257,000 0
   Alpha Cubed Investments LLC 230 - 2024-03-31 5,118 $256,000 0
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 58 - 2024-03-31 5,021 $252,000 0
   LCNB CORP 166 - 2024-03-31 5,000 $251,000 0
   Chicago Wealth Management Inc. 45 - 2024-03-31 4,949 $248,000 0
   Pinnacle Bank 174 - 2024-03-31 4,930 $247,000 0
   Fusion Family Wealth LLC 42 - 2024-03-31 4,706 $236,000 0
   NORRIS PERNE & FRENCH LLP/MI 134 - 2024-03-31 4,451 $223,000 0
   PARSEC FINANCIAL MANAGEMENT, INC. 276 - 2023-03-31 5,422 $221,000 0
   VALLEY NATIONAL ADVISERS INC 232 - 2024-03-31 4,352 $218,000 0
   ATWOOD & PALMER INC 149 - 2024-03-31 3,765 $189,000 0
   PrairieView Partners LLC 121 - 2024-03-31 3,165 $159,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 177 - 2024-03-31 3,155 $158,000 0
   PIN OAK INVESTMENT ADVISORS INC 106 - 2024-03-31 3,026 $152,000 0
   Colonial Trust Co / SC 342 - 2024-03-31 2,800 $140,000 0
   Bogart Wealth LLC 232 - 2024-03-31 2,743 $137,000 0
   TRUST CO OF VERMONT 383 - 2024-03-31 2,048 $103,000 0
   JOHNSON FINANCIAL GROUP, INC. 353 - 2024-03-31 2,006 $101,000 0
   WETZEL INVESTMENT ADVISORS INC. 177 - 2024-03-31 2,022 $96,000 0
   Coston McIsaac & Partners 144 - 2024-03-31 1,917 $96,000 0
   Halpern Financial Inc. 71 - 2024-03-31 1,850 $91,000 0
   NVWM LLC 213 - 2024-03-31 1,461 $73,000 0
   Register Financial Advisors LLC 308 - 2024-03-31 1,385 $69,000 0
   FAMILY MANAGEMENT CORP 157 - 2024-03-31 1,266 $63,000 0
   OPTIMUM INVESTMENT ADVISORS 342 - 2024-03-31 1,200 $60,000 0
   Spotlight Asset Group Inc. 136 - 2024-03-31 1,188 $60,000 0
   Venturi Wealth Management LLC 485 - 2024-03-31 1,122 $56,000 0
   Asset Dedication LLC 438 - 2024-03-31 1,049 $53,000 0
   QUADRANT CAPITAL GROUP LLC 1404 - 2024-03-31 1,000 $50,000 0
   Cassady Schiller Wealth Management LLC 217 - 2024-03-31 913 $46,000 0
   Tortoise Investment Management LLC 393 - 2024-03-31 900 $45,000 0
   GRAND WEALTH MANAGEMENT LLC 59 - 2024-03-31 841 $42,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 148 - 2024-03-31 831 $42,000 0
   Kalos Management Inc. 69 - 2023-06-30 962 $42,000 0
   Hartland & Co. LLC 808 - 2024-03-31 822 $41,000 0
   WHITTIER TRUST CO OF NEVADA INC 733 - 2024-03-31 759 $38,000 0
   WOLFF WIESE MAGANA LLC 181 - 2024-03-31 653 $33,000 0
   CAROLINAS WEALTH CONSULTING LLC 439 - 2024-03-31 613 $31,000 0
   Carmichael Hill & Associates Inc. 365 - 2024-03-31 591 $30,000 0
   FOSTER DYKEMA CABOT & PARTNERS LLC 203 - 2024-03-31 569 $29,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 157 - 2022-12-31 720 $28,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 771 - 2024-03-31 544 $27,000 0
   AMERICAN NATIONAL BANK 368 - 2024-03-31 513 $26,000 0
   CVA Family Office LLC 607 - 2024-03-31 480 $24,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 195 - 2023-09-30 569 $23,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 550 - 2024-03-31 340 $17,000 0
   CITY HOLDING CO 386 - 2024-03-31 315 $16,000 0
   CARDIFF PARK ADVISORS LLC 328 - 2024-03-31 328 $16,000 0
   Prestige Wealth Management Group LLC 372 - 2024-03-31 315 $16,000 0
   Capital Advisors Ltd. LLC 654 - 2024-03-31 275 $14,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1094 - 2024-03-31 281 $14,000 0
   Cherry Tree Wealth Management LLC 340 - 2024-03-31 259 $13,000 0
   Sound Income Strategies LLC 690 - 2024-03-31 260 $13,000 0
   HORIZON BANCORP /IN/ 187 - 2024-03-31 240 $12,000 0
   Goodman Advisory Group LLC 129 - 2024-03-31 245 $12,000 0
   WASHINGTON TRUST CO 645 - 2024-03-31 225 $11,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 634 - 2024-03-31 178 $9,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 331 - 2023-12-31 154 $7,000 0
   CAMBRIDGE TRUST CO 618 - 2023-12-31 120 $6,000 0
  100 Records found
  1    
  Page 1 of 1
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