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Get Institutions for : 
streetTRACKS Spdr Ms (CWI)  
$29.21 0.08 (0.27%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 200    4
Total shares held : 
 39,938,089  
% of shares held : 
 75.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -1,242,408  
% of shares held change : 
   -2.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.56  
Last Quarter's Ending Price : 
 $27.04  
Last Quarter's Average Price : 
 $25.46  
Change from last quarter's     
avg. price to the last closing  : 
3.75 (14.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 311,702
 0.78%
 
Increased Positions :
67
 3,615,757
 9.05%
 
Unchanged Positions :
52
 885,963
 2.22%
 
Decreased Positions :
65
-4,599,733
-11.52%
 
Closed Positions :
20
-570,134
-1.43%
 
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
   BANK OF AMERICA CORP /DE/ 629 - 2024-03-31 6,777,613 $192,484,000 -1,882,345
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 8 - 2024-03-31 1,983,486 $56,331,000 -245,572
   GLOBALT Investments LLC / GA 13 - 2024-03-31 1,629,946 $46,290,000 -38,734
   PITCAIRN CO 5 - 2024-03-31 1,201,556 $34,124,000 -663
   HENGEHOLD CAPITAL MANAGEMENT LLC 5 - 2024-03-31 1,199,945 $34,078,000 -397,276
   LPL FINANCIAL CORP 750 - 2024-03-31 1,074,712 $30,522,000 -399,899
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 273 - 2024-03-31 910,948 $25,871,000 -38,438
   BB&T CORP 421 - 2024-03-31 696,877 $19,791,000 -38,387
   Sequoia Financial Advisors LLC 94 - 2024-03-31 647,866 $18,399,000 -13,686
   EASTERN BANK 58 - 2024-03-31 556,728 $15,811,000 -406,200
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33 - 2024-03-31 538,681 $15,299,000 -9,105
   IAG Wealth Partners LLC 14 - 2024-03-31 349,729 $9,932,000 -4,372
   UBS Group AG 1611 - 2024-03-31 349,339 $9,921,000 -19,802
   Gerber Kawasaki Wealth & Investment Management 49 - 2024-03-31 316,252 $8,982,000 -1,231,852
   Goss Wealth Management LLC 249 - 2024-03-31 309,326 $8,785,000 -3,417
   Hantz Financial Services Inc. 11 - 2024-03-31 278,389 $7,906,000 -6,054
   WHITTIER TRUST CO 157 - 2024-03-31 274,561 $7,795,000 -1,216
   Merit Financial Group LLC 95 - 2024-03-31 264,830 $7,513,000 -2,783
   BANK OF MONTREAL /CAN/ 938 - 2024-03-31 261,438 $7,427,000 -3,274
   COMMONWEALTH EQUITY SERVICES LLC. 1034 - 2024-03-31 219,052 $6,221,000 -5,278
   Tobias Financial Advisors Inc. 18 - 2024-03-31 195,876 $5,563,000 -123
   Sharkey Howes & Javer 21 - 2024-03-31 191,976 $5,452,000 -9,823
   Mill Creek Capital Advisors LLC 49 - 2024-03-31 190,106 $5,399,000 -1,227
   Sargent Bickham Lagudis LLC 53 - 2022-12-31 194,759 $4,686,000 -8,709
   COLONY GROUP, LLC 332 - 2024-03-31 164,930 $4,684,000 -2,113
   MONEY CONCEPTS CAPITAL CORP 65 - 2024-03-31 149,126 $4,235,000 -91,552
   COLONY GROUP LLC 235 - 2023-09-30 165,540 $4,120,000 -250
   SAVANT CAPITAL MANAGEMENT INC 215 - 2024-03-31 141,812 $4,027,000 -7,643
   VALMARK ADVISERS INC 111 - 2024-03-31 140,875 $4,001,000 -1,957
   Advisor Group Holdings Inc. 1214 - 2024-03-31 136,747 $3,884,000 -25,731
   Capital Investment Advisors LLC 138 - 2024-03-31 134,446 $3,818,000 -8,080
   TIEMANN INVESTMENT ADVISORS LLC 12 - 2024-03-31 128,805 $3,658,000 -745
   MARINER WEALTH ADVISORS, LLC 928 - 2024-03-31 102,779 $2,919,000 -127,570
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 366 - 2024-03-31 99,088 $2,814,000 -12,295
   Ledge Wealth Management Inc. - 2023-12-31 101,079 $2,733,000 -39
   HHM Wealth Advisors LLC 21 - 2024-03-31 88,674 $2,518,000 -3,285
   QUANTITATIVE ADVANTAGE LLC 61 - 2023-03-31 93,052 $2,394,000 -4,863
   SYNOVUS FINANCIAL CORP 327 - 2024-03-31 76,494 $2,173,000 -1,396
   NORTHWEST INVESTMENT COUNSELORS LLC 64 - 2024-03-31 73,769 $2,095,000 -925
   MERIDIAN INVESTMENT COUNSEL INC. 47 - 2024-03-31 69,524 $1,974,000 -3,700
   Abbrea Capital LLC 79 - 2024-03-31 66,859 $1,899,000 -2,992
   FINANCIAL ENGINES ADVISORS L.L.C. 160 - 2024-03-31 65,391 $1,857,000 -1,268
   ROYAL BANK OF CANADA 2598 - 2024-03-31 62,388 $1,772,000 -28,771
   CI Private Wealth LLC 1080 - 2024-03-31 61,215 $1,739,000 -199
   Kestra Advisory Services LLC 991 - 2024-03-31 54,681 $1,553,000 -7,847
   Apollon Wealth Management LLC 382 - 2024-03-31 47,336 $1,344,000 -372
   HBK SORCE ADVISORY LLC 193 - 2024-03-31 40,974 $1,164,000 -1,723
   Laraway Financial Inc 30 - 2024-03-31 40,797 $1,159,000 -652
   Lido Advisors LLC 542 - 2024-03-31 38,895 $1,105,000 -449
   FINANCIAL CONSULATE INC 20 - 2024-03-31 38,614 $1,097,000 -672
   Investors Research Corp 108 - 2024-03-31 35,417 $1,006,000 -173
   Kuntz Lesher Capital LLC 82 - 2024-03-31 35,024 $995,000 -5,630
   IOWA STATE BANK 83 - 2024-03-31 34,854 $990,000 -14,618
   Tradition Wealth Management LLC 150 - 2024-03-31 34,707 $986,000 -1,312
   GOLDMAN SACHS GROUP INC/ 3586 - 2024-03-31 34,459 $979,000 -202,331
   Strategic Financial Group LLC - 2023-12-31 33,947 $918,000 -282
   Global Retirement Partners LLC 380 - 2024-03-31 31,916 $906,000 -600
   Masso Torrence Wealth Management Inc. 40 - 2024-03-31 31,306 $889,000 -4,562
   BRAGG FINANCIAL ADVISORS INC 209 - 2024-03-31 30,916 $878,000 -5,000
   Wela Strategies LLC 24 - 2024-03-31 23,262 $661,000 -3,145
   Wambolt & Associates LLC 117 - 2024-03-31 22,784 $645,000 -14,882
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2152 - 2024-03-31 20,262 $575,000 -378
   WFA of San Diego LLC 37 - 2023-09-30 22,813 $568,000 -984
   SMI Advisory Services LLC 48 - 2024-03-31 18,777 $534,000 -3,618
   TIAA FSB 406 - 2023-06-30 19,661 $514,000 -17
   Cetera Investment Advisers 1189 - 2024-03-31 17,876 $508,000 -551
   TIAA TRUST NATIONAL ASSOCIATION 432 - 2024-03-31 17,707 $503,000 -1,356
   Cornerstone Wealth Management LLC 352 - 2024-03-31 15,431 $438,000 -683
   MITCHELL CAPITAL MANAGEMENT CO 101 - 2024-03-31 14,056 $399,000 -7,147
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 160 - 2024-03-31 13,365 $380,000 -527
   Western Wealth Management LLC 441 - 2024-03-31 13,043 $370,000 -1,500
   KLINGENSTEIN FIELDS & CO LLC 140 - 2024-03-31 12,366 $351,000 -572
   Banco Santander S.A. 373 - 2024-03-31 11,805 $335,000 -4,688
   Krilogy Financial LLC 198 - 2024-03-31 10,803 $307,000 -724
   GREENWOOD CAPITAL ASSOCIATES LLC 225 - 2024-03-31 10,247 $291,000 -119
   RAYMOND JAMES & ASSOCIATES 3355 - 2024-03-31 9,894 $281,000 -5,557
   Alpha Financial Advisors LLC 37 - 2024-03-31 9,001 $256,000 -1,412
   Integrated Wealth Concepts LLC 1424 - 2024-03-31 8,395 $238,000 -448
   BIP Wealth LLC 203 - 2024-03-31 7,514 $213,000 -259
   JFS WEALTH ADVISORS, LLC 245 - 2024-03-31 7,093 $201,000 -1,629
   CAMBRIDGE TRUST CO 293 - 2023-12-31 5,867 $159,000 -82
   FRANKLIN RESOURCES INC 2590 - 2024-03-31 3,200 $91,000 -135
   Geneos Wealth Management Inc. 950 - 2024-03-31 2,495 $71,000 -253
   Main Street Group LTD 191 - 2024-03-31 2,144 $61,000 -66
   Joseph Group Capital Management 69 - 2024-03-31 1,243 $35,000 -280
   PRIVATE TRUST CO NA 1637 - 2024-03-31 339 $10,000 -677
   IFP Advisors Inc 2356 - 2023-12-31 225 $6,000 -194
   Farther Finance Advisors LLC 2934 - 2024-03-31 20 $1,000 -2,609
   BNP PARIBAS ARBITRAGE SA 3301 - 2024-03-31 4 $0 -11
  89 Records found
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