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Get Institutions for : 
Spdr Index Shares Fd (RWO)  
$41.58 0.10 (0.24%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 211    5
Total shares held : 
 19,193,538  
% of shares held : 
 53.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -254,734  
% of shares held change : 
   -0.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.83  
Last Quarter's Ending Price : 
 $42.82  
Last Quarter's Average Price : 
 $42.24  
Change from last quarter's     
avg. price to the last closing  : 
0.66 (1.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 171,880
 0.9%
 
Increased Positions :
64
 1,908,761
 9.94%
 
Unchanged Positions :
51
 97,483
 0.51%
 
Decreased Positions :
81
-2,036,904
-10.61%
 
Closed Positions :
20
-298,471
-1.56%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   GOLDMAN SACHS GROUP INC/ 592 - 2024-03-31 2,801,022 $119,940,000 -517,390
   GLENMEDE TRUST CO NA 112 - 2024-03-31 890,281 $38,122,000 -35,539
   MORGAN STANLEY 2655 - 2024-03-31 475,119 $20,345,000 -6,782
   ENVESTNET ASSET MANAGEMENT INC 1106 - 2024-03-31 469,151 $20,089,000 -23,891
   HSBC HOLDINGS PLC 680 - 2024-03-31 377,560 $16,167,000 -9,913
   MARINER WEALTH ADVISORS, LLC 421 - 2024-03-31 318,100 $13,621,000 -17,956
   HPM Partners LLC 451 - 2024-03-31 241,509 $10,341,000 -8,048
   MODERA WEALTH MANAGEMENT, LLC 114 - 2024-03-31 230,126 $9,854,000 -27,504
   One Capital Management LLC 66 - 2024-03-31 223,250 $9,560,000 -13,421
   Waldron LP 42 - 2024-03-31 201,641 $8,634,000 -20,117
   JONES FINANCIAL COMPANIES LLLP 142 - 2024-03-31 136,705 $5,854,000 -5,557
   BANK OF AMERICA CORP /DE/ 2917 - 2024-03-31 123,894 $5,305,000 -17,593
   JFS WEALTH ADVISORS, LLC 47 - 2024-03-31 112,542 $4,819,000 -3,053
   M&T BANK CORP 437 - 2024-03-31 109,440 $4,686,000 -48,091
   VALMARK ADVISERS INC 110 - 2024-03-31 93,719 $4,013,000 -505
   Rappaport Reiches Capital Management LLC 18 - 2024-03-31 79,555 $3,407,000 -822
   Advisor Group Holdings Inc. 1376 - 2024-03-31 72,106 $3,088,000 -25,834
   JANE STREET GROUP LLC 1823 - 2024-03-31 66,768 $2,859,000 -165,986
   EFFICIENT ADVISORS, LLC 45 - 2024-03-31 65,432 $2,802,000 -389
   BUCKINGHAM ASSET MANAGEMENT, LLC 212 - 2024-03-31 60,397 $2,586,000 -1,225
   ROYAL BANK OF CANADA 2359 - 2024-03-31 58,758 $2,515,000 -46
   BLAIR WILLIAM & CO/IL 631 - 2024-03-31 55,648 $2,383,000 -4,425
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1788 - 2024-03-31 45,712 $1,957,000 -89,874
   ALTFEST L J & CO INC 70 - 2024-03-31 40,188 $1,721,000 -108,761
   BIP Wealth LLC 64 - 2024-03-31 39,599 $1,696,000 -7,544
   HHM Wealth Advisors LLC 32 - 2024-03-31 39,210 $1,679,000 -105
   Total Wealth Planning LLC 42 - 2024-03-31 38,140 $1,633,000 -288
   DHK Financial Advisors Inc. 23 - 2024-03-31 37,460 $1,604,000 -2,077
   BP WEALTH MANAGEMENT LLC 275 - 2024-03-31 36,369 $1,557,000 -8,080
   Abacus Planning Group Inc. 46 - 2024-03-31 34,227 $1,466,000 -16
   WELLS FARGO & CO/MN 2789 - 2024-03-31 32,930 $1,410,000 -4,098
   MERCER GLOBAL ADVISORS INC /ADV 832 - 2024-03-31 32,221 $1,380,000 -3,868
   MATRIX PRIVATE CAPITAL GROUP LLC 25 - 2024-03-31 29,930 $1,282,000 -3,306
   SAVANT CAPITAL MANAGEMENT INC 487 - 2024-03-31 28,648 $1,227,000 -486
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 946 - 2024-03-31 27,807 $1,191,000 -10,997
   Private Advisor Group LLC 1118 - 2024-03-31 25,657 $1,099,000 -1,416
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1195 - 2024-03-31 25,587 $1,096,000 -2,630
   First Command Bank 50 - 2023-06-30 25,456 $1,045,000 -13,420
   First Command Financial Services Inc. 50 - 2023-06-30 25,456 $1,045,000 -13,420
   Archetype Wealth Partners LLC 42 - 2024-03-31 21,793 $933,000 -980
   RFG Advisory Group LLC 379 - 2024-03-31 20,428 $875,000 -3,440
   CREATIVE PLANNING 1490 - 2024-03-31 18,911 $810,000 -241
   Sequoia Financial Advisors LLC 562 - 2024-03-31 17,449 $747,000 -284
   Brand Asset Management Group Inc. 41 - 2024-03-31 17,048 $730,000 -318
   SOL CAPITAL MANAGEMENT CO 198 - 2024-03-31 15,156 $649,000 -1,050
   FIFTH THIRD BANCORP 694 - 2024-03-31 14,936 $640,000 -474
   H D Vest Advisory Services 926 - 2024-03-31 14,899 $638,000 -1,700
   FSB PREMIER WEALTH MANAGEMENT INC. 77 - 2024-03-31 14,298 $612,000 -1,803
   Aquire Wealth Advisors LLC 30 - 2024-03-31 14,100 $604,000 -408
   Israel Discount Bank of New York 31 - 2024-03-31 13,821 $592,000 -13,891
   Integrated Advisors Network LLC 448 - 2024-03-31 12,058 $516,000 -246
   First Command Advisory Services Inc. 108 - 2024-03-31 11,605 $497,000 -4,659
   COMMONWEALTH EQUITY SERVICES LLC. 2797 - 2024-03-31 11,550 $495,000 -399
   HOGE FINANCIAL SERVICES LLC 29 - 2024-03-31 11,528 $494,000 -4,155
   UBS Group AG 4132 - 2024-03-31 10,871 $465,000 -995
   Orion Portfolio Solutions LLC 1297 - 2024-03-31 10,611 $454,000 -4,142
   MPS Loria Financial Planners LLC 42 - 2024-03-31 10,410 $446,000 -1,875
   NICOLET ADVISORY SERVICES LLC 219 - 2024-03-31 9,495 $405,000 -1,148
   ARGI INVESTMENT SERVICES, LLC 333 - 2022-12-31 9,777 $400,000 -1,845
   Baird Financial Group Inc. 1473 - 2024-03-31 8,921 $382,000 -1,995
   CWM LLC 1233 - 2024-03-31 8,604 $368,000 -6,546
   USAdvisors Wealth Management LLC 105 - 2024-03-31 8,172 $347,000 -701
   EMPIRICAL FINANCIAL SERVICES, LLC 410 - 2024-03-31 7,934 $340,000 -27
   Tilson Financial Group Inc. 55 - 2024-03-31 7,915 $339,000 -34
   FC Advisory LLC 81 - 2024-03-31 7,674 $329,000 -71
   BAILARD BIEHL & KAISER INC 554 - 2024-03-31 7,401 $317,000 -34
   AE Wealth Management LLC 935 - 2024-03-31 7,349 $315,000 -978
   Resources Investment Advisors Inc. 898 - 2024-03-31 7,200 $308,000 -2,287
   Old Port Advisors 168 - 2023-09-30 7,645 $292,000 -1,603
   SIGNATURE SECURITIES GROUP CORPORATION 172 - 2024-03-31 5,650 $242,000 -692
   Emerald Advisors LLC 89 - 2024-03-31 5,364 $230,000 -5,391
   N.E.W. Advisory Services LLC 157 - 2024-03-31 5,341 $229,000 -234
   PDS Planning Inc 337 - 2024-03-31 5,252 $225,000 -1,739
   Sontag Advisory LLC 584 - 2024-03-31 5,061 $217,000 -220
   AMERIPRISE FINANCIAL INC 3586 - 2024-03-31 5,054 $216,000 -6,080
   RAYMOND JAMES TRUST CO 1153 - 2024-03-31 5,051 $216,000 -23
   Goss Wealth Management LLC 1807 - 2024-03-31 4,874 $209,000 -5,780
   HARBOUR INVESTMENTS INC. 846 - 2023-12-31 4,697 $205,000 -678
   Larson Financial Group LLC 423 - 2024-03-31 4,423 $189,000 -1,802
   IFP Advisors Inc 1018 - 2023-12-31 3,744 $164,000 -1,332
   Capital Analysts Inc. 503 - 2024-03-31 3,192 $137,000 -373
   COMERICA BANK 2431 - 2024-03-31 3,162 $135,000 -330
   Private Ocean LLC 177 - 2024-03-31 2,671 $114,000 -25
   Financial Advisory Service Inc. 334 - 2024-03-31 1,546 $66,000 -1,400
   Steward Partners Investment Advisory LLC 2020 - 2024-03-31 1,383 $59,000 -3,163
   MANUFACTURERES LIFE INSURANCE CO 2913 - 2024-03-31 496 $21,000 -6
   Ironwood Wealth Management LLC. 42 - 2024-03-31 291 $12,000 -1,238
   FMR LLC 4150 - 2024-03-31 210 $9,000 -266
   NOMURA ASSET MANAGEMENT CO LTD 1493 - 2024-03-31 200 $9,000 -900
   TSFG LLC 500 - 2024-03-31 193 $8,000 -48
   Capital Advisors Ltd. LLC 783 - 2024-03-31 170 $7,000 -545
   Iron Horse Wealth Management LLC 243 - 2024-03-31 121 $5,000 -75
   HANSON MCCLAIN, INC. 2630 - 2024-03-31 79 $3,000 -278
   Castleview Partners LLC 701 - 2024-03-31 74 $3,000 -24
   Sage Mountain Advisors LLC 404 - 2024-03-31 16 $1,000 -143
   Impact Partnership Wealth LLC 634 - 2024-03-31 14 $1,000 -16
   CFG ASSET MANAGEMENT LLC 451 - 2024-03-31 0 $0 -4
  97 Records found
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