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Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$87.18 0.91 (1.05%) as of 4:30 Fri 5/24


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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
   FINANCIAL ENGINES ADVISORS L.L.C. 37 - 2024-03-31 1,362,351 $118,838,000 -32,188
   AMERIPRISE FINANCIAL INC 754 - 2024-03-31 642,021 $56,033,000 -73,318
   Rodgers & Associates LTD 8 - 2024-03-31 401,138 $34,991,000 -63
   SAVANT CAPITAL MANAGEMENT INC 55 - 2024-03-31 340,693 $29,719,000 -1,740
   Financial Advisory Service Inc. 9 - 2024-03-31 282,751 $24,664,000 -3,228
   NorthRock Partners LLC 11 - 2024-03-31 277,771 $24,230,000 -14,670
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 3 - 2022-12-31 309,403 $22,351,000 -8,547
   Financial Planning & Information Services Inc. 13 - 2024-03-31 226,970 $19,799,000 -5,796
   Redwood Investment Management LLC 7 - 2024-03-31 215,939 $18,856,000 -82,661
   KWB Wealth 7 - 2024-03-31 202,863 $17,696,000 -7,032
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 230 - 2024-03-31 190,734 $16,638,000 -252,521
   Klingman & Associates LLC 23 - 2024-03-31 175,796 $15,335,000 -2,908
   Csenge Advisory Group 21 - 2024-03-31 175,780 $15,333,000 -3,262
   FIRST NATIONAL TRUST CO 47 - 2024-03-31 166,990 $14,567,000 -19,145
   WCG Wealth Advisors LLC 26 - 2024-03-31 142,288 $12,412,000 -51,193
   ENVESTNET ASSET MANAGEMENT INC 1408 - 2024-03-31 138,135 $12,050,000 -3,256
   TIAA FSB 166 - 2023-06-30 140,194 $10,789,000 -29,350
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 773 - 2024-03-31 121,675 $10,614,000 -112,984
   MATHER GROUP, INC. 61 - 2024-03-31 126,471 $10,577,000 -690
   HIGHTOWER ADVISORS, LLC 691 - 2024-03-31 114,455 $9,983,000 -4,638
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 42 - 2024-03-31 91,317 $7,966,000 -552,681
   Tradition Wealth Management LLC 35 - 2024-03-31 81,886 $7,143,000 -37,335
   Krasney Financial LLC 27 - 2024-03-31 80,693 $7,039,000 -5,151
   McAdam LLC 38 - 2024-03-31 73,906 $6,447,000 -1,407
   JNBA FINANCIAL ADVISORS 33 - 2024-03-31 69,695 $6,079,000 -23,540
   Financial Strategies Group Inc. 17 - 2024-03-31 69,999 $6,043,000 -3,178
   Financial Security Advisor Inc. 10 - 2024-03-31 67,806 $5,915,000 -409
   DENVER WEALTH MANAGEMENT INC. 8 - 2024-03-31 65,093 $5,678,000 -31,575
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2278 - 2024-03-31 57,787 $5,041,000 -2,371
   PACIFIC SUN FINANCIAL CORP 4 - 2024-03-31 56,200 $4,902,000 -135
   ERn Financial LLC 34 - 2024-03-31 55,714 $4,860,000 -2,420
   Strategies Wealth Advisors LLC 20 - 2024-03-31 52,352 $4,567,000 -304
   BARRETT & COMPANY INC. 11 - 2024-03-31 51,939 $4,531,000 -819
   Diversified LLC 14 - 2024-03-31 51,601 $4,501,000 -15,068
   ROYAL BANK OF CANADA 1982 - 2024-03-31 50,931 $4,443,000 -16,638
   PINNACLE FINANCIAL PARTNERS INC 173 - 2024-03-31 49,728 $4,338,000 -1,886
   WALLER FINANCIAL PLANNING GROUP INC 23 - 2024-03-31 49,642 $4,330,000 -55
   Fragasso Group Inc. 53 - 2024-03-31 49,533 $4,321,000 -676
   MONETA GROUP INVESTMENT ADVISORS INC 128 - 2023-12-31 48,398 $4,048,000 -3,693
   Emerald Investment Partners LLC 38 - 2024-03-31 45,963 $4,009,000 -8,197
   Spire Wealth Management 187 - 2024-03-31 45,255 $3,948,000 -3,116
   CI Private Wealth LLC 785 - 2024-03-31 43,409 $3,787,000 -281
   M&T BANK CORP 489 - 2024-03-31 41,768 $3,643,000 -20,038
   MML INVESTORS SERVICES LLC 804 - 2024-03-31 38,957 $3,398,000 -251
   Strategic Advocates LLC 17 - 2024-03-31 36,124 $3,151,000 -90,830
   EisnerAmper Wealth Management Corporate Benefits L 25 - 2023-12-31 33,428 $2,796,000 -3,485
   HARBOUR INVESTMENTS INC. 186 - 2023-12-31 30,493 $2,550,000 -895
   Gladstone Institutional Advisory LLC 189 - 2024-03-31 27,180 $2,371,000 -477
   Advisor OS LLC 71 - 2024-03-31 26,078 $2,275,000 -1,335
   Mutual Advisors LLC 249 - 2024-03-31 25,222 $2,200,000 -1,244
   SAGE FINANCIAL GROUP INC 38 - 2024-03-31 25,049 $2,185,000 -925
   DAVIDSON D A & CO 507 - 2024-03-31 24,267 $2,117,000 -783
   COLONY GROUP, LLC 481 - 2024-03-31 23,042 $2,010,000 -1,292
   OHE FINANCIAL INC 71 - 2024-03-31 22,342 $1,949,000 -308
   EQIS CAPITAL MANAGEMENT, INC. 124 - 2024-03-31 22,187 $1,935,000 -1,690
   STILLWATER CAPITAL ADVISORS, LLC 41 - 2024-03-31 21,945 $1,914,000 -418
   Larson Financial Group LLC 128 - 2024-03-31 20,784 $1,813,000 -129
   Tobias Financial Advisors Inc. 41 - 2024-03-31 20,024 $1,747,000 -68
   Stratos Wealth Partners LTD. 468 - 2024-03-31 19,867 $1,733,000 -46,639
   Diligent Investors LLC 53 - 2024-03-31 19,844 $1,731,000 -798
   Barden Capital Management Inc. 24 - 2024-03-31 19,230 $1,677,000 -6,641
   Corrigan Financial Inc. 31 - 2024-03-31 19,201 $1,675,000 -267
   COLONY GROUP LLC 360 - 2023-09-30 22,155 $1,623,000 -1,803
   Financial Advisors Network Inc. 49 - 2023-12-31 19,300 $1,614,000 -1,257
   Octavia Wealth Advisors LLC 50 - 2024-03-31 18,491 $1,613,000 -158,544
   PALISADES HUDSON ASSET MANAGEMENT L.P. 24 - 2024-03-31 17,956 $1,566,000 -1,160
   Indie Asset Partners LLC 11 - 2024-03-31 17,917 $1,563,000 -498
   Quent Capital LLC 75 - 2024-03-31 17,493 $1,526,000 -4,304
   Pensionmark Financial Group LLC 100 - 2024-03-31 17,432 $1,521,000 -3,842
   Lane & Associates LLC 25 - 2024-03-31 17,003 $1,483,000 -490
   Laidlaw Wealth Management LLC 41 - 2024-03-31 15,683 $1,368,000 -4,255
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 27 - 2024-03-31 15,387 $1,342,000 -1,394
   LTG Capital LLC 18 - 2024-03-31 15,355 $1,339,000 -99
   Financial Network Wealth Advisors LLC 15 - 2024-03-31 14,902 $1,300,000 -157
   YHB INVESTMENT ADVISORS, INC. 137 - 2024-03-31 14,832 $1,294,000 -1,469
   Connecticut Wealth Management LLC 122 - 2024-03-31 14,762 $1,288,000 -327
   Investors Research Corp 71 - 2024-03-31 14,365 $1,253,000 -32
   RAYMOND JAMES & ASSOCIATES 2474 - 2024-03-31 13,555 $1,182,000 -41
   Total Wealth Planning LLC 49 - 2024-03-31 13,155 $1,148,000 -1,033
   GIRARD PARTNERS LTD. 135 - 2024-03-31 13,138 $1,146,000 -145
   TRITONPOINT WEALTH LLC 138 - 2024-03-31 13,510 $1,130,000 -1,290
   GUARANTY TRUST CO OF MISSOURI /MO/ 301 - 2024-03-31 12,860 $1,122,000 -870
   PSI Advisors LLC 51 - 2024-03-31 11,448 $999,000 -475
   VANCE WEALTH INC. 40 - 2024-03-31 11,362 $991,000 -42
   Stratos Wealth Advisors LLC 328 - 2024-03-31 11,267 $983,000 -58
   Cerro Pacific Wealth Advisors LLC 52 - 2023-03-31 13,256 $978,000 -613
   GREAT VALLEY ADVISOR GROUP INC. 376 - 2024-03-31 11,009 $961,000 -48
   Asset Dedication LLC 171 - 2024-03-31 10,782 $942,000 -204
   Change Path LLC 401 - 2024-03-31 10,364 $904,000 -1,675
   MOSAIC FAMILY WEALTH PARTNERS LLC 80 - 2023-12-31 10,567 $884,000 -217
   ATLAS BROWNINC 90 - 2024-03-31 9,450 $824,000 -554
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 608 - 2024-03-31 9,334 $814,000 -1,423
   Winthrop Capital Management LLC 42 - 2024-03-31 9,196 $802,000 -724
   WRAPMANAGER INC 98 - 2024-03-31 8,805 $768,000 -70
   Moloney Securities Asset Management LLC 203 - 2024-03-31 8,736 $762,000 -466
   Resources Investment Advisors Inc. 597 - 2024-03-31 8,556 $746,000 -1,485
   Fiduciary Alliance LLC 103 - 2024-03-31 8,359 $725,000 -918
   Integrys Wealth Advisors LLC 73 - 2024-03-31 8,253 $720,000 -24
   Foster Victor Wealth Advisors LLC 108 - 2024-03-31 7,862 $665,000 -25
   Nelson Van Denburg & Campbell Wealth Management Gr 387 - 2024-03-31 7,097 $619,000 -113
  100 Records found
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