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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$49.21 0.20 (0.41%) as of 4:30 Fri 5/24


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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  : 
6.08 (14.1%)  




 
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
   FINANCIAL ENGINES ADVISORS L.L.C. 1 - 2024-03-31 73,899,224 $3,702,351,000 -524,325
   UBS Group AG 193 - 2024-03-31 6,235,556 $312,401,000 -285,201
   HORIZON INVESTMENTS, LLC/SC 3 - 2024-03-31 5,864,304 $293,802,000 -2,527,104
   ENVESTNET ASSET MANAGEMENT INC 247 - 2024-03-31 4,195,089 $210,174,000 -8,922,413
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 67 - 2024-03-31 4,175,982 $209,217,000 -460,533
   FRANKLIN RESOURCES INC 298 - 2024-03-31 3,654,223 $183,077,000 -22,016
   TIAA TRUST NATIONAL ASSOCIATION 47 - 2024-03-31 3,174,658 $159,050,000 -35,471
   ROYAL BANK OF CANADA 353 - 2024-03-31 3,172,860 $158,960,000 -1,325,826
   Betterment LLC 31 - 2024-03-31 3,143,543 $157,492,000 -220,818
   NICOLET ADVISORY SERVICES LLC 1 - 2024-03-31 3,031,049 $149,734,000 -67,731
   BANK OF NEW YORK MELLON CORP 482 - 2024-03-31 2,973,779 $148,986,000 -1,009,429
   Advisor Group Holdings Inc. 50 - 2024-03-31 2,955,708 $148,084,000 -4,320,743
   PFS INVESTMENTS INC. 6 - 2023-06-30 3,010,747 $130,064,000 -157,299
   MARINER WEALTH ADVISORS, LLC 102 - 2024-03-31 1,953,163 $97,853,000 -371,887
   NorthRock Partners LLC 2 - 2024-03-31 1,946,406 $97,515,000 -24,380
   FINANCIAL NETWORK 37 - 2024-03-31 1,741,695 $87,259,000 -9,009
   ERTS Wealth Advisors LLC 1 - 2024-03-31 1,542,886 $77,299,000 -622
   AE Wealth Management LLC 16 - 2024-03-31 1,511,828 $75,743,000 -509,788
   GOLDMAN SACHS GROUP INC/ 803 - 2024-03-31 1,486,825 $74,490,000 -151,747
   NOTTINGHAM ADVISORS INC 3 - 2024-03-31 1,179,481 $59,092,000 -21,008
   Klingman & Associates LLC 5 - 2024-03-31 1,121,263 $56,175,000 -35,909
   NICOLET BANKSHARES INC 1 - 2024-03-31 1,103,040 $55,262,000 -5,868
   CoreCap Advisors LLC 2 - 2023-12-31 1,173,660 $54,728,000 -14,047
   COMMONWEALTH EQUITY SERVICES LLC. 221 - 2024-03-31 1,032,270 $51,717,000 -40,518
   AMERIVEST INVESTMENT MANAGEMENT LLC 34 - 2023-06-30 1,112,814 $48,073,000 -148,239
   FLAGSHIP HARBOR ADVISORS LLC 2 - 2024-03-31 944,420 $47,316,000 -283,124
   ACCREDITED INVESTORS INC. 14 - 2024-03-31 909,520 $45,567,000 -49,356
   Alera Investment Advisors LLC 4 - 2024-03-31 903,310 $45,256,000 -109,215
   Whitcomb & Hess Inc. 1 - 2024-03-31 862,336 $43,203,000 -73,350
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 195 - 2024-03-31 810,941 $40,628,000 -845,563
   Perennial Investment Advisors LLC 2 - 2024-03-31 784,815 $39,319,000 -83,197
   MERCER GLOBAL ADVISORS INC /ADV 124 - 2024-03-31 784,182 $39,286,000 -345,595
   Facet Wealth Inc. 17 - 2024-03-31 807,241 $39,256,000 -26,659
   Envestnet Portfolio Solutions Inc. 87 - 2024-03-31 746,971 $37,423,000 -322,662
   PRUDENTIAL FINANCIAL INC 297 - 2024-03-31 725,728 $36,359,000 -24,405
   FOUNDERS FINANCIAL SECURITIES LLC 2 - 2024-03-31 698,083 $34,974,000 -190,853
   Measured Wealth Private Client Group LLC 1 - 2024-03-31 687,020 $34,420,000 -36,014
   BIP Wealth LLC 8 - 2024-03-31 665,534 $33,343,000 -77,305
   CI Private Wealth LLC 296 - 2024-03-31 653,163 $32,723,000 -32,964
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 214 - 2023-09-30 779,080 $32,145,000 -10,316
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 19 - 2024-03-31 609,378 $30,530,000 -80,440
   Integrys Wealth Advisors LLC 7 - 2024-03-31 585,273 $29,322,000 -10,377
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 4 - 2024-03-31 570,095 $28,562,000 -7,644
   NORTHERN TRUST CORP 1360 - 2024-03-31 556,009 $27,856,000 -24
   Cetera Investment Advisers 60 - 2024-03-31 535,965 $26,852,000 -283,072
   Choice Wealth Advisors LLC 1 - 2024-03-31 528,449 $26,475,000 -21,115
   First Command Advisory Services Inc. 17 - 2024-03-31 479,880 $24,085,000 -37,724
   ALESCO ADVISORS LLC 19 - 2024-03-31 478,978 $23,997,000 -424,314
   Pinnacle Wealth Planning Services Inc. 4 - 2024-03-31 450,499 $22,570,000 -2,364
   Western Wealth Management LLC 8 - 2024-03-31 446,710 $22,380,000 -38,526
   WINDSOR CAPITAL MANAGEMENT, LLC 2 - 2024-03-31 422,223 $21,153,000 -2,341
   Yeomans Consulting Group Inc. 4 - 2024-03-31 415,754 $20,829,000 -58,751
   Money Design Co.Ltd. 23 - 2024-03-31 415,268 $20,805,000 -63,814
   PURE FINANCIAL ADVISORS, INC. 33 - 2024-03-31 390,287 $19,553,000 -13,941
   Larson Financial Group LLC 12 - 2024-03-31 378,291 $18,952,000 -29,433
   Hamilton Capital Management Inc. 6 - 2024-03-31 369,990 $18,536,000 -101,965
   Ackerman Capital Advisors LLC 3 - 2024-03-31 367,001 $18,387,000 -23,297
   MERITAGE PORTFOLIO MANAGEMENT 13 - 2024-03-31 359,106 $17,991,000 -180,088
   M&T BANK CORP 224 - 2024-03-31 352,830 $17,677,000 -19,089
   Leicht Financial Planning & Wealth Management Inc. 3 - 2024-03-31 349,988 $17,534,000 -15,492
   Navalign LLC 5 - 2024-03-31 338,301 $16,949,000 -1,448
   Baird Financial Group Inc. 364 - 2024-03-31 334,676 $16,767,000 -39,005
   Wealth Advisors of Iowa LLC 3 - 2024-03-31 315,092 $15,786,000 -1,945
   McAdam LLC 18 - 2024-03-31 311,305 $15,596,000 -3,854
   Diligent Investors LLC 3 - 2024-03-31 303,082 $15,184,000 -1,499
   TPG Financial Advisors LLC 3 - 2023-12-31 321,705 $15,101,000 -951
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1773 - 2024-03-31 300,193 $15,040,000 -22,260
   Great Lakes Retirement Inc. 11 - 2024-03-31 284,961 $14,277,000 -4,759
   Destiny Capital Corp/CO 2 - 2024-03-31 284,808 $14,269,000 -8,186
   Systelligence LLC 12 - 2024-03-31 258,943 $12,973,000 -6,271
   RESTON WEALTH MANAGEMENT LLC 7 - 2024-03-31 252,954 $12,673,000 -9,782
   Atria Wealth Solutions Inc. 156 - 2024-03-31 248,461 $12,448,000 -117,057
   Wells Financial Advisors INC 2 - 2024-03-31 241,862 $12,117,000 -1,832
   Optimist Retirement Group LLC 3 - 2024-03-31 223,327 $11,189,000 -4,508
   JUNCTURE WEALTH STRATEGIES LLC 4 - 2024-03-31 204,761 $10,259,000 -1,546
   Spire Wealth Management 97 - 2024-03-31 204,656 $10,253,000 -5,229
   AXXCESS WEALTH MANAGEMENT LLC 72 - 2024-03-31 203,471 $10,194,000 -9,631
   JNBA FINANCIAL ADVISORS 26 - 2024-03-31 200,540 $10,047,000 -79,955
   MONTICELLO WEALTH MANAGEMENT LLC 19 - 2024-03-31 196,468 $9,843,000 -32,205
   Sargent Investment Group LLC 15 - 2024-03-31 172,829 $8,659,000 -3,369
   Financial Planning & Information Services Inc. 22 - 2024-03-31 170,392 $8,537,000 -6,550
   Atlantic Trust Group LLC 346 - 2024-03-31 166,921 $8,311,000 -35,797
   Financial Gravity Wealth Inc. 15 - 2024-03-31 158,615 $7,947,000 -1,719,032
   CHURCHILL MANAGEMENT GROUP /CA/ 85 - 2024-03-31 155,948 $7,813,000 -20,753
   PECAUT & CO. 10 - 2024-03-31 151,497 $7,590,000 -5,847
   SILVER OAK SECURITIES Inc 22 - 2024-03-31 145,004 $7,265,000 -24,860
   Auour Investments LLC 7 - 2024-03-31 134,313 $6,729,000 -187
   MERRIMAN WEALTH MANAGEMENT, LLC 36 - 2024-03-31 132,149 $6,621,000 -2,733
   EQIS CAPITAL MANAGEMENT, INC. 37 - 2024-03-31 125,894 $6,307,000 -11,860
   SAVANT CAPITAL MANAGEMENT INC 164 - 2024-03-31 125,376 $6,281,000 -5,262
   Intergy Private Wealth LLC 10 - 2024-03-31 122,973 $6,161,000 -136
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 245 - 2024-03-31 122,175 $6,121,000 -18,220
   BCS Wealth Management 8 - 2024-03-31 120,701 $6,047,000 -3,240
   MY PURPOSEFUL WEALTH CORP. 7 - 2024-03-31 119,650 $5,994,000 -94,727
   Occidental Asset Management LLC 20 - 2024-03-31 118,193 $5,921,000 -329
   J.W. COLE ADVISORS INC. 70 - 2024-03-31 118,114 $5,918,000 -22
   PACIFIC FINANCIAL GROUP INC 8 - 2024-03-31 117,319 $5,878,000 -11,097
   Cooper Financial Group 22 - 2024-03-31 117,166 $5,870,000 -936
   PAX Financial Group LLC 22 - 2024-03-31 117,025 $5,863,000 -6,946
   Barber Financial Group Inc. 17 - 2023-03-31 141,049 $5,744,000 -9,119
  100 Records found
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