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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$65.05 0.14 (0.22%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 520    11
Total shares held : 
 78,690,623  
% of shares held : 
 81.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 4,195,326  
% of shares held change : 
   4.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.39  
Last Quarter's Ending Price : 
 $58.45  
Last Quarter's Average Price : 
 $54.60  
Change from last quarter's     
avg. price to the last closing  : 
10.45 (19.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,003,971
 1.28%
 
Increased Positions :
186
 7,994,636
 10.16%
 
Unchanged Positions :
98
 3,871,698
 4.92%
 
Decreased Positions :
200
-4,401,968
-5.59%
 
Closed Positions :
25
-401,313
-0.51%
 
Guru Positions :
1
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
   LPL FINANCIAL CORP 76 - 2024-03-31 8,429,880 $540,777,000 -342,012
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 64 - 2024-03-31 1,946,291 $124,855,000 -2,556,772
   Advisor Group Holdings Inc. 110 - 2024-03-31 1,276,257 $81,872,000 -49,082
   AMERIVEST INVESTMENT MANAGEMENT LLC 31 - 2023-06-30 1,126,375 $61,320,000 -53,301
   Financial Strategies Group Inc. 1 - 2024-03-31 779,256 $49,607,000 -107,805
   Blueprint Investment Partners LLC 1 - 2024-03-31 767,440 $49,231,000 -106,981
   WELLS FARGO & CO/MN 740 - 2024-03-31 723,424 $46,408,000 -352,610
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 2 - 2024-03-31 704,824 $45,214,000 -14,627
   Stratos Wealth Partners LTD. 22 - 2024-03-31 693,766 $44,505,000 -343,394
   Weitzel Financial Services Inc. 1 - 2024-03-31 684,366 $43,754,000 -488
   Rinkey Investments 2 - 2024-03-31 627,955 $40,283,000 -5,148
   HPM Partners LLC 190 - 2024-03-31 597,829 $38,351,000 -2,036
   Royal Harbor Partners LLC 1 - 2024-03-31 563,074 $36,121,000 -124,936
   Treasure Coast Financial Planning 1 - 2024-03-31 510,481 $32,747,000 -18,208
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1316 - 2024-03-31 499,858 $32,066,000 -88,340
   Barber Financial Group Inc. 5 - 2023-03-31 632,373 $31,891,000 -91,901
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 361 - 2024-03-31 496,576 $31,855,000 -125,920
   PARK AVENUE SECURITIES LLC 37 - 2024-03-31 492,899 $31,619,000 -64,252
   GM Advisory Group Inc. 14 - 2024-03-31 452,643 $29,037,000 -2,560
   VisionPoint Advisory Group LLC 1 - 2024-03-31 416,204 $26,700,000 -79,407
   SigFig Wealth Management LLC 19 - 2024-03-31 443,662 $25,908,000 -37,333
   N.E.W. Advisory Services LLC 9 - 2024-03-31 386,398 $24,788,000 -18,555
   Strategic Financial Group LLC - 2023-12-31 392,291 $22,929,000 -141,656
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 221 - 2024-03-31 353,735 $22,692,000 -164,549
   Aquire Wealth Advisors LLC 4 - 2024-03-31 340,208 $21,824,000 -5,105
   RVW Wealth LLC 15 - 2024-03-31 331,629 $21,274,000 -6,897
   Fox Financial Inc 1 - 2024-03-31 325,628 $20,889,000 -4,938
   DORVAL Corp 2 - 2024-03-31 307,126 $19,137,000 -2,943
   CALLAN CAPITAL, LLC 18 - 2024-03-31 297,395 $19,078,000 -35,653
   ANNEX ADVISORY SERVICES, LLC 34 - 2024-03-31 292,287 $18,750,000 -6,251
   MONEY CONCEPTS CAPITAL CORP 7 - 2024-03-31 285,577 $18,320,000 -45,087
   Compass Financial Group INC/SD 8 - 2024-03-31 276,260 $17,722,000 -7,115
   Parallel Advisors LLC 39 - 2024-03-31 272,941 $17,509,000 -11,697
   WAYNE HUMMER ASSET MANAGEMENT CO 137 - 2024-03-31 269,153 $17,266,000 -505
   PURE FINANCIAL ADVISORS, INC. 39 - 2024-03-31 253,557 $16,266,000 -7,957
   Jacobi Capital Management LLC 9 - 2024-03-31 240,971 $15,458,000 -5,472
   BIP Wealth LLC 13 - 2024-03-31 237,945 $15,264,000 -10,384
   Wealth Management Solutions LLC 3 - 2023-09-30 267,152 $14,023,000 -5,265
   BB&T CORP 543 - 2024-03-31 194,650 $12,487,000 -2,696
   IAG Wealth Partners LLC 12 - 2024-03-31 188,914 $12,119,000 -6,899
   RETIREMENT CAPITAL STRATEGIES 5 - 2024-03-31 188,132 $12,069,000 -66,790
   GOLDMAN SACHS GROUP INC/ 1914 - 2024-03-31 187,700 $12,041,000 -403,609
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 169 - 2024-03-31 182,568 $11,712,000 -24,827
   SENTINEL PENSION ADVISORS INC 7 - 2024-03-31 177,617 $11,394,000 -5,411
   MML INVESTORS SERVICES LLC 374 - 2024-03-31 176,907 $11,349,000 -10,482
   Snowden Capital Advisors LLC 62 - 2024-03-31 166,203 $10,662,000 -125,739
   Bridgewealth Advisory Group LLC 3 - 2024-03-31 166,133 $10,657,000 -9,445
   Balentine LLC 29 - 2024-03-31 163,664 $10,499,000 -140,087
   Astor Investment Management LLC 8 - 2024-03-31 163,235 $10,472,000 -210,913
   EVENSKY & KATZ INC 21 - 2024-03-31 162,476 $10,423,000 -5,822
   BEACON FINANCIAL GROUP 17 - 2024-03-31 159,893 $10,257,000 -11,476
   Larson Financial Group LLC 32 - 2024-03-31 154,663 $9,922,000 -9,645
   Investors Research Corp 6 - 2024-03-31 154,046 $9,882,000 -5,715
   Iron Financial LLC 5 - 2024-03-31 147,141 $9,439,000 -3,613
   Integrated Wealth Concepts LLC 179 - 2024-03-31 132,703 $8,513,000 -46,763
   COMMONWEALTH EQUITY SERVICES LLC. 870 - 2024-03-31 131,805 $8,455,000 -7,595
   Krueger & Catalano Capital Partners LLC 2 - 2024-03-31 131,002 $8,404,000 -1,819
   Summit Investment Advisory Services LLC 5 - 2024-03-31 128,811 $8,263,000 -1,859
   Perennial Investment Advisors LLC 17 - 2024-03-31 128,210 $8,225,000 -9,289
   PAX Financial Group LLC 13 - 2024-03-31 126,564 $8,119,000 -11,196
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 83 - 2024-03-31 122,292 $7,845,000 -17,019
   Capital Analysts Inc. 69 - 2024-03-31 117,343 $7,528,000 -13,266
   SENTINEL TRUST CO LBA 19 - 2024-03-31 115,187 $7,389,000 -19,863
   IHT Wealth Management LLC 68 - 2024-03-31 112,741 $7,232,000 -6,467
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 23 - 2024-03-31 108,534 $6,962,000 -121
   Kestra Advisory Services LLC 419 - 2024-03-31 107,600 $6,903,000 -14,729
   SFG Wealth Management LLC. 5 - 2024-03-31 103,199 $6,620,000 -8,632
   KWB Wealth 24 - 2024-03-31 98,175 $6,298,000 -5,733
   DANIELS&TANSEY,LLP 10 - 2023-09-30 14,486 $6,221,000 -18,298
   UBS Group AG 1993 - 2024-03-31 96,541 $6,193,000 -17,416
   Tempus Wealth Planning LLC 5 - 2024-03-31 94,527 $6,064,000 -2,662
   WNY Asset Management LLC 26 - 2024-03-31 93,319 $5,986,000 -2,507
   Mutual Advisors LLC 109 - 2024-03-31 89,572 $5,746,000 -10,368
   XML Financial LLC 47 - 2024-03-31 89,401 $5,735,000 -2,193
   SAVANT CAPITAL MANAGEMENT INC 175 - 2024-03-31 87,457 $5,610,000 -2,236
   RAYMOND JAMES & ASSOCIATES 1515 - 2024-03-31 84,955 $5,450,000 -2,571
   STERNECK CAPITAL MANAGEMENT, LLC 8 - 2024-03-31 82,584 $5,298,000 -1,102
   Peterson Wealth Advisors LLC 14 - 2024-03-31 79,480 $5,099,000 -31,684
   Integrated Capital Management Inc. 9 - 2024-03-31 76,235 $4,890,000 -4,843
   Values Added Financial LLC 8 - 2024-03-31 75,888 $4,868,000 -3,647
   Slagle Financial LLC 7 - 2024-03-31 72,605 $4,658,000 -79,197
   CI Private Wealth LLC 748 - 2024-03-31 66,880 $4,290,000 -4,486
   Journey Advisory Group LLC 53 - 2024-03-31 66,429 $4,261,000 -876
   Benedetti & Gucer Inc. 9 - 2024-03-31 65,457 $4,199,000 -246
   Austin Wealth Management LLC 27 - 2023-12-31 68,546 $4,194,000 -4,269
   Praetorian Wealth Management Inc. 24 - 2024-03-31 63,790 $4,092,000 -5,936
   Garrett Investment Advisors LLC 51 - 2024-03-31 53,945 $3,461,000 -790
   JT Stratford LLC 27 - 2024-03-31 51,570 $3,308,000 -2,979
   Compass Financial Group Inc. 19 - 2024-03-31 49,169 $3,154,000 -181
   Orion Portfolio Solutions LLC 463 - 2024-03-31 47,921 $3,074,000 -765
   Equita Financial Network Inc. 22 - 2024-03-31 46,130 $2,959,000 -109,262
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 695 - 2024-03-31 44,049 $2,826,000 -197
   Resources Investment Advisors Inc. 270 - 2024-03-31 43,874 $2,815,000 -6,672
   AE Wealth Management LLC 423 - 2024-03-31 41,342 $2,652,000 -194,134
   BUCKINGHAM ASSET MANAGEMENT, LLC 211 - 2024-03-31 40,839 $2,620,000 -469
   SFMG, LLC 58 - 2024-03-31 40,596 $2,604,000 -1,877
   FINANCIAL NETWORK 908 - 2024-03-31 40,351 $2,589,000 -792
   Atria Wealth Solutions Inc. 567 - 2024-03-31 38,430 $2,465,000 -11,538
   Winthrop Advisory Group LLC 38 - 2024-03-31 32,709 $2,393,000 -431,628
   Priebe Wealth Holdings LLC 11 - 2024-03-31 37,250 $2,390,000 -480
  100 Records found
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