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Get Institutions for : 
Spdr Russell 2000 (TWOK)  
$42.62 0.27 (0.63%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 723    26
Total shares held : 
 175,590,815  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   115  
Amount of shares held : 
 11,736,054  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.40  
Last Quarter's Ending Price : 
 $42.18  
Last Quarter's Average Price : 
 $37.68  
Change from last quarter's     
avg. price to the last closing  : 
4.94 (13.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 7,713,249
 4.39%
 
Increased Positions :
317
 12,882,950
 7.34%
 
Unchanged Positions :
109
 7,750,535
 4.41%
 
Decreased Positions :
228
-7,356,831
-4.19%
 
Closed Positions :
43
-1,503,314
-0.86%
 
Guru Positions :
1
10,459
 0.01%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 475 - 2024-03-31 6,930,627 $298,294,000 -128,586
   AMERIPRISE FINANCIAL INC 279 - 2024-03-31 6,142,958 $264,470,000 -14,594
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 305 - 2024-03-31 5,503,031 $236,850,000 -1,836,293
   RICHARD BERNSTEIN ADVISORS LLC 9 - 2024-03-31 3,516,927 $151,369,000 -105,838
   ENVESTNET ASSET MANAGEMENT INC 349 - 2024-03-31 3,208,682 $138,102,000 -354,538
   CREATIVE PLANNING 69 - 2024-03-31 3,203,634 $137,884,000 -129,801
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17 - 2024-03-31 1,665,635 $71,689,000 -1,701,968
   MARINER WEALTH ADVISORS, LLC 150 - 2024-03-31 1,484,170 $63,879,000 -18,128
   STATE STREET CORP 1671 - 2024-03-31 1,289,490 $55,500,000 -395,092
   MORNINGSTAR INVESTMENT SERVICES, INC. 48 - 2024-03-31 1,238,063 $53,014,000 -58,533
   Merit Financial Group LLC 16 - 2024-03-31 1,270,319 $53,010,000 -568,988
   Elo Mutual Pension Insurance Co 12 - 2024-03-31 1,174,606 $50,555,000 -259,774
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 144 - 2024-03-31 960,836 $41,354,000 -62,996
   WELLS FARGO & CO/MN 815 - 2024-03-31 892,668 $38,420,000 -204,895
   Austin Private Wealth LLC 4 - 2024-03-31 832,246 $35,038,000 -33,199
   WALLER FINANCIAL PLANNING GROUP INC 2 - 2024-03-31 801,325 $34,489,000 -5,174
   OBERMEYER ASSET MANAGEMENT CO 18 - 2024-03-31 756,957 $32,579,000 -305,085
   FINANCIAL NETWORK 122 - 2024-03-31 745,679 $32,094,000 -44,609
   Atlas Private Wealth Advisors 2 - 2024-03-31 673,308 $28,980,000 -502,762
   Integrated Wealth Concepts LLC 37 - 2024-03-31 654,031 $28,149,000 -22,039
   Resources Investment Advisors Inc. 62 - 2024-03-31 495,360 $21,320,000 -38,079
   THRIVENT FINANCIAL FOR LUTHERANS 439 - 2024-03-31 483,052 $20,791,000 -168,504
   Good Life Advisors LLC 11 - 2024-03-31 482,298 $20,758,000 -7,536
   Financial Security Advisor Inc. 3 - 2024-03-31 451,747 $19,443,000 -5,866
   IHT Wealth Management LLC 21 - 2024-03-31 403,541 $17,368,000 -20,484
   McNamara Financial Services Inc. 8 - 2024-03-31 387,461 $16,676,000 -1,136
   Fox Financial Inc 5 - 2024-03-31 362,876 $15,618,000 -2,114
   OneAscent Financial Services LLC 11 - 2024-03-31 353,506 $15,215,000 -80,954
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 659 - 2024-03-31 322,188 $13,867,000 -362,740
   ALPS ADVISERS INC 112 - 2024-03-31 320,395 $13,790,000 -3,000
   Financial Gravity Wealth Inc. 8 - 2024-03-31 314,740 $13,546,000 -3,338,971
   RVW Wealth LLC 27 - 2024-03-31 308,299 $13,269,000 -26,724
   Valeo Financial Advisors LLC 27 - 2024-03-31 311,131 $12,791,000 -3,203
   TEXAS PERMANENT SCHOOL FUND 176 - 2024-03-31 279,184 $12,016,000 -116,100
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 8 - 2024-03-31 273,072 $11,753,000 -65,096
   PURE FINANCIAL ADVISORS, INC. 48 - 2024-03-31 271,296 $11,677,000 -4,772
   KWB Wealth 16 - 2024-03-31 267,966 $11,533,000 -5,674
   Western Wealth Management LLC 22 - 2024-03-31 259,996 $11,190,000 -8,072
   Financial Insights Inc. 8 - 2024-03-31 251,517 $10,825,000 -24,251
   Banco Santander S.A. 119 - 2024-03-31 239,695 $10,316,000 -171,245
   Kestra Advisory Services LLC 306 - 2024-03-31 232,876 $10,023,000 -223,108
   Aspire Capital Advisors LLC 10 - 2024-03-31 221,547 $9,535,000 -32,421
   MONTICELLO WEALTH MANAGEMENT LLC 24 - 2024-03-31 204,543 $8,804,000 -136,700
   Pachira Investments Inc. 7 - 2024-03-31 200,695 $8,638,000 -14,275
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 398 - 2023-09-30 232,940 $8,595,000 -22,767
   Sterling Investment Advisors Ltd. 10 - 2024-03-31 75,834 $8,381,000 -953
   Sterling Manor Financial LLC 8 - 2024-03-31 186,778 $8,039,000 -2,835
   Larson Financial Group LLC 35 - 2024-03-31 185,111 $7,967,000 -15,726
   ANNEX ADVISORY SERVICES, LLC 67 - 2024-03-31 179,914 $7,743,000 -61,382
   DAVIDSON D A & CO 218 - 2024-03-31 177,007 $7,618,000 -40,033
   Wealth Management Solutions LLC 7 - 2023-09-30 204,647 $7,551,000 -2,788
   HARVEST GROUP WEALTH MANAGEMENT LLC 8 - 2023-03-31 194,090 $7,331,000 -6,646
   PSI Advisors LLC 9 - 2024-03-31 150,426 $6,474,000 -16,269
   Aspire Private Capital LLC 15 - 2024-03-31 150,345 $6,471,000 -17,124
   Impact Partnership Wealth LLC 8 - 2024-03-31 141,895 $6,107,000 -5,258
   Cetera Investment Advisers 266 - 2024-03-31 141,804 $6,103,000 -18,661
   BANK OF NEW YORK MELLON CORP 2231 - 2024-03-31 137,122 $5,902,000 -488,512
   Hibernia Wealth Partners LLC 7 - 2024-03-31 132,702 $5,711,000 -15,059
   MULTIFINANCIAL SECURITIES CORP 420 - 2024-03-31 129,612 $5,579,000 -8,214
   GeoWealth Management LLC 83 - 2024-03-31 125,168 $5,387,000 -406
   Ironwood Wealth Management LLC. 12 - 2024-03-31 123,952 $5,335,000 -2,399
   Vivaldi Capital Management LLC 16 - 2024-03-31 122,201 $5,189,000 -1,316
   WRAPMANAGER INC 16 - 2024-03-31 114,845 $4,943,000 -50,461
   FINANCIAL COUNSELORS INC 188 - 2024-03-31 113,825 $4,899,000 -199
   Pathstone Holdings LLC 514 - 2024-03-31 112,745 $4,853,000 -4,578
   AYRSHIRE ASSOCIATES INC 22 - 2024-03-31 112,327 $4,835,000 -9,069
   Strategic Financial Group LLC - 2023-12-31 111,607 $4,708,000 -169
   Destiny Capital Corp/CO 12 - 2024-03-31 104,898 $4,515,000 -8,049
   Strategic Financial Planning Inc. 9 - 2024-03-31 102,788 $4,424,000 -1,236
   Atria Wealth Solutions Inc. 377 - 2024-03-31 100,250 $4,315,000 -6,707
   HPM Partners LLC 700 - 2024-03-31 97,106 $4,180,000 -167
   Wealthquest Corp 26 - 2024-03-31 93,204 $4,012,000 -30,886
   HUDSON VALLEY INVESTMENT ADVISORS INC 62 - 2024-03-31 88,644 $3,815,000 -1,600
   WCG Wealth Advisors LLC 76 - 2024-03-31 85,593 $3,684,000 -3,217
   626 Financial LLC 11 - 2024-03-31 85,127 $3,664,000 -4,898
   M HOLDINGS SECURITIES, INC. 39 - 2024-03-31 76,843 $3,307,000 -1,175
   GRIMES & COMPANY INC 111 - 2024-03-31 73,047 $3,144,000 -5,142
   Sequoia Financial Advisors LLC 260 - 2024-03-31 72,362 $3,114,000 -2,205
   DEUTSCHE BANK AG 1419 - 2024-03-31 72,215 $3,108,000 -4,923
   JANNEY MONTGOMERY SCOTT LLC 958 - 2024-03-31 70,265 $3,024,000 -5,780
   BCGM Wealth Management LLC 30 - 2024-03-31 68,503 $2,948,000 -109
   Northeast Financial Consultants Inc 93 - 2024-03-31 66,111 $2,845,000 -266
   Financial Synergies Wealth Advisors Inc. 30 - 2024-03-31 61,435 $2,644,000 -209,126
   Affinity Capital Advisors LLC 34 - 2024-03-31 61,052 $2,628,000 -4,981
   ERn Financial LLC 50 - 2024-03-31 60,915 $2,622,000 -6
   Atlantic Trust Group LLC 495 - 2024-03-31 60,290 $2,569,000 -24,062
   Prairie Sky Financial Group LLC 16 - 2024-03-31 58,432 $2,515,000 -12,797
   IFG Advisors LLC 23 - 2024-03-31 57,993 $2,496,000 -976
   Gateway Wealth Partners LLC 30 - 2024-03-31 57,972 $2,495,000 -11,557
   AE Wealth Management LLC 445 - 2024-03-31 57,445 $2,472,000 -758,494
   Towercrest Capital Management 39 - 2024-03-31 55,563 $2,391,000 -3,718
   Modern Wealth Management LLC 65 - 2024-03-31 55,993 $2,377,000 -2,745
   Raleigh Capital Management Inc. 21 - 2024-03-31 50,864 $2,189,000 -1,692
   SigFig Wealth Management LLC 76 - 2024-03-31 49,958 $2,150,000 -18,024
   ICA Group Wealth Management LLC 46 - 2024-03-31 49,313 $2,122,000 -3,565
   Alliance Wealth Management Group 37 - 2024-03-31 47,362 $2,038,000 -3,481
   NovaPoint Capital LLC 53 - 2024-03-31 47,304 $2,036,000 -14,577
   IFP Advisors Inc 241 - 2023-12-31 45,556 $1,922,000 -43,949
   G&S Capital LLC 44 - 2024-03-31 44,520 $1,916,000 -3,500
   Clarus Wealth Advisors 24 - 2024-03-31 45,576 $1,874,000 -10,673
  100 Records found
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