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Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$87.28 0.69 (0.78%) as of 4:30 Wed 5/22


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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  : 
12.26 (16.34%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 308 *Closed 2024-03-31 0 $0 -150
   WILLNER & HELLER LLC 135 *Closed 2023-12-31 0 $0 -14,552
   McGlone Suttner Wealth Management Inc. 294 *Closed 2024-03-31 0 $0 -16
   Parallel Advisors LLC 3090 *Closed 2024-03-31 0 $0 -236
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 765 *Closed 2024-03-31 0 $0 -333
   Fortune Financial Advisors LLC 130 *Closed 2024-03-31 0 $0 -3,589
   Rockbridge Investment Management LCC 283 *Closed 2024-03-31 0 $0 -618
   Ambassador Advisors LLC 267 *Closed 2024-03-31 0 $0 -66
   ADVISORY SERVICES NETWORK, LLC 2584 *Closed 2024-03-31 0 $0 -281
   Team Financial Group LLC 92 *Closed 2024-03-31 0 $0 -65
   VERITABLE LP 230 *Closed 2023-09-30 0 $0 -37,268
   Keeler Thomas Management LLC 65 *Closed 2024-03-31 0 $0 -8,112
   Global Wealth Management Investment Advisory Inc. 241 *Closed 2024-03-31 0 $0 -8
   THOROUGHBRED FINANCIAL SERVICES LLC 477 *Closed 2024-03-31 0 $0 -4,252
   Orin Green Financial LLC 25 *Closed 2024-03-31 0 $0 -2,854
   New Millennium Group LLC 257 *Closed 2024-03-31 0 $0 -22
   Newbridge Financial Services Group Inc. 1265 *Closed 2024-03-31 0 $0 -104
   TrueWealth Advisors LLC 212 *Closed 2024-03-31 0 $0 -2,966
   Meridian Wealth Management LLC 435 *Closed 2024-03-31 0 $0 -4,882
   ABLES IANNONE MOORE & ASSOCIATES INC. 279 *Closed 2024-03-31 0 $0 -75
   Koss-Olinger Consulting LLC 228 *Closed 2024-03-31 0 $0 -28,751
   Glassman Wealth Services 1636 *Closed 2024-03-31 0 $0 -12
   FIFTH THIRD BANCORP 2469 *Closed 2024-03-31 0 $0 -626
   Cape Investment Advisory Inc. 1123 *Closed 2023-12-31 0 $0 -410
   Foresight Wealth Management LLC 105 *Closed 2022-12-31 0 $0 -13,385
   Resurgent Financial Advisors LLC 277 *Closed 2024-03-31 0 $0 -1,566
   HEAD & ASSOCIATES LLC 531 *Closed 2023-12-31 0 $0 -288
   Wealth Advisors of Tampa Bay LLC 83 *Closed 2024-03-31 0 $0 -4,683
   FLAGSHIP HARBOR ADVISORS LLC 694 *Closed 2024-03-31 0 $0 -3,280
   Ford Financial Group Inc. 58 *Closed 2023-03-31 0 $0 -100,863
   Bishop & Co Investment Management LLC 26 *Closed 2024-03-31 0 $0 -2,620
   Cooper Financial Group 371 *Closed 2024-03-31 0 $0 -4,675
   Crabel Capital Management LLC 129 *Closed 2024-03-31 0 $0 -3,347
   Ethos Financial Group LLC 259 *Closed 2024-03-31 0 $0 -80,865

  34 Records found
  1    
  Page 1 of 1
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