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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
   Beacon Financial Advisory LLC 241 *Closed 2024-03-31 0 $0 -6,935
   McGlone Suttner Wealth Management Inc. 212 *Closed 2024-03-31 0 $0 -595
   LIBERTY WEALTH MANAGEMENT LLC 188 *Closed 2024-03-31 0 $0 -4,218
   CLARK CAPITAL MANAGEMENT GROUP INC 399 *Closed 2024-03-31 0 $0 -4,409,173
   V Wealth ManagementLLC 112 *Closed 2023-09-30 0 $0 -17,923
   EXCALIBUR MANAGEMENT CORP 161 *Closed 2024-03-31 0 $0 -5,290
   Van Leeuwen & Company LLC 89 *Closed 2024-03-31 0 $0 -45,550
   VIMA LLC 366 *Closed 2024-03-31 0 $0 -769
   Trexquant Investment LP 1438 *Closed 2024-03-31 0 $0 -5,294
   Concorde Asset Management LLC 138 *Closed 2024-03-31 0 $0 -7,495
   Ruedi Wealth Management Inc. 254 *Closed 2024-03-31 0 $0 -27
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2505 *Closed 2024-03-31 0 $0 -281,800
   Rockbridge Investment Management LCC 286 *Closed 2024-03-31 0 $0 -56
   Aprio Wealth Management LLC 252 *Closed 2024-03-31 0 $0 -25,245
   Steele Capital Management Inc. 177 *Closed 2024-03-31 0 $0 -5,330
   Planned Solutions Inc. 350 *Closed 2024-03-31 0 $0 -276
   Thrive Capital Management LLC 127 *Closed 2024-03-31 0 $0 -6,262
   Northeast Financial Consultants Inc 293 *Closed 2024-03-31 0 $0 -26,839
   Bridge Advisory LLC 117 *Closed 2024-03-31 0 $0 -4,386
   Koss-Olinger Consulting LLC 106 *Closed 2024-03-31 0 $0 -14,620
   BROGAN FINANCIAL INC. 45 *Closed 2024-03-31 0 $0 -5,976
   Pinnacle Family Advisors LLC 109 *Closed 2024-03-31 0 $0 -85,635
   Byrne Asset Management LLC 492 *Closed 2024-03-31 0 $0 -360
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 988 *Closed 2024-03-31 0 $0 -4,400
   FIRST FINANCIAL CORP /IN/ 555 *Closed 2024-03-31 0 $0 -1,902
   Virtue Capital Management LLC 403 *Closed 2024-03-31 0 $0 -10,823
   Vontobel Holding Ltd. 1114 *Closed 2024-03-31 0 $0 -32,000
   LUMINA FUND MANAGEMENT LLC 34 *Closed 2023-12-31 0 $0 -40,000
   SageView Advisory Group LLC 656 *Closed 2024-03-31 0 $0 -23,941
   ORG Partners LLC 727 *Closed 2024-03-31 0 $0 -1,872
   MCKINLEY CARTER WEALTH SERVICES, INC. 301 *Closed 2024-03-31 0 $0 -4,652
   Miracle Mile Advisors LLC 517 *Closed 2024-03-31 0 $0 -4,376
   New Millennium Group LLC 297 *Closed 2024-03-31 0 $0 -85
   GUARDIAN WEALTH ADVISORS LLC / NC 474 *Closed 2024-03-31 0 $0 -1,159
   TUCKER ASSET MANAGEMENT LLC 1069 *Closed 2023-12-31 0 $0 -66
   EdgeRock Capital LLC 170 *Closed 2024-03-31 0 $0 -625
   Atlas Private Wealth Advisors 143 *Closed 2024-03-31 0 $0 -8,663
   Team Financial Group LLC 113 *Closed 2024-03-31 0 $0 -643
   AlphaCore Capital LLC 297 *Closed 2024-03-31 0 $0 -1,644
   HOWE & RUSLING INC 402 *Closed 2024-03-31 0 $0 -38
   Meridian Wealth Management LLC 414 *Closed 2024-03-31 0 $0 -281,933
   OXFORD FINANCIAL GROUP LTD 301 *Closed 2024-03-31 0 $0 -1,266
   VERITABLE LP 461 *Closed 2023-09-30 0 $0 -18,365
   SIMPLEX TRADING LLC 3106 *Closed 2024-03-31 0 $0 -2,565
   Belpointe Asset Management LLC 822 *Closed 2024-03-31 0 $0 -7,833
   AJ WEALTH STRATEGIES LLC 306 *Closed 2023-06-30 0 $0 -20,384
   D E SHAW & CO INC 3180 *Closed 2024-03-31 0 $0 -10,710
   Synergy Financial Management LLC 161 *Closed 2024-03-31 0 $0 -5,796
   Sandy Cove Advisors LLC 133 *Closed 2024-03-31 0 $0 -12,787
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6408 *Closed 2024-03-31 0 $0 -224,879
   USAdvisors Wealth Management LLC 142 *Closed 2024-03-31 0 $0 -6,652
   Advisor Resource Council 362 *Closed 2024-03-31 0 $0 -272,230
   MORNINGSTAR INVESTMENT SERVICES, INC. 397 *Closed 2024-03-31 0 $0 -12,288
   RICHARDSON FINANCIAL SERVICES INC. 576 *Closed 2024-03-31 0 $0 -1,635
   CLEAR INVESTMENT RESEARCH LLC 260 *Closed 2024-03-31 0 $0 -2,204
   Beaumont Financial Advisors LLC 368 *Closed 2024-03-31 0 $0 -17,936
   FIS GROUP INC. 1316 *Closed 2024-03-31 0 $0 -9,663
   Harwood Advisory Group LLC 153 *Closed 2024-03-31 0 $0 -10,286
   ODell Group LLC 461 *Closed 2024-03-31 0 $0 -2,843
   VisionPoint Advisory Group LLC 831 *Closed 2024-03-31 0 $0 -206
   First Pacific Financial 446 *Closed 2024-03-31 0 $0 -35
   SigFig Wealth Management LLC 133 *Closed 2024-03-31 0 $0 -133,642
   KARLINSKI ANDREW C 105 *Closed 2022-12-31 0 $0 -853
   Cordant Inc. 156 *Closed 2024-03-31 0 $0 -43
   New Century Financial Group LLC 196 *Closed 2024-03-31 0 $0 -24,705
   Parker Investment Management LLC 32 *Closed 2024-03-31 0 $0 -485,000
   Howard Wealth Management LLC 108 *Closed 2024-03-31 0 $0 -22,273
   Encompass More Asset Management 117 *Closed 2024-03-31 0 $0 -27,152
   FLOW TRADERS U.S. LLC 1061 *Closed 2024-03-31 0 $0 -7,114
   CULLEN FROST BANKERS INC 1029 *Closed 2024-03-31 0 $0 -10,269
  70 Records found
  1    
  Page 1 of 1
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