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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$64.52 0.58 (0.91%) as of 4:30 Fri 5/31


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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  : 
9.92 (18.17%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 864 *Closed 2024-03-31 0 $0 -55
   Congress Wealth Management LLC / DE / 577 *Closed 2024-03-31 0 $0 -70,540
   FAIRFIELD RESEARCH CORP 184 *Closed 2024-03-31 0 $0 -600
   Per Stirling Capital Management LLC. 224 *Closed 2024-03-31 0 $0 -5,044
   BENJAMIN F. EDWARDS & COMPANY INC. 2114 *Closed 2024-03-31 0 $0 -635
   Farther Finance Advisors LLC 3057 *Closed 2024-03-31 0 $0 -10
   Lloyd Advisory Services LLC. 136 *Closed 2024-03-31 0 $0 -5,521
   Advisor Resource Council 273 *Closed 2024-03-31 0 $0 -60,627
   Rappaport Reiches Capital Management LLC 104 *Closed 2024-03-31 0 $0 -3,722
   LJI Wealth Management LLC 161 *Closed 2024-03-31 0 $0 -17,728
   Planned Solutions Inc. 373 *Closed 2024-03-31 0 $0 -1,129
   LIBERTY WEALTH MANAGEMENT LLC 192 *Closed 2024-03-31 0 $0 -9,713
   CATALYST PRIVATE WEALTH LLC 77 *Closed 2024-03-31 0 $0 -4,876
   SCBT FINANCIAL CORP 696 *Closed 2024-03-31 0 $0 -41
   AlphaCore Capital LLC 321 *Closed 2024-03-31 0 $0 -549
   MILLENNIUM MANAGEMENT LLC 4211 *Closed 2024-03-31 0 $0 -10,258
   BerganKDV Wealth Management LLC 974 *Closed 2023-06-30 0 $0 -1,162
   Portfolio Strategies Inc. 138 *Closed 2024-03-31 0 $0 -551,257
   Calton & Associates Inc. 217 *Closed 2024-03-31 0 $0 -28,953
   Orin Green Financial LLC 52 *Closed 2024-03-31 0 $0 -4,096
   CONGRESS ASSET MANAGEMENT CO /MA 365 *Closed 2024-03-31 0 $0 -42,818
   Catalyst Wealth Management LLC 133 *Closed 2023-03-31 0 $0 -4,439
   BNP PARIBAS ARBITRAGE SA 3309 *Closed 2024-03-31 0 $0 -4
   V Wealth ManagementLLC 358 *Closed 2023-09-30 0 $0 -19,932
   SMI Advisory Services LLC 71 *Closed 2024-03-31 0 $0 -3,467
   Wealth CMT 21 *Closed 2023-06-30 0 $0 -925
   Concurrent Investment Advisors LLC 926 *Closed 2024-03-31 0 $0 -20,274
   CITIGROUP INC 4759 *Closed 2024-03-31 0 $0 -16
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 1059 *Closed 2024-03-31 0 $0 -6,297
   Meridian Wealth Management LLC 578 *Closed 2024-03-31 0 $0 -3,481
   KARLINSKI ANDREW C 172 *Closed 2022-12-31 0 $0 -56,903
   Legacy Capital Wealth Partners LLC 349 *Closed 2024-03-31 0 $0 -17,146
   McGlone Suttner Wealth Management Inc. 832 *Closed 2024-03-31 0 $0 -87
   CULLEN FROST BANKERS INC 1082 *Closed 2024-03-31 0 $0 -1,693
   Impact Partnership Wealth LLC 801 *Closed 2024-03-31 0 $0 -192

  35 Records found
  1    
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