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Get Institutions for : 
streetTRACKS Spdr Ms (CWI)  
$29.21 0.08 (0.27%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 200    4
Total shares held : 
 39,938,089  
% of shares held : 
 75.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -1,242,408  
% of shares held change : 
   -2.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.56  
Last Quarter's Ending Price : 
 $27.04  
Last Quarter's Average Price : 
 $25.46  
Change from last quarter's     
avg. price to the last closing  : 
3.75 (14.73%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 311,702
 0.78%
 
Increased Positions :
67
 3,615,757
 9.05%
 
Unchanged Positions :
52
 885,963
 2.22%
 
Decreased Positions :
65
-4,599,733
-11.52%
 
Closed Positions :
20
-570,134
-1.43%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 629 - 2024-03-31 6,777,613 $192,484,000 -1,882,345
   PNC FINANCIAL SERVICES GROUP INC 180 - 2024-03-31 3,398,806 $96,526,000 246,680
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 8 - 2024-03-31 1,983,486 $56,331,000 -245,572
   JANE STREET GROUP LLC 200 - 2024-03-31 1,910,919 $54,270,000 1,316,533
   HIGHTOWER ADVISORS, LLC 256 - 2024-03-31 1,750,037 $49,697,000 256,111
   GLOBALT Investments LLC / GA 13 - 2024-03-31 1,629,946 $46,290,000 -38,734
   PITCAIRN CO 5 - 2024-03-31 1,201,556 $34,124,000 -663
   HENGEHOLD CAPITAL MANAGEMENT LLC 5 - 2024-03-31 1,199,945 $34,078,000 -397,276
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 29 - 2024-03-31 1,181,413 $33,552,000 71,305
   LPL FINANCIAL CORP 750 - 2024-03-31 1,074,712 $30,522,000 -399,899
   Wealth CMT 1 - 2023-06-30 1,133,849 $29,627,000 1,133,849
   ENVESTNET ASSET MANAGEMENT INC 962 - 2024-03-31 919,168 $26,104,000 556,067
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 273 - 2024-03-31 910,948 $25,871,000 -38,438
   BKD WEALTH ADVISORS LLC 33 - 2024-03-31 781,094 $22,183,000 1,600
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 8 - 2024-03-31 703,509 $19,980,000 6,684
   BB&T CORP 421 - 2024-03-31 696,877 $19,791,000 -38,387
   Sequoia Financial Advisors LLC 94 - 2024-03-31 647,866 $18,399,000 -13,686
   EASTERN BANK 58 - 2024-03-31 556,728 $15,811,000 -406,200
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33 - 2024-03-31 538,681 $15,299,000 -9,105
   MORGAN STANLEY 2995 - 2024-03-31 509,068 $14,458,000 125,860
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 39 *New 2024-03-31 488,421 $13,871,000 488,421
   OLD MISSION CAPITAL LLC 58 - 2024-03-31 392,164 $11,137,000 392,164
   Baird Financial Group Inc. 460 - 2024-03-31 367,376 $10,433,000 14,482
   IAG Wealth Partners LLC 14 - 2024-03-31 349,729 $9,932,000 -4,372
   UBS Group AG 1611 - 2024-03-31 349,339 $9,921,000 -19,802
   WELLS FARGO & CO/MN 1573 - 2024-03-31 334,098 $9,488,000 25,081
   Private Advisor Group LLC 293 - 2024-03-31 318,725 $9,052,000 37,018
   Gerber Kawasaki Wealth & Investment Management 49 - 2024-03-31 316,252 $8,982,000 -1,231,852
   Goss Wealth Management LLC 249 - 2024-03-31 309,326 $8,785,000 -3,417
   Hantz Financial Services Inc. 11 - 2024-03-31 278,389 $7,906,000 -6,054
   Mach-1 Financial Group Inc. 4 - 2024-03-31 275,248 $7,817,000 22,425
   WHITTIER TRUST CO 157 - 2024-03-31 274,561 $7,795,000 -1,216
   Focus Financial Network Inc. 52 - 2024-03-31 280,338 $7,628,000 0
   Merit Financial Group LLC 95 - 2024-03-31 264,830 $7,513,000 -2,783
   BANK OF MONTREAL /CAN/ 938 - 2024-03-31 261,438 $7,427,000 -3,274
   FOCUS FINANCIAL NETWORK INC /ADV 78 - 2023-12-31 273,975 $7,408,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 1034 - 2024-03-31 219,052 $6,221,000 -5,278
   CAPTRUST FINANCIAL ADVISORS 449 - 2024-03-31 208,975 $5,935,000 46,714
   First Personal Financial Services 32 - 2024-03-31 204,952 $5,821,000 7,715
   NISA INVESTMENT ADVISORS L L C 408 - 2024-03-31 199,000 $5,652,000 58,000
   AMERIPRISE FINANCIAL INC 2204 - 2024-03-31 198,929 $5,648,000 15,822
   Tobias Financial Advisors Inc. 18 - 2024-03-31 195,876 $5,563,000 -123
   COURAGE MILLER PARTNERS, LLC 18 - 2024-03-31 192,584 $5,469,000 2,109
   Sharkey Howes & Javer 21 - 2024-03-31 191,976 $5,452,000 -9,823
   Buckingham Strategic Partners 75 *New 2024-03-31 190,854 $5,420,000 190,854
   Mill Creek Capital Advisors LLC 49 - 2024-03-31 190,106 $5,399,000 -1,227
   J P MORGAN CHASE & CO 2427 - 2024-03-31 187,426 $5,323,000 9,635
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 514 - 2023-09-30 188,635 $4,695,000 39,235
   Sargent Bickham Lagudis LLC 53 - 2022-12-31 194,759 $4,686,000 -8,709
   COLONY GROUP, LLC 332 - 2024-03-31 164,930 $4,684,000 -2,113
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1182 - 2024-03-31 159,385 $4,527,000 4,763
   MONEY CONCEPTS CAPITAL CORP 65 - 2024-03-31 149,126 $4,235,000 -91,552
   COLONY GROUP LLC 235 - 2023-09-30 165,540 $4,120,000 -250
   MONTECITO BANK & TRUST 29 - 2024-03-31 144,960 $4,117,000 1,202
   SAVANT CAPITAL MANAGEMENT INC 215 - 2024-03-31 141,812 $4,027,000 -7,643
   VALMARK ADVISERS INC 111 - 2024-03-31 140,875 $4,001,000 -1,957
   Advisor Group Holdings Inc. 1214 - 2024-03-31 136,747 $3,884,000 -25,731
   Capital Investment Advisors LLC 138 - 2024-03-31 134,446 $3,818,000 -8,080
   PBWM Holdings LLC 21 - 2023-03-31 145,899 $3,754,000 65
   TIEMANN INVESTMENT ADVISORS LLC 12 - 2024-03-31 128,805 $3,658,000 -745
   Walkner Condon Financial Advisors LLC 39 - 2024-03-31 124,000 $3,522,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1371 - 2024-03-31 104,955 $2,981,000 84,084
   CITADEL ADVISORS LLC 2096 - 2024-03-31 102,930 $2,923,000 50,513
   MARINER WEALTH ADVISORS, LLC 928 - 2024-03-31 102,779 $2,919,000 -127,570
   FINANCIAL COUNSELORS INC 231 - 2024-03-31 101,960 $2,896,000 9,158
   Oakmont Partners LLC 219 *New 2024-03-31 101,367 $2,879,000 101,367
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 366 - 2024-03-31 99,088 $2,814,000 -12,295
   Ledge Wealth Management Inc. - 2023-12-31 101,079 $2,733,000 -39
   Opal Wealth Advisors LLC 18 - 2024-03-31 94,356 $2,680,000 9,837
   BTC Capital Management Inc. 94 - 2024-03-31 89,586 $2,544,000 0
   HHM Wealth Advisors LLC 21 - 2024-03-31 88,674 $2,518,000 -3,285
   QUANTITATIVE ADVANTAGE LLC 61 - 2023-03-31 93,052 $2,394,000 -4,863
   Steward Partners Investment Advisory LLC 529 - 2024-03-31 82,237 $2,336,000 400
   SYNOVUS FINANCIAL CORP 327 - 2024-03-31 76,494 $2,173,000 -1,396
   NORTHWEST INVESTMENT COUNSELORS LLC 64 - 2024-03-31 73,769 $2,095,000 -925
   Priebe Wealth Holdings LLC 12 - 2024-03-31 69,532 $1,975,000 6,416
   MERIDIAN INVESTMENT COUNSEL INC. 47 - 2024-03-31 69,524 $1,974,000 -3,700
   Abbrea Capital LLC 79 - 2024-03-31 66,859 $1,899,000 -2,992
   FINANCIAL ENGINES ADVISORS L.L.C. 160 - 2024-03-31 65,391 $1,857,000 -1,268
   ROYAL BANK OF CANADA 2598 - 2024-03-31 62,388 $1,772,000 -28,771
   CI Private Wealth LLC 1080 - 2024-03-31 61,215 $1,739,000 -199
   FREESTONE CAPITAL HOLDINGS, LLC 180 - 2024-03-31 55,657 $1,581,000 0
   Kestra Advisory Services LLC 991 - 2024-03-31 54,681 $1,553,000 -7,847
   BANK OF NEW YORK MELLON CORP 2946 - 2024-03-31 50,093 $1,423,000 2,022
   MONOGRAPH WEALTH ADVISORS LLC 39 - 2024-03-31 49,665 $1,410,000 0
   RENAISSANCE TECHNOLOGIES LLC 2255 - 2024-03-31 49,600 $1,409,000 19,400
   Apollon Wealth Management LLC 382 - 2024-03-31 47,336 $1,344,000 -372
   Rockefeller Capital Management L.P. 1164 *New 2024-03-31 45,327 $1,287,000 45,327
   BAILARD BIEHL & KAISER INC 273 - 2024-03-31 44,556 $1,265,000 11,200
   Towneley Capital Management Inc / DE 24 - 2024-03-31 42,358 $1,203,000 0
   HBK SORCE ADVISORY LLC 193 - 2024-03-31 40,974 $1,164,000 -1,723
   Laraway Financial Inc 30 - 2024-03-31 40,797 $1,159,000 -652
   Beacon Pointe Advisors LLC 652 - 2024-03-31 39,305 $1,116,000 0
   Lido Advisors LLC 542 - 2024-03-31 38,895 $1,105,000 -449
   FINANCIAL CONSULATE INC 20 - 2024-03-31 38,614 $1,097,000 -672
   MML INVESTORS SERVICES LLC 1374 - 2024-03-31 38,258 $1,087,000 8,959
   CREATIVE PLANNING 1310 - 2024-03-31 36,695 $1,042,000 19,700
   Mutual Advisors LLC 457 - 2024-03-31 36,625 $1,040,000 4,599
   Investors Research Corp 108 - 2024-03-31 35,417 $1,006,000 -173
   Kuntz Lesher Capital LLC 82 - 2024-03-31 35,024 $995,000 -5,630
  100 Records found
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