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Get Institutions for : 
Spdr Index Shares Fu (EWX)  
$57.58 0.00 (0.00%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    6
Total shares held : 
 11,077,974  
% of shares held : 
 88.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 345,802  
% of shares held change : 
   2.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.18  
Last Quarter's Ending Price : 
 $56.46  
Last Quarter's Average Price : 
 $54.15  
Change from last quarter's     
avg. price to the last closing  : 
3.43 (6.33%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 191,935
 1.73%
 
Increased Positions :
60
 467,382
 4.22%
 
Unchanged Positions :
24
 302,662
 2.73%
 
Decreased Positions :
40
-211,546
-1.91%
 
Closed Positions :
15
-101,969
-0.92%
 
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
   CREATIVE PLANNING 56 - 2024-03-31 3,384,368 $188,848,000 -590,457
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 20 - 2024-03-31 1,555,765 $86,812,000 -248,602
   BANK OF AMERICA CORP /DE/ 1262 - 2024-03-31 948,711 $52,938,000 300,883
   WADDELL & ASSOCIATES LLC 11 - 2024-03-31 567,447 $31,664,000 -1,643
   AFFINITY WEALTH MANAGEMENT 13 - 2024-03-31 327,813 $18,292,000 3,002
   LPL FINANCIAL CORP 1000 - 2024-03-31 312,431 $17,434,000 132,272
   MARINER WEALTH ADVISORS, LLC 359 - 2024-03-31 304,683 $17,001,000 16,843
   MORGAN STANLEY 3095 - 2024-03-31 233,267 $13,016,000 31,480
   JANE STREET GROUP LLC 686 *New 2024-03-31 227,986 $12,722,000 227,986
   EMPIRICAL FINANCIAL SERVICES, LLC 64 - 2024-03-31 185,657 $10,360,000 -3,196
   N.E.W. Advisory Services LLC 21 - 2024-03-31 165,589 $9,240,000 -4,557
   VICTORY CAPITAL MANAGEMENT INC 1060 - 2024-03-31 164,766 $9,194,000 0
   WELLS FARGO & CO/MN 1613 - 2024-03-31 158,643 $8,852,000 19,734
   AMERIPRISE FINANCIAL INC 1917 - 2024-03-31 146,965 $8,202,000 43,094
   Venturi Wealth Management LLC 58 - 2024-03-31 111,988 $6,249,000 8,138
   CITADEL ADVISORS LLC 1640 - 2024-03-31 96,191 $5,367,000 90,602
   PURE FINANCIAL ADVISORS, INC. 68 - 2024-03-31 93,648 $5,226,000 505
   BIP Wealth LLC 39 - 2024-03-31 91,876 $5,127,000 5,664
   We Are One Seven LLC 91 - 2024-03-31 91,089 $5,083,000 2,788
   TRANSAMERICA FINANCIAL ADVISORS, INC. 61 - 2024-03-31 82,432 $4,600,000 7,824
   Redhawk Wealth Advisors Inc. 30 - 2024-03-31 80,831 $4,510,000 12,980
   WESCAP Management Group Inc. 21 - 2024-03-31 77,303 $4,314,000 1,145
   RPg Family Wealth Advisory LLC 31 - 2024-03-31 74,029 $4,131,000 25,210
   ROYAL BANK OF CANADA 2078 - 2024-03-31 69,964 $3,904,000 45,688
   Apella Capital LLC 73 - 2024-03-31 66,575 $3,828,000 9,747
   Tortoise Investment Management LLC 61 - 2024-03-31 62,093 $3,465,000 1,175
   Checchi Capital Advisers LLC 86 - 2024-03-31 58,209 $3,248,000 2,444
   Mason & Associates Inc 25 *New 2024-03-31 57,483 $3,208,000 57,483
   Sepio Capital LLC 100 - 2024-03-31 43,122 $2,406,000 -1,601
   MARTIN & CO INC /TN/ 66 - 2024-03-31 41,608 $2,322,000 -775
   ENVESTNET ASSET MANAGEMENT INC 2466 - 2024-03-31 41,482 $2,315,000 52
   Equitable Holdings Inc. 418 - 2024-03-31 40,717 $2,272,000 402
   CABOT MONEY MANAGEMENT INC 75 - 2024-03-31 38,506 $2,149,000 -690
   CarsonAllaria Wealth Management Ltd. 20 - 2024-03-31 38,464 $2,146,000 538
   Resources Investment Advisors Inc. 322 - 2024-03-31 37,734 $2,106,000 -866
   Stratos Wealth Partners LTD. 418 - 2024-03-31 37,424 $2,088,000 -55
   OLD MISSION CAPITAL LLC 224 - 2024-03-31 37,190 $2,075,000 37,190
   Financial Strategies Group Inc. 34 - 2024-03-31 34,944 $2,009,000 -642
   MERRIMAN WEALTH MANAGEMENT, LLC 72 - 2024-03-31 35,323 $1,971,000 -421
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1794 - 2024-03-31 34,668 $1,934,000 34,668
   Johnson Financial Group LLC 18 - 2024-03-31 33,951 $1,894,000 6,845
   YALE CAPITAL CORP 183 - 2024-03-31 33,209 $1,853,000 650
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1335 - 2024-03-31 32,058 $1,789,000 3,570
   CIBC WORLD MARKETS INC. 612 - 2024-03-31 31,864 $1,778,000 410
   Crestone Asset Management LLC 42 - 2024-03-31 31,400 $1,752,000 0
   Financial Advocates Investment Management 207 - 2024-03-31 30,390 $1,682,000 -7,788
   COMMONWEALTH EQUITY SERVICES LLC. 1934 - 2024-03-31 27,184 $1,517,000 9,252
   Cascade Financial Partners LLC 71 - 2024-03-31 27,045 $1,516,000 0
   Kathleen S. Wright Associates Inc. 34 - 2024-03-31 26,509 $1,479,000 -424
   J P MORGAN CHASE & CO 3167 - 2024-03-31 25,550 $1,426,000 4,585
   UBS Group AG 3297 - 2024-03-31 24,665 $1,376,000 6,756
   Cetera Investment Advisers 1830 - 2024-03-31 24,272 $1,354,000 12,648
   Baird Financial Group Inc. 1066 - 2024-03-31 24,054 $1,342,000 8,876
   Advisor Group Holdings Inc. 2086 - 2024-03-31 22,884 $1,277,000 1,185
   AE Wealth Management LLC 600 - 2024-03-31 22,471 $1,254,000 -9,131
   VISTA INVESTMENT MANAGEMENT 66 - 2024-03-31 21,037 $1,174,000 2,548
   MARYLAND CAPITAL ADVISORS INC. 31 - 2024-03-31 19,114 $1,067,000 296
   JFG Wealth Management LLC 21 - 2024-03-31 17,333 $967,000 4,842
   ALESCO ADVISORS LLC 90 - 2024-03-31 17,282 $964,000 684
   SageView Advisory Group LLC 203 *New 2024-03-31 4,687 $964,000 4,687
   ADVISORY SERVICES NETWORK, LLC 698 - 2024-03-31 17,073 $953,000 -50
   TWIN FOCUS CAPITAL PARTNERS, LLC 75 - 2024-03-31 16,933 $945,000 -4,737
   Merit Financial Group LLC 415 - 2024-03-31 16,123 $938,000 2,064
   BANK OF MONTREAL /CAN/ 1715 - 2024-03-31 16,554 $932,000 15,547
   SMITH MOORE & CO. 185 - 2024-03-31 16,294 $909,000 -328
   MML INVESTORS SERVICES LLC 1479 - 2024-03-31 15,787 $881,000 -1,036
   NATIONAL ASSET MANAGEMENT, INC. 567 - 2024-03-31 16,445 $879,000 110
   Austin Wealth Management LLC 59 - 2024-03-31 14,125 $828,000 416
   Cassaday & Co Wealth Management LLC 128 - 2024-03-31 14,050 $784,000 -1,000
   CAMELOT PORTFOLIOS, LLC 46 - 2024-03-31 13,824 $771,000 -4,022
   FLOW TRADERS U.S. LLC 362 *New 2024-03-31 13,728 $766,000 13,728
   ESSEX FINANCIAL SERVICES INC 251 - 2024-03-31 13,230 $738,000 0
   Spire Wealth Management 451 - 2024-03-31 12,060 $673,000 930
   Omega Financial Group LLC 56 - 2024-03-31 11,764 $656,000 -507
   REGAL INVESTMENT ADVISORS, LLC 311 - 2024-03-31 11,590 $647,000 4
   Sowell Financial Services LLC 416 - 2024-03-31 11,292 $630,000 340
   CI Private Wealth LLC 1571 - 2024-03-31 10,001 $558,000 302
   Index Fund Advisors Inc. 54 - 2024-03-31 9,672 $540,000 137
   New Millennium Group LLC 52 - 2024-03-31 9,618 $537,000 1,046
   Sound Stewardship LLC 39 - 2024-03-31 9,575 $534,000 -287
   Shore Point Advisors LLC 35 - 2024-03-31 9,110 $508,000 389
   HANCOCK HOLDING CO 449 - 2024-03-31 8,652 $483,000 -6,832
   SNS Financial Group LLC 119 - 2024-03-31 8,635 $482,000 -180
   Cresset Asset Management LLC 1346 - 2024-03-31 8,356 $466,000 0
   WealthCare Investment Partners LLC 86 - 2024-03-31 8,338 $465,000 973
   Solano Wealth Management Inc. 25 *New 2024-03-31 7,795 $435,000 7,795
   COMERICA BANK 1937 - 2024-03-31 7,765 $433,000 5
   VALMARK ADVISERS INC 396 - 2024-03-31 7,753 $433,000 -184
   Addison Advisors LLC 114 - 2024-03-31 7,705 $430,000 -200
   BUCKINGHAM ASSET MANAGEMENT, LLC 519 - 2024-03-31 7,124 $398,000 -37
   Garde Capital Inc. 140 *New 2024-03-31 7,015 $391,000 7,015
   180 WEALTH ADVISORS LLC 248 - 2024-03-31 6,986 $390,000 105
   WHITE PINE CAPITAL LLC 161 - 2024-03-31 6,840 $388,000 -80
   MERCER GLOBAL ADVISORS INC /ADV 1417 *New 2024-03-31 6,912 $386,000 6,912
   RAYMOND JAMES & ASSOCIATES 3189 - 2024-03-31 6,876 $384,000 -227
   Atomi Financial Group Inc. 440 - 2024-03-31 6,757 $377,000 1,024
   MULTIFINANCIAL SECURITIES CORP 1815 - 2024-03-31 6,371 $356,000 813
   FTB Advisors Inc. 395 - 2024-03-31 6,309 $352,000 -50
   3EDGE Asset Management LP 56 *New 2024-03-31 6,239 $348,000 6,239
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2729 *New 2024-03-31 6,220 $347,000 6,220
  100 Records found
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