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Get Institutions for : 
Spdr Index Shares Fd (RWO)  
$42.08 0.06 (0.14%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 211    5
Total shares held : 
19,193,538  
% of shares held : 
53.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -22  
Amount of shares held : 
-254,734  
% of shares held change : 
  -0.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.47  
Last Quarter's Ending Price : 
$43.71  
Last Quarter's Average Price
$39.49  
Change from last quarter's     
avg. price to the last closing  : 
2.59 (6.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 171,880
 0.9%
 
Increased Positions :
64
 1,908,761
 9.94%
 
Unchanged Positions :
51
 97,483
 0.51%
 
Decreased Positions :
81
-2,036,904
-10.61%
 
Closed Positions :
20
-298,471
-1.56%
 
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
   STATE STREET CORP 791 - 2024-03-31 5,557,029 $237,952,000 511,102
   GOLDMAN SACHS GROUP INC/ 592 - 2024-03-31 2,801,022 $119,940,000 -517,390
   BANK OF NEW YORK MELLON CORP 882 - 2024-03-31 1,529,844 $65,508,000 20,574
   GLENMEDE TRUST CO NA 112 - 2024-03-31 890,281 $38,122,000 -35,539
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 415 - 2024-03-31 621,252 $26,602,000 291,842
   MORGAN STANLEY 2655 - 2024-03-31 475,119 $20,345,000 -6,782
   ENVESTNET ASSET MANAGEMENT INC 1106 - 2024-03-31 469,151 $20,089,000 -23,891
   HSBC HOLDINGS PLC 680 - 2024-03-31 377,560 $16,167,000 -9,913
   MARINER WEALTH ADVISORS, LLC 421 - 2024-03-31 318,100 $13,621,000 -17,956
   RAYMOND JAMES & ASSOCIATES 1005 - 2024-03-31 307,338 $13,160,000 87,408
   Quent Capital LLC 13 - 2024-03-31 290,836 $12,454,000 43,048
   BRIGHTON JONES LLC 38 - 2024-03-31 290,616 $12,444,000 7,337
   HPM Partners LLC 451 - 2024-03-31 241,509 $10,341,000 -8,048
   LPL FINANCIAL CORP 1333 - 2024-03-31 230,901 $9,887,000 20,976
   MODERA WEALTH MANAGEMENT, LLC 114 - 2024-03-31 230,126 $9,854,000 -27,504
   One Capital Management LLC 66 - 2024-03-31 223,250 $9,560,000 -13,421
   HILLSTRUST 27 - 2024-03-31 202,943 $8,690,000 14,348
   Waldron LP 42 - 2024-03-31 201,641 $8,634,000 -20,117
   FSM Wealth Advisors LLC 12 - 2024-03-31 168,899 $7,232,000 34,071
   Streettalk Advisors LLC 53 - 2024-03-31 139,481 $5,973,000 1,425
   JONES FINANCIAL COMPANIES LLLP 142 - 2024-03-31 136,705 $5,854,000 -5,557
   OLD MISSION CAPITAL LLC 100 - 2024-03-31 128,798 $5,515,000 83,798
   BANK OF AMERICA CORP /DE/ 2917 - 2024-03-31 123,894 $5,305,000 -17,593
   XML Financial LLC 60 - 2024-03-31 115,898 $4,963,000 10,169
   JFS WEALTH ADVISORS, LLC 47 - 2024-03-31 112,542 $4,819,000 -3,053
   HIGHTOWER ADVISORS, LLC 980 - 2024-03-31 110,702 $4,740,000 26
   M&T BANK CORP 437 - 2024-03-31 109,440 $4,686,000 -48,091
   Addis & Hill Inc 6 - 2024-03-31 103,424 $4,310,000 1,348
   VALMARK ADVISERS INC 110 - 2024-03-31 93,719 $4,013,000 -505
   MML INVESTORS SERVICES LLC 740 - 2024-03-31 93,466 $4,002,000 900
   US BANCORP 658 - 2024-03-31 85,005 $3,640,000 4,220
   Rappaport Reiches Capital Management LLC 18 - 2024-03-31 79,555 $3,407,000 -822
   Banque Cantonale Vaudoise 162 - 2024-03-31 78,986 $3,382,000 1,964
   Advisor Group Holdings Inc. 1376 - 2024-03-31 72,106 $3,088,000 -25,834
   Moss Adams Wealth Advisors LLC 24 - 2024-03-31 70,582 $3,022,000 1,123
   CITADEL ADVISORS LLC 2063 - 2024-03-31 70,578 $3,022,000 46,809
   NATIXIS ASSET MANAGEMENT ADVISORS LP 925 - 2024-03-31 68,693 $2,941,000 619
   JANE STREET GROUP LLC 1823 - 2024-03-31 66,768 $2,859,000 -165,986
   Beacon Pointe Advisors LLC 420 - 2024-03-31 66,113 $2,831,000 4,556
   EFFICIENT ADVISORS, LLC 45 - 2024-03-31 65,432 $2,802,000 -389
   Capstone Financial Advisors Inc. 32 - 2024-03-31 65,204 $2,792,000 388
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1097 - 2024-03-31 61,196 $2,620,000 6,688
   BUCKINGHAM ASSET MANAGEMENT, LLC 212 - 2024-03-31 60,397 $2,586,000 -1,225
   ROYAL BANK OF CANADA 2359 - 2024-03-31 58,758 $2,515,000 -46
   BLAIR WILLIAM & CO/IL 631 - 2024-03-31 55,648 $2,383,000 -4,425
   PARK AVENUE SECURITIES LLC 367 - 2024-03-31 53,587 $2,295,000 2,875
   Kestra Advisory Services LLC 858 - 2024-03-31 48,417 $2,073,000 12,270
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1788 - 2024-03-31 45,712 $1,957,000 -89,874
   ALTFEST L J & CO INC 70 - 2024-03-31 40,188 $1,721,000 -108,761
   BIP Wealth LLC 64 - 2024-03-31 39,599 $1,696,000 -7,544
   HHM Wealth Advisors LLC 32 - 2024-03-31 39,210 $1,679,000 -105
   Brooklyn FI LLC 30 - 2024-03-31 38,393 $1,644,000 896
   Total Wealth Planning LLC 42 - 2024-03-31 38,140 $1,633,000 -288
   DHK Financial Advisors Inc. 23 - 2024-03-31 37,460 $1,604,000 -2,077
   BP WEALTH MANAGEMENT LLC 275 - 2024-03-31 36,369 $1,557,000 -8,080
   Abacus Planning Group Inc. 46 - 2024-03-31 34,227 $1,466,000 -16
   WELLS FARGO & CO/MN 2789 - 2024-03-31 32,930 $1,410,000 -4,098
   MERCER GLOBAL ADVISORS INC /ADV 832 - 2024-03-31 32,221 $1,380,000 -3,868
   MATRIX PRIVATE CAPITAL GROUP LLC 25 - 2024-03-31 29,930 $1,282,000 -3,306
   SAVANT CAPITAL MANAGEMENT INC 487 - 2024-03-31 28,648 $1,227,000 -486
   MULTIFINANCIAL SECURITIES CORP 1065 - 2024-03-31 28,119 $1,204,000 20,596
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 946 - 2024-03-31 27,807 $1,191,000 -10,997
   COASTLINE TRUST CO 128 - 2024-03-31 26,900 $1,152,000 0
   Mutual Advisors LLC 436 *New 2024-03-31 26,582 $1,138,000 26,582
   BARCLAYS PLC 2259 - 2024-03-31 26,251 $1,124,000 0
   Private Advisor Group LLC 1118 - 2024-03-31 25,657 $1,099,000 -1,416
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1195 - 2024-03-31 25,587 $1,096,000 -2,630
   IFG Advisory LLC 245 - 2024-03-31 24,584 $1,053,000 3,547
   GREAT VALLEY ADVISOR GROUP INC. 366 - 2024-03-31 24,426 $1,046,000 916
   First Command Bank 50 - 2023-06-30 25,456 $1,045,000 -13,420
   First Command Financial Services Inc. 50 - 2023-06-30 25,456 $1,045,000 -13,420
   ORBA Wealth Advisors L.L.C. 40 - 2024-03-31 23,382 $1,001,000 107
   Lester Murray Antman dba SimplyRich 78 - 2024-03-31 23,237 $996,000 0
   Archetype Wealth Partners LLC 42 - 2024-03-31 21,793 $933,000 -980
   RFG Advisory Group LLC 379 - 2024-03-31 20,428 $875,000 -3,440
   CREATIVE PLANNING 1490 - 2024-03-31 18,911 $810,000 -241
   Simplicity WealthLLC 595 - 2024-03-31 17,859 $765,000 12,718
   Envestnet Portfolio Solutions Inc. 944 - 2024-03-31 17,847 $764,000 10,405
   Sequoia Financial Advisors LLC 562 - 2024-03-31 17,449 $747,000 -284
   Brand Asset Management Group Inc. 41 - 2024-03-31 17,048 $730,000 -318
   Lido Advisors LLC 691 - 2024-03-31 16,145 $691,000 8,885
   SOL CAPITAL MANAGEMENT CO 198 - 2024-03-31 15,156 $649,000 -1,050
   FIFTH THIRD BANCORP 694 - 2024-03-31 14,936 $640,000 -474
   H D Vest Advisory Services 926 - 2024-03-31 14,899 $638,000 -1,700
   FSB PREMIER WEALTH MANAGEMENT INC. 77 - 2024-03-31 14,298 $612,000 -1,803
   Aquire Wealth Advisors LLC 30 - 2024-03-31 14,100 $604,000 -408
   Israel Discount Bank of New York 31 - 2024-03-31 13,821 $592,000 -13,891
   Integrated Advisors Network LLC 448 - 2024-03-31 12,058 $516,000 -246
   FIRST CITIZENS BANK & TRUST CO 319 *New 2024-03-31 11,639 $498,000 11,639
   First Command Advisory Services Inc. 108 - 2024-03-31 11,605 $497,000 -4,659
   Aspire Private Capital LLC 114 - 2024-03-31 11,567 $495,000 4,854
   COMMONWEALTH EQUITY SERVICES LLC. 2797 - 2024-03-31 11,550 $495,000 -399
   HOGE FINANCIAL SERVICES LLC 29 - 2024-03-31 11,528 $494,000 -4,155
   PACIFIC CAPITAL WEALTH ADVISORS INC 45 - 2024-03-31 11,399 $488,000 0
   UBS Group AG 4132 - 2024-03-31 10,871 $465,000 -995
   Orion Portfolio Solutions LLC 1297 - 2024-03-31 10,611 $454,000 -4,142
   MPS Loria Financial Planners LLC 42 - 2024-03-31 10,410 $446,000 -1,875
   Sowell Financial Services LLC 462 - 2024-03-31 10,267 $440,000 10,267
   BB&T CORP 2052 - 2024-03-31 9,771 $418,000 1,127
   Edmonds Duncan Registered Investment Advisors LLC 85 - 2024-03-31 9,476 $406,000 413

  100 Records found
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