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Get Institutions for : 
Spdr Msci Acwi Imi (ACIM)  
$57.64 0.82 (1.4%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 99    6
Total shares held : 
 8,917,606  
% of shares held : 
 84.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 8,789  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.03  
Last Quarter's Ending Price : 
 $55.34  
Last Quarter's Average Price : 
 $51.90  
Change from last quarter's     
avg. price to the last closing  : 
5.74 (11.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 226,145
 2.54%
 
Increased Positions :
46
 425,803
 4.77%
 
Unchanged Positions :
18
 750,449
 8.42%
 
Decreased Positions :
25
-220,580
-2.47%
 
Closed Positions :
16
-422,579
-4.74%
 
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
   LPL FINANCIAL CORP 244 - 2023-12-31 2,151,733 $119,077,000 110,555
   Sequoia Financial Advisors LLC - 2023-12-31 1,345,296 $74,449,000 18,502
   Private Advisor Group LLC 62 - 2023-12-31 773,772 $42,821,000 15,730
   Advance Capital Management Inc. 8 - 2024-03-31 406,453 $24,257,000 -58,489
   LEGAL & GENERAL GROUP PLC 808 - 2023-12-31 420,297 $23,259,000 -18,880
   Peak Financial Management Inc. 3 - 2024-03-31 373,208 $22,273,000 2,969
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 347 - 2024-03-31 300,604 $17,940,000 2,355
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 285,479 $15,798,000 0
   CX Institutional 40 - 2024-03-31 236,412 $14,109,000 160,956
   Schaeffer Financial LLC 4 - 2023-12-31 243,912 $13,498,000 25,617
   MARINER WEALTH ADVISORS, LLC 422 - 2023-12-31 214,755 $11,885,000 6,400
   MEITAV DASH INVESTMENTS LTD 101 - 2023-12-31 163,800 $9,057,000 0
   UNIQUE WEALTH LLC 10 - 2024-03-31 143,178 $8,545,000 77
   BANK OF AMERICA CORP /DE/ 2521 - 2023-12-31 151,593 $8,389,000 49,302
   CWM LLC 355 - 2024-03-31 115,968 $6,921,000 -12,458
   Trilogy Capital Inc. 60 - 2024-03-31 94,063 $5,614,000 2,158
   FIRST HAWAIIAN BANK 90 - 2024-03-31 77,798 $4,643,000 0
   OLD MISSION CAPITAL LLC 144 - 2023-12-31 83,541 $4,623,000 83,541
   Barden Capital Management Inc. 3 - 2023-12-31 91,425 $4,616,000 0
   LVW Advisors LLC 25 - 2024-03-31 74,849 $4,467,000 -3,354
   UBS Group AG 2129 - 2023-12-31 77,180 $4,271,000 -3,879
   EIGHT 31 FINANCIAL LLC 8 - 2023-12-31 69,166 $3,828,000 0
   Arkadios Wealth Advisors - 2023-12-31 62,057 $3,434,000 -1,468
   Belpointe Asset Management LLC 66 *New 2023-12-31 57,028 $3,156,000 57,028
   TrinityPoint Wealth LLC 46 *New 2023-12-31 55,221 $3,056,000 55,221
   ENVESTNET ASSET MANAGEMENT INC 2217 - 2023-12-31 53,464 $2,959,000 16,296
   Atria Wealth Solutions Inc. 480 - 2023-12-31 51,352 $2,842,000 -3,452
   MORGAN STANLEY 4214 - 2023-12-31 49,527 $2,741,000 -924
   ICA Group Wealth Management LLC 35 - 2023-12-31 48,176 $2,666,000 10,431
   FLAGSHIP HARBOR ADVISORS LLC 136 - 2024-03-31 40,911 $2,442,000 40,911
   RWM Asset Management LLC 56 - 2024-03-31 40,781 $2,434,000 -17,074
   Great Waters Wealth Management 22 - 2024-03-31 40,014 $2,388,000 -594
   FINANCIAL CONSULATE INC 15 - 2024-03-31 38,656 $2,307,000 2,149
   Advisor Group Holdings Inc. 1764 - 2023-12-31 41,124 $2,276,000 1,460
   Cresset Asset Management LLC 538 - 2023-12-31 39,970 $2,212,000 0
   Balentine LLC 97 - 2023-12-31 38,554 $2,134,000 1,408
   ACT WEALTH MANAGEMENT LLC 12 - 2024-03-31 35,288 $2,106,000 872
   FLOW TRADERS U.S. LLC 213 - 2023-12-31 35,588 $1,969,000 -113,096
   CI Private Wealth LLC 1059 - 2023-12-31 31,675 $1,753,000 78
   INTERACTIVE FINANCIAL ADVISORS 23 - 2023-12-31 8,677 $1,670,000 -12,381
   Gerber Kawasaki Wealth & Investment Management 114 - 2023-12-31 26,978 $1,493,000 2,185
   PRUDENTIAL FINANCIAL INC 1628 - 2023-12-31 26,067 $1,443,000 -2,681
   BB&T CORP 1454 - 2023-12-31 23,153 $1,281,000 23,153
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 925 - 2023-12-31 20,561 $1,138,000 11,693
   Chicago Partners Investment Group LLC 301 - 2024-03-31 18,907 $1,095,000 -296
   JANE STREET GROUP LLC 3141 - 2023-12-31 19,012 $1,052,000 215
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1739 - 2024-03-31 16,237 $969,000 3,377
   Merit Financial Group LLC 329 - 2023-12-31 17,080 $945,000 -1,095
   ROYAL BANK OF CANADA 3154 - 2023-12-31 16,582 $918,000 115
   Tennessee Valley Asset Management Partners 54 - 2024-03-31 13,882 $829,000 1,445
   Jacobi Capital Management LLC 227 - 2023-12-31 13,753 $761,000 827
   RFG Advisory Group LLC 400 - 2024-03-31 12,707 $758,000 144
   CAPTRUST FINANCIAL ADVISORS 1445 - 2023-12-31 13,672 $757,000 15
   Flagship Private Wealth LLC 36 - 2023-12-31 13,680 $757,000 139
   PRIVATE TRUST CO NA 307 - 2024-03-31 10,993 $656,000 3,634
   Colonial River Wealth Management LLC - 2023-12-31 11,113 $615,000 -8,225
   Professional Financial Advisors LLC 69 - 2024-03-31 10,199 $609,000 -108
   Financial Advocates Investment Management 398 - 2023-12-31 10,476 $580,000 -840
   Proquility Private Wealth Partners LLC 78 *New 2023-12-31 9,999 $553,000 9,999
   IAG Wealth Partners LLC 59 - 2024-03-31 9,039 $539,000 544
   Atlas Private Wealth Advisors 79 - 2023-12-31 9,395 $520,000 -1,388
   Edge Capital Group LLC 205 *New 2023-12-31 8,947 $495,000 8,947
   Americana Partners LLC *New 2023-12-31 8,656 $479,000 8,656
   Strategic Financial Group LLC - 2023-12-31 8,508 $471,000 2,093
   STIFEL FINANCIAL CORP 2600 - 2023-12-31 8,302 $459,000 -2,000
   FSM Wealth Advisors LLC 83 - 2023-09-30 8,582 $433,000 269
   New England Capital Financial Advisors LLC 33 - 2023-12-31 6,873 $380,000 -106
   Verdence Capital Advisors LLC 404 - 2024-03-31 6,268 $374,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2714 - 2024-03-31 5,974 $357,000 -330
   Vernal Point Advisors LLC 19 - 2023-12-31 6,435 $356,000 0
   Garrett Wealth Advisory Group LLC 45 - 2023-12-31 6,115 $338,000 176
   Cornerstone Wealth Management LLC 412 - 2024-03-31 5,642 $337,000 889
   Western Wealth Management LLC 531 - 2023-12-31 5,923 $328,000 175
   BIP Wealth LLC 147 - 2023-12-31 5,760 $319,000 0
   Planning Capital Management Corp 62 - 2024-03-31 4,966 $296,000 0
   J P MORGAN CHASE & CO 3974 - 2023-12-31 5,023 $278,000 16
   Buckingham Strategic Partners 345 *New 2023-12-31 4,814 $266,000 4,814
   GREAT VALLEY ADVISOR GROUP INC. 621 *New 2023-12-31 4,501 $249,000 4,501
   Spire Wealth Management 731 - 2024-03-31 3,964 $237,000 1,035
   BIDWELL C M & ASSOCIATES LTD/ 114 - 2023-12-31 3,568 $197,000 442
   MCF Advisors LLC 229 - 2024-03-31 3,282 $196,000 0
   Cape Investment Advisory Inc. 171 - 2023-12-31 2,878 $159,000 357
   Joseph Group Capital Management 51 - 2023-12-31 2,714 $150,000 0
   Financial Advisory Service Inc. - 2023-12-31 2,413 $134,000 17
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 250 - 2023-12-31 1,753 $97,000 0
   ACIMA PRIVATE WEALTH LLC 147 - 2023-12-31 1,622 $90,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 105 *New 2023-12-31 1,419 $79,000 1,419
   Global Retirement Partners LLC 1215 - 2024-03-31 1,221 $73,000 0
   Scarborough Advisors LLC 159 *New 2023-12-31 1,019 $56,000 1,019
   Hartland & Co. LLC 779 - 2023-12-31 765 $42,000 561
   COMERICA BANK 2757 - 2023-12-31 766 $42,000 -779
   Geneos Wealth Management Inc. - 2023-12-31 631 $35,000 0
   FMR LLC 3620 - 2023-12-31 512 $28,000 -299
   MGB Wealth Management LLC 237 - 2023-12-31 300 $17,000 0
   Goss Wealth Management LLC 2712 - 2023-12-31 248 $14,000 60
   ARVEST INVESTMENTS INC. 142 - 2024-03-31 131 $8,000 -312
   GAMMA Investing LLC 2254 *New 2024-03-31 97 $6,000 97
   ISLAY CAPITAL MANAGEMENT LLC 187 *New 2023-12-31 104 $6,000 104
   Cassady Schiller Wealth Management LLC 367 - 2023-12-31 72 $4,000 1
   Key Financial Inc 980 - 2023-12-31 70 $4,000 1
  100 Records found
  1    
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