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Get Institutions for : 
Spdr Msci Acwi Imi (ACIM)  
$60.83 0.00 (0.00%) as of 4:30 Mon 5/20


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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  : 
8.93 (17.21%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 241 - 2024-03-31 2,280,023 $136,072,000 128,290
   Sequoia Financial Advisors LLC 19 - 2024-03-31 1,362,537 $81,316,000 17,241
   Private Advisor Group LLC 57 - 2024-03-31 848,009 $50,609,000 74,237
   Peak Financial Management Inc. 3 - 2024-03-31 373,208 $22,273,000 2,969
   MARINER WEALTH ADVISORS, LLC 310 - 2024-03-31 372,409 $22,225,000 157,654
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 347 - 2024-03-31 300,604 $17,940,000 2,355
   CX Institutional 40 - 2024-03-31 236,412 $14,109,000 160,956
   BANK OF AMERICA CORP /DE/ 2478 - 2024-03-31 164,183 $9,798,000 12,590
   UNIQUE WEALTH LLC 10 - 2024-03-31 143,178 $8,545,000 77
   Trilogy Capital Inc. 60 - 2024-03-31 94,063 $5,614,000 2,158
   Belpointe Asset Management LLC 44 - 2024-03-31 89,707 $5,354,000 32,679
   ENVESTNET ASSET MANAGEMENT INC 2186 - 2024-03-31 61,132 $3,648,000 7,668
   TrinityPoint Wealth LLC 42 - 2024-03-31 58,819 $3,510,000 3,598
   Advisor Group Holdings Inc. 1355 - 2024-03-31 53,648 $3,202,000 12,524
   MORGAN STANLEY 4188 - 2024-03-31 51,972 $3,102,000 2,445
   INTERACTIVE FINANCIAL ADVISORS 20 - 2024-03-31 46,934 $2,801,000 38,257
   JANE STREET GROUP LLC 1842 - 2024-03-31 46,930 $2,801,000 27,918
   Balentine LLC 82 - 2024-03-31 45,681 $2,726,000 7,127
   FLAGSHIP HARBOR ADVISORS LLC 136 - 2024-03-31 40,911 $2,442,000 40,911
   FINANCIAL CONSULATE INC 15 - 2024-03-31 38,656 $2,307,000 2,149
   PRUDENTIAL FINANCIAL INC 1404 - 2024-03-31 36,339 $2,169,000 10,272
   ACT WEALTH MANAGEMENT LLC 12 - 2024-03-31 35,288 $2,106,000 872
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 813 - 2024-03-31 30,801 $1,838,000 10,240
   ROYAL BANK OF CANADA 2930 - 2024-03-31 18,121 $1,081,000 1,539
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1739 - 2024-03-31 16,237 $969,000 3,377
   Americana Partners LLC 181 - 2024-03-31 16,090 $960,000 7,434
   Jacobi Capital Management LLC 212 - 2024-03-31 15,785 $942,000 2,032
   Tennessee Valley Asset Management Partners 54 - 2024-03-31 13,882 $829,000 1,445
   RFG Advisory Group LLC 400 - 2024-03-31 12,707 $758,000 144
   Financial Advocates Investment Management 386 - 2024-03-31 11,512 $687,000 1,036
   PRIVATE TRUST CO NA 307 - 2024-03-31 10,993 $656,000 3,634
   FSM Wealth Advisors LLC 77 - 2024-03-31 9,763 $583,000 879
   STIFEL FINANCIAL CORP 2523 - 2024-03-31 9,588 $572,000 1,286
   IAG Wealth Partners LLC 59 - 2024-03-31 9,039 $539,000 544
   Strategic Financial Group LLC - 2023-12-31 8,508 $471,000 2,093
   BIP Wealth LLC 138 - 2024-03-31 6,624 $395,000 864
   Western Wealth Management LLC 433 - 2024-03-31 6,371 $380,000 448
   Garrett Wealth Advisory Group LLC 46 - 2024-03-31 6,269 $374,000 154
   Hartland & Co. LLC 379 - 2024-03-31 5,713 $341,000 4,948
   Cornerstone Wealth Management LLC 412 - 2024-03-31 5,642 $337,000 889
   Buckingham Strategic Partners 479 - 2024-03-31 4,850 $289,000 36
   GREAT VALLEY ADVISOR GROUP INC. 632 - 2024-03-31 4,547 $271,000 46
   CITADEL ADVISORS LLC 4387 - 2024-03-31 4,127 $246,000 4,127
   Spire Wealth Management 731 - 2024-03-31 3,964 $237,000 1,035
   Koshinski Asset Management Inc. 533 - 2024-03-31 3,471 $207,000 3,471
   IHT Wealth Management LLC 941 - 2024-03-31 3,408 $203,000 3,408
   Cape Investment Advisory Inc. 171 - 2023-12-31 2,878 $159,000 357
   BANK OF MONTREAL /CAN/ 2866 - 2024-03-31 1,644 $98,000 1,644
   Scarborough Advisors LLC 84 - 2024-03-31 1,080 $64,000 61
   Key Financial Inc 950 - 2024-03-31 88 $5,000 18
   NORTHWEST INVESTMENT COUNSELORS LLC 453 - 2024-03-31 66 $4,000 66
   SIGNATUREFD, LLC 2749 - 2024-03-31 38 $2,000 8
  52 Records found
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