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Get Institutions for : 
streetTRACKS Spdr Ms (CWI)  
$28.71 0.18 (0.65%) as of 4:30 Thu 5/9


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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  : 
3.25 (12.75%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COLONY GROUP, LLC 244 *New 2023-12-31 167,043 $4,517,000 167,043
   Oakmont Partners LLC 219 *New 2024-03-31 101,367 $2,879,000 101,367
   Lido Advisors LLC 527 *New 2023-12-31 39,344 $1,064,000 39,344
   OmniStar Financial Group Inc. 77 *New 2024-03-31 21,906 $622,000 21,906
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3590 *New 2023-12-31 20,871 $564,000 20,871
   Avestar Capital LLC 166 *New 2023-12-31 20,556 $556,000 20,556
   Prime Capital Investment Advisors LLC *New 2023-12-31 19,195 $519,000 19,195
   Personal Capital Advisors Corp 333 *New 2022-12-31 17,026 $410,000 17,026
   WETHERBY ASSET MANAGEMENT INC 741 *New 2023-12-31 10,284 $278,000 10,284
   MERCER GLOBAL ADVISORS INC /ADV 1709 *New 2023-12-31 9,335 $252,000 9,335
   Strategic Financial Concepts LLC 274 *New 2024-03-31 7,732 $220,000 7,732
   HIRTLE CALLAGHAN & CO INC 93 *New 2023-12-31 7,712 $209,000 7,712
   HRT FINANCIAL LLC 1614 *New 2023-12-31 7,563 $204,000 7,563
   Center For Asset Management LLC 98 *New 2024-03-31 7,074 $201,000 7,074
   RSM US WEALTH MANAGEMENT LLC 628 *New 2024-03-31 7,077 $201,000 7,077
   GoalVest Advisory LLC 103 *New 2024-03-31 7,049 $200,000 7,049
   Farther Finance Advisors LLC 907 *New 2023-12-31 2,629 $71,000 2,629
   ADVISORY SERVICES NETWORK, LLC 1810 *New 2023-12-31 2,599 $70,000 2,599
   Scarborough Advisors LLC 253 *New 2023-12-31 925 $25,000 925
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 60 $2,000 60
   SHEETS SMITH & ASSOCIATES INC 464 *New 2023-09-30 65 $2,000 65
   PACIFIC CAPITAL WEALTH ADVISORS INC 306 *New 2023-12-31 23 $1,000 23
  22 Records found
  1    
  Page 1 of 1
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