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Get Institutions for : 
streetTRACKS Spdr Ms (CWI)  
$28.75 0.05 (0.16%) as of 4:30 Fri 5/10


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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  : 
3.29 (12.92%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 516 - 2023-12-31 8,659,958 $234,165,000 1,848,545
   Gerber Kawasaki Wealth & Investment Management 11 - 2023-12-31 1,548,104 $41,861,000 67,011
   HIGHTOWER ADVISORS, LLC 287 - 2023-12-31 1,493,926 $40,381,000 29,558
   LPL FINANCIAL CORP 575 - 2023-12-31 1,474,611 $39,873,000 63,345
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 29 - 2024-03-31 1,181,413 $33,552,000 71,305
   Wealth CMT 1 - 2023-06-30 1,133,849 $29,627,000 1,133,849
   EASTERN BANK - 2023-12-31 962,928 $26,038,000 216
   BKD WEALTH ADVISORS LLC 33 - 2024-03-31 781,094 $22,183,000 1,600
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 8 - 2024-03-31 703,509 $19,980,000 6,684
   MORGAN STANLEY 3281 - 2023-12-31 383,208 $10,362,000 3,699
   UBS Group AG 1451 - 2023-12-31 369,141 $9,982,000 13,540
   Baird Financial Group Inc. 459 - 2023-12-31 352,894 $9,542,000 20,773
   Private Advisor Group LLC 293 - 2024-03-31 318,725 $9,052,000 37,018
   WELLS FARGO & CO/MN 1611 - 2023-12-31 309,017 $8,356,000 22,140
   Goss Wealth Management LLC 235 - 2023-12-31 312,743 $8,259,000 17,872
   Hantz Financial Services Inc. 11 - 2023-12-31 284,443 $7,691,000 26,896
   Merit Financial Group LLC 69 - 2023-12-31 267,613 $7,236,000 15,144
   Mach-1 Financial Group Inc. 4 - 2023-12-31 252,823 $6,836,000 12,637
   AE Wealth Management LLC 492 - 2023-12-31 254,773 $6,810,000 31,828
   GOLDMAN SACHS GROUP INC/ 2391 - 2023-12-31 236,790 $6,403,000 221,336
   MARINER WEALTH ADVISORS, LLC 616 - 2023-12-31 230,349 $6,229,000 45,887
   First Personal Financial Services 32 - 2024-03-31 204,952 $5,821,000 7,715
   NISA INVESTMENT ADVISORS L L C 408 - 2024-03-31 199,000 $5,652,000 58,000
   COURAGE MILLER PARTNERS, LLC 18 - 2024-03-31 192,584 $5,469,000 2,109
   AMERIPRISE FINANCIAL INC 2286 - 2023-12-31 183,107 $4,950,000 55,224
   J P MORGAN CHASE & CO 2465 - 2023-12-31 177,791 $4,807,000 176,353
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 514 - 2023-09-30 188,635 $4,695,000 39,235
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1182 - 2024-03-31 159,385 $4,527,000 4,763
   MONTECITO BANK & TRUST 29 - 2024-03-31 144,960 $4,117,000 1,202
   PBWM Holdings LLC 21 - 2023-03-31 145,899 $3,754,000 65
   FINANCIAL COUNSELORS INC 231 - 2024-03-31 101,960 $2,896,000 9,158
   Opal Wealth Advisors LLC 18 - 2024-03-31 94,356 $2,680,000 9,837
   ROYAL BANK OF CANADA 2402 - 2023-12-31 91,159 $2,465,000 11,037
   Steward Partners Investment Advisory LLC 475 - 2023-12-31 81,837 $2,213,000 4,100
   Priebe Wealth Holdings LLC 12 - 2024-03-31 69,532 $1,975,000 6,416
   BANK OF NEW YORK MELLON CORP 2946 - 2024-03-31 50,093 $1,423,000 2,022
   Mutual Advisors LLC 457 - 2024-03-31 36,625 $1,040,000 4,599
   NEWMAN DIGNAN & SHEERAR, INC. 85 - 2024-03-31 34,509 $980,000 745
   BRAGG FINANCIAL ADVISORS INC 201 - 2023-12-31 35,916 $971,000 326
   BAILARD BIEHL & KAISER INC 309 - 2023-12-31 33,356 $902,000 5,755
   Equitable Holdings Inc. 625 - 2023-12-31 31,209 $844,000 10,004
   HPM Partners LLC - 2023-12-31 30,969 $837,000 30,969
   RENAISSANCE TECHNOLOGIES LLC 2533 - 2023-12-31 30,200 $817,000 7,900
   MML INVESTORS SERVICES LLC 1490 - 2023-12-31 29,299 $792,000 7,213
   Simplicity WealthLLC 659 - 2024-03-31 22,008 $625,000 9,064
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 19,063 $515,000 457
   Operose Advisors LLC 56 - 2023-12-31 18,320 $495,000 234
   CREATIVE PLANNING 1759 - 2023-12-31 16,995 $460,000 4,551
   FLAGSHIP HARBOR ADVISORS LLC 416 - 2024-03-31 15,533 $441,000 403
   GSB Wealth Management LLC 150 - 2024-03-31 15,495 $440,000 1,311
   Stegner Investment Associates Inc. 18 - 2024-03-31 14,706 $418,000 59
   Curi Capital 120 - 2023-12-31 11,321 $306,000 146
   Glassman Wealth Services 58 - 2024-03-31 9,619 $273,000 398
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1423 - 2023-12-31 9,118 $247,000 71
   FSM Wealth Advisors LLC 127 - 2023-09-30 9,332 $232,000 220
   BIP Wealth LLC 183 - 2023-12-31 7,773 $210,000 7,773
   FMR LLC 3013 - 2023-12-31 4,166 $113,000 1,376
   BLAIR WILLIAM & CO/IL 1488 - 2023-12-31 4,041 $109,000 5
   FRANKLIN RESOURCES INC 2409 - 2023-12-31 3,335 $90,000 135
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 521 - 2023-12-31 1,945 $53,000 1,875
   Joseph Group Capital Management 68 - 2023-12-31 1,523 $41,000 580
   Hartland & Co. LLC 1159 - 2023-12-31 176 $5,000 2
   Bogart Wealth LLC 901 - 2024-03-31 88 $2,000 27
  63 Records found
  1    
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