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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
   PNC FINANCIAL SERVICES GROUP INC 185 - 2023-12-31 3,152,126 $85,233,000 -34,942
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 8 - 2024-03-31 1,983,486 $56,331,000 -245,572
   GLOBALT Investments LLC / GA 13 - 2024-03-31 1,629,946 $46,290,000 -38,734
   HENGEHOLD CAPITAL MANAGEMENT LLC 5 - 2024-03-31 1,199,945 $34,078,000 -397,276
   PITCAIRN CO 4 - 2023-12-31 1,202,219 $32,508,000 -837,336
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 273 - 2024-03-31 910,948 $25,871,000 -38,438
   BB&T CORP 404 - 2023-12-31 735,264 $19,882,000 -16,771
   Sequoia Financial Advisors LLC 94 - 2024-03-31 647,866 $18,399,000 -13,686
   JANE STREET GROUP LLC 648 - 2023-12-31 594,386 $16,072,000 -674,535
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 33 - 2024-03-31 538,681 $15,299,000 -9,105
   IAG Wealth Partners LLC 14 - 2024-03-31 349,729 $9,932,000 -4,372
   ENVESTNET ASSET MANAGEMENT INC 1454 - 2023-12-31 363,101 $9,818,000 -64,503
   WHITTIER TRUST CO 157 - 2024-03-31 274,561 $7,795,000 -1,216
   BANK OF MONTREAL /CAN/ 953 - 2023-12-31 264,712 $7,175,000 -608,518
   COMMONWEALTH EQUITY SERVICES LLC. 1034 - 2024-03-31 219,052 $6,221,000 -5,278
   Tobias Financial Advisors Inc. 18 - 2024-03-31 195,876 $5,563,000 -123
   Sharkey Howes & Javer 21 - 2024-03-31 191,976 $5,452,000 -9,823
   Mill Creek Capital Advisors LLC 49 - 2023-12-31 191,333 $5,174,000 -2,509
   Sargent Bickham Lagudis LLC 53 - 2022-12-31 194,759 $4,686,000 -8,709
   Advisor Group Holdings Inc. 1277 - 2023-12-31 162,478 $4,393,000 -71,789
   CAPTRUST FINANCIAL ADVISORS 599 - 2023-12-31 162,261 $4,388,000 -18,282
   MONEY CONCEPTS CAPITAL CORP 65 - 2024-03-31 149,126 $4,235,000 -91,552
   COLONY GROUP LLC 235 - 2023-09-30 165,540 $4,120,000 -250
   SAVANT CAPITAL MANAGEMENT INC 195 - 2023-12-31 149,455 $4,041,000 -2,886
   VALMARK ADVISERS INC 107 - 2023-12-31 142,832 $3,862,000 -1,361
   Capital Investment Advisors LLC 138 - 2024-03-31 134,446 $3,818,000 -8,080
   TIEMANN INVESTMENT ADVISORS LLC 10 - 2023-12-31 129,550 $3,503,000 -2,947
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 352 - 2023-12-31 111,383 $3,012,000 -42,276
   Ledge Wealth Management Inc. - 2023-12-31 101,079 $2,733,000 -39
   HHM Wealth Advisors LLC 19 - 2023-12-31 91,959 $2,487,000 -2,685
   QUANTITATIVE ADVANTAGE LLC 61 - 2023-03-31 93,052 $2,394,000 -4,863
   SYNOVUS FINANCIAL CORP 314 - 2023-12-31 77,890 $2,107,000 -1,711,150
   NORTHWEST INVESTMENT COUNSELORS LLC 64 - 2024-03-31 73,769 $2,095,000 -925
   MERIDIAN INVESTMENT COUNSEL INC. 43 - 2023-12-31 73,224 $1,980,000 -115
   Abbrea Capital LLC 79 - 2023-12-31 69,851 $1,889,000 -1,710
   FINANCIAL ENGINES ADVISORS L.L.C. 148 - 2023-12-31 66,659 $1,802,000 -3,400
   Kestra Advisory Services LLC 864 - 2023-12-31 62,528 $1,691,000 -1,955
   CI Private Wealth LLC 1083 - 2023-12-31 61,414 $1,661,000 -55
   CITADEL ADVISORS LLC 2614 - 2023-12-31 52,417 $1,417,000 -23,287
   Apollon Wealth Management LLC 382 - 2024-03-31 47,336 $1,344,000 -372
   HBK SORCE ADVISORY LLC - 2023-12-31 42,697 $1,155,000 -68
   Laraway Financial Inc 26 - 2023-12-31 41,449 $1,121,000 -790
   Kuntz Lesher Capital LLC - 2023-12-31 40,654 $1,099,000 -1,125
   FINANCIAL CONSULATE INC 20 - 2024-03-31 38,614 $1,097,000 -672
   IOWA STATE BANK 83 - 2024-03-31 34,854 $990,000 -14,618
   Tradition Wealth Management LLC 129 - 2023-12-31 36,019 $974,000 -591
   Investors Research Corp 108 - 2023-12-31 35,590 $962,000 -69
   Strategic Financial Group LLC - 2023-12-31 33,947 $918,000 -282
   Global Retirement Partners LLC 380 - 2024-03-31 31,916 $906,000 -600
   Masso Torrence Wealth Management Inc. 40 - 2024-03-31 31,306 $889,000 -4,562
   Wela Strategies LLC 24 - 2024-03-31 23,262 $661,000 -3,145
   Wambolt & Associates LLC 117 - 2024-03-31 22,784 $645,000 -14,882
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2152 - 2024-03-31 20,262 $575,000 -378
   MITCHELL CAPITAL MANAGEMENT CO 99 - 2023-12-31 21,203 $573,000 -36,408
   WFA of San Diego LLC 37 - 2023-09-30 22,813 $568,000 -984
   SMI Advisory Services LLC 48 - 2024-03-31 18,777 $534,000 -3,618
   FINANCIAL NETWORK 1841 - 2023-12-31 19,323 $522,000 -744
   TIAA FSB 406 - 2023-06-30 19,661 $514,000 -17
   Cetera Investment Advisers 1489 - 2023-12-31 18,427 $498,000 -214
   Cornerstone Wealth Management LLC 352 - 2024-03-31 15,431 $438,000 -683
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 134 - 2023-12-31 13,892 $376,000 -1,154
   Western Wealth Management LLC 441 - 2024-03-31 13,043 $370,000 -1,500
   KLINGENSTEIN FIELDS & CO LLC 140 - 2024-03-31 12,366 $351,000 -572
   Krilogy Financial LLC 198 - 2024-03-31 10,803 $307,000 -724
   GREENWOOD CAPITAL ASSOCIATES LLC 225 - 2024-03-31 10,247 $291,000 -119
   RAYMOND JAMES & ASSOCIATES 3355 - 2024-03-31 9,894 $281,000 -5,557
   Alpha Financial Advisors LLC 37 - 2024-03-31 9,001 $256,000 -1,412
   Integrated Wealth Concepts LLC 1363 - 2023-12-31 8,843 $239,000 -756
   JFS WEALTH ADVISORS, LLC 245 - 2024-03-31 7,093 $201,000 -1,629
   CAMBRIDGE TRUST CO 293 - 2023-12-31 5,867 $159,000 -82
   Geneos Wealth Management Inc. 950 - 2024-03-31 2,495 $71,000 -253
   PRIVATE TRUST CO NA 1637 - 2024-03-31 339 $10,000 -677
   IFP Advisors Inc 2356 - 2023-12-31 225 $6,000 -194
   Qube Research & Technologies Ltd 3453 - 2023-12-31 33 $1,000 -2,612
   BNP PARIBAS ARBITRAGE SA 3301 - 2024-03-31 4 $0 -11
  75 Records found
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