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Get Institutions for : 
Spdr Index Shares Fu (EWX)  
$55.61 0.90 (1.65%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    6
Total shares held : 
 11,077,974  
% of shares held : 
 88.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 345,802  
% of shares held change : 
   2.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.18  
Last Quarter's Ending Price : 
 $56.46  
Last Quarter's Average Price : 
 $54.15  
Change from last quarter's     
avg. price to the last closing  : 
1.46 (2.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 191,935
 1.73%
 
Increased Positions :
60
 467,382
 4.22%
 
Unchanged Positions :
24
 302,662
 2.73%
 
Decreased Positions :
40
-211,546
-1.91%
 
Closed Positions :
15
-101,969
-0.92%
 
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
   CREATIVE PLANNING 44 - 2023-12-31 3,974,825 $224,419,000 46,281
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 17 - 2023-12-31 1,804,367 $101,875,000 11,547
   BANK OF AMERICA CORP /DE/ 1359 - 2023-12-31 647,828 $36,576,000 82,317
   WADDELL & ASSOCIATES LLC 9 - 2023-12-31 569,090 $32,131,000 6,573
   AFFINITY WEALTH MANAGEMENT 12 - 2023-12-31 324,811 $18,339,000 4,028
   MARINER WEALTH ADVISORS, LLC 341 - 2023-12-31 287,840 $16,251,000 10,553
   MORGAN STANLEY 3197 - 2023-12-31 201,787 $11,393,000 5,516
   EMPIRICAL FINANCIAL SERVICES, LLC 58 - 2023-12-31 188,853 $10,663,000 -657
   LPL FINANCIAL CORP 1235 - 2023-12-31 180,159 $10,172,000 -124,886
   N.E.W. Advisory Services LLC 19 - 2023-12-31 170,146 $9,607,000 -891
   VICTORY CAPITAL MANAGEMENT INC 1056 - 2023-12-31 164,766 $9,303,000 0
   WELLS FARGO & CO/MN 1643 - 2023-12-31 138,909 $7,843,000 4,900
   Great Point Wealth Advisors LLC - 2023-12-31 138,269 $7,807,000 -3,699
   AMERIPRISE FINANCIAL INC 2161 - 2023-12-31 103,871 $5,867,000 43,399
   Venturi Wealth Management LLC - 2023-12-31 103,850 $5,863,000 586
   PURE FINANCIAL ADVISORS, INC. 65 - 2023-12-31 93,143 $5,259,000 2,239
   We Are One Seven LLC 84 - 2023-12-31 88,301 $4,985,000 33,547
   BIP Wealth LLC 38 - 2023-12-31 86,212 $4,868,000 14,243
   WESCAP Management Group Inc. 22 - 2023-12-31 76,158 $4,300,000 -2,081
   TRANSAMERICA FINANCIAL ADVISORS, INC. 30 - 2023-12-31 74,608 $4,213,000 -11,654
   Redhawk Wealth Advisors Inc. 36 *New 2023-12-31 67,851 $3,831,000 67,851
   Apella Capital LLC 73 - 2024-03-31 66,575 $3,828,000 9,747
   Tortoise Investment Management LLC 57 - 2023-12-31 60,918 $3,439,000 -1,090
   Checchi Capital Advisers LLC 82 - 2023-12-31 55,765 $3,148,000 0
   Feltz Wealth PLAN Inc. 88 - 2023-12-31 52,994 $2,992,000 1,409
   RPg Family Wealth Advisory LLC - 2023-12-31 48,819 $2,756,000 -706
   Sepio Capital LLC 86 - 2023-12-31 44,723 $2,525,000 2,200
   MARTIN & CO INC /TN/ 63 - 2023-12-31 42,383 $2,393,000 -1,239
   ENVESTNET ASSET MANAGEMENT INC 2364 - 2023-12-31 41,430 $2,339,000 28,279
   Equitable Holdings Inc. 381 - 2023-12-31 40,315 $2,276,000 -3,912
   CABOT MONEY MANAGEMENT INC 72 - 2023-12-31 39,196 $2,213,000 -82
   Resources Investment Advisors Inc. 296 - 2023-12-31 38,600 $2,179,000 -5,659
   Financial Advocates Investment Management 165 - 2023-12-31 38,178 $2,141,000 -1,168
   CarsonAllaria Wealth Management Ltd. 17 - 2023-12-31 37,926 $2,141,000 -106
   Stratos Wealth Partners LTD. - 2023-12-31 37,479 $2,116,000 25,082
   MERRIMAN WEALTH MANAGEMENT, LLC 73 *New 2023-12-31 35,744 $2,018,000 35,744
   Financial Strategies Group Inc. 33 - 2023-12-31 35,586 $1,949,000 -183
   YALE CAPITAL CORP 177 - 2023-12-31 32,559 $1,838,000 5,100
   CIBC WORLD MARKETS INC. 560 - 2023-12-31 31,454 $1,776,000 2,825
   Crestone Asset Management LLC 36 - 2023-12-31 31,400 $1,773,000 0
   AE Wealth Management LLC 942 - 2023-12-31 31,602 $1,736,000 11,684
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1332 - 2023-12-31 28,488 $1,608,000 22,430
   Johnson Financial Group LLC 25 - 2023-12-31 27,106 $1,530,000 19,033
   Kathleen S. Wright Associates Inc. 33 - 2023-12-31 26,933 $1,521,000 1,358
   BANK OF NEW YORK MELLON CORP 2983 - 2023-12-31 25,376 $1,433,000 3,613
   ROYAL BANK OF CANADA 2853 - 2023-12-31 24,276 $1,369,000 3,974
   Advisor Group Holdings Inc. 2299 - 2023-12-31 21,699 $1,225,000 -11,403
   TWIN FOCUS CAPITAL PARTNERS, LLC 66 - 2023-12-31 21,670 $1,224,000 68
   J P MORGAN CHASE & CO 3227 - 2023-12-31 20,965 $1,184,000 696
   MARYLAND CAPITAL ADVISORS INC. 31 - 2024-03-31 19,114 $1,067,000 296
   VISTA INVESTMENT MANAGEMENT 67 - 2023-12-31 18,489 $1,044,000 4,336
   COMMONWEALTH EQUITY SERVICES LLC. 2133 - 2023-12-31 17,932 $1,012,000 5,490
   UBS Group AG 3403 - 2023-12-31 17,909 $1,011,000 6,119
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 17,846 $1,008,000 2,535
   ADVISORY SERVICES NETWORK, LLC 644 - 2023-12-31 17,123 $967,000 20
   MML INVESTORS SERVICES LLC 1404 - 2023-12-31 16,823 $950,000 8,190
   SMITH MOORE & CO. 170 - 2023-12-31 16,622 $938,000 63
   ALESCO ADVISORS LLC 91 - 2023-12-31 16,598 $937,000 -1,375
   NATIONAL ASSET MANAGEMENT, INC. 558 - 2023-12-31 16,335 $922,000 -110
   HANCOCK HOLDING CO 342 - 2023-12-31 15,484 $874,000 4,420
   Baird Financial Group Inc. 1183 - 2023-12-31 15,178 $857,000 5,039
   Cassaday & Co Wealth Management LLC 106 - 2023-12-31 15,050 $850,000 11
   Merit Financial Group LLC 373 *New 2023-12-31 14,059 $794,000 14,059
   Austin Wealth Management LLC 58 - 2023-12-31 13,709 $759,000 -603
   ESSEX FINANCIAL SERVICES INC 236 - 2023-12-31 13,230 $747,000 0
   JFG Wealth Management LLC 28 *New 2023-12-31 12,491 $705,000 12,491
   Omega Financial Group LLC 56 - 2023-12-31 12,271 $693,000 -854
   Cetera Investment Advisers 1336 *New 2023-12-31 11,624 $656,000 11,624
   REGAL INVESTMENT ADVISORS, LLC 285 - 2023-12-31 11,586 $654,000 149
   Sowell Financial Services LLC - 2023-12-31 10,952 $618,000 -747
   Spire Wealth Management 468 - 2023-12-31 11,130 $607,000 488
   Sound Stewardship LLC 42 - 2023-12-31 9,862 $557,000 -423
   CI Private Wealth LLC 1567 - 2023-12-31 9,699 $548,000 453
   Index Fund Advisors Inc. 50 - 2023-12-31 9,535 $538,000 114
   SNS Financial Group LLC - 2023-12-31 8,815 $498,000 -315
   Shore Point Advisors LLC 34 - 2023-12-31 8,721 $492,000 1,351
   New Millennium Group LLC 50 *New 2023-12-31 8,572 $484,000 8,572
   Cresset Asset Management LLC 1241 - 2023-12-31 8,356 $472,000 -140
   VALMARK ADVISERS INC 354 - 2023-12-31 7,937 $448,000 7,937
   Addison Advisors LLC 93 - 2023-12-31 7,905 $446,000 -280
   COMERICA BANK 1915 - 2023-12-31 7,760 $438,000 4,994
   THOROUGHBRED FINANCIAL SERVICES LLC 382 - 2023-12-31 7,730 $436,000 378
   WealthCare Investment Partners LLC 90 - 2023-12-31 7,365 $413,000 1,675
   Parcion Private Wealth LLC - 2023-12-31 7,256 $410,000 -1,882
   BUCKINGHAM ASSET MANAGEMENT, LLC 493 - 2023-12-31 7,161 $404,000 -389
   RAYMOND JAMES & ASSOCIATES 3049 - 2023-12-31 7,103 $401,000 710
   WHITE PINE CAPITAL LLC 161 - 2023-12-31 6,920 $391,000 0
   180 WEALTH ADVISORS LLC - 2023-12-31 6,881 $386,000 -110
   FTB Advisors Inc. 375 - 2023-12-31 6,359 $359,000 0
   WHITTIER TRUST CO 539 - 2023-12-31 6,302 $356,000 -56
   Life Planning Partners Inc 49 - 2023-12-31 6,000 $339,000 0
   Atomi Financial Group Inc. 391 - 2023-12-31 5,733 $324,000 -65
   CITADEL ADVISORS LLC 4043 *New 2023-12-31 5,589 $316,000 5,589
   Wealthcare Advisory Partners LLC 594 - 2023-12-31 5,577 $315,000 -13,854
   MULTIFINANCIAL SECURITIES CORP 1387 *New 2023-12-31 5,558 $314,000 5,558
   Private Advisor Group LLC 1754 *New 2023-12-31 5,518 $312,000 5,518
   MainStreet Investment Advisors LLC 148 - 2023-12-31 5,324 $301,000 -1,675
   FINANCIAL NETWORK 2254 *New 2023-12-31 5,245 $296,000 5,245
   Integrated Advisors Network LLC 559 - 2023-12-31 5,139 $290,000 0
   Rehmann Capital Advisory Group 448 - 2023-12-31 4,980 $281,000 -25
  100 Records found
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