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Get Institutions for : 
Spdr Index Shares Fu (EWX)  
$56.91 0.18 (0.32%) as of 4:30 Wed 5/1


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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  : 
2.76 (5.1%)  




 
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  
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            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 13 - 2024-03-31 327,813 $18,292,000 3,002
   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
   WELLS FARGO & CO/MN 1643 - 2023-12-31 138,909 $7,843,000 4,900
   Venturi Wealth Management LLC 58 - 2024-03-31 111,988 $6,249,000 8,138
   AMERIPRISE FINANCIAL INC 2161 - 2023-12-31 103,871 $5,867,000 43,399
   PURE FINANCIAL ADVISORS, INC. 68 - 2024-03-31 93,648 $5,226,000 505
   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
   Apella Capital LLC 73 - 2024-03-31 66,575 $3,828,000 9,747
   Checchi Capital Advisers LLC 86 - 2024-03-31 58,209 $3,248,000 2,444
   Feltz Wealth PLAN Inc. 88 - 2023-12-31 52,994 $2,992,000 1,409
   Sepio Capital LLC 86 - 2023-12-31 44,723 $2,525,000 2,200
   ENVESTNET ASSET MANAGEMENT INC 2364 - 2023-12-31 41,430 $2,339,000 28,279
   YALE CAPITAL CORP 177 - 2023-12-31 32,559 $1,838,000 5,100
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1335 - 2024-03-31 32,058 $1,789,000 3,570
   CIBC WORLD MARKETS INC. 560 - 2023-12-31 31,454 $1,776,000 2,825
   AE Wealth Management LLC 942 - 2023-12-31 31,602 $1,736,000 11,684
   Johnson Financial Group LLC 25 - 2023-12-31 27,106 $1,530,000 19,033
   ROYAL BANK OF CANADA 2853 - 2023-12-31 24,276 $1,369,000 3,974
   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
   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
   Spire Wealth Management 451 - 2024-03-31 12,060 $673,000 930
   REGAL INVESTMENT ADVISORS, LLC 285 - 2023-12-31 11,586 $654,000 149
   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
   Shore Point Advisors LLC 34 - 2023-12-31 8,721 $492,000 1,351
   WealthCare Investment Partners LLC 86 - 2024-03-31 8,338 $465,000 973
   VALMARK ADVISERS INC 354 - 2023-12-31 7,937 $448,000 7,937
   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
   180 WEALTH ADVISORS LLC 248 - 2024-03-31 6,986 $390,000 105
   Wealthcare Advisory Partners LLC 641 - 2024-03-31 5,734 $320,000 157
   Wealthfront Advisers LLC 811 - 2024-03-31 5,129 $286,000 548
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1694 - 2023-12-31 2,182 $123,000 631
   Beaird Harris Wealth Management LLC 169 - 2023-12-31 1,196 $68,000 13
   TD CAPITAL MANAGEMENT LLC 183 - 2023-12-31 848 $48,000 489
   HARBOUR INVESTMENTS INC. 1506 - 2023-12-31 782 $44,000 7
   FMR LLC 3470 - 2023-12-31 683 $39,000 453
   MONTAG A & ASSOCIATES INC 636 - 2023-12-31 559 $32,000 9
   PNC FINANCIAL SERVICES GROUP INC 3197 - 2023-12-31 526 $30,000 318
   4Thought Financial Group Inc. 61 - 2024-03-31 448 $25,000 7
   Aptus Capital Advisors LLC 735 - 2023-12-31 379 $21,000 122
   PRIVATE TRUST CO NA 1422 - 2024-03-31 362 $20,000 214
   CWM LLC 3333 - 2024-03-31 176 $10,000 176
   NBC SECURITIES INC. 2055 - 2024-03-31 11 $1,000 11
   TOWER RESEARCH CAPITAL LLC 5920 - 2023-12-31 4 $0 2
  62 Records found
  1    
  Page 1 of 1
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