Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
St Spdr S&P Wld Xus (GWL)  
$34.97 0.26 (0.75%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    16
Total shares held : 
 428,127,335  
% of shares held : 
 47.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   73  
Amount of shares held : 
 6,326,631  
% of shares held change : 
   0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.53  
Last Quarter's Ending Price : 
 $34.01  
Last Quarter's Average Price : 
 $31.74  
Change from last quarter's     
avg. price to the last closing  : 
3.23 (10.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
59
 5,738,320
 1.34%
 
Increased Positions :
321
 30,554,894
 7.14%
 
Unchanged Positions :
140
 9,130,985
 2.13%
 
Decreased Positions :
264
-28,077,408
-6.56%
 
Closed Positions :
43
-1,889,175
-0.44%
 
Guru Positions :
1
14,327
 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
   FINANCIAL ENGINES ADVISORS L.L.C. 7 - 2023-12-31 58,333,459 $1,983,921,000 1,831,580
   CREATIVE PLANNING 4 - 2023-12-31 53,750,050 $1,828,039,000 133,680
   HANSON MCCLAIN, INC. 3 - 2024-03-31 28,337,334 $1,015,610,000 832,201
   LPL FINANCIAL CORP 34 - 2023-12-31 24,912,564 $847,276,000 2,247,432
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 12,587,688 $428,107,000 322,362
   Auto-Owners Insurance Co 1 - 2023-12-31 11,466,000 $389,959,000 291,000
   CWM LLC 6 - 2024-03-31 9,915,606 $355,375,000 889,153
   TIAA FSB 23 - 2023-06-30 10,107,881 $328,910,000 28,115
   STATE STREET CORP 672 - 2023-12-31 8,416,835 $286,257,000 -283,165
   UBS Group AG 190 - 2023-12-31 7,743,804 $263,367,000 4,032,713
   PMFM INC. 2 - 2023-12-31 7,701,655 $261,933,000 62,431
   HORIZON INVESTMENTS, LLC/SC 6 - 2023-12-31 6,420,182 $218,350,000 -242,302
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4 - 2023-12-31 6,235,336 $212,064,000 179,779
   ENVESTNET ASSET MANAGEMENT INC 222 - 2023-12-31 6,119,106 $208,111,000 -67,842
   BANK OF AMERICA CORP /DE/ 616 - 2023-12-31 5,056,491 $171,971,000 1,298,603
   PFS INVESTMENTS INC. 2 - 2023-06-30 5,188,322 $168,828,000 348,043
   Advisor Group Holdings Inc. 79 - 2023-12-31 4,422,166 $150,407,000 -1,516,218
   TOWNSQUARE CAPITAL LLC 2 - 2023-12-31 4,379,199 $148,937,000 118,152
   BB&T CORP 102 - 2023-12-31 3,844,436 $130,749,000 3,521,531
   BANK OF NEW YORK MELLON CORP 537 - 2024-03-31 3,626,177 $129,962,000 -187,761
   MORGAN STANLEY 1006 - 2023-12-31 3,707,540 $126,093,000 1,064,954
   AMERIPRISE FINANCIAL INC 445 - 2023-12-31 3,689,501 $125,457,000 11,424
   GRADIENT INVESTMENTS LLC 4 - 2024-03-31 3,061,366 $109,719,000 -105,234
   Pathstone Holdings LLC 29 - 2023-12-31 3,129,386 $105,807,000 0
   PATHSTONE FAMILY OFFICE, LLC 22 - 2023-09-30 3,339,433 $103,522,000 -241,511
   Advisory Alpha LLC - 2023-12-31 3,000,509 $102,050,000 127,884
   BAYSTATE WEALTH MANAGEMENT LLC 2 - 2023-12-31 2,996,341 $101,906,000 109,273
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 147 - 2024-03-31 2,691,981 $96,481,000 -510,616
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 2 - 2024-03-31 2,570,825 $92,138,000 326,573
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 5 - 2023-12-31 2,535,031 $86,216,000 203,909
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 64 - 2023-12-31 2,487,842 $84,611,000 -135,433
   AMERIVEST INVESTMENT MANAGEMENT LLC 26 - 2023-06-30 2,566,172 $83,503,000 -17,861
   JANE STREET GROUP LLC 152 - 2023-12-31 2,398,742 $81,581,000 -4,009,589
   Private Advisor Group LLC 27 - 2023-12-31 2,393,952 $81,418,000 148,157
   Equitable Holdings Inc. 19 - 2023-12-31 2,248,269 $76,464,000 91,810
   McNamara Financial Services Inc. 2 - 2024-03-31 2,050,101 $73,476,000 34,911
   Strategies Wealth Advisors LLC 3 - 2024-03-31 1,982,362 $71,048,000 361,830
   SAVANT CAPITAL MANAGEMENT INC 22 - 2023-12-31 2,037,011 $69,279,000 12,101
   Granite Bay Wealth Management LLC 29 - 2023-12-31 2,122,368 $67,679,000 784,756
   AlphaStar Capital Management LLC 3 - 2023-12-31 1,919,798 $65,292,000 -40,196
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 821 - 2023-12-31 1,830,378 $62,251,000 -315,533
   First Ascent Asset Management LLC 6 - 2023-12-31 1,785,634 $60,729,000 199,266
   JNBA FINANCIAL ADVISORS 3 - 2024-03-31 1,640,660 $58,801,000 836,770
   PARK AVENUE SECURITIES LLC 20 - 2024-03-31 1,609,439 $57,682,000 10,972
   KWB Wealth 5 - 2024-03-31 1,591,899 $57,054,000 315,532
   MML INVESTORS SERVICES LLC 80 - 2023-12-31 1,641,319 $55,821,000 217,125
   MARINER WEALTH ADVISORS, LLC 150 - 2023-12-31 1,640,616 $55,797,000 -36,290
   Peterson Wealth Advisors LLC 2 - 2024-03-31 1,505,195 $53,946,000 9,820
   SEI INVESTMENTS CO 244 *New 2023-12-31 1,576,508 $53,617,000 1,576,508
   NORDEN GROUP LLC 33 - 2024-03-31 1,427,601 $51,144,000 1,387,484
   Envestnet Portfolio Solutions Inc. 67 - 2023-12-31 1,472,949 $50,095,000 118,205
   Capital Asset Advisory Services LLC 10 - 2024-03-31 1,241,532 $44,112,000 54,585
   TRUEFG LLC 1 - 2024-03-31 1,229,849 $44,078,000 29,527
   Rockefeller Capital Management L.P. 157 - 2023-12-31 1,252,195 $42,587,000 55,882
   AXXCESS WEALTH MANAGEMENT LLC 13 - 2023-12-31 1,250,363 $42,525,000 -64,538
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 118 - 2024-03-31 1,153,747 $41,350,000 88,805
   J P MORGAN CHASE & CO 1190 - 2023-12-31 1,195,785 $40,669,000 58,232
   COMMONWEALTH EQUITY SERVICES LLC. 251 - 2023-12-31 1,184,488 $40,284,000 34,810
   FINANCIAL ADVISORY GROUP 4 - 2023-12-31 1,175,414 $39,976,000 9,640
   Schneider Downs Wealth Management Advisors LP 1 - 2023-12-31 1,172,342 $39,871,000 152,269
   Stratos Wealth Partners LTD. 24 - 2024-03-31 1,073,113 $38,460,000 84,378
   IAG Wealth Partners LLC 2 - 2024-03-31 1,060,502 $38,008,000 -274,520
   CALLAN CAPITAL, LLC 6 - 2023-12-31 1,114,637 $37,909,000 134,267
   BSC PRIVATE WEALTH MANAGEMENT LLC 8 - 2023-12-31 1,103,390 $37,526,000 18,675
   Global Strategic Investment Solutions LLC 4 - 2023-12-31 1,090,703 $37,095,000 -92,426
   HIGHTOWER ADVISORS, LLC 318 - 2023-12-31 1,039,874 $35,366,000 352,876
   N.E.W. Advisory Services LLC 8 - 2024-03-31 979,099 $35,091,000 26,379
   BALLENTINE FINN & COMPANY INC 23 - 2024-03-31 946,491 $33,922,000 1,956
   Bristlecone Advisors LLC 5 - 2024-03-31 940,249 $33,699,000 13,248
   Boston Standard Wealth Management LLC 3 - 2024-03-31 935,755 $33,537,000 21,030
   IHT Wealth Management LLC 8 - 2023-12-31 980,436 $33,345,000 -6,394
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 229 - 2024-03-31 924,874 $33,147,000 -79,532
   Rinkey Investments 3 - 2023-12-31 965,328 $32,831,000 11,482
   WALLER FINANCIAL PLANNING GROUP INC 3 - 2024-03-31 913,851 $32,752,000 -320,827
   Edmonds Duncan Registered Investment Advisors LLC 3 - 2024-03-31 872,642 $31,276,000 9,867
   OneAscent Financial Services LLC 6 - 2024-03-31 865,968 $31,036,000 168,398
   Atlas Private Wealth Advisors 6 - 2023-12-31 855,594 $29,099,000 322,599
   FINANCIAL NETWORK 126 - 2023-12-31 855,379 $29,091,000 59,402
   OLD MISSION CAPITAL LLC 18 - 2023-12-31 842,635 $28,658,000 170,239
   US BANCORP 247 - 2023-12-31 833,473 $28,346,000 63,751
   Facet Wealth Inc. 18 - 2023-12-31 836,836 $28,252,000 -82,163
   AE Wealth Management LLC 154 - 2023-12-31 836,522 $28,182,000 78,920
   Halpern Financial Inc. 4 - 2024-03-31 742,034 $26,461,000 44,120
   Auour Investments LLC - 2023-12-31 793,442 $26,414,000 20,915
   Second Line Capital LLC 2 - 2023-12-31 771,716 $26,246,000 0
   Global Retirement Partners LLC 18 - 2024-03-31 708,771 $25,402,000 67,632
   RESTON WEALTH MANAGEMENT LLC - 2023-12-31 725,538 $24,676,000 16,776
   Meeder Advisory Services Inc. - 2023-12-31 719,628 $24,475,000 87,205
   Wealthcare Advisory Partners LLC 27 - 2024-03-31 674,974 $24,191,000 20,363
   Integrated Wealth Concepts LLC 48 - 2023-12-31 708,199 $24,086,000 3,920
   Brio Consultants LLC 6 - 2023-12-31 707,984 $24,079,000 5,110
   PURE FINANCIAL ADVISORS, INC. 29 - 2024-03-31 668,247 $23,950,000 -10,574
   GOODMAN FINANCIAL CORP 1 - 2023-12-31 688,922 $23,430,000 7,362
   WAYNE HUMMER ASSET MANAGEMENT CO 109 - 2023-12-31 685,445 $23,312,000 -3,538
   Fairfield University 2 - 2023-12-31 676,577 $23,010,000 6,867
   WELLS FARGO & CO/MN 1005 - 2023-12-31 668,881 $22,749,000 -43,339
   STIFEL FINANCIAL CORP 472 - 2023-12-31 656,497 $22,327,000 -3,480,166
   HPM Partners LLC - 2023-12-31 643,835 $21,897,000 141,379
   Aptus Capital Advisors LLC 32 - 2023-12-31 618,472 $21,034,000 68,237
   Flagstone Financial Management - 2023-12-31 613,113 $20,852,000 -3,949
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us