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Get Institutions for : 
St Spdr S&P Wld Xus (GWL)  
$35.97 0.04 (0.11%) as of 4:30 Fri 5/10


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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  : 
4.23 (13.33%)  




 
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
21,970
 0.01%
 
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
   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 37 - 2024-03-31 25,602,228 $917,584,000 689,664
   Auto-Owners Insurance Co 1 - 2024-03-31 17,576,000 $629,924,000 6,110,000
   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
   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
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4 - 2023-12-31 6,235,336 $212,064,000 179,779
   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
   TOWNSQUARE CAPITAL LLC 2 - 2023-12-31 4,379,199 $148,937,000 118,152
   Advisory Alpha LLC 4 - 2024-03-31 3,817,466 $136,821,000 816,957
   BB&T CORP 102 - 2023-12-31 3,844,436 $130,749,000 3,521,531
   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
   BAYSTATE WEALTH MANAGEMENT LLC 2 - 2023-12-31 2,996,341 $101,906,000 109,273
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 2 - 2024-03-31 2,570,825 $92,138,000 326,573
   Private Advisor Group LLC 26 - 2024-03-31 2,548,694 $91,345,000 154,742
   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
   AlphaStar Capital Management LLC 3 - 2024-03-31 1,924,470 $68,973,000 4,672
   First Ascent Asset Management LLC 6 - 2023-12-31 1,785,634 $60,729,000 199,266
   Envestnet Portfolio Solutions Inc. 62 - 2024-03-31 1,664,170 $59,644,000 191,221
   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
   Peterson Wealth Advisors LLC 2 - 2024-03-31 1,505,195 $53,946,000 9,820
   Schneider Downs Wealth Management Advisors LP 1 - 2024-03-31 1,277,260 $45,777,000 104,918
   FINANCIAL ADVISORY GROUP 4 - 2024-03-31 1,242,649 $44,537,000 67,235
   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
   COMMONWEALTH EQUITY SERVICES LLC. 253 - 2024-03-31 1,212,818 $43,467,000 28,330
   J P MORGAN CHASE & CO 1246 - 2024-03-31 1,200,536 $43,027,000 4,751
   Rockefeller Capital Management L.P. 157 - 2023-12-31 1,252,195 $42,587,000 55,882
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 118 - 2024-03-31 1,153,747 $41,350,000 88,805
   Global Strategic Investment Solutions LLC 4 - 2024-03-31 1,094,563 $39,229,000 3,860
   HIGHTOWER ADVISORS, LLC 308 - 2024-03-31 1,075,768 $38,566,000 35,894
   Stratos Wealth Partners LTD. 24 - 2024-03-31 1,073,113 $38,460,000 84,378
   Rinkey Investments 3 - 2024-03-31 981,511 $35,177,000 16,183
   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
   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
   US BANCORP 247 - 2024-03-31 848,127 $30,397,000 14,654
   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
   AE Wealth Management LLC 154 - 2023-12-31 836,522 $28,182,000 78,920
   Betterment LLC 56 - 2024-03-31 776,786 $27,840,000 265,976
   Halpern Financial Inc. 4 - 2024-03-31 742,034 $26,461,000 44,120
   GOODMAN FINANCIAL CORP 1 - 2024-03-31 736,688 $26,403,000 47,766
   Meeder Advisory Services Inc. 9 - 2024-03-31 727,743 $26,082,000 8,115
   Brio Consultants LLC 6 - 2024-03-31 709,982 $25,446,000 1,998
   Global Retirement Partners LLC 18 - 2024-03-31 708,771 $25,402,000 67,632
   Wealthcare Advisory Partners LLC 27 - 2024-03-31 674,974 $24,191,000 20,363
   WELLS FARGO & CO/MN 1019 - 2024-03-31 674,834 $24,186,000 5,953
   Integrated Wealth Concepts LLC 48 - 2023-12-31 708,199 $24,086,000 3,920
   PROVISE MANAGEMENT GROUP LLC 8 - 2024-03-31 630,244 $22,588,000 28,251
   Merit Financial Group LLC 32 - 2024-03-31 622,408 $22,052,000 267,190
   Flagstone Financial Management 2 - 2024-03-31 614,489 $22,023,000 1,376
   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
   THRIVENT FINANCIAL FOR LUTHERANS 421 - 2023-12-31 600,369 $20,418,000 149,933
   JT Stratford LLC 3 - 2023-12-31 595,532 $20,254,000 34,679
   ERn Financial LLC 7 - 2024-03-31 553,152 $19,825,000 14,074
   Garrett Wealth Advisory Group LLC 5 - 2024-03-31 537,514 $19,264,000 5,807
   Treasure Coast Financial Planning 2 - 2024-03-31 521,060 $18,675,000 24,492
   Geneos Wealth Management Inc. 22 - 2024-03-31 504,283 $18,073,000 20,202
   Bridgeworth LLC - 2023-12-31 499,966 $17,004,000 12,918
   Empowered Funds LLC 53 - 2024-03-31 470,837 $16,875,000 309,823
   Moss Adams Wealth Advisors LLC 7 - 2024-03-31 454,813 $16,300,000 126,280
   Leicht Financial Planning & Wealth Management Inc. 4 - 2024-03-31 449,721 $16,118,000 3,368
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 3 - 2023-12-31 473,176 $16,093,000 41,414
   Fiduciary Alliance LLC 7 - 2024-03-31 447,042 $15,950,000 3,894
   Iron Horse Wealth Management LLC 8 - 2024-03-31 436,672 $15,650,000 19,237
   Good Life Advisors LLC 16 - 2024-03-31 436,251 $15,635,000 31,411
   ARGI INVESTMENT SERVICES, LLC 37 - 2022-12-31 521,725 $15,490,000 156,359
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 318 - 2023-12-31 444,411 $15,114,000 94,139
   Walkner Condon Financial Advisors LLC 3 - 2024-03-31 412,601 $14,788,000 33,640
   FIRST HEARTLAND CONSULTANTS INC 13 - 2024-03-31 399,742 $14,327,000 28,296
   Goss Wealth Management LLC 164 - 2023-12-31 410,142 $13,856,000 50,082
   BANK HAPOALIM BM 17 - 2024-03-31 384,000 $13,763,000 15,000
   GOLDMAN SACHS GROUP INC/ 1823 - 2023-12-31 402,062 $13,674,000 369,059
   ARQ WEALTH ADVISORS LLC 1 - 2023-12-31 382,118 $12,996,000 22,528
   Goldstein Advisors LLC 14 - 2023-12-31 373,578 $12,705,000 8,601
   DFPG INVESTMENTS INC. 23 - 2023-12-31 373,469 $12,466,000 5,720
   Strategic Financial Planning Inc. 3 - 2024-03-31 345,782 $12,393,000 103
   RFG Advisory Group LLC 36 - 2024-03-31 343,540 $12,312,000 99,037
   Garrett Investment Advisors LLC 13 - 2024-03-31 333,681 $11,959,000 54,038
   Vivaldi Capital Management LLC 4 - 2023-12-31 356,598 $11,896,000 22,671
   Trilogy Capital Inc. 43 - 2024-03-31 322,277 $11,550,000 161,555
   INVENIO WEALTH PARTNERS LLC 2 - 2024-03-31 318,904 $11,430,000 103,006
   Kingsview Wealth Management LLC 66 - 2024-03-31 313,532 $11,237,000 8,433
   Rodgers & Associates LTD 23 - 2024-03-31 310,547 $11,130,000 5,695
   HORIZON FINANCIAL SERVICES LLC 4 - 2024-03-31 293,601 $10,523,000 75,785
  100 Records found
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