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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 :
2
36,297
 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
   STATE STREET CORP 672 - 2023-12-31 8,416,835 $286,257,000 -283,165
   HORIZON INVESTMENTS, LLC/SC 6 - 2023-12-31 6,420,182 $218,350,000 -242,302
   ENVESTNET ASSET MANAGEMENT INC 222 - 2023-12-31 6,119,106 $208,111,000 -67,842
   Advisor Group Holdings Inc. 79 - 2023-12-31 4,422,166 $150,407,000 -1,516,218
   BANK OF NEW YORK MELLON CORP 537 - 2024-03-31 3,626,177 $129,962,000 -187,761
   GRADIENT INVESTMENTS LLC 4 - 2024-03-31 3,061,366 $109,719,000 -105,234
   PATHSTONE FAMILY OFFICE, LLC 22 - 2023-09-30 3,339,433 $103,522,000 -241,511
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 147 - 2024-03-31 2,691,981 $96,481,000 -510,616
   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
   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
   MARINER WEALTH ADVISORS, LLC 150 - 2023-12-31 1,640,616 $55,797,000 -36,290
   AXXCESS WEALTH MANAGEMENT LLC 13 - 2023-12-31 1,250,363 $42,525,000 -64,538
   CALLAN CAPITAL, LLC 7 - 2024-03-31 1,074,180 $38,499,000 -40,457
   IAG Wealth Partners LLC 2 - 2024-03-31 1,060,502 $38,008,000 -274,520
   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
   WALLER FINANCIAL PLANNING GROUP INC 3 - 2024-03-31 913,851 $32,752,000 -320,827
   Auour Investments LLC 3 - 2024-03-31 790,199 $28,321,000 -3,243
   Facet Wealth Inc. 18 - 2023-12-31 836,836 $28,252,000 -82,163
   PURE FINANCIAL ADVISORS, INC. 29 - 2024-03-31 668,247 $23,950,000 -10,574
   WAYNE HUMMER ASSET MANAGEMENT CO 109 - 2023-12-31 685,445 $23,312,000 -3,538
   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
   PROFFITT & GOODSON INC 9 - 2024-03-31 558,641 $20,022,000 -5,402
   Cetera Investment Advisers 131 - 2023-12-31 555,868 $18,905,000 -2,490
   Blueprint Investment Partners LLC 3 - 2023-12-31 539,267 $18,340,000 -133,537
   JNB Advisors LLC 16 - 2024-03-31 496,855 $17,807,000 -81,719
   IFP Advisors Inc 16 - 2023-12-31 506,849 $17,238,000 -115,302
   SigFig Wealth Management LLC 26 - 2023-12-31 502,977 $16,642,000 -39,899
   LAKE STREET ADVISORS GROUP LLC 23 - 2023-12-31 482,593 $16,413,000 -42,965
   Snowden Capital Advisors LLC 19 - 2023-12-31 476,730 $16,214,000 -1,588
   Ausdal Financial Partners Inc. 6 - 2024-03-31 436,727 $15,652,000 -1,266
   ST GERMAIN D J CO INC 44 - 2024-03-31 430,655 $15,435,000 -25,749
   Landmark Wealth Management LLC 3 - 2024-03-31 421,802 $15,117,000 -855
   GM Advisory Group Inc. 20 - 2023-12-31 429,428 $14,605,000 -20,245
   CI Private Wealth LLC 452 - 2023-12-31 415,455 $14,130,000 -126,173
   ROYAL BANK OF CANADA 1283 - 2023-12-31 406,533 $13,827,000 -4,160
   ATRIA INVESTMENTS LLC 109 - 2023-12-31 394,610 $13,421,000 -28,906
   Brookstone Capital Management 102 - 2024-03-31 368,947 $13,223,000 -8,719
   Resources Investment Advisors Inc. 99 - 2023-12-31 359,922 $12,241,000 -169,982
   Strategic Financial Group LLC - 2023-12-31 356,188 $12,114,000 -639
   Coastal Capital Group Inc. 8 - 2023-06-30 353,187 $11,493,000 -5,939
   RAYMOND JAMES & ASSOCIATES 1076 - 2024-03-31 320,182 $11,475,000 -8,641
   Wealth Advisors of Iowa LLC 5 - 2023-12-31 331,446 $11,272,000 -21,316
   Ironwood Wealth Management LLC. 9 - 2024-03-31 281,164 $10,077,000 -14,480
   Integrated Capital Management Inc. 3 - 2024-03-31 276,431 $9,907,000 -6,823
   PRING TURNER CAPITAL GROUP INC 1 - 2023-12-31 263,917 $8,976,000 -4,613
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 17 - 2024-03-31 247,409 $8,867,000 -161,535
   GRIMES & COMPANY INC 83 - 2024-03-31 239,624 $8,588,000 -10,111
   Venturi Wealth Management LLC 50 - 2024-03-31 225,662 $8,088,000 -1,300
   Sailer Financial LLC 7 - 2023-12-31 233,342 $7,936,000 -4,065
   Brown Financial Advisory 5 - 2024-03-31 220,531 $7,904,000 -12,000
   MULTIFINANCIAL SECURITIES CORP 185 - 2023-12-31 231,398 $7,870,000 -1,811
   Aspire Private Capital LLC 13 - 2024-03-31 214,446 $7,686,000 -39,453
   AIFG Consultants Ltd. 7 - 2023-12-31 219,606 $7,469,000 -115,756
   Rosenberg Matthew Hamilton 10 - 2024-03-31 208,388 $7,435,000 -750
   COLONY GROUP LLC 177 - 2023-09-30 230,122 $7,136,000 -1,239
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 236 - 2023-12-31 208,120 $7,078,000 -11,191
   Treynor Bancshares Inc. 6 - 2023-12-31 205,501 $6,989,000 -9,924
   Diligent Investors LLC 6 - 2023-12-31 203,918 $6,935,000 -18,803
   Opes Wealth Management LLC 21 - 2024-03-31 187,797 $6,731,000 -5,312
   FLAGSHIP HARBOR ADVISORS LLC 48 - 2024-03-31 186,695 $6,691,000 -2,802
   Congress Wealth Management LLC / DE / 199 - 2024-03-31 186,461 $6,683,000 -5,692
   Aquire Wealth Advisors LLC 7 - 2023-12-31 188,303 $6,404,000 -12,834
   AIRE ADVISORS LLC 19 - 2023-12-31 187,534 $6,379,000 -3,969
   Mutual Advisors LLC 99 - 2024-03-31 174,902 $6,268,000 -87,955
   Astoria Portfolio Advisors LLC. 11 - 2024-03-31 178,971 $6,185,000 -89,410
   Lifestyle Asset Management Inc. 7 - 2024-03-31 167,139 $5,990,000 -1,272
   Systelligence LLC 31 - 2024-03-31 164,231 $5,886,000 -454
   SENTINEL PENSION ADVISORS INC 13 - 2023-12-31 170,647 $5,804,000 -4,087
   ORBA Wealth Advisors L.L.C. 8 - 2024-03-31 156,322 $5,603,000 -95
   Balentine LLC 50 - 2023-12-31 162,684 $5,533,000 -56,637
   Continuum Advisory LLC 21 - 2023-12-31 161,700 $5,499,000 -11,718
   JRM Investment Counsel LLC 12 - 2023-12-31 159,178 $5,414,000 -13,018
   PAX Financial Group LLC 24 - 2023-12-31 153,909 $5,191,000 -10,896
   MERRIMAN WEALTH MANAGEMENT, LLC 49 - 2023-12-31 152,193 $5,176,000 -6,270
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 61 - 2024-03-31 144,093 $5,164,000 -26,022
   BUCKINGHAM ASSET MANAGEMENT, LLC 139 - 2023-12-31 151,763 $5,161,000 -4,107
   Beacon Pointe Advisors LLC 283 - 2023-12-31 149,090 $5,071,000 -1,545
   NovaPoint Capital LLC 10 - 2024-03-31 137,094 $4,913,000 -4,599
   Larson Financial Group LLC 51 - 2024-03-31 135,027 $4,839,000 -9,333
   Concord Wealth Partners 30 - 2024-03-31 130,983 $4,694,000 -23,882
   Tranquilli Financial Advisor LLC 6 - 2023-12-31 136,436 $4,640,000 -11,096
   COMERICA BANK 728 - 2023-12-31 135,925 $4,623,000 -12,951
   Financial Insights Inc. 17 - 2024-03-31 127,724 $4,578,000 -17,592
   Venture Visionary Partners LLC 102 - 2023-12-31 131,520 $4,473,000 -214
   PFG FINANCIAL ADVISORS 39 - 2024-03-31 124,510 $4,462,000 -939
   Massey Quick & Co. LLC 41 - 2024-03-31 119,266 $4,274,000 -46,394
   Fullen Financial Group 12 - 2023-03-31 126,635 $4,170,000 -1,910
   Heartwood Wealth Advisors LLC 31 - 2024-03-31 115,854 $4,152,000 -20,060
   Family Legacy Inc. 28 - 2024-03-31 113,248 $4,059,000 -714
   FSB PREMIER WEALTH MANAGEMENT INC. 11 - 2023-12-31 118,952 $4,046,000 -549
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 543 - 2023-09-30 129,954 $4,030,000 -407
   Spire Wealth Management 185 - 2024-03-31 111,446 $3,994,000 -6,642
   Keener Financial Planning LLC 6 - 2024-03-31 109,135 $3,912,000 -1,483
   ECLECTIC ASSOCIATES INC /ADV 12 - 2024-03-31 107,018 $3,836,000 -321
   Sawtooth Asset Management Inc. 182 - 2023-12-31 109,882 $3,737,000 -50,713
  100 Records found
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