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Get Institutions for : 
Spdr Index Shares Fd (RWO)  
$40.73 0.75 (1.88%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 211    5
Total shares held : 
19,193,538  
% of shares held : 
53.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -22  
Amount of shares held : 
-254,734  
% of shares held change : 
  -0.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$37.47  
Last Quarter's Ending Price : 
$43.71  
Last Quarter's Average Price
$39.49  
Change from last quarter's     
avg. price to the last closing  : 
1.24 (3.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 171,880
 0.9%
 
Increased Positions :
64
 1,908,761
 9.94%
 
Unchanged Positions :
51
 97,483
 0.51%
 
Decreased Positions :
81
-2,036,904
-10.61%
 
Closed Positions :
20
-298,471
-1.56%
 
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
   STATE STREET CORP 788 - 2023-12-31 5,045,927 $220,557,000 -506,760
   GOLDMAN SACHS GROUP INC/ 517 - 2023-12-31 3,318,412 $145,048,000 -255,973
   BANK OF NEW YORK MELLON CORP 882 - 2024-03-31 1,529,844 $65,508,000 20,574
   GLENMEDE TRUST CO NA 107 - 2023-12-31 925,820 $40,468,000 -349,480
   CONSULTIVA WEALTH MANAGEMENT CORP. 16 - 2023-09-30 838 $32,046,000 5
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 415 - 2024-03-31 621,252 $26,602,000 291,842
   ENVESTNET ASSET MANAGEMENT INC 993 - 2023-12-31 493,042 $21,551,000 5,040
   MORGAN STANLEY 2623 - 2023-12-31 481,901 $21,064,000 -96,434
   HSBC HOLDINGS PLC 652 - 2023-12-31 387,473 $16,936,000 -112,605
   MARINER WEALTH ADVISORS, LLC 363 - 2023-12-31 336,056 $14,689,000 -101,011
   RAYMOND JAMES & ASSOCIATES 1005 - 2024-03-31 307,338 $13,160,000 87,408
   BRIGHTON JONES LLC 32 - 2023-12-31 283,279 $12,382,000 49,621
   MODERA WEALTH MANAGEMENT, LLC 98 - 2023-12-31 257,630 $11,261,000 257,630
   HPM Partners LLC - 2023-12-31 249,557 $10,908,000 233,902
   Quent Capital LLC 14 - 2023-12-31 247,788 $10,831,000 -85,418
   One Capital Management LLC 57 - 2023-12-31 236,671 $10,345,000 131,343
   JANE STREET GROUP LLC 904 - 2023-12-31 232,754 $10,174,000 232,754
   Waldron LP 37 - 2023-12-31 221,758 $9,693,000 -10,355
   LPL FINANCIAL CORP 1300 - 2023-12-31 209,925 $9,176,000 725
   HILLSTRUST 25 - 2023-12-31 188,595 $8,243,000 2,845
   M&T BANK CORP 365 - 2023-12-31 157,531 $6,886,000 -23,563
   JONES FINANCIAL COMPANIES LLLP 130 - 2023-12-31 142,262 $6,218,000 -2,081
   BANK OF AMERICA CORP /DE/ 2740 - 2023-12-31 141,487 $6,184,000 16,919
   Streettalk Advisors LLC 50 - 2023-12-31 138,056 $6,034,000 -6,767
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1008 - 2023-12-31 135,586 $5,926,000 124,882
   JFS WEALTH ADVISORS, LLC 42 - 2023-12-31 115,595 $5,053,000 -21,126
   HIGHTOWER ADVISORS, LLC 971 - 2023-12-31 110,676 $4,834,000 -86,777
   XML Financial LLC 62 - 2023-12-31 105,729 $4,621,000 -4,339
   Orin Green Financial LLC 12 - 2023-12-31 100,059 $4,352,000 1,825
   Addis & Hill Inc 6 - 2024-03-31 103,424 $4,310,000 1,348
   Advisor Group Holdings Inc. 1299 - 2023-12-31 97,940 $4,290,000 13,873
   VALMARK ADVISERS INC 99 - 2023-12-31 94,224 $4,119,000 20,592
   FSM Wealth Advisors LLC 14 - 2023-09-30 107,031 $4,089,000 24,507
   MML INVESTORS SERVICES LLC 697 - 2023-12-31 92,566 $4,046,000 24,266
   US BANCORP 648 - 2023-12-31 80,785 $3,531,000 9,085
   Rappaport Reiches Capital Management LLC 18 - 2024-03-31 79,555 $3,407,000 -822
   Banque Cantonale Vaudoise 162 - 2024-03-31 78,986 $3,382,000 1,964
   Moss Adams Wealth Advisors LLC 19 - 2023-12-31 69,459 $3,036,000 49,226
   NATIXIS ASSET MANAGEMENT ADVISORS LP 925 - 2024-03-31 68,693 $2,941,000 619
   EFFICIENT ADVISORS, LLC 44 - 2023-12-31 65,821 $2,877,000 -2,376
   Capstone Financial Advisors Inc. 29 - 2023-12-31 64,816 $2,833,000 704
   BUCKINGHAM ASSET MANAGEMENT, LLC 198 - 2023-12-31 61,622 $2,693,000 -18,151
   Beacon Pointe Advisors LLC 407 - 2023-12-31 61,557 $2,691,000 9,870
   BLAIR WILLIAM & CO/IL 612 - 2023-12-31 60,073 $2,626,000 11,557
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1097 - 2024-03-31 61,196 $2,620,000 6,688
   ROYAL BANK OF CANADA 2367 - 2023-12-31 58,804 $2,570,000 5,620
   PARK AVENUE SECURITIES LLC 367 - 2024-03-31 53,587 $2,295,000 2,875
   BIP Wealth LLC 56 - 2023-12-31 47,143 $2,061,000 -11,946
   OLD MISSION CAPITAL LLC 264 - 2023-12-31 45,000 $1,967,000 45,000
   BP WEALTH MANAGEMENT LLC 243 - 2023-12-31 44,449 $1,943,000 -30,477
   DHK Financial Advisors Inc. 22 - 2023-12-31 39,537 $1,728,000 429
   ALTFEST L J & CO INC 70 - 2024-03-31 40,188 $1,721,000 -108,761
   HHM Wealth Advisors LLC 30 - 2023-12-31 39,315 $1,718,000 -11,304
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 811 - 2023-12-31 38,804 $1,696,000 19,025
   Brooklyn FI LLC 30 - 2024-03-31 38,393 $1,644,000 896
   Total Wealth Planning LLC 42 - 2024-03-31 38,140 $1,633,000 -288
   WELLS FARGO & CO/MN 2638 - 2023-12-31 37,028 $1,619,000 -5,816
   Kestra Advisory Services LLC 908 - 2023-12-31 36,147 $1,580,000 -19,013
   MERCER GLOBAL ADVISORS INC /ADV 799 - 2023-12-31 36,089 $1,577,000 -16,250
   Abacus Planning Group Inc. 46 - 2024-03-31 34,227 $1,466,000 -16
   MATRIX PRIVATE CAPITAL GROUP LLC 19 - 2023-12-31 33,236 $1,453,000 -6,971
   SAVANT CAPITAL MANAGEMENT INC 365 - 2023-12-31 29,134 $1,273,000 -4,529
   Israel Discount Bank of New York 26 - 2023-12-31 27,712 $1,211,000 -725
   Private Advisor Group LLC 1030 - 2023-12-31 27,073 $1,183,000 -5,581
   Cetera Investment Advisers 1023 - 2023-12-31 26,533 $1,160,000 -393
   COASTLINE TRUST CO 128 - 2024-03-31 26,900 $1,152,000 0
   BARCLAYS PLC 2441 - 2023-12-31 26,251 $1,147,000 400
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1195 - 2024-03-31 25,587 $1,096,000 -2,630
   First Command Bank 50 - 2023-06-30 25,456 $1,045,000 -13,420
   First Command Financial Services Inc. 50 - 2023-06-30 25,456 $1,045,000 -13,420
   CITADEL ADVISORS LLC 2892 - 2023-12-31 23,769 $1,039,000 12,092
   GREAT VALLEY ADVISOR GROUP INC. 336 - 2023-12-31 23,510 $1,028,000 2,555
   ORBA Wealth Advisors L.L.C. 36 - 2023-12-31 23,275 $1,017,000 0
   Lester Murray Antman dba SimplyRich - 2023-12-31 23,237 $1,016,000 23,237
   Archetype Wealth Partners LLC 36 - 2023-12-31 22,773 $995,000 -2,750
   IFG Advisory LLC 254 - 2023-12-31 21,037 $920,000 501
   RFG Advisory Group LLC 379 - 2024-03-31 20,428 $875,000 -3,440
   CREATIVE PLANNING 1330 - 2023-12-31 19,152 $837,000 125
   Sequoia Financial Advisors LLC - 2023-12-31 17,733 $775,000 0
   Simplicity WealthLLC 595 - 2024-03-31 17,859 $765,000 12,718
   Brand Asset Management Group Inc. - 2023-12-31 17,366 $759,000 5,810
   H D Vest Advisory Services 831 - 2023-12-31 16,599 $726,000 1,892
   First Command Advisory Services Inc. 78 - 2023-12-31 16,264 $711,000 -4,897
   FSB PREMIER WEALTH MANAGEMENT INC. 66 - 2023-12-31 16,101 $704,000 -33
   HOGE FINANCIAL SERVICES LLC 19 - 2023-12-31 15,683 $686,000 0
   SOL CAPITAL MANAGEMENT CO 198 - 2024-03-31 15,156 $649,000 -1,050
   Orion Portfolio Solutions LLC 1113 - 2023-12-31 14,753 $642,000 2,988
   FIFTH THIRD BANCORP 694 - 2024-03-31 14,936 $640,000 -474
   Aquire Wealth Advisors LLC 28 - 2023-12-31 14,508 $634,000 -1,747
   Integrated Advisors Network LLC 413 - 2023-12-31 12,304 $538,000 225
   COMMONWEALTH EQUITY SERVICES LLC. 2605 - 2023-12-31 11,949 $522,000 -4,707
   UBS Group AG 3907 - 2023-12-31 11,866 $519,000 2,481
   FIRST CITIZENS BANK & TRUST CO 319 *New 2024-03-31 11,639 $498,000 11,639
   PACIFIC CAPITAL WEALTH ADVISORS INC 44 - 2023-12-31 11,399 $498,000 0
   Aspire Private Capital LLC 114 - 2024-03-31 11,567 $495,000 4,854
   AMERIPRISE FINANCIAL INC 3381 - 2023-12-31 11,134 $487,000 156
   Baird Financial Group Inc. 1364 - 2023-12-31 10,916 $477,000 -6,185
   NICOLET ADVISORY SERVICES LLC 174 - 2023-12-31 10,643 $457,000 -1,439
   Goss Wealth Management LLC 1324 - 2023-12-31 10,654 $450,000 10,508
   MPS Loria Financial Planners LLC 42 - 2024-03-31 10,410 $446,000 -1,875

  100 Records found
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