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Get Institutions for : 
Spdr Index Shares Fd (RWO)  
$39.71 0.16 (0.4%) as of 4:30 Fri 4/19


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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  : 
0.22 (0.56%)  




 
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  
Free Registration Required For Full Results

            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 868 - 2023-12-31 1,509,270 $65,970,000 97,944
   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
   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 FINANCIAL SERVICES ADVISORS, INC. 596 - 2023-12-31 329,410 $14,399,000 311,239
   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
   RAYMOND JAMES & ASSOCIATES 1128 - 2023-12-31 219,930 $9,613,000 -81,709
   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
   ALTFEST L J & CO INC 25 - 2023-12-31 148,949 $6,511,000 113,026
   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
   Advisor Group Holdings Inc. 1299 - 2023-12-31 97,940 $4,290,000 13,873
   Addis & Hill Inc 7 - 2023-12-31 102,076 $4,264,000 0
   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
   Foster Victor Wealth Advisors LLC 74 *New 2023-12-31 93,232 $4,055,000 93,232
   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 - 2023-12-31 80,377 $3,513,000 -2,907
   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 904 - 2023-12-31 68,074 $2,975,000 -135
   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
   ROYAL BANK OF CANADA 2367 - 2023-12-31 58,804 $2,570,000 5,620
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1089 - 2023-12-31 54,508 $2,383,000 -8,500
   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
   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
   Total Wealth Planning LLC 41 - 2023-12-31 38,428 $1,680,000 -2,359
   Brooklyn FI LLC 29 - 2023-12-31 37,497 $1,639,000 -16,393
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1076 - 2023-12-31 28,217 $1,233,000 16,226
   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
   COASTLINE TRUST CO *New 2023-12-31 26,900 $1,176,000 26,900
   Cetera Investment Advisers 1023 - 2023-12-31 26,533 $1,160,000 -393
   BARCLAYS PLC 2441 - 2023-12-31 26,251 $1,147,000 400
   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
   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
   SOL CAPITAL MANAGEMENT CO - 2023-12-31 16,206 $708,000 -7,369
   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
   FIFTH THIRD BANCORP 671 - 2023-12-31 15,410 $674,000 -1,259
   Orion Portfolio Solutions LLC 1113 - 2023-12-31 14,753 $642,000 2,988
   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
   MPS Loria Financial Planners LLC 37 - 2023-12-31 12,285 $537,000 301
   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
   PACIFIC CAPITAL WEALTH ADVISORS INC 44 - 2023-12-31 11,399 $498,000 0
   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
   Emerald Advisors LLC *New 2023-12-31 10,755 $470,000 10,755
   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
   Sound Stewardship LLC 47 - 2023-12-31 10,085 $441,000 -2,981
  100 Records found
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