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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
   FIRST CITIZENS BANK & TRUST CO 319 *New 2024-03-31 11,639 $498,000 11,639
   PFG Investments LLC 675 *New 2024-03-31 8,150 $349,000 8,150
   Strategic Family Wealth Counselors L.L.C. 84 *New 2023-12-31 7,184 $314,000 7,184
   Fifth Third Wealth Advisors LLC 192 *New 2024-03-31 6,985 $299,000 6,985
   Sontag Advisory LLC 577 *New 2023-12-31 5,281 $231,000 5,281
   STIFEL FINANCIAL CORP 3022 *New 2023-12-31 4,853 $212,000 4,853
   CoreCap Advisors LLC 540 *New 2023-12-31 4,751 $208,000 4,751
   BROWN BROTHERS HARRIMAN & CO 742 *New 2023-12-31 1,000 $44,000 1,000
   Koesten Hirschmann & Crabtree INC. 97 *New 2023-12-31 530 $23,000 530
   ADVISORY SERVICES NETWORK, LLC 2466 *New 2023-12-31 488 $21,000 488
   Scarborough Advisors LLC 336 *New 2023-12-31 306 $13,000 306
   Cape Investment Advisory Inc. 784 *New 2023-12-31 122 $5,000 122
   Capital Investment Advisory Services LLC 886 *New 2024-03-31 66 $3,000 66
   Tradewinds Capital Management LLC 460 *New 2024-03-31 23 $1,000 23

  14 Records found
  1    
  Page 1 of 1
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