Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Index Shares Fd (RWO)  
$40.73 0.75 (1.88%) as of 4:30 Thu 5/2


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF NEW YORK MELLON CORP 882 - 2024-03-31 1,529,844 $65,508,000 20,574
   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
   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
   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
   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
   BANK OF AMERICA CORP /DE/ 2740 - 2023-12-31 141,487 $6,184,000 16,919
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1008 - 2023-12-31 135,586 $5,926,000 124,882
   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
   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
   Capstone Financial Advisors Inc. 29 - 2023-12-31 64,816 $2,833,000 704
   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
   OLD MISSION CAPITAL LLC 264 - 2023-12-31 45,000 $1,967,000 45,000
   DHK Financial Advisors Inc. 22 - 2023-12-31 39,537 $1,728,000 429
   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
   BARCLAYS PLC 2441 - 2023-12-31 26,251 $1,147,000 400
   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
   Lester Murray Antman dba SimplyRich - 2023-12-31 23,237 $1,016,000 23,237
   IFG Advisory LLC 254 - 2023-12-31 21,037 $920,000 501
   CREATIVE PLANNING 1330 - 2023-12-31 19,152 $837,000 125
   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
   Orion Portfolio Solutions LLC 1113 - 2023-12-31 14,753 $642,000 2,988
   Integrated Advisors Network LLC 413 - 2023-12-31 12,304 $538,000 225
   UBS Group AG 3907 - 2023-12-31 11,866 $519,000 2,481
   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
   Goss Wealth Management LLC 1324 - 2023-12-31 10,654 $450,000 10,508
   Edmonds Duncan Registered Investment Advisors LLC 85 - 2024-03-31 9,476 $406,000 413
   VIRTU FINANCIAL LLC 508 - 2023-12-31 8,608 $376,000 8,608
   Sawtooth Asset Management Inc. 782 - 2023-12-31 8,147 $356,000 2,048
   MULTIFINANCIAL SECURITIES CORP 1362 - 2023-12-31 7,523 $329,000 344
   BOLTWOOD CAPITAL MANAGEMENT 142 - 2024-03-31 7,504 $321,000 1,070
   J.W. COLE ADVISORS INC. 650 - 2023-12-31 6,784 $297,000 6,784
   FDX ADVISORS, INC. 539 - 2023-12-31 6,457 $282,000 120
   PHILLIPS FINANCIAL MANAGEMENT LLC 176 - 2024-03-31 4,704 $201,000 28
   COMERICA BANK 2346 - 2023-12-31 3,492 $153,000 682
   PNC FINANCIAL SERVICES GROUP INC 2475 - 2023-12-31 2,716 $119,000 2,072
   Joseph Group Capital Management 61 - 2023-12-31 1,643 $72,000 295
   Parallel Advisors LLC 1326 - 2023-12-31 1,439 $63,000 16
   J P MORGAN CHASE & CO 4860 - 2023-12-31 664 $29,000 44
   Retirement Group LLC 301 - 2023-12-31 595 $26,000 6
   NBC SECURITIES INC. 1358 - 2024-03-31 607 $26,000 88
   FMR LLC 3761 - 2023-12-31 476 $21,000 241
   Financial Freedom LLC 264 - 2024-03-31 272 $12,000 2
   Raleigh Capital Management Inc. 624 - 2023-12-31 200 $9,000 124
   ICA Group Wealth Management LLC 1053 - 2023-12-31 94 $4,000 94
   Coastal Investment Advisors Inc. 758 - 2024-03-31 83 $4,000 83
   VisionPoint Advisory Group LLC 564 - 2023-12-31 65 $3,000 28
   Sound Income Strategies LLC 1011 - 2024-03-31 63 $3,000 29
  71 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us