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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  
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
   GLENMEDE TRUST CO NA 107 - 2023-12-31 925,820 $40,468,000 -349,480
   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
   Quent Capital LLC 14 - 2023-12-31 247,788 $10,831,000 -85,418
   Waldron LP 37 - 2023-12-31 221,758 $9,693,000 -10,355
   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
   Streettalk Advisors LLC 50 - 2023-12-31 138,056 $6,034,000 -6,767
   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
   Rappaport Reiches Capital Management LLC 18 - 2024-03-31 79,555 $3,407,000 -822
   EFFICIENT ADVISORS, LLC 44 - 2023-12-31 65,821 $2,877,000 -2,376
   BUCKINGHAM ASSET MANAGEMENT, LLC 198 - 2023-12-31 61,622 $2,693,000 -18,151
   BIP Wealth LLC 56 - 2023-12-31 47,143 $2,061,000 -11,946
   BP WEALTH MANAGEMENT LLC 243 - 2023-12-31 44,449 $1,943,000 -30,477
   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
   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
   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
   Archetype Wealth Partners LLC 36 - 2023-12-31 22,773 $995,000 -2,750
   RFG Advisory Group LLC 379 - 2024-03-31 20,428 $875,000 -3,440
   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
   SOL CAPITAL MANAGEMENT CO 198 - 2024-03-31 15,156 $649,000 -1,050
   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
   COMMONWEALTH EQUITY SERVICES LLC. 2605 - 2023-12-31 11,949 $522,000 -4,707
   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
   MPS Loria Financial Planners LLC 42 - 2024-03-31 10,410 $446,000 -1,875
   Sound Stewardship LLC 47 - 2023-12-31 10,085 $441,000 -2,981
   Resources Investment Advisors Inc. 779 - 2023-12-31 9,487 $415,000 -3,660
   ARGI INVESTMENT SERVICES, LLC 333 - 2022-12-31 9,777 $400,000 -1,845
   USAdvisors Wealth Management LLC 90 - 2023-12-31 8,873 $387,000 -16,258
   BB&T CORP 2109 - 2023-12-31 8,644 $378,000 -760
   CWM LLC 1233 - 2024-03-31 8,604 $368,000 -6,546
   Consolidated Portfolio Review Corp 209 - 2023-12-31 8,218 $359,000 -1,330
   AE Wealth Management LLC 1616 - 2023-12-31 8,327 $351,000 -887
   EMPIRICAL FINANCIAL SERVICES, LLC 372 - 2023-12-31 7,961 $348,000 -795
   Tilson Financial Group Inc. 55 - 2024-03-31 7,915 $339,000 -34
   FC Advisory LLC 81 - 2024-03-31 7,674 $329,000 -71
   Envestnet Portfolio Solutions Inc. 1258 - 2023-12-31 7,442 $325,000 -1,014
   BAILARD BIEHL & KAISER INC 541 - 2023-12-31 7,435 $325,000 -21
   FINANCIAL NETWORK 2189 - 2023-12-31 7,377 $322,000 -125
   Lido Advisors LLC 891 - 2023-12-31 7,260 $317,000 -12,279
   PDS Planning Inc 230 - 2023-12-31 6,991 $306,000 -52
   Integrated Wealth Concepts LLC 1250 - 2023-12-31 6,866 $300,000 -3,640
   Old Port Advisors 168 - 2023-09-30 7,645 $292,000 -1,603
   BANK OF MONTREAL /CAN/ 2387 - 2023-12-31 6,548 $289,000 -7,001
   Larson Financial Group LLC 287 - 2023-12-31 6,225 $272,000 -103
   Almanack Investment Partners LLC. 133 - 2023-12-31 6,068 $265,000 -605
   SIGNATURE SECURITIES GROUP CORPORATION 172 - 2024-03-31 5,650 $242,000 -692
   Emerald Advisors LLC 89 - 2024-03-31 5,364 $230,000 -5,391
   CFS Investment Advisory Services LLC 139 - 2023-12-31 5,254 $230,000 -678
   N.E.W. Advisory Services LLC 157 - 2024-03-31 5,341 $229,000 -234
   OARSMAN CAPITAL, INC. 215 - 2023-12-31 5,054 $221,000 -1,122
   RAYMOND JAMES TRUST CO 1153 - 2024-03-31 5,051 $216,000 -23
   HARBOUR INVESTMENTS INC. 846 - 2023-12-31 4,697 $205,000 -678
   Steward Partners Investment Advisory LLC 1375 - 2023-12-31 4,546 $199,000 -247
   IFP Advisors Inc 1018 - 2023-12-31 3,744 $164,000 -1,332
   Capital Analysts Inc. 458 - 2023-12-31 3,565 $156,000 -4,590
   Financial Advisory Service Inc. - 2023-12-31 2,946 $129,000 -10,856
   Private Ocean LLC 177 - 2024-03-31 2,671 $114,000 -25
   Qube Research & Technologies Ltd 2661 - 2023-12-31 2,540 $111,000 -906
   MANUFACTURERES LIFE INSURANCE CO 2914 - 2023-12-31 502 $22,000 -459
   Ironwood Wealth Management LLC. 42 - 2024-03-31 291 $12,000 -1,238
   Hartland & Co. LLC 1039 - 2023-12-31 250 $11,000 -130
   TSFG LLC 500 - 2024-03-31 193 $8,000 -48
   Capital Advisors Ltd. LLC 783 - 2024-03-31 170 $7,000 -545
   Iron Horse Wealth Management LLC 243 - 2024-03-31 121 $5,000 -75
   HANSON MCCLAIN, INC. 2630 - 2024-03-31 79 $3,000 -278
   Sage Mountain Advisors LLC 404 - 2024-03-31 16 $1,000 -143
   TOWER RESEARCH CAPITAL LLC 5959 - 2023-12-31 6 $0 -53
  88 Records found
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