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Get Institutions for : 
Spdr Dj Wilshire Int (RWX)  
$24.92 0.23 (0.93%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 126    3
Total shares held : 
7,450,196  
% of shares held : 
27.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -19  
Amount of shares held : 
-629,401  
% of shares held change : 
  -2.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$23.39  
Last Quarter's Ending Price : 
$27.29  
Last Quarter's Average Price
$24.64  
Change from last quarter's     
avg. price to the last closing  : 
0.28 (1.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 180,837
 2.43%
 
Increased Positions :
33
 409,394
 5.5%
 
Unchanged Positions :
34
 390,681
 5.24%
 
Decreased Positions :
49
-1,102,956
-14.8%
 
Closed Positions :
13
-116,676
-1.57%
 
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
   MORGAN STANLEY 2480 - 2023-12-31 892,093 $24,345,000 -118,370
   NORTHERN TRUST CORP 1530 - 2023-12-31 820,178 $22,383,000 -186,572
   WELLS FARGO & CO/MN 1040 - 2023-12-31 789,127 $21,535,000 -195,344
   GOLDMAN SACHS GROUP INC/ 1908 - 2023-12-31 448,859 $12,249,000 -107,426
   BANK OF AMERICA CORP /DE/ 2780 - 2023-12-31 214,458 $5,853,000 -74,941
   M&T BANK CORP 396 - 2023-12-31 202,876 $5,537,000 -28,847
   STATE STREET CORP 2825 - 2023-12-31 157,399 $4,295,000 -221,641
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 450 - 2023-12-31 127,163 $3,470,000 -4,638
   Schoolcraft Capital LLC 23 - 2024-03-31 106,282 $2,773,000 -228
   LPL FINANCIAL CORP 2640 - 2023-12-31 54,996 $1,501,000 -2,075
   UBS Group AG 3168 - 2023-12-31 49,802 $1,359,000 -16,801
   Rockefeller Capital Management L.P. 1047 - 2023-12-31 48,962 $1,336,000 -7,725
   OLD MISSION CAPITAL LLC 363 - 2023-12-31 48,236 $1,316,000 -1,169
   SAVANT CAPITAL MANAGEMENT INC 392 - 2023-12-31 41,328 $1,128,000 -2,614
   Upper Left Wealth Management LLC 28 - 2024-03-31 42,968 $1,121,000 -5,380
   Aletheian Wealth Advisors LLC 52 - 2024-03-31 34,004 $887,000 -102
   CI Private Wealth LLC 1326 - 2023-12-31 32,248 $880,000 -7,223
   MISSION WEALTH MANAGEMENT LLC 266 - 2023-12-31 30,798 $840,000 -10,078
   CITADEL ADVISORS LLC 3093 - 2023-12-31 30,701 $838,000 -25,039
   MARYLAND CAPITAL ADVISORS INC. 38 - 2024-03-31 28,378 $740,000 -1,102
   Advisor Group Holdings Inc. 2803 - 2023-12-31 26,965 $736,000 -3,769
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1458 - 2024-03-31 23,423 $611,000 -2,214
   Colorado Capital Management Inc. 57 - 2024-03-31 23,134 $603,000 -1,309
   VALMARK ADVISERS INC 322 - 2023-12-31 21,016 $574,000 -1,032
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 690 - 2023-12-31 20,711 $565,000 -1,413
   Kohmann Bosshard Financial Services LLC 109 - 2024-03-31 18,711 $488,000 -4,869
   Lido Advisors LLC 792 - 2023-12-31 16,181 $452,000 -1,889
   BUCKINGHAM ASSET MANAGEMENT, LLC 483 - 2023-12-31 15,423 $421,000 -4,677
   OARSMAN CAPITAL, INC. 144 - 2023-12-31 14,750 $403,000 -1,245
   COMERICA BANK 1984 - 2023-12-31 13,837 $378,000 -65
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1379 - 2023-09-30 15,251 $363,000 -6,379
   BP WEALTH MANAGEMENT LLC 594 - 2023-12-31 11,845 $323,000 -1,098
   US BANCORP 1820 - 2023-12-31 10,434 $285,000 -1,415
   KOCHIS FITZ/QUINTILE LLC 255 - 2024-03-31 10,763 $281,000 -4,273
   CULLEN FROST BANKERS INC 446 - 2023-12-31 9,743 $266,000 -964
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1470 - 2023-12-31 7,921 $216,000 -8,623
   CREATIVE PLANNING 2348 - 2023-12-31 7,886 $215,000 -1,107
   Old Port Advisors 193 - 2023-09-30 9,042 $215,000 -943
   Bear Mountain Capital Inc. 43 - 2024-03-31 8,377 $205,000 -178
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 122 - 2022-12-31 1,924 $52,000 -3,784
   CITIGROUP INC 3588 - 2023-12-31 1,806 $49,000 -310
   Geneos Wealth Management Inc. - 2023-12-31 781 $21,000 -4
   Moisand Fitzgerald Tamayo LLC 292 - 2024-03-31 474 $12,000 -95
   Front Row Advisors LLC 347 - 2023-12-31 278 $8,000 -72
   Aspire Private Capital LLC 492 - 2024-03-31 208 $5,000 -429
   SIGNATUREFD, LLC 2820 - 2023-12-31 26 $1,000 -357
   Covestor Ltd 2212 - 2023-12-31 3 $0 -2
   TOWER RESEARCH CAPITAL LLC 5957 - 2023-12-31 8 $0 -62
   Castleview Partners LLC 884 - 2023-12-31 15 $0 -1

  49 Records found
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