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Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$86.73 0.43 (0.49%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 400    12
Total shares held : 
 22,882,950  
% of shares held : 
 89.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 2,312,216  
% of shares held change : 
   9.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $72.53  
Last Quarter's Ending Price : 
 $83.63  
Last Quarter's Average Price : 
 $75.02  
Change from last quarter's     
avg. price to the last closing  : 
11.71 (15.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
31
 1,902,327
 8.31%
 
Increased Positions :
152
 1,473,693
 6.44%
 
Unchanged Positions :
82
 435,085
 1.9%
 
Decreased Positions :
135
-812,020
-3.55%
 
Closed Positions :
19
-251,784
-1.1%
 
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
   LPL FINANCIAL CORP 177 - 2024-03-31 2,163,658 $188,736,000 242,986
   CITIGROUP INC 143 - 2024-03-31 1,609,445 $140,392,000 33,831
   BANK OF AMERICA CORP /DE/ 773 - 2023-12-31 1,411,916 $118,079,000 56,274
   FINANCIAL ENGINES ADVISORS L.L.C. 38 - 2023-12-31 1,394,539 $116,625,000 -17,539
   AMERIPRISE FINANCIAL INC 684 - 2023-12-31 715,339 $60,067,000 -23,864
   HAVERFORD TRUST CO 49 - 2024-03-31 660,529 $57,618,000 94,817
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16 - 2023-12-31 643,998 $53,858,000 19,131
   STIFEL FINANCIAL CORP 306 - 2023-12-31 526,666 $44,045,000 204,659
   BENJAMIN F. EDWARDS & COMPANY INC. 28 - 2024-03-31 477,207 $41,626,000 106,577
   Rodgers & Associates LTD 8 - 2024-03-31 401,138 $34,991,000 -63
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 18 - 2024-03-31 354,822 $30,951,000 265,645
   WELLS FARGO & CO/MN 901 - 2024-03-31 354,593 $30,931,000 56,535
   TOWNSQUARE CAPITAL LLC 40 - 2023-12-31 366,139 $30,620,000 30,991
   SAVANT CAPITAL MANAGEMENT INC 55 - 2024-03-31 340,693 $29,719,000 -1,740
   Tradewinds Capital Management LLC 4 *New 2024-03-31 332,618 $29,014,000 332,618
   MORGAN STANLEY 2334 - 2023-12-31 328,215 $27,449,000 -8,593
   Advisor Group Holdings Inc. 336 - 2024-03-31 291,853 $25,459,000 129,977
   Redwood Investment Management LLC 6 - 2023-12-31 298,600 $24,972,000 151,696
   COMMONWEALTH EQUITY SERVICES LLC. 424 - 2024-03-31 284,817 $24,845,000 30,812
   Financial Advisory Service Inc. 9 - 2024-03-31 282,751 $24,664,000 -3,228
   NorthRock Partners LLC 11 - 2024-03-31 277,771 $24,230,000 -14,670
   Krilogy Financial LLC 13 - 2024-03-31 261,152 $22,780,000 1,579
   REFRAME WEALTH LLC 3 - 2022-12-31 309,403 $22,351,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 3 - 2022-12-31 309,403 $22,351,000 -8,547
   CONFLUENCE INVESTMENT MANAGEMENT LLC 83 - 2024-03-31 242,435 $21,148,000 119,487
   GHP INVESTMENT ADVISORS INC 15 - 2024-03-31 226,238 $19,735,000 3,202
   Financial Planning & Information Services Inc. 14 - 2023-12-31 232,766 $19,466,000 23,725
   ERTS Wealth Advisors LLC 12 - 2024-03-31 218,813 $19,087,000 1,252
   AIRE ADVISORS LLC 5 - 2023-12-31 221,790 $18,564,000 -4,525
   KWB Wealth 7 - 2024-03-31 202,863 $17,696,000 -7,032
   AE Wealth Management LLC 258 - 2023-12-31 213,859 $17,637,000 -8,982
   Equitable Holdings Inc. 88 - 2023-12-31 210,528 $17,606,000 26,357
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 230 - 2024-03-31 190,734 $16,638,000 -252,521
   WCG Wealth Advisors LLC 22 - 2023-12-31 193,481 $16,181,000 -31,250
   Klingman & Associates LLC 23 - 2024-03-31 175,796 $15,335,000 -2,908
   Csenge Advisory Group 21 - 2024-03-31 175,780 $15,333,000 -3,262
   MARINER WEALTH ADVISORS, LLC 357 - 2023-12-31 179,822 $15,038,000 18,290
   FIRST NATIONAL TRUST CO 47 - 2024-03-31 166,990 $14,567,000 -19,145
   UBS Group AG 1255 - 2023-12-31 174,159 $14,565,000 18,246
   Private Advisor Group LLC 185 - 2024-03-31 161,953 $14,127,000 17,505
   FINANCIAL NETWORK 266 - 2023-12-31 167,546 $14,012,000 12,352
   Confluence Wealth Services Inc. 17 *New 2024-03-31 15,628 $13,632,000 15,628
   ENVESTNET ASSET MANAGEMENT INC 1331 - 2023-12-31 141,391 $11,825,000 14,489
   TIAA TRUST NATIONAL ASSOCIATION 169 - 2024-03-31 134,478 $11,731,000 1,561
   TIAA FSB 166 - 2023-06-30 140,194 $10,789,000 -29,350
   SHAKESPEARE WEALTH MANAGEMENT INC. 13 - 2023-12-31 128,814 $10,773,000 4,584
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 773 - 2024-03-31 121,675 $10,614,000 -112,984
   MATHER GROUP, INC. 61 - 2024-03-31 126,471 $10,577,000 -690
   HIGHTOWER ADVISORS, LLC 691 - 2024-03-31 114,455 $9,983,000 -4,638
   Tradition Wealth Management LLC 26 - 2023-12-31 119,221 $9,959,000 -124,703
   Optimist Retirement Group LLC 4 - 2023-12-31 117,588 $9,834,000 0
   BB&T CORP 637 - 2023-12-31 109,846 $9,186,000 10,907
   Wealthcare Advisory Partners LLC 62 - 2024-03-31 104,727 $9,135,000 13,751
   Kades & Cheifetz LLC 4 - 2024-03-31 101,956 $8,894,000 478
   Forbes Financial Planning Inc. 3 - 2024-03-31 101,280 $8,835,000 133
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 12 - 2024-03-31 100,618 $8,777,000 6,034
   Grey Fox Wealth Advisors LLC 8 - 2024-03-31 94,483 $8,242,000 9,036
   FINANCIAL CONSULATE INC 10 - 2024-03-31 93,259 $8,135,000 5,910
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 550 - 2024-03-31 87,656 $7,646,000 9,612
   Perennial Investment Advisors LLC 18 - 2023-12-31 89,478 $7,484,000 128
   ODell Group LLC 16 - 2024-03-31 83,052 $7,245,000 82,551
   Krasney Financial LLC 27 - 2024-03-31 80,693 $7,039,000 -5,151
   McAdam LLC 38 - 2024-03-31 73,906 $6,447,000 -1,407
   LEVEL FOUR ADVISORY SERVICES LLC 59 - 2023-12-31 76,050 $6,360,000 1,912
   Oakmont Partners LLC 132 *New 2024-03-31 72,566 $6,330,000 72,566
   JNBA FINANCIAL ADVISORS 33 - 2024-03-31 69,695 $6,079,000 -23,540
   Financial Strategies Group Inc. 17 - 2024-03-31 69,999 $6,043,000 -3,178
   Ledge Wealth Management Inc. - 2023-12-31 70,832 $5,924,000 31,824
   Financial Security Advisor Inc. 10 - 2024-03-31 67,806 $5,915,000 -409
   BIP Wealth LLC 36 - 2024-03-31 66,962 $5,841,000 7,309
   DENVER WEALTH MANAGEMENT INC. 8 - 2024-03-31 65,093 $5,678,000 -31,575
   ROYAL BANK OF CANADA 1805 - 2023-12-31 67,569 $5,651,000 -21,406
   AMERIVEST INVESTMENT MANAGEMENT LLC 77 - 2023-06-30 73,098 $5,625,000 5,014
   Key Financial Inc 12 - 2024-03-31 67,086 $5,610,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 533 - 2023-12-31 62,505 $5,227,000 9,703
   THRIVENT FINANCIAL FOR LUTHERANS 790 - 2023-12-31 61,394 $5,134,000 -17,666
   Marietta Wealth Management LLC 55 - 2024-03-31 58,644 $5,116,000 1,856
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2278 - 2024-03-31 57,787 $5,041,000 -2,371
   PACIFIC SUN FINANCIAL CORP 4 - 2024-03-31 56,200 $4,902,000 -135
   ERn Financial LLC 34 - 2024-03-31 55,714 $4,860,000 -2,420
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 675 - 2024-03-31 53,975 $4,708,000 1,944
   Strategies Wealth Advisors LLC 20 - 2024-03-31 52,352 $4,567,000 -304
   INTERACTIVE FINANCIAL ADVISORS 10 - 2024-03-31 51,961 $4,533,000 50,828
   BARRETT & COMPANY INC. 11 - 2024-03-31 51,939 $4,531,000 -819
   Diversified LLC 14 - 2024-03-31 51,601 $4,501,000 -15,068
   Blue Barn Wealth LLC 10 - 2024-03-31 50,739 $4,426,000 191
   PINNACLE FINANCIAL PARTNERS INC 173 - 2024-03-31 49,728 $4,338,000 -1,886
   WALLER FINANCIAL PLANNING GROUP INC 23 - 2024-03-31 49,642 $4,330,000 -55
   Fragasso Group Inc. 53 - 2024-03-31 49,533 $4,321,000 -676
   Taylor Cottrill Erickson & Associates Inc. 23 - 2024-03-31 48,967 $4,271,000 68
   Integrity Wealth Solutions LLC 7 - 2024-03-31 47,651 $4,157,000 1,506
   MONETA GROUP INVESTMENT ADVISORS INC 128 - 2023-12-31 48,398 $4,048,000 -3,693
   Emerald Investment Partners LLC 38 - 2024-03-31 45,963 $4,009,000 -8,197
   Baird Financial Group Inc. 725 - 2023-12-31 47,930 $4,008,000 7,286
   New England Capital Financial Advisors LLC 9 - 2024-03-31 45,460 $3,966,000 2,948
   Pinnacle Family Advisors LLC 13 *New 2023-12-31 47,335 $3,959,000 47,335
   Spire Wealth Management 187 - 2024-03-31 45,255 $3,948,000 -3,116
   MONECO Advisors LLC 34 - 2024-03-31 44,616 $3,892,000 12,110
   CI Private Wealth LLC 785 - 2024-03-31 43,409 $3,787,000 -281
   Prestige Wealth Management Group LLC 27 - 2024-03-31 43,326 $3,779,000 132
  100 Records found
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