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Get Institutions for : 
SPDR Dow Jones Wilshire SmallCap Growth (SLYG)  
$84.23 0.72 (0.86%) as of 4:30 Fri 4/26


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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  : 
9.21 (12.28%)  




 
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 183 - 2023-12-31 1,920,672 $160,626,000 147,758
   CITIGROUP INC 118 *New 2023-12-31 1,575,614 $131,769,000 1,575,614
   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
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16 - 2023-12-31 643,998 $53,858,000 19,131
   HAVERFORD TRUST CO 53 - 2023-12-31 565,712 $47,310,000 -132,823
   STIFEL FINANCIAL CORP 306 - 2023-12-31 526,666 $44,045,000 204,659
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 148 - 2023-12-31 443,255 $37,069,000 -11,299
   Rodgers & Associates LTD 8 - 2023-12-31 401,201 $33,552,000 16,350
   BENJAMIN F. EDWARDS & COMPANY INC. 40 - 2023-12-31 370,630 $30,996,000 136,645
   TOWNSQUARE CAPITAL LLC 40 - 2023-12-31 366,139 $30,620,000 30,991
   Tradewinds Capital Management LLC 4 *New 2024-03-31 332,618 $29,014,000 332,618
   SAVANT CAPITAL MANAGEMENT INC 52 - 2023-12-31 342,433 $28,638,000 -3,320
   MORGAN STANLEY 2334 - 2023-12-31 328,215 $27,449,000 -8,593
   Redwood Investment Management LLC 6 - 2023-12-31 298,600 $24,972,000 151,696
   WELLS FARGO & CO/MN 952 - 2023-12-31 298,058 $24,927,000 -31,494
   NorthRock Partners LLC 9 - 2023-12-31 292,441 $24,457,000 -16,596
   Financial Advisory Service Inc. - 2023-12-31 285,979 $23,916,000 -5,002
   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
   Krilogy Financial LLC - 2023-12-31 259,573 $21,708,000 -4,490
   COMMONWEALTH EQUITY SERVICES LLC. 442 - 2023-12-31 254,005 $21,242,000 2,247
   CONFLUENCE INVESTMENT MANAGEMENT LLC 83 - 2024-03-31 242,435 $21,148,000 119,487
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 491 - 2023-12-31 234,659 $19,624,000 146,785
   Financial Planning & Information Services Inc. 14 - 2023-12-31 232,766 $19,466,000 23,725
   GHP INVESTMENT ADVISORS INC - 2023-12-31 223,036 $18,652,000 4,811
   AIRE ADVISORS LLC 5 - 2023-12-31 221,790 $18,564,000 -4,525
   ERTS Wealth Advisors LLC - 2023-12-31 217,561 $18,195,000 8,629
   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
   WCG Wealth Advisors LLC 22 - 2023-12-31 193,481 $16,181,000 -31,250
   FIRST NATIONAL TRUST CO 39 - 2023-12-31 186,135 $15,566,000 -19,097
   MARINER WEALTH ADVISORS, LLC 357 - 2023-12-31 179,822 $15,038,000 18,290
   Csenge Advisory Group 20 - 2023-12-31 179,042 $14,973,000 1,256
   Klingman & Associates LLC 23 - 2023-12-31 178,704 $14,945,000 10,227
   UBS Group AG 1255 - 2023-12-31 174,159 $14,565,000 18,246
   FINANCIAL NETWORK 266 - 2023-12-31 167,546 $14,012,000 12,352
   Advisor Group Holdings Inc. 640 - 2023-12-31 161,876 $13,542,000 -6,579
   Private Advisor Group LLC 197 - 2023-12-31 144,448 $12,080,000 -2,774
   ENVESTNET ASSET MANAGEMENT INC 1331 - 2023-12-31 141,391 $11,825,000 14,489
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 132,917 $11,116,000 -4,754
   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
   MATHER GROUP, INC. 61 - 2024-03-31 126,471 $10,577,000 -690
   HIGHTOWER ADVISORS, LLC 690 - 2023-12-31 119,093 $9,967,000 26,836
   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 2 - 2023-12-31 101,478 $8,487,000 -1,261
   Forbes Financial Planning Inc. 3 - 2023-12-31 101,147 $8,459,000 3,072
   Grey Fox Wealth Advisors LLC 8 - 2024-03-31 94,483 $8,242,000 9,036
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 12 - 2023-12-31 94,584 $7,910,000 5,044
   JNBA FINANCIAL ADVISORS 33 - 2023-12-31 93,235 $7,797,000 9,618
   Perennial Investment Advisors LLC 18 - 2023-12-31 89,478 $7,484,000 128
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 45 - 2023-12-31 89,177 $7,458,000 -511
   FINANCIAL CONSULATE INC 10 - 2023-12-31 87,349 $7,305,000 5,212
   Krasney Financial LLC 27 - 2024-03-31 80,693 $7,039,000 -5,151
   Ethos Financial Group LLC 23 *New 2023-12-31 80,865 $6,763,000 80,865
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 574 - 2023-12-31 78,044 $6,527,000 2,910
   LEVEL FOUR ADVISORY SERVICES LLC 59 - 2023-12-31 76,050 $6,360,000 1,912
   McAdam LLC 39 - 2023-12-31 75,313 $6,298,000 58
   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
   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 - 2023-12-31 67,086 $5,610,000 5,719
   Diversified LLC 11 - 2023-12-31 66,669 $5,576,000 -34,727
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 533 - 2023-12-31 62,505 $5,227,000 9,703
   M&T BANK CORP 406 - 2023-12-31 61,806 $5,169,000 -12,881
   THRIVENT FINANCIAL FOR LUTHERANS 790 - 2023-12-31 61,394 $5,134,000 -17,666
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2309 - 2023-12-31 60,158 $5,031,000 -6,630
   BIP Wealth LLC 37 - 2023-12-31 59,653 $4,989,000 4,958
   ERn Financial LLC 34 - 2024-03-31 55,714 $4,860,000 -2,420
   Marietta Wealth Management LLC 51 - 2023-12-31 56,788 $4,749,000 -1,310
   PACIFIC SUN FINANCIAL CORP 3 - 2023-12-31 56,335 $4,711,000 -786
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 675 - 2024-03-31 53,975 $4,708,000 1,944
   BARRETT & COMPANY INC. 11 - 2024-03-31 51,939 $4,531,000 -819
   Emerald Investment Partners LLC - 2023-12-31 54,160 $4,529,000 678
   Strategies Wealth Advisors LLC - 2023-12-31 52,656 $4,404,000 -1,954
   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
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 51,614 $4,316,000 -3,998
   Blue Barn Wealth LLC 9 - 2023-12-31 50,548 $4,227,000 2,413
   Integrity Wealth Solutions LLC 7 - 2024-03-31 47,651 $4,157,000 1,506
   Taylor Cottrill Erickson & Associates Inc. 24 - 2023-12-31 48,899 $4,090,000 -753
   MONETA GROUP INVESTMENT ADVISORS INC 128 - 2023-12-31 48,398 $4,048,000 -3,693
   Baird Financial Group Inc. 725 - 2023-12-31 47,930 $4,008,000 7,286
   Pinnacle Family Advisors LLC 13 *New 2023-12-31 47,335 $3,959,000 47,335
   Spire Wealth Management 172 - 2023-12-31 48,371 $3,952,000 -447
   Steward Partners Investment Advisory LLC 342 - 2023-12-31 45,066 $3,769,000 18,455
   CI Private Wealth LLC 785 - 2023-12-31 43,690 $3,654,000 40,344
   Prestige Wealth Management Group LLC 24 - 2023-12-31 43,194 $3,612,000 6
   New England Capital Financial Advisors LLC 9 - 2023-12-31 42,512 $3,555,000 47
   MML INVESTORS SERVICES LLC 768 - 2023-12-31 39,208 $3,279,000 1,122
   Pathstone Holdings LLC 564 - 2023-12-31 38,285 $3,202,000 0
  100 Records found
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