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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 183 - 2023-12-31 1,920,672 $160,626,000 147,758
   BANK OF AMERICA CORP /DE/ 773 - 2023-12-31 1,411,916 $118,079,000 56,274
   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 - 2023-12-31 401,201 $33,552,000 16,350
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 18 - 2024-03-31 354,822 $30,951,000 265,645
   TOWNSQUARE CAPITAL LLC 40 - 2023-12-31 366,139 $30,620,000 30,991
   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
   Krilogy Financial LLC 13 - 2024-03-31 261,152 $22,780,000 1,579
   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
   Equitable Holdings Inc. 88 - 2023-12-31 210,528 $17,606,000 26,357
   MARINER WEALTH ADVISORS, LLC 357 - 2023-12-31 179,822 $15,038,000 18,290
   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
   ENVESTNET ASSET MANAGEMENT INC 1331 - 2023-12-31 141,391 $11,825,000 14,489
   SHAKESPEARE WEALTH MANAGEMENT INC. 13 - 2023-12-31 128,814 $10,773,000 4,584
   HIGHTOWER ADVISORS, LLC 690 - 2023-12-31 119,093 $9,967,000 26,836
   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
   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
   LEVEL FOUR ADVISORY SERVICES LLC 59 - 2023-12-31 76,050 $6,360,000 1,912
   Ledge Wealth Management Inc. - 2023-12-31 70,832 $5,924,000 31,824
   AMERIVEST INVESTMENT MANAGEMENT LLC 77 - 2023-06-30 73,098 $5,625,000 5,014
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 533 - 2023-12-31 62,505 $5,227,000 9,703
   Marietta Wealth Management LLC 55 - 2024-03-31 58,644 $5,116,000 1,856
   BIP Wealth LLC 37 - 2023-12-31 59,653 $4,989,000 4,958
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 675 - 2024-03-31 53,975 $4,708,000 1,944
   INTERACTIVE FINANCIAL ADVISORS 10 - 2024-03-31 51,961 $4,533,000 50,828
   Taylor Cottrill Erickson & Associates Inc. 23 - 2024-03-31 48,967 $4,271,000 68
   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
   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
   MONECO Advisors LLC 34 - 2024-03-31 44,616 $3,892,000 12,110
   Prestige Wealth Management Group LLC 27 - 2024-03-31 43,326 $3,779,000 132
   Steward Partners Investment Advisory LLC 342 - 2023-12-31 45,066 $3,769,000 18,455
   PROEQUITIES INC. 101 - 2024-03-31 42,656 $3,721,000 27,015
   CI Private Wealth LLC 785 - 2023-12-31 43,690 $3,654,000 40,344
   Geneos Wealth Management Inc. 170 - 2024-03-31 38,203 $3,332,000 5,569
   CREATIVE FINANCIAL DESIGNS INC /ADV 72 - 2024-03-31 37,823 $3,299,000 36,410
   MML INVESTORS SERVICES LLC 768 - 2023-12-31 39,208 $3,279,000 1,122
   Probity Advisors Inc. 27 - 2024-03-31 37,543 $3,275,000 3,196
   CWM LLC 517 - 2024-03-31 35,511 $3,098,000 4,831
   Sugarloaf Wealth Management LLC 31 - 2024-03-31 34,152 $2,979,000 34,092
   Windsor Group LTD 43 - 2023-09-30 38,481 $2,820,000 66
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1643 - 2023-12-31 30,379 $2,541,000 10,753
   Bristlecone Advisors LLC 93 - 2024-03-31 28,082 $2,450,000 2,632
   Portside Wealth Group LLC 61 - 2024-03-31 27,506 $2,399,000 1,947
   Gladstone Institutional Advisory LLC 191 - 2023-12-31 27,657 $2,313,000 515
   BENJAMIN EDWARDS INC 62 - 2024-03-31 26,024 $2,270,000 7,904
   JONES FINANCIAL COMPANIES LLLP 166 - 2023-12-31 26,038 $2,178,000 6,158
   J P MORGAN CHASE & CO 2952 - 2023-12-31 24,449 $2,045,000 17,678
   EQIS CAPITAL MANAGEMENT, INC. 117 - 2023-12-31 23,877 $1,997,000 4,111
   OHE FINANCIAL INC 71 - 2023-12-31 22,650 $1,894,000 779
   Chicago Partners Investment Group LLC 216 - 2024-03-31 22,396 $1,882,000 3,324
   MERCER GLOBAL ADVISORS INC /ADV 769 - 2023-12-31 21,756 $1,819,000 327
   BURNEY CO/ 247 - 2023-12-31 21,496 $1,798,000 4,980
   Pensionmark Financial Group LLC 96 - 2023-12-31 21,274 $1,779,000 219
   Atria Wealth Solutions Inc. 648 - 2023-12-31 20,493 $1,714,000 2,288
   PALISADES HUDSON ASSET MANAGEMENT L.P. 22 - 2023-12-31 19,116 $1,599,000 17
   Visionary Wealth Advisors 189 - 2023-12-31 17,994 $1,505,000 6,869
   Ignite Planners LLC 67 - 2024-03-31 17,334 $1,503,000 3,308
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 30 - 2023-12-31 16,781 $1,403,000 11,532
   COURAGE MILLER PARTNERS, LLC 35 - 2024-03-31 14,957 $1,305,000 137
   LTG Capital LLC 18 - 2023-12-31 15,454 $1,292,000 53
   Financial Advocates Investment Management 260 - 2024-03-31 14,753 $1,278,000 228
   IHT Wealth Management LLC 342 - 2023-12-31 14,023 $1,173,000 2,415
   GIRARD PARTNERS LTD. 144 - 2023-12-31 13,283 $1,111,000 1,589
   Peterson Financial Group Inc. 56 - 2024-03-31 12,256 $1,069,000 190
   TAGStone Capital Inc. 31 - 2023-12-31 12,598 $1,054,000 849
   One Capital Management LLC 177 - 2023-12-31 12,183 $1,019,000 2,417
   LexAurum Advisors LLC 91 - 2024-03-31 11,216 $978,000 968
   Centennial Wealth Advisory LLC 37 - 2024-03-31 10,817 $943,000 1,048
   GREAT VALLEY ADVISOR GROUP INC. 353 - 2023-12-31 11,057 $924,000 394
   Occidental Asset Management LLC 109 - 2024-03-31 9,924 $866,000 31
   Global Retirement Partners LLC 393 - 2024-03-31 9,677 $844,000 3,032
   Keystone Wealth Services LLC 93 - 2024-03-31 9,613 $838,000 820
   GOLDMAN SACHS GROUP INC/ 3601 - 2023-12-31 9,943 $832,000 175
   SWMG LLC 46 - 2023-12-31 9,750 $815,000 3,889
   J.W. COLE ADVISORS INC. 397 - 2024-03-31 8,989 $784,000 22
   Congress Wealth Management LLC / DE / 400 - 2024-03-31 8,607 $751,000 278
   MY PURPOSEFUL WEALTH CORP. 35 - 2024-03-31 8,144 $710,000 46
   Sigma Planning Corp 624 - 2024-03-31 8,002 $698,000 4,790
   Good Life Advisors LLC 200 - 2024-03-31 7,843 $684,000 4,837
   MULTIFINANCIAL SECURITIES CORP 976 - 2023-12-31 7,843 $656,000 10
   Verdence Capital Advisors LLC 306 - 2024-03-31 7,400 $646,000 675
   Aptus Capital Advisors LLC 337 - 2023-12-31 7,710 $645,000 2,631
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 416 - 2024-03-31 6,899 $602,000 2,201
  100 Records found
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