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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 308 *Closed 2024-03-31 0 $0 -150
   WILLNER & HELLER LLC 135 *Closed 2023-12-31 0 $0 -14,552
   McGlone Suttner Wealth Management Inc. 294 *Closed 2024-03-31 0 $0 -16
   MODERA WEALTH MANAGEMENT, LLC 541 *Closed 2023-12-31 0 $0 -8,234
   HRT FINANCIAL LLC 2235 *Closed 2023-12-31 0 $0 -4,303
   GTS SECURITIES LLC 1499 *Closed 2023-12-31 0 $0 -52,493
   Fortune Financial Advisors LLC 130 *Closed 2024-03-31 0 $0 -3,589
   Coppell Advisory Solutions Corp. 727 *Closed 2023-03-31 0 $0 -1,176
   VERITABLE LP 230 *Closed 2023-09-30 0 $0 -37,268
   Ground Swell Capital LLC 89 *Closed 2023-12-31 0 $0 -3,281
   Orin Green Financial LLC 25 *Closed 2024-03-31 0 $0 -2,854
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -4
   Newbridge Financial Services Group Inc. 1265 *Closed 2024-03-31 0 $0 -104
   TrueWealth Advisors LLC 212 *Closed 2024-03-31 0 $0 -2,966
   OLD MISSION CAPITAL LLC 1044 *Closed 2023-12-31 0 $0 -12,900
   Meridian Wealth Management LLC 435 *Closed 2024-03-31 0 $0 -4,882
   ABLES IANNONE MOORE & ASSOCIATES INC. 279 *Closed 2024-03-31 0 $0 -75
   Koss-Olinger Consulting LLC 228 *Closed 2024-03-31 0 $0 -28,751
   Glassman Wealth Services 1636 *Closed 2024-03-31 0 $0 -12
   RENAISSANCE TECHNOLOGIES LLC 4270 *Closed 2023-12-31 0 $0 -5,000
   FIFTH THIRD BANCORP 2469 *Closed 2024-03-31 0 $0 -626
   Cape Investment Advisory Inc. 1123 *Closed 2023-12-31 0 $0 -410
   Foresight Wealth Management LLC 105 *Closed 2022-12-31 0 $0 -13,385
   HEAD & ASSOCIATES LLC 531 *Closed 2023-12-31 0 $0 -288
   FLAGSHIP HARBOR ADVISORS LLC 694 *Closed 2024-03-31 0 $0 -3,280
   Ford Financial Group Inc. 58 *Closed 2023-03-31 0 $0 -100,863
   Bishop & Co Investment Management LLC 26 *Closed 2024-03-31 0 $0 -2,620
   Cooper Financial Group 371 *Closed 2024-03-31 0 $0 -4,675
  28 Records found
  1    
  Page 1 of 1
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