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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Growth (SPYG)  
$73.41 0.06 (0.08%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 847    10
Total shares held : 
 249,396,289  
% of shares held : 
 13.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   62  
Amount of shares held : 
 6,693,645  
% of shares held change : 
   0.36%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $59.56  
Last Quarter's Ending Price : 
 $65.06  
Last Quarter's Average Price : 
 $61.67  
Change from last quarter's     
avg. price to the last closing  : 
11.74 (19.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
49
 1,540,764
 0.62%
 
Increased Positions :
354
 24,014,370
 9.63%
 
Unchanged Positions :
142
 7,326,405
 2.94%
 
Decreased Positions :
302
-15,739,308
-6.31%
 
Closed Positions :
39
-3,122,181
-1.25%
 
Guru Positions :
1
5,862
 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 12 - 2024-03-31 28,035,262 $2,050,779,000 1,561,590
   FINANCIAL ENGINES ADVISORS L.L.C. 11 - 2023-12-31 22,455,586 $1,460,960,000 275,318
   HANSON MCCLAIN, INC. 5 - 2024-03-31 12,757,730 $933,228,000 310,361
   AMERIPRISE FINANCIAL INC 164 - 2023-12-31 7,136,142 $464,282,000 1,887,610
   HORIZON INVESTMENTS, LLC/SC 1 - 2023-12-31 6,754,598 $439,454,000 2,234,208
   MORGAN STANLEY 478 - 2023-12-31 6,228,477 $405,225,000 483,158
   ENVESTNET ASSET MANAGEMENT INC 121 - 2023-12-31 5,740,456 $373,474,000 -4,524,427
   J P MORGAN CHASE & CO 447 - 2024-03-31 4,947,980 $361,945,000 1,019,994
   VALMARK ADVISERS INC 3 - 2024-03-31 4,905,337 $358,825,000 5,110
   Equitable Holdings Inc. 1 - 2023-12-31 4,848,820 $315,464,000 229,450
   HB Wealth Management LLC 5 - 2024-03-31 4,149,394 $294,732,000 238,356
   BANK OF NEW YORK MELLON CORP 326 - 2024-03-31 3,443,203 $251,870,000 462,228
   BANK OF AMERICA CORP /DE/ 497 - 2023-12-31 3,827,995 $249,049,000 900,364
   UBS Group AG 218 - 2023-12-31 3,644,808 $237,131,000 217,894
   Advisory Alpha LLC 1 - 2024-03-31 2,886,774 $211,174,000 206,571
   Orgel Wealth Management LLC 5 - 2024-03-31 2,824,671 $206,625,000 -76,942
   Private Advisor Group LLC 7 - 2024-03-31 2,738,242 $200,303,000 268,811
   Financial Gravity Wealth Inc. 2 - 2023-12-31 1,844,352 $198,394,000 0
   RFG Advisory Group LLC 2 - 2024-03-31 2,629,411 $192,341,000 5,145
   Quotient Wealth Partners LLC 2 - 2023-12-31 2,832,398 $184,276,000 0
   CWM LLC 23 - 2024-03-31 2,428,034 $177,611,000 747,906
   Advisor Group Holdings Inc. 37 - 2024-03-31 2,335,456 $170,844,000 -1,068,943
   Willis Johnson & Associates Inc. 2 - 2024-03-31 2,243,033 $164,078,000 -97,338
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 83 - 2024-03-31 2,212,381 $161,836,000 -238,665
   PFS INVESTMENTS INC. 3 - 2023-06-30 2,262,024 $138,006,000 194,385
   FMR LLC 903 - 2023-12-31 2,083,067 $135,524,000 -146,005
   WELLS FARGO & CO/MN 380 - 2024-03-31 1,831,414 $133,968,000 -15,095
   COMMONWEALTH EQUITY SERVICES LLC. 86 - 2024-03-31 1,776,352 $129,940,000 -310,818
   FIRST NATIONAL TRUST CO 1 - 2024-03-31 1,771,165 $129,561,000 250,912
   NICOLET ADVISORY SERVICES LLC 2 - 2024-03-31 1,651,180 $120,536,000 -109,462
   AE Wealth Management LLC 23 - 2023-12-31 1,772,106 $120,415,000 -284,081
   TOWNSQUARE CAPITAL LLC 5 - 2023-12-31 1,820,047 $118,412,000 37,975
   CI Private Wealth LLC 113 - 2024-03-31 1,599,780 $117,024,000 -138,958
   ROYAL BANK OF CANADA 449 - 2023-12-31 1,664,030 $108,261,000 232,803
   First Command Advisory Services Inc. 9 - 2024-03-31 1,471,299 $107,665,000 55,403
   Bridgeworth LLC - 2023-12-31 1,589,224 $103,395,000 -20,613
   Focused Wealth Management Inc 1 - 2024-03-31 1,398,968 $102,334,000 47,840
   HIGHTOWER ADVISORS, LLC 142 - 2024-03-31 1,381,315 $101,049,000 80,824
   Connecticut Wealth Management LLC 5 - 2024-03-31 1,371,164 $100,301,000 34,871
   KWB Wealth 1 - 2024-03-31 1,355,343 $99,143,000 137,755
   JANNEY MONTGOMERY SCOTT LLC 70 - 2024-03-31 1,304,794 $95,446,000 2,792
   FINANCIAL NETWORK 29 - 2023-12-31 1,337,074 $86,990,000 -44,376
   AlphaStar Capital Management LLC 2 - 2024-03-31 1,183,480 $86,572,000 -76,428
   GLOBALT Investments LLC / GA 7 - 2024-03-31 1,179,743 $86,298,000 -51,672
   SAVANT CAPITAL MANAGEMENT INC 19 - 2024-03-31 1,154,727 $84,468,000 -11,314
   GOLDMAN SACHS GROUP INC/ 741 - 2023-12-31 1,283,208 $83,485,000 511,646
   Syntegra Private Wealth Group LLC 4 - 2024-03-31 1,108,224 $81,067,000 5,502
   TIAA FSB 57 - 2023-06-30 1,271,674 $77,585,000 211,323
   OLD NATIONAL BANCORP /IN/ 11 - 2024-03-31 1,036,950 $75,853,000 583
   TIAA TRUST NATIONAL ASSOCIATION 64 - 2024-03-31 1,034,981 $75,709,000 -249,655
   Black Swift Group LLC - 2023-12-31 1,155,028 $75,146,000 614,203
   ERTS Wealth Advisors LLC 2 - 2024-03-31 983,450 $71,939,000 -35,316
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3 - 2024-03-31 974,809 $71,307,000 18,504
   SCS CAPITAL MANAGEMENT LLC 15 - 2023-12-31 1,001,288 $65,144,000 301,063
   FLAGSHIP HARBOR ADVISORS LLC 1 - 2024-03-31 872,346 $63,812,000 -125,270
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19 - 2024-03-31 850,552 $62,218,000 78,927
   REFRAME WEALTH LLC 1 - 2022-12-31 1,212,962 $61,461,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 1 - 2022-12-31 1,212,962 $61,461,000 -33,683
   NorthRock Partners LLC 4 - 2024-03-31 831,151 $60,799,000 -35,938
   Envestnet Portfolio Solutions Inc. 65 - 2024-03-31 792,470 $57,969,000 42,548
   First Command Financial Services Inc. 6 - 2023-06-30 949,896 $57,953,000 183,704
   First Command Bank 6 - 2023-06-30 949,896 $57,953,000 183,704
   PRUDENTIAL FINANCIAL INC 208 - 2023-12-31 882,278 $57,401,000 165,371
   CoreCap Advisors LLC 3 - 2023-12-31 797,093 $51,859,000 36,787
   Compton Financial Group LLC 2 - 2024-03-31 695,900 $50,905,000 94,093
   Klingman & Associates LLC 7 - 2024-03-31 694,399 $50,795,000 -37,161
   MARINER WEALTH ADVISORS, LLC 172 - 2023-12-31 770,413 $50,123,000 -1,786
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 95 - 2024-03-31 678,649 $49,643,000 60,984
   RAYMOND JAMES & ASSOCIATES 415 - 2024-03-31 674,708 $49,355,000 45,092
   RESTON WEALTH MANAGEMENT LLC 1 - 2024-03-31 674,343 $49,328,000 -10,227
   Octavia Wealth Advisors LLC 3 - 2024-03-31 652,481 $47,729,000 342,650
   Merit Financial Group LLC 19 - 2024-03-31 645,233 $46,618,000 48,526
   Kestra Advisory Services LLC 41 - 2023-12-31 707,194 $46,010,000 87,558
   FOUNDERS FINANCIAL SECURITIES LLC 1 - 2024-03-31 606,687 $44,379,000 -178,953
   Financial Planning & Information Services Inc. 3 - 2023-12-31 673,540 $43,821,000 111,604
   ESL Trust Services LLC 3 - 2024-03-31 592,433 $43,336,000 2,670
   Perennial Investment Advisors LLC 1 - 2023-12-31 660,854 $42,995,000 120,415
   THRIVENT FINANCIAL FOR LUTHERANS 274 - 2023-12-31 657,201 $42,758,000 -187,218
   Brookstone Capital Management 27 - 2024-03-31 571,305 $41,791,000 -86,359
   NOTTINGHAM ADVISORS INC 4 - 2023-12-31 746,693 $41,625,000 10,236
   Trilogy Capital Inc. 13 - 2024-03-31 554,617 $40,570,000 -86,524
   MML INVESTORS SERVICES LLC 120 - 2023-12-31 617,745 $40,191,000 -65,331
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 186 - 2023-09-30 671,758 $39,822,000 55,905
   Goodman Advisory Group LLC 1 - 2023-12-31 611,568 $39,789,000 45,881
   Rodgers & Associates LTD 7 - 2024-03-31 532,208 $38,931,000 -32,168
   Leicht Financial Planning & Wealth Management Inc. 1 - 2024-03-31 513,062 $37,531,000 -97,743
   Cetera Investment Advisers 60 - 2023-12-31 572,754 $37,263,000 -75,439
   SilverOak Wealth Management LLC 4 - 2024-03-31 493,536 $36,102,000 7,131
   Alera Investment Advisors LLC 5 - 2024-03-31 492,945 $36,059,000 -53,137
   TRUEFG LLC 4 - 2024-03-31 486,728 $35,604,000 -5,488
   Kingsview Wealth Management LLC 18 - 2024-03-31 475,901 $34,812,000 85,944
   Measured Wealth Private Client Group LLC 2 - 2024-03-31 440,022 $32,188,000 -13,946
   Ackerman Capital Advisors LLC 2 - 2024-03-31 437,229 $31,983,000 16,584
   IHT Wealth Management LLC 9 - 2023-12-31 489,799 $31,866,000 8,721
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 241 - 2024-03-31 433,721 $31,727,000 -6,374
   Integrated Wealth Concepts LLC 31 - 2023-12-31 479,134 $31,172,000 3,863
   PARK AVENUE SECURITIES LLC 40 - 2024-03-31 408,168 $29,857,000 404,171
   NICOLET BANKSHARES INC 2 - 2024-03-31 407,563 $29,813,000 -14,597
   Edmonds Duncan Registered Investment Advisors LLC 4 - 2024-03-31 406,204 $29,714,000 1,691
   Winthrop Advisory Group LLC 7 - 2024-03-31 461,676 $29,617,000 428,964
  100 Records found
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