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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Growth (SPYG)  
$71.52 1.35 (1.92%) as of 4:30 Fri 4/26


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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  : 
9.85 (15.97%)  




 
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
3,841
 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 11 - 2023-12-31 26,473,672 $1,722,377,000 3,324,346
   FINANCIAL ENGINES ADVISORS L.L.C. 11 - 2023-12-31 22,455,586 $1,460,960,000 275,318
   HANSON MCCLAIN, INC. - 2023-12-31 12,447,369 $809,826,000 350,344
   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
   VALMARK ADVISERS INC 3 - 2023-12-31 4,900,227 $318,809,000 36,180
   Equitable Holdings Inc. 1 - 2023-12-31 4,848,820 $315,464,000 229,450
   J P MORGAN CHASE & CO 507 - 2023-12-31 3,927,986 $255,555,000 3,456,691
   BANK OF AMERICA CORP /DE/ 497 - 2023-12-31 3,827,995 $249,049,000 900,364
   HB Wealth Management LLC 5 - 2023-12-31 3,911,038 $247,360,000 84,644
   UBS Group AG 218 - 2023-12-31 3,644,808 $237,131,000 217,894
   Advisor Group Holdings Inc. 42 - 2023-12-31 3,404,399 $221,519,000 -4,242,660
   Orgel Wealth Management LLC 5 - 2024-03-31 2,824,671 $206,625,000 -76,942
   Financial Gravity Wealth Inc. 2 - 2023-12-31 1,844,352 $198,394,000 0
   BANK OF NEW YORK MELLON CORP 380 - 2023-12-31 2,980,975 $193,942,000 406,667
   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
   Advisory Alpha LLC - 2023-12-31 2,680,203 $174,379,000 8,556
   Willis Johnson & Associates Inc. 2 - 2024-03-31 2,243,033 $164,078,000 -97,338
   AlphaStar Capital Management LLC 1 - 2023-12-31 1,259,908 $163,939,000 -49,835
   Private Advisor Group LLC 8 - 2023-12-31 2,469,431 $160,661,000 4,192
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 76 - 2023-12-31 2,451,046 $159,465,000 409,182
   PFS INVESTMENTS INC. 3 - 2023-06-30 2,262,024 $138,006,000 194,385
   COMMONWEALTH EQUITY SERVICES LLC. 74 - 2023-12-31 2,087,170 $135,791,000 271,564
   FMR LLC 903 - 2023-12-31 2,083,067 $135,524,000 -146,005
   AE Wealth Management LLC 23 - 2023-12-31 1,772,106 $120,415,000 -284,081
   WELLS FARGO & CO/MN 396 - 2023-12-31 1,846,509 $120,134,000 63,412
   TOWNSQUARE CAPITAL LLC 5 - 2023-12-31 1,820,047 $118,412,000 37,975
   CI Private Wealth LLC 114 - 2023-12-31 1,738,738 $113,122,000 -40,403
   NICOLET ADVISORY SERVICES LLC 2 - 2023-12-31 1,760,642 $111,237,000 -154,180
   ROYAL BANK OF CANADA 449 - 2023-12-31 1,664,030 $108,261,000 232,803
   Bridgeworth LLC - 2023-12-31 1,589,224 $103,395,000 -20,613
   KWB Wealth 1 - 2024-03-31 1,355,343 $99,143,000 137,755
   FIRST NATIONAL TRUST CO 3 - 2023-12-31 1,520,253 $98,908,000 799,660
   First Command Advisory Services Inc. 8 - 2023-12-31 1,415,896 $92,149,000 50,133
   Focused Wealth Management Inc 1 - 2023-12-31 1,351,128 $87,904,000 -45,379
   FINANCIAL NETWORK 29 - 2023-12-31 1,337,074 $86,990,000 -44,376
   Connecticut Wealth Management LLC 6 - 2023-12-31 1,336,293 $86,939,000 -2,772
   JANNEY MONTGOMERY SCOTT LLC 67 - 2023-12-31 1,302,002 $84,708,000 90,116
   HIGHTOWER ADVISORS, LLC 152 - 2023-12-31 1,300,491 $84,624,000 -29,515
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,284,636 $83,578,000 40,818
   GOLDMAN SACHS GROUP INC/ 741 - 2023-12-31 1,283,208 $83,485,000 511,646
   GLOBALT Investments LLC / GA 7 - 2023-12-31 1,231,415 $80,116,000 0
   TIAA FSB 57 - 2023-06-30 1,271,674 $77,585,000 211,323
   SAVANT CAPITAL MANAGEMENT INC 21 - 2023-12-31 1,166,041 $75,863,000 -6,420
   OLD NATIONAL BANCORP /IN/ 11 - 2024-03-31 1,036,950 $75,853,000 583
   Black Swift Group LLC - 2023-12-31 1,155,028 $75,146,000 614,203
   Syntegra Private Wealth Group LLC 4 - 2023-12-31 1,102,722 $71,743,000 -13,481
   ERTS Wealth Advisors LLC - 2023-12-31 1,018,766 $66,281,000 29,335
   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
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV - 2023-12-31 956,305 $62,217,000 192,797
   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
   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
   NorthRock Partners LLC 5 - 2023-12-31 867,089 $56,413,000 -43,830
   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
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 23 - 2023-12-31 771,625 $50,202,000 11,684
   MARINER WEALTH ADVISORS, LLC 172 - 2023-12-31 770,413 $50,123,000 -1,786
   Envestnet Portfolio Solutions Inc. 70 - 2023-12-31 749,922 $48,790,000 8,733
   Octavia Wealth Advisors LLC 3 - 2024-03-31 652,481 $47,729,000 342,650
   Klingman & Associates LLC 7 - 2023-12-31 731,560 $47,595,000 -3,762
   Kestra Advisory Services LLC 41 - 2023-12-31 707,194 $46,010,000 87,558
   RESTON WEALTH MANAGEMENT LLC - 2023-12-31 684,570 $44,538,000 7,624
   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
   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
   RAYMOND JAMES & ASSOCIATES 452 - 2023-12-31 629,616 $40,963,000 -3,501
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 106 - 2023-12-31 617,665 $40,185,000 114,780
   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
   Leicht Financial Planning & Wealth Management Inc. 1 - 2023-12-31 610,805 $39,739,000 116,342
   Merit Financial Group LLC 17 - 2023-12-31 596,707 $38,822,000 180,833
   ESL Trust Services LLC 4 - 2023-12-31 589,763 $38,370,000 2,001
   Cetera Investment Advisers 60 - 2023-12-31 572,754 $37,263,000 -75,439
   Rodgers & Associates LTD 7 - 2023-12-31 564,376 $36,718,000 -15,650
   Alera Investment Advisors LLC - 2023-12-31 546,082 $35,528,000 -4,979
   FFT WEALTH MANAGEMENT LLC 10 - 2023-12-31 545,981 $35,522,000 6,024
   LGL PARTNERS LLC 9 - 2023-12-31 511,735 $33,293,000 1,601
   Measured Wealth Private Client Group LLC 2 - 2024-03-31 440,022 $32,188,000 -13,946
   TRUEFG LLC 4 - 2023-12-31 492,216 $32,024,000 910
   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
   SilverOak Wealth Management LLC 5 - 2023-12-31 486,405 $31,646,000 0
   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
   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
   Krasney Financial LLC 2 - 2024-03-31 404,347 $29,578,000 7,696
  100 Records found
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