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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
   BEUTEL GOODMAN & CO LTD 59 *New 2023-12-31 372,652 $24,263,000 372,652
   ZEKE CAPITAL ADVISORS, LLC 26 *New 2022-12-31 217,807 $11,036,000 217,807
   WIN ADVISORS INC 14 *New 2024-03-31 84,673 $6,194,000 84,673
   Systematic Alpha Investments LLC 61 *New 2023-12-31 70,000 $4,554,000 70,000
   Lionsbridge Wealth Management LLC 20 *New 2024-03-31 35,408 $2,590,000 35,408
   Cavalier Investments 29 *New 2024-03-31 35,168 $2,573,000 35,168
   Financial Insights Inc. 32 *New 2024-03-31 31,997 $2,341,000 31,997
   SABAL TRUST CO 85 *New 2024-03-31 28,130 $2,058,000 28,130
   SIMPLEX TRADING LLC 300 *New 2024-03-31 26,299 $1,923,000 26,299
   NORDEN GROUP LLC 60 *New 2024-03-31 26,247 $1,920,000 26,247
   Braun-Bostich & Associates Inc. 14 *New 2024-03-31 24,742 $1,810,000 24,742
   COLONY GROUP, LLC 383 *New 2023-12-31 24,058 $1,565,000 24,058
   Tradewinds LLC. 13 *New 2024-03-31 3,266 $1,552,000 3,266
   Belvedere Trading LLC 20 *New 2024-03-31 16,394 $1,199,000 16,394
   Privium Fund Management (UK) Ltd 41 *New 2024-03-31 14,579 $1,068,000 14,579
   Tempus Wealth Planning LLC 55 *New 2024-03-31 14,579 $1,066,000 14,579
   Idaho Trust Bank 34 *New 2024-03-31 12,773 $934,000 12,773
   Schechter Investment Advisors LLC 259 *New 2024-03-31 12,455 $911,000 12,455
   Guardian Wealth Advisors LLC 21 *New 2024-03-31 11,932 $873,000 11,932
   Latitude Advisors LLC 54 *New 2024-03-31 8,914 $652,000 8,914
   WealthTrust Asset Management LLC 47 *New 2024-03-31 7,767 $568,000 7,767
   TAYLOR INVESTMENT COUNSELORS LLC 71 *New 2023-12-31 7,197 $468,000 7,197
   RMR Wealth Builders 166 *New 2024-03-31 5,817 $426,000 5,817
   EWG Elevate Inc. 89 *New 2024-03-31 5,041 $369,000 5,041
   Accel Wealth Management 136 *New 2024-03-31 5,022 $367,000 5,022
   OmniStar Financial Group Inc. 103 *New 2024-03-31 4,310 $315,000 4,310
   PFG Investments LLC 722 *New 2024-03-31 4,204 $308,000 4,204
   ETF Store Inc. 90 *New 2024-03-31 3,867 $283,000 3,867
   Proquility Private Wealth Partners LLC 83 *New 2024-03-31 3,667 $268,000 3,667
   Insight Wealth Strategies LLC 150 *New 2024-03-31 3,563 $261,000 3,563
   Wealth Enhancement & Preservation of GA LLC 41 *New 2023-06-30 4,200 $256,000 4,200
   DORSEY & WHITNEY TRUST CO LLC 531 *New 2024-03-31 3,432 $251,000 3,432
   Synergy Financial Management LLC 110 *New 2024-03-31 3,414 $250,000 3,414
   Global Assets Advisory LLC 424 *New 2024-03-31 18,318 $250,000 18,318
   FSB PREMIER WEALTH MANAGEMENT INC. 157 *New 2024-03-31 3,331 $244,000 3,331
   Redhawk Wealth Advisors Inc. 269 *New 2023-12-31 3,400 $221,000 3,400
   WARNER FINANCIAL INC 105 *New 2024-03-31 3,012 $220,000 3,012
   INVESTMENT PARTNERS LTD /OH/ /ADV 133 *New 2024-03-31 2,980 $218,000 2,980
   ETFIDEA LLC 110 *New 2024-03-31 2,921 $214,000 2,921
   STOCK YARDS BANK & TRUST CO 381 *New 2024-03-31 2,861 $209,000 2,861
   Key Client Fiduciary Advisors LLC 173 *New 2024-03-31 2,811 $206,000 2,811
   GILL CAPITAL PARTNERS LLC 110 *New 2024-03-31 2,936 $206,000 2,936
   Personal Capital Advisors Corp 461 *New 2022-12-31 4,061 $206,000 4,061
   LEVEL FOUR ADVISORY SERVICES LLC 711 *New 2023-12-31 3,121 $203,000 3,121
   SAGE RHINO CAPITAL LLC 209 *New 2024-03-31 2,771 $203,000 2,771
   Evanson Asset Management LLC 291 *New 2024-03-31 2,752 $201,000 2,752
   Solano Wealth Management Inc. 27 *New 2023-12-31 3,080 $200,000 3,080
   Future Financial Wealth Managment LLC 188 *New 2024-03-31 1,163 $85,000 1,163
   BARCLAYS PLC 3653 *New 2023-12-31 1,000 $65,000 1,000
   FIRST MANHATTAN CO 827 *New 2023-12-31 905 $59,000 905
   BARTLETT & CO. WEALTH MANAGEMENT LLC 684 *New 2024-03-31 600 $44,000 600
   WOODMONT INVESTMENT COUNSEL LLC 304 *New 2024-03-31 600 $44,000 600
   EdgeRock Capital LLC 139 *New 2023-12-31 488 $34,000 488
   SJS Investment Consulting Inc. 257 *New 2024-03-31 354 $26,000 354
   Family Asset Management LLC 143 *New 2023-12-31 370 $24,000 370
   Ronald Blue Trust Inc. 1169 *New 2024-03-31 333 $24,000 333
   Game Plan Financial Advisors LLC 148 *New 2024-03-31 300 $22,000 300
   TCTC HOLDINGS, LLC 397 *New 2024-03-31 230 $17,000 230
   HARTFORD FINANCIAL MANAGEMENT INC. 323 *New 2024-03-31 85 $6,000 85
   Anfield Capital Management LLC 188 *New 2024-03-31 84 $6,000 84
   HANSON INVESTMENT MANAGEMENT 446 *New 2024-03-31 35 $3,000 35
   HOWE & RUSLING INC 363 *New 2023-12-31 26 $2,000 26
   BNP PARIBAS ARBITRAGE SA 2972 *New 2024-03-31 21 $2,000 21
   Rakuten Securities Inc. 507 *New 2024-03-31 23 $2,000 23
   TOMPKINS FINANCIAL CORP 602 *New 2024-03-31 11 $1,000 11
   MANCHESTER CAPITAL MANAGEMENT LLC 1074 *New 2024-03-31 4 $0 4
   EnRich Financial Partners LLC 204 *New 2024-03-31 0 $0 0
  67 Records found
  1    
  Page 1 of 1
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