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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 :
2
9,703
 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. 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
   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
   HB Wealth Management LLC 5 - 2024-03-31 4,149,394 $294,732,000 238,356
   J P MORGAN CHASE & CO 507 - 2023-12-31 3,927,986 $255,555,000 3,456,691
   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
   Private Advisor Group LLC 7 - 2024-03-31 2,738,242 $200,303,000 268,811
   RFG Advisory Group LLC 2 - 2024-03-31 2,629,411 $192,341,000 5,145
   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
   PFS INVESTMENTS INC. 3 - 2023-06-30 2,262,024 $138,006,000 194,385
   FIRST NATIONAL TRUST CO 1 - 2024-03-31 1,771,165 $129,561,000 250,912
   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
   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
   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
   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
   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
   Black Swift Group LLC - 2023-12-31 1,155,028 $75,146,000 614,203
   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
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 19 - 2024-03-31 850,552 $62,218,000 78,927
   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
   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
   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
   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
   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
   NOTTINGHAM ADVISORS INC 4 - 2023-12-31 746,693 $41,625,000 10,236
   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
   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
   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
   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
   STIFEL FINANCIAL CORP 404 - 2023-12-31 431,857 $28,097,000 20,560
   RIVERSEDGE ADVISORS LLC 4 - 2024-03-31 375,261 $27,450,000 240
   Gerber Kawasaki Wealth & Investment Management 17 - 2023-12-31 410,797 $26,726,000 23,971
   Kingsview Wealth Management LLC 23 - 2023-12-31 389,957 $25,371,000 96,168
   Financial Advocates Investment Management 6 - 2024-03-31 343,425 $25,128,000 18,636
   One Capital Management LLC 31 - 2023-12-31 376,612 $24,502,000 4,107
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 372,284 $24,221,000 228,534
   Stratos Wealth Partners LTD. 41 - 2024-03-31 320,951 $23,478,000 78,343
   9258 Wealth Management LLC 2 - 2024-03-31 320,855 $23,471,000 5,775
   COURIER CAPITAL CORP 9 - 2024-03-31 316,302 $23,137,000 5,860
   Clear Creek Financial Management LLC 6 - 2024-03-31 304,014 $22,239,000 5,356
   Western Wealth Management LLC 9 - 2024-03-31 301,844 $22,080,000 32,428
   Baltimore-Washington Financial Advisors Inc. 20 - 2023-12-31 333,906 $21,724,000 33,063
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 18 - 2024-03-31 294,569 $21,548,000 46,209
   Garrett Investment Advisors LLC 7 - 2024-03-31 292,093 $21,367,000 41,721
   ERn Financial LLC 5 - 2024-03-31 290,064 $21,218,000 1,838
   BENJAMIN F. EDWARDS & COMPANY INC. 73 - 2024-03-31 288,778 $21,124,000 68,708
   Garrett Wealth Advisory Group LLC 4 - 2024-03-31 281,840 $20,617,000 1,984
   VERUS CAPITAL PARTNERS LLC 7 - 2023-12-31 313,194 $20,376,000 4,125
   Symphony Financial Ltd. Co. 2 - 2024-03-31 273,608 $20,014,000 49,206
   Sunburst Financial Group LLC 5 - 2024-03-31 269,010 $19,710,000 21,164
   Alta Wealth Advisors LLC 2 - 2024-03-31 265,027 $19,387,000 10,820
   BB&T CORP 416 - 2023-12-31 294,454 $19,157,000 16,970
   Boyd Wealth Management LLC 3 - 2024-03-31 259,816 $19,006,000 133,113
   CCG WEALTH MANAGEMENT LLC 2 - 2024-03-31 257,206 $18,815,000 22,364
   Executive Wealth Management LLC - 2023-12-31 286,483 $18,639,000 2,343
   Geneos Wealth Management Inc. 20 - 2024-03-31 252,331 $18,458,000 16,453
   Redwood Investment Management LLC 10 - 2023-12-31 276,879 $18,014,000 276,879
   OARSMAN CAPITAL, INC. 1 - 2023-12-31 274,530 $17,861,000 69,003
   KESTRA PRIVATE WEALTH SERVICES LLC 51 - 2024-03-31 242,476 $17,737,000 65,537
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 435 - 2024-03-31 241,640 $17,676,000 204,000
   Hofer & Associates. Inc 1 - 2024-03-31 229,641 $16,798,000 2,950
   MMA ASSET MANAGEMENT LLC 1 - 2023-12-31 234,506 $16,692,000 851
   WEALTH MANAGEMENT RESOURCES INC. 3 - 2024-03-31 225,547 $16,499,000 6,150
   CREATIVE FINANCIAL DESIGNS INC /ADV 12 - 2024-03-31 223,360 $16,339,000 217,568
   PFG FINANCIAL ADVISORS 17 - 2024-03-31 220,619 $16,138,000 13,118
   Buttonwood Financial Group LLC 4 - 2024-03-31 210,946 $15,431,000 103,742
   Vertex Planning Partners LLC 7 - 2023-12-31 233,496 $15,191,000 220,117
   FIRST HEARTLAND CONSULTANTS INC 11 - 2023-12-31 229,647 $14,941,000 3,249
   Keystone Financial Group 6 - 2023-12-31 226,983 $14,768,000 15,900
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 11 - 2024-03-31 201,833 $14,765,000 196,420
  100 Records found
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