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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
   Financial Gravity Wealth Inc. 2 - 2023-12-31 1,844,352 $198,394,000 0
   Levy Wealth Management Group LLC 7 - 2024-03-31 144,588 $9,407,000 0
   Key Financial Inc 13 - 2024-03-31 85,649 $5,572,000 0
   Wellington Wealth Strategies LLC. 24 - 2023-12-31 3,266 $1,552,000 0
   BLB&B ADVISORS LLC 105 - 2024-03-31 19,226 $1,406,000 0
   Edge Capital Group LLC 140 - 2023-12-31 21,611 $1,406,000 0
   Turtle Creek Wealth Advisors LLC 66 - 2024-03-31 18,914 $1,384,000 0
   HBW Advisory Services LLC 102 - 2024-03-31 21,070 $1,371,000 0
   Three Bridge Wealth Advisors LLC 34 - 2023-12-31 18,200 $1,184,000 0
   WMS PARTNERS, LLC 102 - 2023-12-31 15,825 $1,030,000 0
   Sunesis Advisors LLC 29 - 2024-03-31 13,074 $956,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 253 - 2023-12-31 13,852 $901,000 0
   Ayalon Holdings Ltd. 54 - 2024-03-31 12,122 $887,000 0
   MY Wealth Management Inc. 16 - 2023-12-31 13,340 $868,000 0
   Waldron LP 179 - 2023-12-31 12,436 $809,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 65 - 2023-06-30 13,000 $793,000 0
   Summit Trail Advisors LLC 254 - 2024-03-31 10,749 $786,000 0
   InterOcean Capital Group LLC 230 - 2023-12-31 11,216 $730,000 0
   LWMG LLC 42 - 2024-03-31 9,864 $722,000 0
   FIRST NATIONAL BANK OF OMAHA 239 - 2023-12-31 9,690 $630,000 0
   CWA Asset Management Group LLC 233 - 2023-12-31 8,919 $580,000 0
   GLENMEDE TRUST CO NA 870 - 2023-12-31 8,353 $543,000 0
   YALE CAPITAL CORP 322 - 2023-12-31 7,184 $467,000 0
   Spotlight Asset Group Inc. 36 - 2023-12-31 7,782 $461,000 0
   Vawter Financial Ltd. 42 - 2023-12-31 6,888 $448,000 0
   Jacobi Capital Management LLC 314 - 2023-12-31 6,810 $443,000 0
   AJ WEALTH STRATEGIES LLC 192 - 2023-06-30 7,213 $440,000 0
   PROVISE MANAGEMENT GROUP LLC 236 - 2023-12-31 6,759 $440,000 0
   Permanens Capital L.P. 24 - 2023-12-31 6,750 $439,000 0
   United Community Bank 106 - 2024-03-31 5,992 $438,000 0
   Delta Financial Group Inc. 134 - 2024-03-31 5,833 $427,000 0
   Smith Anglin Financial LLC 119 - 2024-03-31 5,800 $424,000 0
   CALLAN CAPITAL, LLC 165 - 2024-03-31 5,648 $413,000 0
   CAHABA WEALTH MANAGEMENT INC. 99 - 2024-03-31 5,338 $390,000 0
   Acorn Wealth Advisors LLC 108 - 2024-03-31 5,101 $373,000 0
   Sheaff Brock Investment Advisors LLC 304 - 2023-12-31 5,718 $372,000 0
   AMG NATIONAL TRUST BANK 371 - 2023-12-31 4,800 $312,000 0
   SONATA CAPITAL GROUP INC 98 - 2024-03-31 4,055 $297,000 0
   Column Capital Advisors LLC 112 - 2023-09-30 4,914 $291,000 0
   BKD WEALTH ADVISORS LLC 353 - 2024-03-31 3,739 $274,000 0
   Equius Partners Inc. 15 - 2022-12-31 5,340 $271,000 0
   AFS Financial Group LLC 16 - 2024-03-31 3,541 $259,000 0
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 56 - 2023-12-31 3,946 $257,000 0
   CLIENT 1ST ADVISORY GROUP LLC 89 - 2023-12-31 3,913 $255,000 0
   Olistico Wealth LLC 94 - 2024-03-31 3,445 $252,000 0
   Keeley-Teton Advisors LLC 332 - 2023-12-31 3,750 $244,000 0
   Kelman-Lazarov Inc. 94 - 2023-12-31 3,659 $238,000 0
   MATRIX ASSET ADVISORS INC/NY 89 - 2024-03-31 3,212 $235,000 0
   FIRST NATIONAL CORP /MA/ /ADV 150 - 2024-03-31 3,295 $214,000 0
   FinTrust Capital Advisors LLC 276 - 2024-03-31 2,893 $212,000 0
   Raleigh Capital Management Inc. 205 - 2023-12-31 2,300 $150,000 0
   Colonial Trust Co / SC 336 - 2023-12-31 1,996 $130,000 0
   CAMBRIDGE TRUST CO 314 - 2023-12-31 1,950 $127,000 0
   Mascoma Wealth Management LLC 125 - 2024-03-31 1,600 $117,000 0
   Morling Financial Advisors LLC 61 - 2023-12-31 1,781 $116,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 473 - 2023-12-31 1,703 $111,000 0
   Fairman Group LLC 76 - 2024-03-31 1,250 $91,000 0
   Lee Financial CORP 185 - 2023-12-31 1,336 $87,000 0
   Capital Advisors Ltd. LLC 353 - 2024-03-31 1,183 $87,000 0
   Carmichael Hill & Associates Inc. 245 - 2024-03-31 1,088 $80,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 712 - 2024-03-31 1,093 $80,000 0
   CALDWELL SUTTER CAPITAL INC. 309 - 2024-03-31 1,000 $73,000 0
   WHITTIER TRUST CO 874 - 2024-03-31 904 $66,000 0
   COLONIAL ASSET MANAGEMENT, INC. 294 - 2023-12-31 968 $63,000 0
   Clear Perspectives Financial Planning LLC 65 - 2023-03-31 1,100 $61,000 0
   Providence Capital Advisors LLC 153 - 2023-12-31 883 $57,000 0
   Truvestments Capital LLC 313 - 2023-12-31 857 $56,000 0
   GRAND WEALTH MANAGEMENT LLC 59 - 2023-12-31 846 $55,000 0
   DUNCKER STREETT & CO INC 309 - 2024-03-31 750 $55,000 0
   Stephens Consulting LLC 173 - 2024-03-31 720 $53,000 0
   CITY HOLDING CO 316 - 2024-03-31 680 $50,000 0
   ANCORA ADVISORS, LLC 908 - 2023-12-31 707 $46,000 0
   Lowe fs LLC 121 - 2024-03-31 625 $46,000 0
   Retirement Group LLC 275 - 2024-03-31 500 $37,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 302 - 2024-03-31 468 $34,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 455 - 2024-03-31 449 $33,000 0
   Princeton Global Asset Management LLC 320 - 2024-03-31 430 $31,000 0
   Hartland & Co. LLC 858 - 2023-12-31 484 $31,000 0
   Nalls Sherbakoff Group LLC 213 - 2023-12-31 400 $26,000 0
   WOLFF WIESE MAGANA LLC 197 - 2024-03-31 345 $25,000 0
   HARBOR INVESTMENT ADVISORY LLC 702 - 2024-03-31 347 $25,000 0
   BESSEMER GROUP INC 1443 - 2023-12-31 370 $24,000 0
   Integrity Financial Corp /WA 165 - 2024-03-31 331 $24,000 0
   VALLEY NATIONAL ADVISERS INC 491 - 2024-03-31 336 $24,000 0
   New Republic Capital LLC 203 - 2023-12-31 346 $23,000 0
   HM PAYSON & CO 721 - 2023-12-31 336 $22,000 0
   MCF Advisors LLC 515 - 2024-03-31 283 $21,000 0
   ARMSTRONG ADVISORY GROUP INC 473 - 2024-03-31 330 $21,000 0
   CVA Family Office LLC 634 - 2024-03-31 286 $21,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 198 - 2024-03-31 265 $19,000 0
   NATIONAL BANK OF CANADA /FI/ 1866 - 2023-12-31 270 $17,000 0
   Westside Investment Management Inc. 512 - 2024-03-31 220 $16,000 0
   TRUST CO OF VERMONT 643 - 2024-03-31 215 $16,000 0
   Pinnacle Bank 596 - 2024-03-31 200 $15,000 0
   Oakworth Capital Inc. 436 - 2024-03-31 190 $14,000 0
   Element Wealth LLC 206 - 2023-12-31 200 $13,000 0
   WASHINGTON TRUST CO 631 - 2024-03-31 160 $12,000 0
   Horizons Wealth Management 130 - 2024-03-31 158 $10,000 0
   Nemes Rush Group LLC 436 - 2023-12-31 135 $9,000 0
   Pacific Center for Financial Services 289 - 2023-12-31 120 $8,000 0
  100 Records found
  1    
  Page 1 of 1
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