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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
   ENVESTNET ASSET MANAGEMENT INC 121 - 2023-12-31 5,740,456 $373,474,000 -4,524,427
   Orgel Wealth Management LLC 5 - 2024-03-31 2,824,671 $206,625,000 -76,942
   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
   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
   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
   CI Private Wealth LLC 113 - 2024-03-31 1,599,780 $117,024,000 -138,958
   Bridgeworth LLC - 2023-12-31 1,589,224 $103,395,000 -20,613
   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
   TIAA TRUST NATIONAL ASSOCIATION 64 - 2024-03-31 1,034,981 $75,709,000 -249,655
   ERTS Wealth Advisors LLC 2 - 2024-03-31 983,450 $71,939,000 -35,316
   FLAGSHIP HARBOR ADVISORS LLC 1 - 2024-03-31 872,346 $63,812,000 -125,270
   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
   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
   RESTON WEALTH MANAGEMENT LLC 1 - 2024-03-31 674,343 $49,328,000 -10,227
   FOUNDERS FINANCIAL SECURITIES LLC 1 - 2024-03-31 606,687 $44,379,000 -178,953
   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
   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
   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
   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
   Measured Wealth Private Client Group LLC 2 - 2024-03-31 440,022 $32,188,000 -13,946
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 241 - 2024-03-31 433,721 $31,727,000 -6,374
   NICOLET BANKSHARES INC 2 - 2024-03-31 407,563 $29,813,000 -14,597
   Whitcomb & Hess Inc. 3 - 2024-03-31 391,212 $28,617,000 -6,183
   Investments & Financial Planning LLC 2 - 2024-03-31 388,355 $28,408,000 -387
   Goss Wealth Management LLC 87 - 2023-12-31 421,190 $27,758,000 -112,380
   Ameritas Advisory Services LLC 10 - 2023-12-31 417,830 $27,318,000 -72,289
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6 - 2024-03-31 368,700 $26,970,000 -3,584
   Good Life Advisors LLC 7 - 2024-03-31 361,324 $26,431,000 -4,497
   AMERIVEST INVESTMENT MANAGEMENT LLC 45 - 2023-06-30 401,612 $24,502,000 -73,324
   Integrys Wealth Advisors LLC 9 - 2024-03-31 330,379 $24,167,000 -11,206
   Destiny Capital Corp/CO 1 - 2024-03-31 321,610 $23,526,000 -4,520
   Cordatus Wealth Management LLC 1 - 2024-03-31 321,180 $23,494,000 -2,405
   CREATIVE PLANNING 218 - 2023-12-31 356,539 $23,196,000 -36,062
   PROSPERA FINANCIAL SERVICES 19 - 2023-12-31 355,364 $23,120,000 -8,915
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 4 - 2024-03-31 296,581 $21,695,000 -37,440
   Money Design Co.Ltd. 22 - 2024-03-31 288,810 $21,126,000 -64,814
   JNBA FINANCIAL ADVISORS 11 - 2024-03-31 285,256 $20,867,000 -65,773
   WFA Asset Management Corp 2 - 2024-03-31 282,267 $20,648,000 -6,260
   QUEST INVESTMENT MANAGEMENT INC/OR 8 - 2023-12-31 315,332 $20,516,000 -1,414
   M&T BANK CORP 201 - 2024-03-31 279,389 $20,438,000 -16,000
   Arden Trust Co 8 - 2024-03-31 279,290 $20,430,000 -5,988
   Atria Wealth Solutions Inc. 81 - 2023-12-31 309,046 $20,107,000 -95,582
   AMERICAN INTERNATIONAL GROUP INC 148 - 2023-12-31 288,427 $18,765,000 -78,083
   Snowden Capital Advisors LLC 13 - 2023-12-31 285,204 $18,555,000 -1,925
   Horizon Wealth Management LLC 8 - 2024-03-31 252,579 $18,476,000 -185,393
   Choice Wealth Advisors LLC 3 - 2024-03-31 241,068 $17,634,000 -13,837
   FIRST HEARTLAND CONSULTANTS INC 8 - 2024-03-31 219,314 $16,043,000 -10,333
   Navalign LLC 7 - 2024-03-31 214,882 $15,719,000 -12,584
   Kozak & Associates Inc. 7 - 2023-12-31 239,690 $15,709,000 -22,910
   Diligent Investors LLC 2 - 2024-03-31 214,270 $15,674,000 -1,568
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 59 - 2024-03-31 210,165 $15,374,000 -4,132
   Optas LLC 7 - 2024-03-31 189,547 $13,865,000 -9,172
   Concurrent Investment Advisors LLC 38 - 2024-03-31 187,282 $13,700,000 -4,455
   Wells Financial Advisors INC 2 - 2023-12-31 201,586 $13,115,000 -1,024
   McNaughton Wealth Management LLC 5 - 2024-03-31 167,549 $12,256,000 -934
   GHP INVESTMENT ADVISORS INC 53 - 2024-03-31 163,539 $11,963,000 -1,139
   Sontag Advisory LLC 63 - 2024-03-31 163,419 $11,954,000 -12,870
   Oak Harvest Investment Services 11 - 2024-03-31 160,832 $11,765,000 -13,720
   One Capital Management LLC 58 - 2024-03-31 160,213 $11,720,000 -216,399
   Concord Wealth Partners 11 - 2024-03-31 158,956 $11,628,000 -19,580
   New England Capital Financial Advisors LLC 5 - 2024-03-31 158,935 $11,626,000 -693
   Sargent Investment Group LLC 10 - 2024-03-31 158,724 $11,611,000 -5,830
   TWIN FOCUS CAPITAL PARTNERS, LLC 11 - 2023-12-31 171,871 $11,182,000 -11,098
   TWO SIGMA INVESTMENTS LLC 557 - 2023-12-31 169,000 $10,995,000 -31,400
   WARREN AVERETT ASSET MANAGEMENT, LLC 44 - 2023-12-31 168,419 $10,957,000 -4,328
   PECAUT & CO. 6 - 2024-03-31 141,700 $10,365,000 -3,339
   Magnus Financial Group LLC 19 - 2024-03-31 140,794 $10,299,000 -2,118
   Waterloo Capital L.P. 14 - 2023-12-31 144,779 $9,419,000 -13,919
   Thrive Capital Management LLC 3 - 2023-12-31 143,786 $9,355,000 -16,511
   Sequoia Financial Advisors LLC 146 - 2024-03-31 126,210 $9,232,000 -79,469
   SILVER OAK SECURITIES Inc 12 - 2024-03-31 117,854 $8,621,000 -31,089
   Hilltop Partners LLC 10 - 2023-12-31 131,273 $8,541,000 -299,315
   Wellspring Financial Advisors LLC 19 - 2024-03-31 110,229 $8,063,000 -1,838
   LifePlan Financial LLC 2 - 2024-03-31 108,849 $7,962,000 -367
   Oxinas Partners Wealth Management LLC 2 - 2024-03-31 107,873 $7,891,000 -3,902
   MERITAGE PORTFOLIO MANAGEMENT 53 - 2024-03-31 106,126 $7,763,000 -7,245
   Apollon Financial LLC 10 - 2024-03-31 105,438 $7,713,000 -1,805
   1ST SOURCE BANK 36 - 2024-03-31 103,243 $7,552,000 -8,069
   Collaborative Wealth Managment Inc. 3 - 2024-03-31 102,336 $7,486,000 -1,133
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 22 - 2024-03-31 97,750 $7,150,000 -266
   Occidental Asset Management LLC 18 - 2024-03-31 95,847 $7,011,000 -1,237
   Intergy Private Wealth LLC 8 - 2024-03-31 94,745 $6,931,000 -258
   Relyea Zuckerberg Hanson LLC 17 - 2024-03-31 93,069 $6,808,000 -407
   IAG Wealth Partners LLC 20 - 2024-03-31 91,490 $6,693,000 -4,741
   GoalVest Advisory LLC 6 - 2024-03-31 90,585 $6,626,000 -7,523
  100 Records found
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