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Get Institutions for : 
SPDR Dow Jones Wilshire LargeCap Value (SPYV)  
$49.42 0.14 (0.28%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 784    35
Total shares held : 
 372,743,659  
% of shares held : 
 11.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   101  
Amount of shares held : 
 44,363,717  
% of shares held change : 
   1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $41.03  
Last Quarter's Ending Price : 
 $46.63  
Last Quarter's Average Price : 
 $43.13  
Change from last quarter's     
avg. price to the last closing  : 
6.29 (14.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 2,733,541
 0.73%
 
Increased Positions :
322
 52,085,849
 13.97%
 
Unchanged Positions :
137
 8,512,638
 2.28%
 
Decreased Positions :
256
-9,860,772
-2.65%
 
Closed Positions :
34
-594,901
-0.16%
 
Guru Positions :
1
8,911
 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
   Williams Financial LLC 1 *New 2024-03-31 686,030 $34,370,000 686,030
   Parker Investment Management LLC 9 *New 2023-12-31 485,000 $22,572,000 485,000
   Clear Creek Financial Management LLC 11 *New 2024-03-31 197,325 $9,886,000 197,325
   Buttonwood Financial Group LLC 7 *New 2024-03-31 177,061 $8,871,000 177,061
   Hobart Private Capital LLC 16 *New 2024-03-31 149,773 $7,504,000 149,773
   MERRIMAN WEALTH MANAGEMENT, LLC 39 *New 2023-12-31 134,882 $6,290,000 134,882
   SigFig Wealth Management LLC 44 *New 2023-12-31 133,642 $6,232,000 133,642
   DENVER WEALTH MANAGEMENT INC. 9 *New 2024-03-31 112,681 $5,645,000 112,681
   Cobblestone Asset Management LLC 9 *New 2024-03-31 104,639 $5,242,000 104,639
   OPPENHEIMER & CO INC 245 *New 2023-12-31 111,388 $5,194,000 111,388
   Cardinal Strategic Wealth Guidance 12 *New 2024-03-31 91,407 $4,579,000 91,407
   Financial Services Advisory Inc 24 *New 2023-12-31 90,854 $4,237,000 90,854
   Pinnacle Family Advisors LLC 12 *New 2023-12-31 85,635 $3,993,000 85,635
   Bensler LLC 56 *New 2024-03-31 76,213 $3,818,000 76,213
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 33 *New 2024-03-31 36,155 $1,811,000 36,155
   COLONY GROUP, LLC 381 *New 2023-12-31 35,011 $1,633,000 35,011
   ATRIA INVESTMENTS LLC 680 *New 2023-12-31 34,644 $1,615,000 34,644
   NORDEN GROUP LLC 74 *New 2024-03-31 30,644 $1,535,000 30,644
   GUNMA BANK,LTD. 25 *New 2024-03-31 30,000 $1,503,000 30,000
   Tempus Wealth Planning LLC 77 *New 2024-03-31 16,694 $836,000 16,694
   Beaumont Financial Advisors LLC 150 *New 2023-12-31 17,936 $836,000 17,936
   JOHNSON INVESTMENT COUNSEL INC 396 *New 2023-12-31 17,203 $802,000 17,203
   CAP Partners LLC 43 *New 2024-03-31 14,601 $731,000 14,601
   MISSION WEALTH MANAGEMENT LLC 339 *New 2024-03-31 14,208 $712,000 14,208
   AQR CAPITAL MANAGEMENT LLC 1771 *New 2023-12-31 13,872 $647,000 13,872
   WNY Asset Management LLC 128 *New 2023-12-31 13,218 $616,000 13,218
   SOA Wealth Advisors LLC. 91 *New 2024-03-31 11,542 $578,000 11,542
   MKT Advisors LLC 52 *New 2024-03-31 11,779 $574,000 11,779
   MORNINGSTAR INVESTMENT SERVICES, INC. 276 *New 2023-12-31 12,288 $574,000 12,288
   Diversified LLC 77 *New 2024-03-31 10,997 $551,000 10,997
   BEACON FINANCIAL GROUP 208 *New 2023-12-31 11,352 $529,000 11,352
   Virtue Capital Management LLC 181 *New 2023-12-31 10,823 $504,000 10,823
   D E SHAW & CO INC 2212 *New 2023-12-31 10,710 $499,000 10,710
   SpiderRock Advisors LLC 399 *New 2024-03-31 10,000 $487,000 10,000
   Confluence Wealth Services Inc. 213 *New 2024-03-31 9,439 $473,000 9,439
   Darrow Company Inc. 33 *New 2024-03-31 9,298 $466,000 9,298
   Continuum Advisory LLC 294 *New 2023-12-31 9,801 $458,000 9,801
   FIS GROUP INC. 964 *New 2023-12-31 9,663 $451,000 9,663
   Patriot Financial Group Insurance Agency LLC 292 *New 2024-03-31 8,670 $434,000 8,670
   Independent Advisor Alliance 482 *New 2023-12-31 8,457 $394,000 8,457
   Concorde Asset Management LLC 87 *New 2023-12-31 7,495 $349,000 7,495
   Simplicity WealthLLC 873 *New 2024-03-31 6,756 $338,000 6,756
   QRG CAPITAL MANAGEMENT INC. 840 *New 2023-12-31 7,173 $334,000 7,173
   Signal Advisors Wealth LLC 223 *New 2024-03-31 6,498 $326,000 6,498
   Moors & Cabot Inc. 609 *New 2023-12-31 6,812 $318,000 6,812
   Proquility Private Wealth Partners LLC 81 *New 2024-03-31 6,197 $310,000 6,197
   Security Financial Services INC. 141 *New 2024-03-31 5,956 $298,000 5,956
   GoalVest Advisory LLC 88 *New 2024-03-31 5,918 $296,000 5,918
   BROGAN FINANCIAL INC. 36 *New 2023-12-31 5,976 $279,000 5,976
   ETF Store Inc. 94 *New 2024-03-31 5,469 $274,000 5,469
   Traynor Capital Management Inc. 175 *New 2024-03-31 5,329 $267,000 5,329
   Wealth Enhancement & Preservation of GA LLC 42 *New 2023-06-30 5,900 $255,000 5,900
   JMG FINANCIAL GROUP, LTD. 113 *New 2024-03-31 4,964 $249,000 4,964
   EXCALIBUR MANAGEMENT CORP 141 *New 2023-12-31 5,290 $247,000 5,290
   Trexquant Investment LP 1291 *New 2023-12-31 5,294 $247,000 5,294
   HIRTLE CALLAGHAN & CO INC 90 *New 2023-12-31 4,670 $218,000 4,670
   Howard Capital Management Group LLC 113 *New 2024-03-31 4,273 $214,000 4,273
   Forza Wealth Management LLC 163 *New 2024-03-31 4,165 $209,000 4,165
   Paradigm Strategies in Wealth Management LLC 46 *New 2024-03-31 4,000 $200,000 4,000
   LexAurum Advisors LLC 281 *New 2024-03-31 4,000 $200,000 4,000
   LGT Financial Advisors LLC 116 *New 2024-03-31 3,485 $175,000 3,485
   MATHER GROUP, INC. 677 *New 2024-03-31 2,365 $110,000 2,365
   Aspire Private Capital LLC 191 *New 2024-03-31 2,137 $107,000 2,137
   Future Financial Wealth Managment LLC 197 *New 2024-03-31 1,627 $82,000 1,627
   OXFORD FINANCIAL GROUP LTD 261 *New 2023-12-31 1,266 $59,000 1,266
   GUARDIAN WEALTH ADVISORS LLC / NC 297 *New 2023-12-31 1,159 $54,000 1,159
   Costello Asset Management INC 105 *New 2024-03-31 747 $37,000 747
   SALEM INVESTMENT COUNSELORS INC 626 *New 2024-03-31 693 $35,000 693
   EdgeRock Capital LLC 151 *New 2023-12-31 625 $29,000 625
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 398 *New 2023-12-31 605 $28,000 605
   BARTLETT & CO. LLC 825 *New 2023-12-31 544 $25,000 544
   BARTLETT & CO. WEALTH MANAGEMENT LLC 825 *New 2023-12-31 544 $25,000 544
   Financial Advisory Service Inc. 390 *New 2024-03-31 399 $20,000 399
   WOODMONT INVESTMENT COUNSEL LLC 321 *New 2024-03-31 400 $20,000 400
   Game Plan Financial Advisors LLC 156 *New 2024-03-31 375 $19,000 375
   YHB INVESTMENT ADVISORS, INC. 618 *New 2024-03-31 335 $17,000 335
   Global Wealth Strategies & Associates 193 *New 2024-03-31 152 $8,000 152
   GeoWealth Management LLC 658 *New 2023-12-31 144 $6,000 144
   PALISADE ASSET MANAGEMENT, LLC 370 *New 2024-03-31 59 $3,000 59
   Fortis Advisors LLC 228 *New 2023-12-31 71 $3,000 71
   HANSON INVESTMENT MANAGEMENT 445 *New 2024-03-31 51 $3,000 51
   HOWE & RUSLING INC 364 *New 2023-12-31 38 $2,000 38
   EverSource Wealth Advisors LLC 2124 *New 2023-12-31 35 $2,000 35
   First Command Bank 398 *New 2023-06-30 34 $1,000 34
   First Command Financial Services Inc. 403 *New 2023-06-30 34 $1,000 34
   Rakuten Securities Inc. 641 *New 2024-03-31 1 $0 1
  86 Records found
  1    
  Page 1 of 1
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