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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
   FINANCIAL ENGINES ADVISORS L.L.C. 2 - 2023-12-31 74,423,549 $3,470,370,000 939,703
   LPL FINANCIAL CORP 16 - 2023-12-31 31,296,439 $1,459,353,000 3,171,837
   HANSON MCCLAIN, INC. 4 - 2024-03-31 19,403,272 $972,104,000 846,517
   ENVESTNET ASSET MANAGEMENT INC 71 - 2023-12-31 13,117,502 $611,669,000 8,776,348
   MORGAN STANLEY 476 - 2023-12-31 8,725,424 $406,867,000 1,321,965
   HORIZON INVESTMENTS, LLC/SC 2 - 2023-12-31 8,391,408 $391,291,000 3,644,097
   Advisor Group Holdings Inc. 24 - 2023-12-31 7,276,451 $339,351,000 2,206,352
   UBS Group AG 174 - 2023-12-31 6,520,757 $304,063,000 442,720
   BANK OF AMERICA CORP /DE/ 487 - 2023-12-31 5,459,366 $254,570,000 110,589
   AMERIPRISE FINANCIAL INC 278 - 2023-12-31 5,353,394 $249,658,000 2,606,681
   CWM LLC 16 - 2024-03-31 4,920,831 $246,534,000 576,063
   ROYAL BANK OF CANADA 301 - 2023-12-31 4,498,686 $209,775,000 1,828,929
   CLARK CAPITAL MANAGEMENT GROUP INC 8 - 2023-12-31 4,409,173 $205,600,000 4,394,417
   Willis Johnson & Associates Inc. 1 - 2024-03-31 3,722,350 $186,490,000 76,427
   J P MORGAN CHASE & CO 612 - 2023-12-31 3,745,449 $174,650,000 3,266,182
   FRANKLIN RESOURCES INC 269 - 2023-12-31 3,676,239 $171,423,000 297,749
   Betterment LLC 28 - 2023-12-31 3,364,361 $156,880,000 520,428
   Advisory Alpha LLC - 2023-12-31 3,346,409 $156,047,000 109,504
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 3,210,129 $149,688,000 351,707
   HPM Partners LLC - 2023-12-31 3,087,568 $143,973,000 110,662
   Equitable Holdings Inc. 11 - 2023-12-31 2,998,780 $139,833,000 274,790
   FIRST NATIONAL TRUST CO 2 - 2024-03-31 2,492,507 $124,875,000 192,510
   Connecticut Wealth Management LLC 2 - 2024-03-31 2,382,401 $119,358,000 60,173
   Private Advisor Group LLC 19 - 2024-03-31 2,329,066 $116,686,000 108,406
   TIAA FSB 46 - 2023-06-30 2,667,344 $115,229,000 657,482
   TOWNSQUARE CAPITAL LLC 7 - 2023-12-31 2,386,077 $111,263,000 86,028
   Lutz Financial Services LLC 2 - 2024-03-31 2,208,903 $110,666,000 1,766
   MARINER WEALTH ADVISORS, LLC 82 - 2023-12-31 2,325,050 $108,417,000 68,674
   Massey Quick & Co. LLC 2 - 2024-03-31 1,940,553 $97,222,000 22,747
   PUTNAM FL INVESTMENT MANAGEMENT CO 7 - 2024-03-31 1,844,089 $92,389,000 192,459
   KWB Wealth 3 - 2024-03-31 1,635,323 $81,930,000 190,592
   FINANCIAL NETWORK 35 - 2023-12-31 1,750,704 $81,635,000 234,799
   HIGHTOWER ADVISORS, LLC 160 - 2023-12-31 1,749,446 $81,592,000 127,460
   OLD NATIONAL BANCORP /IN/ 8 - 2024-03-31 1,624,641 $81,395,000 50,375
   N.E.W. Advisory Services LLC 3 - 2024-03-31 1,570,914 $78,703,000 20,188
   GOLDMAN SACHS GROUP INC/ 772 - 2023-12-31 1,638,572 $76,407,000 402,335
   Magnus Financial Group LLC 1 - 2024-03-31 1,509,721 $75,637,000 26,838
   Gerber Kawasaki Wealth & Investment Management 4 - 2023-12-31 1,498,847 $69,891,000 224,222
   JANNEY MONTGOMERY SCOTT LLC 100 - 2024-03-31 1,366,554 $68,464,000 91,140
   Octavia Wealth Advisors LLC 1 - 2024-03-31 1,359,038 $68,088,000 1,330,887
   Orion Portfolio Solutions LLC 16 - 2023-12-31 1,345,651 $63,165,000 1,291,334
   ANGELES WEALTH MANAGEMENT LLC 3 - 2023-12-31 1,337,856 $62,384,000 30,587
   WELLS FARGO & CO/MN 625 - 2023-12-31 1,229,380 $57,326,000 23,391
   ARROW FINANCIAL CORP 3 - 2023-12-31 1,141,918 $53,248,000 383
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 91 - 2024-03-31 1,013,871 $50,795,000 84,633
   Envestnet Portfolio Solutions Inc. 68 - 2023-12-31 1,069,633 $49,877,000 390,496
   Good Life Advisors LLC 3 - 2024-03-31 976,506 $48,923,000 25,322
   STIFEL FINANCIAL CORP 299 - 2023-12-31 979,507 $45,674,000 61,882
   Compton Financial Group LLC 4 - 2024-03-31 874,700 $43,822,000 13,237
   Cetera Investment Advisers 56 - 2023-12-31 819,037 $38,192,000 239,659
   Brookstone Capital Management 30 - 2024-03-31 761,015 $38,127,000 207,957
   BENJAMIN F. EDWARDS & COMPANY INC. 39 - 2024-03-31 753,637 $37,757,000 164,873
   CREATIVE FINANCIAL DESIGNS INC /ADV 1 - 2024-03-31 716,156 $35,879,000 22,035
   PRUDENTIAL FINANCIAL INC 298 - 2023-12-31 750,133 $34,979,000 58,126
   RAYMOND JAMES & ASSOCIATES 548 - 2024-03-31 667,560 $33,445,000 77,684
   Krasney Financial LLC 1 - 2024-03-31 617,450 $30,934,000 9,498
   Edmonds Duncan Registered Investment Advisors LLC 5 - 2024-03-31 590,520 $29,585,000 4,372
   MML INVESTORS SERVICES LLC 176 - 2023-12-31 609,868 $28,438,000 168,022
   PFG FINANCIAL ADVISORS 10 - 2024-03-31 555,330 $27,822,000 38,482
   RIVERSEDGE ADVISORS LLC 5 - 2024-03-31 537,649 $26,936,000 1,012
   Tennessee Valley Asset Management Partners 3 - 2024-03-31 536,442 $26,876,000 13,500
   ERn Financial LLC 3 - 2024-03-31 517,687 $25,936,000 18,681
   Nelson Van Denburg & Campbell Wealth Management Gr 16 - 2024-03-31 498,492 $24,974,000 23,081
   Rodgers & Associates LTD 11 - 2023-12-31 499,092 $23,273,000 16,926
   Geneos Wealth Management Inc. 12 - 2024-03-31 462,409 $23,167,000 11,837
   Merit Financial Group LLC 25 - 2023-12-31 481,340 $22,445,000 66,819
   TSFG LLC 3 - 2024-03-31 438,757 $21,982,000 144,741
   Garrett Investment Advisors LLC 6 - 2024-03-31 436,503 $21,869,000 69,412
   Horizon Wealth Management LLC 6 - 2024-03-31 425,462 $21,316,000 69,723
   Pinnacle Wealth Planning Services Inc. 4 - 2023-12-31 452,863 $21,117,000 6,225
   MBE Wealth Management LLC 3 - 2024-03-31 414,971 $20,790,000 385,623
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 282 - 2023-12-31 444,288 $20,717,000 188,690
   Harbor Group Inc. 8 - 2024-03-31 413,096 $20,696,000 15,561
   Michael S. Ryan Inc. 1 - 2024-03-31 411,960 $20,639,000 35,074
   Brandywine Oak Private Wealth LLC 9 - 2023-12-31 441,876 $20,605,000 9,586
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 22 - 2024-03-31 406,024 $20,342,000 26,000
   Visionary Horizons LLC 2 - 2024-03-31 419,388 $20,089,000 16,098
   Stratos Wealth Partners LTD. 57 - 2024-03-31 398,068 $19,943,000 100,541
   Alta Wealth Advisors LLC 1 - 2024-03-31 397,118 $19,896,000 17,199
   Global Retirement Partners LLC 26 - 2024-03-31 396,633 $19,871,000 30,487
   RETIREMENT PLANNING GROUP 12 - 2024-03-31 392,306 $19,655,000 11,411
   Personal Resources Investment & Strategic Manageme 6 - 2024-03-31 390,449 $19,561,000 2,260
   ATTICUS WEALTH MANAGEMENT LLC 3 - 2024-03-31 382,803 $19,178,000 13,021
   SkyOak Wealt LLC 2 - 2024-03-31 377,923 $18,934,000 16,855
   Baird Financial Group Inc. 340 - 2023-12-31 373,681 $17,425,000 34,575
   Steel Peak Wealth Management LLC 27 - 2024-03-31 346,730 $17,371,000 3,274
   CONFLUENCE INVESTMENT MANAGEMENT LLC 94 - 2024-03-31 343,760 $17,222,000 55,710
   Atria Wealth Solutions Inc. 103 - 2023-12-31 365,518 $17,044,000 142,047
   COURIER CAPITAL CORP 18 - 2024-03-31 325,920 $16,329,000 14,485
   GREAT VALLEY ADVISOR GROUP INC. 49 - 2023-12-31 329,732 $15,375,000 38,992
   CarsonAllaria Wealth Management Ltd. 1 - 2023-12-31 326,677 $15,233,000 6,075
   DFPG INVESTMENTS INC. 14 - 2023-12-31 320,373 $14,917,000 19,641
   Demars Financial Group LLC 4 - 2024-03-31 289,266 $14,492,000 7,835
   RETIREMENT FINANCIAL SOLUTIONS LLC 3 - 2023-12-31 298,384 $13,914,000 21,968
   Destiny Capital Corp/CO 2 - 2023-12-31 292,994 $13,662,000 5,535
   HARVEST GROUP WEALTH MANAGEMENT LLC 1 - 2023-03-31 335,368 $13,656,000 956
   Integrated Wealth Concepts LLC 104 - 2023-12-31 291,688 $13,601,000 57,530
   Private Wealth Group LLC 3 - 2024-03-31 267,270 $13,390,000 5,544
   HORIZON FINANCIAL SERVICES LLC 3 - 2024-03-31 264,004 $13,227,000 19,289
   Keener Financial Planning LLC 3 - 2024-03-31 256,148 $12,833,000 13,658
  100 Records found
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