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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 :
0
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VALMARK ADVISERS INC 2 - 2023-12-31 7,355,060 $342,966,000 -24,309
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 67 - 2024-03-31 4,175,982 $209,217,000 -460,533
   BANK OF NEW YORK MELLON CORP 482 - 2024-03-31 2,973,779 $148,986,000 -1,009,429
   NICOLET ADVISORY SERVICES LLC 1 - 2023-12-31 3,098,780 $144,527,000 -300,993
   PFS INVESTMENTS INC. 6 - 2023-06-30 3,010,747 $130,064,000 -157,299
   AE Wealth Management LLC 31 - 2023-12-31 2,021,616 $94,692,000 -70,215
   NorthRock Partners LLC 2 - 2023-12-31 1,970,786 $91,898,000 -100,872
   ERTS Wealth Advisors LLC 1 - 2024-03-31 1,542,886 $77,299,000 -622
   Klingman & Associates LLC 5 - 2024-03-31 1,121,263 $56,175,000 -35,909
   CoreCap Advisors LLC 2 - 2023-12-31 1,173,660 $54,728,000 -14,047
   AlphaStar Capital Management LLC 5 - 2023-12-31 1,154,346 $53,827,000 -505,428
   MERCER GLOBAL ADVISORS INC /ADV 92 - 2023-12-31 1,129,777 $52,681,000 -76,732
   FMR LLC 1272 - 2023-12-31 1,111,093 $51,810,000 -20,760
   COMMONWEALTH EQUITY SERVICES LLC. 221 - 2024-03-31 1,032,270 $51,717,000 -40,518
   NICOLET BANKSHARES INC 1 - 2023-12-31 1,108,908 $51,708,000 -12,108
   NOTTINGHAM ADVISORS INC 3 - 2023-12-31 1,200,489 $48,310,000 -6,962
   AMERIVEST INVESTMENT MANAGEMENT LLC 34 - 2023-06-30 1,112,814 $48,073,000 -148,239
   FLAGSHIP HARBOR ADVISORS LLC 2 - 2024-03-31 944,420 $47,316,000 -283,124
   Alera Investment Advisors LLC - 2023-12-31 1,012,525 $47,214,000 -21,626
   ACCREDITED INVESTORS INC. 13 - 2023-12-31 958,876 $44,712,000 -59,789
   Whitcomb & Hess Inc. 1 - 2024-03-31 862,336 $43,203,000 -73,350
   ALESCO ADVISORS LLC 16 - 2023-12-31 903,292 $42,120,000 -1,678,217
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 195 - 2024-03-31 810,941 $40,628,000 -845,563
   Perennial Investment Advisors LLC 2 - 2023-12-31 868,012 $40,475,000 -74,545
   Facet Wealth Inc. 16 - 2023-12-31 833,900 $39,193,000 -4,116
   FOUNDERS FINANCIAL SECURITIES LLC 2 - 2024-03-31 698,083 $34,974,000 -190,853
   BIP Wealth LLC 6 - 2023-12-31 742,839 $34,639,000 -40,686
   Measured Wealth Private Client Group LLC 1 - 2024-03-31 687,020 $34,420,000 -36,014
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 214 - 2023-09-30 779,080 $32,145,000 -10,316
   CI Private Wealth LLC 298 - 2023-12-31 686,127 $31,994,000 -18,548
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 609,378 $30,530,000 -80,440
   IHT Wealth Management LLC 12 - 2023-12-31 631,592 $29,451,000 -36,553
   Integrys Wealth Advisors LLC 7 - 2024-03-31 585,273 $29,322,000 -10,377
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 577,739 $26,940,000 -143,955
   Choice Wealth Advisors LLC 1 - 2024-03-31 528,449 $26,475,000 -21,115
   NORTHERN TRUST CORP 1432 - 2023-12-31 556,033 $25,928,000 -940
   First Command Advisory Services Inc. - 2024-03-31 479,880 $24,085,000 -37,724
   Sanchez Wealth Management Group 2 - 2023-12-31 499,249 $23,280,000 -10,970
   Western Wealth Management LLC 8 - 2024-03-31 446,710 $22,380,000 -38,526
   Hamilton Capital Management Inc. 7 - 2023-12-31 471,955 $22,007,000 -3,069,577
   WINDSOR CAPITAL MANAGEMENT, LLC 2 - 2024-03-31 422,223 $21,153,000 -2,341
   Yeomans Consulting Group Inc. - 2024-03-31 415,754 $20,829,000 -58,751
   Money Design Co.Ltd. 23 - 2024-03-31 415,268 $20,805,000 -63,814
   PURE FINANCIAL ADVISORS, INC. 33 - 2024-03-31 390,287 $19,553,000 -13,941
   BP WEALTH MANAGEMENT LLC 47 - 2023-12-31 413,031 $19,260,000 -490,997
   Executive Wealth Management LLC - 2023-12-31 407,676 $19,010,000 -13,835
   Larson Financial Group LLC - 2024-03-31 378,291 $18,952,000 -29,433
   Ackerman Capital Advisors LLC 3 - 2024-03-31 367,001 $18,387,000 -23,297
   MERITAGE PORTFOLIO MANAGEMENT 13 - 2024-03-31 359,106 $17,991,000 -180,088
   One Capital Management LLC 36 - 2023-12-31 379,360 $17,690,000 -3,902
   Leicht Financial Planning & Wealth Management Inc. 3 - 2024-03-31 349,988 $17,534,000 -15,492
   M&T BANK CORP 233 - 2023-12-31 371,919 $17,343,000 -14,380
   THRIVENT FINANCIAL FOR LUTHERANS 458 - 2023-12-31 368,626 $17,189,000 -47,689
   Navalign LLC 5 - 2024-03-31 338,301 $16,949,000 -1,448
   McAdam LLC 18 - 2024-03-31 311,305 $15,596,000 -3,854
   TPG Financial Advisors LLC 3 - 2023-12-31 321,705 $15,101,000 -951
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1766 - 2023-12-31 322,453 $15,036,000 -113,094
   Wealth Advisors of Iowa LLC 4 - 2023-12-31 317,037 $14,783,000 -11,308
   Diligent Investors LLC 3 - 2023-12-31 304,581 $14,203,000 -13,515
   Great Lakes Retirement Inc. 11 - 2023-12-31 289,720 $13,510,000 -19,245
   Systelligence LLC 12 - 2024-03-31 258,943 $12,973,000 -6,271
   Wells Financial Advisors INC 3 - 2023-12-31 243,694 $11,363,000 -4,235
   Millington Financial Advisors LLC 2 - 2023-12-31 221,137 $10,312,000 -1,840
   JUNCTURE WEALTH STRATEGIES LLC 4 - 2024-03-31 204,761 $10,259,000 -1,546
   Spire Wealth Management 97 - 2024-03-31 204,656 $10,253,000 -5,229
   JNBA FINANCIAL ADVISORS 26 - 2024-03-31 200,540 $10,047,000 -79,955
   AXXCESS WEALTH MANAGEMENT LLC 79 - 2023-12-31 213,102 $9,937,000 -341
   MONTICELLO WEALTH MANAGEMENT LLC 19 - 2024-03-31 196,468 $9,843,000 -32,205
   Atlantic Trust Group LLC 320 - 2023-12-31 202,718 $9,453,000 -15,040
   Sargent Investment Group LLC 14 - 2023-12-31 176,198 $8,216,000 -396
   CHURCHILL MANAGEMENT GROUP /CA/ 85 - 2024-03-31 155,948 $7,813,000 -20,753
   Auour Investments LLC - 2024-03-31 134,313 $6,729,000 -187
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 251 - 2023-12-31 140,395 $6,547,000 -18,613
   Intergy Private Wealth LLC 10 - 2024-03-31 122,973 $6,161,000 -136
   SAVANT CAPITAL MANAGEMENT INC 163 - 2023-12-31 130,638 $6,092,000 -3,520
   BCS Wealth Management 8 - 2024-03-31 120,701 $6,047,000 -3,240
   PENOBSCOT WEALTH MANAGEMENT 4 - 2023-12-31 129,468 $6,037,000 -149
   MY PURPOSEFUL WEALTH CORP. - 2024-03-31 119,650 $5,994,000 -94,727
   PACIFIC FINANCIAL GROUP INC 8 - 2023-12-31 128,416 $5,988,000 -3,626
   Occidental Asset Management LLC 20 - 2024-03-31 118,193 $5,921,000 -329
   J.W. COLE ADVISORS INC. - 2024-03-31 118,114 $5,918,000 -22
   Cooper Financial Group 22 - 2024-03-31 117,166 $5,870,000 -936
   Barber Financial Group Inc. 17 - 2023-03-31 141,049 $5,744,000 -9,119
   IFP Advisors Inc 80 - 2023-12-31 120,260 $5,608,000 -2,275
   Retirement Income Solutions Inc - 2024-03-31 92,450 $4,632,000 -3,150
   COZAD ASSET MANAGEMENT INC 50 - 2023-12-31 95,015 $4,431,000 -2,549
   Centennial Wealth Advisory LLC 8 - 2024-03-31 88,180 $4,418,000 -94,791
   Aurum Wealth Management Group LLC 24 - 2024-03-31 86,420 $4,330,000 -5,270
   COLTON GROOME FINANCIAL ADVISORS LLC 12 - 2024-03-31 85,476 $4,282,000 -25,009
   IAG Wealth Partners LLC 27 - 2024-03-31 85,109 $4,264,000 -2,433
   RDA Financial Network 13 - 2024-03-31 84,696 $4,243,000 -987
   Independent Wealth Network Inc. 1 - 2024-03-31 83,268 $4,172,000 -49,236
   JDM Financial Group LLC 9 - 2023-12-31 89,367 $4,167,000 -913
   ASSET MANAGEMENT GROUP, INC. 33 - 2023-12-31 89,299 $4,164,000 -3,096
   MOTIVE WEALTH ADVISORS 8 - 2023-12-31 85,763 $3,999,000 -968
   American Money Management LLC 43 - 2023-12-31 82,295 $3,837,000 -31,124
   FIFTH THIRD BANCORP 360 - 2024-03-31 75,569 $3,786,000 -70
   Red Tortoise LLC 14 - 2024-03-31 72,167 $3,616,000 -431
   BANK OF MONTREAL /CAN/ 1159 - 2023-12-31 72,152 $3,373,000 -3,819
   Gateway Wealth Partners LLC 18 - 2023-12-31 70,858 $3,304,000 -485
  100 Records found
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