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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
   Beacon Financial Advisory LLC 241 *Closed 2024-03-31 0 $0 -6,935
   McGlone Suttner Wealth Management Inc. 212 *Closed 2024-03-31 0 $0 -595
   WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 101 *Closed 2023-12-31 0 $0 -6,003
   LIBERTY WEALTH MANAGEMENT LLC 188 *Closed 2024-03-31 0 $0 -4,218
   V Wealth ManagementLLC 112 *Closed 2023-09-30 0 $0 -17,923
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2505 *Closed 2024-03-31 0 $0 -281,800
   EVERGREEN CAPITAL MANAGEMENT LLC 885 *Closed 2023-12-31 0 $0 -5,200
   Aprio Wealth Management LLC 252 *Closed 2024-03-31 0 $0 -25,245
   Steele Capital Management Inc. 177 *Closed 2024-03-31 0 $0 -5,330
   Planned Solutions Inc. 350 *Closed 2024-03-31 0 $0 -276
   Bridge Advisory LLC 117 *Closed 2024-03-31 0 $0 -4,386
   Koss-Olinger Consulting LLC 106 *Closed 2024-03-31 0 $0 -14,620
   HANCOCK HOLDING CO 630 *Closed 2023-12-31 0 $0 -5,609
   Byrne Asset Management LLC 492 *Closed 2024-03-31 0 $0 -360
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 988 *Closed 2024-03-31 0 $0 -4,400
   Tradition Wealth Management LLC 1302 *Closed 2023-12-31 0 $0 -992
   FIRST FINANCIAL CORP /IN/ 555 *Closed 2024-03-31 0 $0 -1,902
   LUMINA FUND MANAGEMENT LLC 34 *Closed 2023-12-31 0 $0 -40,000
   MARSHALL WACE LLP 2020 *Closed 2023-12-31 0 $0 -119,143
   MCKINLEY CARTER WEALTH SERVICES, INC. 301 *Closed 2024-03-31 0 $0 -4,652
   Miracle Mile Advisors LLC 517 *Closed 2024-03-31 0 $0 -4,376
   TUCKER ASSET MANAGEMENT LLC 1069 *Closed 2023-12-31 0 $0 -66
   Banco BTG Pactual S.A. 135 *Closed 2023-12-31 0 $0 -57,460
   Meridian Wealth Management LLC 414 *Closed 2024-03-31 0 $0 -281,933
   VERITABLE LP 461 *Closed 2023-09-30 0 $0 -18,365
   SIMPLEX TRADING LLC 3106 *Closed 2024-03-31 0 $0 -2,565
   Per Stirling Capital Management LLC. 223 *Closed 2023-12-31 0 $0 -63,668
   AJ WEALTH STRATEGIES LLC 306 *Closed 2023-06-30 0 $0 -20,384
   Synergy Financial Management LLC 161 *Closed 2024-03-31 0 $0 -5,796
   Sandy Cove Advisors LLC 133 *Closed 2024-03-31 0 $0 -12,787
   USAdvisors Wealth Management LLC 142 *Closed 2024-03-31 0 $0 -6,652
   Advisor Resource Council 362 *Closed 2024-03-31 0 $0 -272,230
   TWO SIGMA SECURITIES LLC 1954 *Closed 2023-12-31 0 $0 -9,642
   RICHARDSON FINANCIAL SERVICES INC. *Closed 2024-03-31 0 $0 -1,635
   CLEAR INVESTMENT RESEARCH LLC 260 *Closed 2024-03-31 0 $0 -2,204
   TD Waterhouse Canada Inc. 1794 *Closed 2023-12-31 0 $0 -1,349
   MILLENNIUM MANAGEMENT LLC 4442 *Closed 2023-12-31 0 $0 -45,463
   DAVIDSON D A & CO 1364 *Closed 2023-12-31 0 $0 -12,608
   First Pacific Financial 446 *Closed 2024-03-31 0 $0 -35
   Beacon Pointe Advisors LLC 1326 *Closed 2023-12-31 0 $0 -12,499
   Windsor Advisory Group LLC *Closed 2023-12-31 0 $0 -1,771
   KARLINSKI ANDREW C 105 *Closed 2022-12-31 0 $0 -853
   Cordant Inc. 156 *Closed 2024-03-31 0 $0 -43
   New Century Financial Group LLC 196 *Closed 2024-03-31 0 $0 -24,705
   TD CAPITAL MANAGEMENT LLC 434 *Closed 2023-12-31 0 $0 -317

  45 Records found
  1    
  Page 1 of 1
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