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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$62.23 0.55 (0.89%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 520    11
Total shares held : 
 78,690,623  
% of shares held : 
 81.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 4,195,326  
% of shares held change : 
   4.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $52.39  
Last Quarter's Ending Price : 
 $58.45  
Last Quarter's Average Price : 
 $54.60  
Change from last quarter's     
avg. price to the last closing  : 
7.63 (13.97%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
36
 1,003,971
 1.28%
 
Increased Positions :
186
 7,994,636
 10.16%
 
Unchanged Positions :
98
 3,871,698
 4.92%
 
Decreased Positions :
200
-4,401,968
-5.59%
 
Closed Positions :
25
-401,313
-0.51%
 
Guru Positions :
1
6,297
 0.01%
 
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
   LPL FINANCIAL CORP 68 - 2023-12-31 8,771,892 $512,717,000 1,245,629
   CWM LLC 19 - 2024-03-31 3,279,224 $210,362,000 342,595
   Private Advisor Group LLC 7 - 2023-12-31 3,000,510 $175,380,000 254,083
   Wealthcare Advisory Partners LLC 2 - 2024-03-31 2,113,076 $135,554,000 28,977
   VALMARK ADVISERS INC 11 - 2023-12-31 2,289,558 $133,825,000 27,723
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 64 - 2024-03-31 1,946,291 $124,855,000 -2,556,772
   Rockbridge Investment Management LCC 2 - 2023-12-31 1,465,522 $85,660,000 376,186
   Shepherd Financial Partners LLC 2 - 2023-12-31 1,453,754 $84,972,000 -23,350
   RFG Advisory Group LLC 7 - 2024-03-31 1,250,690 $80,232,000 32,822
   Advisor Group Holdings Inc. 148 - 2023-12-31 1,325,339 $77,474,000 -452,368
   Financial Gravity Wealth Inc. 50 - 2023-12-31 763,122 $76,453,000 0
   Syntegra Private Wealth Group LLC 3 - 2023-12-31 1,304,419 $76,243,000 1,228,722
   Professional Financial Advisors LLC 1 - 2023-12-31 1,269,356 $74,194,000 21,445
   MORGAN STANLEY 1418 - 2023-12-31 1,172,868 $68,554,000 99,779
   WELLS FARGO & CO/MN 599 - 2023-12-31 1,076,034 $62,894,000 -29,690
   AMERIVEST INVESTMENT MANAGEMENT LLC 31 - 2023-06-30 1,126,375 $61,320,000 -53,301
   ENVESTNET ASSET MANAGEMENT INC 548 - 2023-12-31 1,015,923 $59,381,000 -121,341
   Wealthquest Corp 4 - 2023-12-31 939,697 $54,925,000 48,446
   ARS Wealth Advisors Group LLC 1 - 2023-12-31 883,823 $51,659,000 65,676
   Blueprint Investment Partners LLC 1 - 2023-12-31 874,421 $51,110,000 416,320
   HANSON MCCLAIN, INC. - 2023-12-31 862,141 $50,392,000 -22,225
   Financial Strategies Group Inc. 1 - 2024-03-31 779,256 $49,607,000 -107,805
   Stratos Wealth Partners LTD. 22 - 2024-03-31 693,766 $44,505,000 -343,394
   Keener Financial Planning LLC 1 - 2023-12-31 751,631 $43,933,000 0
   Weitzel Financial Services Inc. 1 - 2024-03-31 684,366 $43,754,000 -488
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 719,451 $42,052,000 -40,755
   Royal Harbor Partners LLC 1 - 2023-12-31 688,010 $40,214,000 18,710
   AMERIPRISE FINANCIAL INC 889 - 2023-12-31 666,732 $38,966,000 -243,645
   BANK OF AMERICA CORP /DE/ 1349 - 2023-12-31 635,853 $37,166,000 3,736
   Rinkey Investments 2 - 2023-12-31 633,103 $37,005,000 -2,003
   SPC FINANCIAL, INC. 5 *New 2023-12-31 626,170 $36,600,000 626,170
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 307 - 2023-12-31 622,496 $36,385,000 543,999
   HPM Partners LLC - 2023-12-31 599,865 $35,062,000 12,975
   GOLDMAN SACHS GROUP INC/ 1192 - 2023-12-31 591,309 $34,562,000 578,345
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1247 - 2023-12-31 588,198 $34,380,000 -103,806
   Rosenberg Matthew Hamilton 2 - 2023-12-31 567,734 $33,184,000 14,527
   Portfolio Strategies Inc. 9 - 2023-12-31 551,257 $32,226,000 -997
   Asset Management Resources LLC - 2023-12-31 546,131 $31,921,000 1,777
   Barber Financial Group Inc. 5 - 2023-03-31 632,373 $31,891,000 -91,901
   PARK AVENUE SECURITIES LLC 37 - 2024-03-31 492,899 $31,619,000 -64,252
   Gibson Wealth Advisors LLC 22 - 2022-12-31 661,500 $31,427,000 651,000
   Treasure Coast Financial Planning 1 - 2023-12-31 528,689 $30,902,000 130,349
   Modern Wealth Management LLC 7 - 2023-12-31 527,017 $30,804,000 0
   Symphony Financial Ltd. Co. 1 - 2024-03-31 479,842 $30,782,000 25,507
   Winch Advisory Services LLC 1 - 2023-12-31 526,350 $30,765,000 21,915
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 156 - 2023-12-31 518,284 $30,294,000 -112,515
   VisionPoint Advisory Group LLC 1 - 2023-12-31 495,611 $28,968,000 495,611
   SigFig Wealth Management LLC 19 - 2023-12-31 480,995 $26,945,000 -37,355
   GM Advisory Group Inc. 14 - 2023-12-31 455,203 $26,607,000 -1,100
   JAFFETILCHIN INVESTMENT PARTNERS LLC 9 - 2023-12-31 433,787 $25,355,000 162,786
   N.E.W. Advisory Services LLC 9 - 2023-12-31 404,953 $23,670,000 4,615
   Boston Standard Wealth Management LLC 5 - 2024-03-31 361,445 $23,187,000 19,827
   Strategic Financial Group LLC - 2023-12-31 392,291 $22,929,000 -141,656
   Baltimore-Washington Financial Advisors Inc. 19 - 2023-12-31 385,393 $22,526,000 40,627
   AJ WEALTH STRATEGIES LLC 25 - 2023-06-30 409,619 $22,300,000 56,631
   Astor Investment Management LLC 6 - 2023-12-31 374,148 $21,869,000 -40,317
   RVW Wealth LLC 15 - 2024-03-31 331,629 $21,274,000 -6,897
   LEGACY PRIVATE TRUST CO. 13 - 2024-03-31 325,724 $20,895,000 1,133
   Aquire Wealth Advisors LLC 4 - 2023-12-31 345,313 $20,184,000 -16,490
   CALLAN CAPITAL, LLC 15 - 2023-12-31 333,048 $19,467,000 -40,377
   MONEY CONCEPTS CAPITAL CORP 7 - 2023-12-31 330,664 $19,327,000 -20,044
   Fox Financial Inc - 2023-12-31 330,566 $19,322,000 0
   ANNEX ADVISORY SERVICES, LLC 34 - 2024-03-31 292,287 $18,750,000 -6,251
   DORVAL Corp 2 - 2023-12-31 310,069 $18,124,000 0
   Balentine LLC 19 - 2023-12-31 303,751 $17,754,000 -75,852
   Compass Financial Group INC/SD 8 - 2024-03-31 276,260 $17,722,000 -7,115
   Capasso Planning Partners LLC - 2023-12-31 299,041 $17,479,000 54,684
   Snowden Capital Advisors LLC 18 - 2023-12-31 291,942 $17,064,000 -3,458
   Geneos Wealth Management Inc. - 2023-12-31 289,939 $16,947,000 17,384
   Parallel Advisors LLC 39 - 2023-12-31 284,638 $16,637,000 -69,255
   Equitable Holdings Inc. 94 - 2023-12-31 279,625 $16,344,000 83,332
   PURE FINANCIAL ADVISORS, INC. 39 - 2024-03-31 253,557 $16,266,000 -7,957
   WAYNE HUMMER ASSET MANAGEMENT CO 140 - 2023-12-31 269,658 $15,762,000 -9,421
   RETIREMENT CAPITAL STRATEGIES 4 - 2023-12-31 254,922 $14,900,000 169
   ADVISORS CAPITAL MANAGEMENT LLC 104 - 2023-12-31 254,292 $14,863,000 41,581
   BIP Wealth LLC 13 - 2023-12-31 248,329 $14,515,000 14,301
   Jacobi Capital Management LLC 9 - 2023-12-31 246,443 $14,405,000 3,149
   AE Wealth Management LLC 314 - 2023-12-31 235,476 $14,070,000 -289,732
   Wealth Management Solutions LLC 3 - 2023-09-30 267,152 $14,023,000 -5,265
   AIFG Consultants Ltd. 4 - 2023-12-31 211,778 $12,378,000 26,808
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 167 - 2023-12-31 207,395 $12,122,000 -66,120
   Facet Wealth Inc. 28 - 2023-12-31 193,826 $11,711,000 3,633
   BB&T CORP 552 - 2023-12-31 197,346 $11,535,000 -4,952
   IAG Wealth Partners LLC 12 - 2023-12-31 195,813 $11,445,000 -3,919
   MARINER WEALTH ADVISORS, LLC 432 - 2023-12-31 195,576 $11,431,000 -162,673
   Capital Advisory Group Advisory Services LLC 3 - 2024-03-31 177,921 $11,414,000 667
   MML INVESTORS SERVICES LLC 351 - 2023-12-31 187,389 $10,953,000 -21,053
   SENTINEL PENSION ADVISORS INC 7 - 2023-12-31 183,028 $10,698,000 -5,809
   Solano Wealth Management Inc. 9 - 2023-12-31 182,569 $10,671,000 12,391
   Bridgewealth Advisory Group LLC 3 - 2024-03-31 166,133 $10,657,000 -9,445
   Ervin Investment Management LLC 4 - 2024-03-31 166,078 $10,654,000 374
   Treynor Bancshares Inc. 1 - 2023-12-31 180,914 $10,574,000 12,883
   Integrated Wealth Concepts LLC 138 - 2023-12-31 179,466 $10,490,000 -53,910
   EVENSKY & KATZ INC 21 - 2024-03-31 162,476 $10,423,000 -5,822
   Foundations Investment Advisors LLC 72 - 2023-12-31 170,953 $10,247,000 12,587
   Financial Enhancement Group LLC 18 - 2024-03-31 163,825 $10,241,000 102
   Money Matters Financial Group Inc 1 - 2023-12-31 173,751 $10,156,000 8,821
   BEACON FINANCIAL GROUP 15 - 2023-12-31 171,369 $10,017,000 50,096
   G&S Capital LLC 3 - 2024-03-31 150,388 $9,647,000 9,339
   Larson Financial Group LLC 30 - 2023-12-31 164,308 $9,604,000 -4,134
  100 Records found
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