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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$63.38 0.01 (0.02%) as of 4:30 Wed 5/8


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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  : 
8.78 (16.08%)  




 
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 - 2024-03-31 3,003,316 $192,663,000 2,806
   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
   Professional Financial Advisors LLC 1 - 2024-03-31 1,472,501 $94,461,000 203,145
   Shepherd Financial Partners LLC 2 - 2024-03-31 1,463,619 $93,891,000 9,865
   Rockbridge Investment Management LCC 2 - 2023-12-31 1,465,522 $85,660,000 376,186
   RFG Advisory Group LLC 7 - 2024-03-31 1,250,690 $80,232,000 32,822
   Syntegra Private Wealth Group LLC 3 - 2023-12-31 1,304,419 $76,243,000 1,228,722
   MORGAN STANLEY 1418 - 2023-12-31 1,172,868 $68,554,000 99,779
   HANSON MCCLAIN, INC. 29 - 2024-03-31 884,590 $56,746,000 22,449
   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
   Keener Financial Planning LLC 1 - 2024-03-31 786,504 $50,455,000 34,873
   BANK OF AMERICA CORP /DE/ 1349 - 2023-12-31 635,853 $37,166,000 3,736
   Rosenberg Matthew Hamilton 2 - 2024-03-31 572,596 $36,658,000 4,862
   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
   Asset Management Resources LLC - 2023-12-31 546,131 $31,921,000 1,777
   Gibson Wealth Advisors LLC 22 - 2022-12-31 661,500 $31,427,000 651,000
   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
   VisionPoint Advisory Group LLC 1 - 2023-12-31 495,611 $28,968,000 495,611
   JAFFETILCHIN INVESTMENT PARTNERS LLC 9 - 2023-12-31 433,787 $25,355,000 162,786
   Boston Standard Wealth Management LLC 5 - 2024-03-31 361,445 $23,187,000 19,827
   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
   LEGACY PRIVATE TRUST CO. 13 - 2024-03-31 325,724 $20,895,000 1,133
   Capasso Planning Partners LLC 2 - 2024-03-31 312,616 $20,054,000 13,575
   Geneos Wealth Management Inc. - 2024-03-31 301,974 $19,372,000 12,035
   Equitable Holdings Inc. 94 - 2023-12-31 279,625 $16,344,000 83,332
   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
   AIFG Consultants Ltd. 4 - 2023-12-31 211,778 $12,378,000 26,808
   Facet Wealth Inc. 28 - 2023-12-31 193,826 $11,711,000 3,633
   Capital Advisory Group Advisory Services LLC 3 - 2024-03-31 177,921 $11,414,000 667
   Solano Wealth Management Inc. 9 - 2023-12-31 182,569 $10,671,000 12,391
   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
   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
   ARGI INVESTMENT SERVICES, LLC 49 - 2022-12-31 183,906 $8,697,000 72,866
   Zhang Financial LLC 28 - 2024-03-31 135,559 $8,696,000 67,295
   Spartan Planning & Wealth Management 1 - 2023-12-31 146,154 $8,543,000 57,496
   CREATIVE PLANNING 421 - 2023-12-31 143,166 $8,368,000 34,447
   Arete Wealth Advisors LLC 27 - 2023-12-31 140,458 $8,210,000 140,458
   Capital Analysts Inc. 62 - 2023-12-31 130,609 $7,634,000 12,910
   Kestra Advisory Services LLC 347 - 2023-12-31 122,329 $7,150,000 3,710
   Bensler LLC - 2024-03-31 103,987 $6,671,000 2,332
   FLAGSHIP HARBOR ADVISORS LLC 50 - 2024-03-31 100,969 $6,477,000 1,331
   Trilogy Capital Inc. 55 - 2024-03-31 99,761 $6,400,000 4,071
   Western Wealth Management LLC 40 - 2024-03-31 99,592 $6,389,000 4,470
   Redwood Financial Network Corp - 2024-03-31 92,395 $5,927,000 15,437
   Global Retirement Partners LLC 104 - 2024-03-31 91,552 $5,873,000 5,259
   WNY Asset Management LLC 22 - 2023-12-31 95,826 $5,601,000 1,859
   ATRIA INVESTMENTS LLC 269 - 2023-12-31 95,646 $5,591,000 713
   XML Financial LLC 55 - 2023-12-31 91,594 $5,354,000 391
   CASCADE INVESTMENT GROUP INC. 3 - 2023-12-31 91,413 $5,343,000 1,293
   TWO SIGMA INVESTMENTS LLC 857 - 2023-12-31 91,100 $5,325,000 67,600
   CAPTRUST FINANCIAL ADVISORS 549 - 2023-12-31 88,170 $5,154,000 1,319
   Intrua Financial LLC 22 - 2023-03-31 101,504 $5,136,000 18,747
   Collaborative Wealth Managment Inc. 10 - 2023-12-31 85,269 $4,984,000 2,695
   ISTHMUS PARTNERS LLC 49 - 2023-12-31 76,499 $4,471,000 248
   EXCHANGE CAPITAL MANAGEMENT INC 42 - 2024-03-31 69,422 $4,453,000 5,574
   Slagle Financial LLC 5 - 2023-12-31 151,802 $4,436,000 74,331
   CABOT MONEY MANAGEMENT INC - 2024-03-31 66,694 $4,278,000 3,856
   TKG Advisors LLC - 2024-03-31 66,159 $4,244,000 9,872
   Orca Investment Management LLC 5 - 2024-03-31 65,915 $4,228,000 258
   Journey Advisory Group LLC 51 - 2023-12-31 67,305 $3,934,000 20
   ROUNDVIEW CAPITAL LLC 65 - 2023-12-31 67,018 $3,917,000 1,249
   HARBOUR INVESTMENTS INC. 119 - 2023-12-31 65,334 $3,819,000 41,438
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 32 - 2024-03-31 59,174 $3,796,000 5,060
   Trinity Wealth Management LLC 16 - 2024-03-31 58,856 $3,776,000 783
   Good Life Advisors LLC - 2024-03-31 57,352 $3,679,000 3,415
   Apeiron RIA LLC 26 - 2024-03-31 52,269 $3,353,000 342
   JT Stratford LLC 26 - 2023-12-31 54,549 $3,188,000 3,170
   JNB Advisors LLC - 2024-03-31 46,862 $3,006,000 7,460
   Simplicity WealthLLC 269 - 2024-03-31 46,080 $2,956,000 40,886
   Atria Wealth Solutions Inc. 468 - 2023-12-31 49,968 $2,921,000 2,053
   Aldebaran Financial Inc. 6 - 2023-12-31 49,856 $2,914,000 503
   Nelson Van Denburg & Campbell Wealth Management Gr - 2024-03-31 45,001 $2,887,000 7,620
   Orion Portfolio Solutions LLC 463 - 2023-12-31 48,686 $2,838,000 35
   MJP ASSOCIATES INC /ADV 26 - 2024-03-31 44,105 $2,829,000 1,866
   Advisor OS LLC 43 - 2023-12-31 44,666 $2,611,000 4,176
   Householder Group Estate & Retirement Specialist L - 2024-03-31 40,389 $2,591,000 1,310
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 699 - 2023-12-31 44,246 $2,586,000 17,589
   Sawtooth Asset Management Inc. 261 - 2023-12-31 42,603 $2,490,000 718
   SFMG, LLC 58 - 2023-12-31 42,473 $2,483,000 2,970
   ROYAL BANK OF CANADA 2422 - 2023-12-31 41,216 $2,409,000 7,038
   FINANCIAL NETWORK 887 - 2023-12-31 41,143 $2,405,000 1,536
   Colonial River Wealth Management LLC - 2023-12-31 38,004 $2,221,000 6,279
   TWO SIGMA ADVISERS, LLC 1234 - 2023-12-31 37,600 $2,198,000 26,500
   RENAISSANCE TECHNOLOGIES LLC 1931 - 2023-12-31 35,300 $2,063,000 16,800
  100 Records found
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