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Get Institutions for : 
SPDR Dow Jones Wilshire TOT MKT ETF (TMW)  
$63.76 0.38 (0.6%) as of 4:30 Thu 5/9


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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  : 
9.16 (16.78%)  




 
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
   Financial Gravity Wealth Inc. 50 - 2023-12-31 763,122 $76,453,000 0
   SENTINEL TRUST CO LBA 13 - 2023-12-31 135,050 $7,894,000 0
   HBW Advisory Services LLC 18 - 2024-03-31 85,771 $5,013,000 0
   LVM CAPITAL MANAGEMENT LTD/MI 41 - 2024-03-31 64,194 $4,118,000 0
   GREENLEAF TRUST - 2024-03-31 60,504 $3,881,000 0
   Wellington Wealth Strategies LLC. 9 - 2023-12-31 57,260 $3,347,000 0
   Sequoia Financial Advisors LLC 296 - 2024-03-31 37,439 $2,402,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 1405 - 2023-12-31 30,163 $1,763,000 0
   BRODERICK BRIAN C 38 - 2023-12-31 29,000 $1,695,000 0
   Stewardship Advisors LLC 42 - 2024-03-31 20,665 $1,326,000 0
   FTB Advisors Inc. 235 - 2024-03-31 17,446 $1,119,000 0
   Proficio Capital Partners LLC - 2024-03-31 16,726 $1,073,000 0
   Glenview Trust Co 242 - 2023-12-31 18,227 $1,065,000 0
   BROWN BROTHERS HARRIMAN & CO 257 - 2023-12-31 16,869 $986,000 0
   Levy Wealth Management Group LLC 40 - 2024-03-31 16,815 $983,000 0
   GenTrust LLC 85 - 2024-03-31 12,562 $806,000 0
   OLIO Financial Planning 30 - 2024-03-31 11,712 $687,000 0
   GERMAN AMERICAN BANCORP INC. 74 - 2023-12-31 10,525 $615,000 0
   YALE CAPITAL CORP 295 - 2023-12-31 10,466 $612,000 0
   SlateStone Wealth LLC 190 - 2024-03-31 8,835 $567,000 0
   NORTHERN TRUST CORP 3504 - 2023-12-31 9,409 $550,000 0
   U.S. Capital Wealth Advisors LLC 442 - 2023-12-31 9,052 $529,000 0
   We Are One Seven LLC 512 - 2023-12-31 8,721 $510,000 0
   Robertson Stephens Wealth Management LLC 302 - 2023-12-31 8,730 $510,000 0
   PrairieView Partners LLC 80 - 2024-03-31 7,486 $481,000 0
   Crumly & Associates Inc. - 2024-03-31 7,048 $452,000 0
   Gilbert & Cook Inc. 161 - 2024-03-31 6,628 $425,000 0
   Kelman-Lazarov Inc. 75 - 2023-12-31 6,924 $405,000 0
   NorthRock Partners LLC 216 - 2023-12-31 6,860 $401,000 0
   RDA Financial Network 146 - 2024-03-31 6,224 $399,000 0
   BLACKROCK INC. 4168 - 2023-12-31 6,283 $367,000 0
   COUNTRY CLUB BANK /GFN 265 - 2024-03-31 5,256 $337,000 0
   True Wealth Design LLC 109 - 2023-12-31 5,703 $333,000 0
   TRUEPOINT, INC. 161 - 2023-12-31 5,491 $321,000 0
   Future Financial Wealth Managment LLC 79 - 2024-03-31 4,814 $309,000 0
   Wilson & Boucher Capital Management LLC - 2024-03-31 4,800 $308,000 0
   WJ Wealth Management LLC 66 - 2024-03-31 4,676 $300,000 0
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 412 - 2023-12-31 5,106 $298,000 0
   Wedmont Private Capital 450 - 2024-03-31 4,676 $298,000 0
   Flagstone Financial Management - 2024-03-31 4,545 $292,000 0
   DONALDSON CAPITAL MANAGEMENT LLC 188 - 2024-03-31 4,421 $284,000 0
   Glassman Wealth Services 57 - 2024-03-31 4,396 $282,000 0
   RETIREMENT PLANNING GROUP 181 - 2024-03-31 4,327 $278,000 0
   Beaumont Financial Advisors LLC 277 - 2023-12-31 4,697 $275,000 0
   COMERICA BANK 2133 - 2023-12-31 4,697 $275,000 0
   WASHBURN CAPITAL MANAGEMENT INC. 36 - 2024-03-31 4,175 $268,000 0
   F/M Investments LLC 56 - 2024-03-31 3,993 $256,000 0
   Baldrige Asset Management LLC 99 - 2023-03-31 4,953 $250,000 0
   One Wealth Advisors LLC 206 - 2024-03-31 3,799 $244,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 296 - 2023-12-31 3,832 $224,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 674 - 2023-12-31 3,000 $175,000 0
   Sunbelt Securities Inc. 587 - 2024-03-31 2,486 $159,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 2,525 $148,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 1,570 $101,000 0
   Kalos Management Inc. 58 - 2023-06-30 1,495 $81,000 0
   Spire Wealth Management 1109 - 2024-03-31 1,071 $69,000 0
   Retirement Group LLC - 2024-03-31 1,025 $66,000 0
   GRAND WEALTH MANAGEMENT LLC 56 - 2023-12-31 1,095 $64,000 0
   Compass Wealth Management LLC 238 - 2024-03-31 853 $55,000 0
   ANCORA ADVISORS, LLC 882 - 2023-12-31 899 $53,000 0
   MONTAG A & ASSOCIATES INC 569 - 2023-12-31 896 $52,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1556 - 2023-12-31 801 $47,000 0
   PSI Advisors LLC 277 - 2024-03-31 669 $43,000 0
   Concord Wealth Partners - 2024-03-31 552 $35,000 0
   CAMBRIDGE TRUST CO 473 - 2023-12-31 480 $28,000 0
   WASHINGTON TRUST CO 534 - 2024-03-31 412 $26,000 0
   Stuart Chaussee & Associates Inc. 82 - 2023-12-31 444 $26,000 0
   Sutton Wealth Advisors Inc. 322 - 2023-09-30 480 $25,000 0
   TOTH FINANCIAL ADVISORY CORP 371 - 2024-03-31 376 $24,000 0
   Lindbrook Capital LLC 1190 - 2024-03-31 325 $21,000 0
   CALDWELL SUTTER CAPITAL INC. 478 - 2024-03-31 304 $20,000 0
   MARYLAND CAPITAL ADVISORS INC. 151 - 2024-03-31 293 $19,000 0
   Coston McIsaac & Partners 316 - 2024-03-31 262 $16,000 0
   BARTLETT & CO. LLC 915 - 2023-12-31 262 $15,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 917 - 2023-12-31 262 $15,000 0
   AdvisorNet Financial Inc 1248 - 2024-03-31 167 $11,000 0
   LGT Financial Advisors LLC 565 - 2024-03-31 105 $7,000 0
   M&R CAPITAL MANAGEMENT INC 418 - 2024-03-31 88 $6,000 0
   Front Row Advisors LLC 364 - 2023-12-31 107 $6,000 0
   Orion Capital Management LLC 413 - 2023-12-31 80 $5,000 0
   Steward Partners Investment Advisory LLC 3009 - 2023-12-31 74 $4,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 67 $4,000 0
   DHJJ Financial Advisors Ltd. 515 - 2024-03-31 67 $4,000 0
   WETZEL INVESTMENT ADVISORS INC. 738 - 2024-03-31 43 $3,000 0
   Pacifica Partners Inc. 444 - 2024-03-31 52 $3,000 0
   Hexagon Capital Partners LLC 1092 - 2024-03-31 40 $3,000 0
   FWL INVESTMENT MANAGEMENT LLC 205 - 2023-12-31 49 $3,000 0
   EPG Wealth Management LLC 409 - 2023-12-31 41 $2,000 0
   CITIGROUP INC 4401 - 2023-12-31 16 $1,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  90 Records found
  1    
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