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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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 64 - 2024-03-31 1,946,291 $124,855,000 -2,556,772
   Advisor Group Holdings Inc. 148 - 2023-12-31 1,325,339 $77,474,000 -452,368
   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
   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
   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
   Rinkey Investments - 2024-03-31 627,955 $40,283,000 -5,148
   AMERIPRISE FINANCIAL INC 889 - 2023-12-31 666,732 $38,966,000 -243,645
   Royal Harbor Partners LLC - 2024-03-31 563,074 $36,121,000 -124,936
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1247 - 2023-12-31 588,198 $34,380,000 -103,806
   Treasure Coast Financial Planning 1 - 2024-03-31 510,481 $32,747,000 -18,208
   Portfolio Strategies Inc. 9 - 2023-12-31 551,257 $32,226,000 -997
   Barber Financial Group Inc. 5 - 2023-03-31 632,373 $31,891,000 -91,901
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 361 - 2024-03-31 496,576 $31,855,000 -125,920
   PARK AVENUE SECURITIES LLC 37 - 2024-03-31 492,899 $31,619,000 -64,252
   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
   N.E.W. Advisory Services LLC 9 - 2024-03-31 386,398 $24,788,000 -18,555
   Strategic Financial Group LLC - 2023-12-31 392,291 $22,929,000 -141,656
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 221 - 2024-03-31 353,735 $22,692,000 -164,549
   RVW Wealth LLC 15 - 2024-03-31 331,629 $21,274,000 -6,897
   Fox Financial Inc 1 - 2024-03-31 325,628 $20,889,000 -4,938
   Aquire Wealth Advisors LLC 4 - 2023-12-31 345,313 $20,184,000 -16,490
   DORVAL Corp 2 - 2024-03-31 307,126 $19,137,000 -2,943
   CALLAN CAPITAL, LLC - 2024-03-31 297,395 $19,078,000 -35,653
   ANNEX ADVISORY SERVICES, LLC 34 - 2024-03-31 292,287 $18,750,000 -6,251
   MONEY CONCEPTS CAPITAL CORP 7 - 2024-03-31 285,577 $18,320,000 -45,087
   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
   Snowden Capital Advisors LLC 18 - 2023-12-31 291,942 $17,064,000 -3,458
   Parallel Advisors LLC 39 - 2023-12-31 284,638 $16,637,000 -69,255
   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
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 167 - 2023-12-31 207,395 $12,122,000 -66,120
   IAG Wealth Partners LLC 12 - 2024-03-31 188,914 $12,119,000 -6,899
   BB&T CORP 552 - 2023-12-31 197,346 $11,535,000 -4,952
   MARINER WEALTH ADVISORS, LLC 432 - 2023-12-31 195,576 $11,431,000 -162,673
   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
   Bridgewealth Advisory Group LLC 3 - 2024-03-31 166,133 $10,657,000 -9,445
   Integrated Wealth Concepts LLC 138 - 2023-12-31 179,466 $10,490,000 -53,910
   Astor Investment Management LLC 8 - 2024-03-31 163,235 $10,472,000 -210,913
   EVENSKY & KATZ INC 21 - 2024-03-31 162,476 $10,423,000 -5,822
   Larson Financial Group LLC - 2024-03-31 154,663 $9,922,000 -9,645
   Iron Financial LLC 5 - 2024-03-31 147,141 $9,439,000 -3,613
   Investors Research Corp 2 - 2023-12-31 159,761 $9,338,000 -4,065
   COMMONWEALTH EQUITY SERVICES LLC. 870 - 2024-03-31 131,805 $8,455,000 -7,595
   Krueger & Catalano Capital Partners LLC 2 - 2024-03-31 131,002 $8,404,000 -1,819
   PAX Financial Group LLC 10 - 2023-12-31 137,760 $8,401,000 -16,294
   Summit Investment Advisory Services LLC 5 - 2024-03-31 128,811 $8,263,000 -1,859
   J P MORGAN CHASE & CO 2158 - 2023-12-31 137,797 $8,054,000 -3,559
   Perennial Investment Advisors LLC 15 - 2023-12-31 137,499 $8,037,000 -6,974
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 122,292 $7,845,000 -17,019
   IHT Wealth Management LLC 67 - 2023-12-31 119,208 $6,968,000 -124
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 23 - 2024-03-31 108,534 $6,962,000 -121
   UBS Group AG 1733 - 2023-12-31 113,957 $6,661,000 -67,872
   SFG Wealth Management LLC. 5 - 2024-03-31 103,199 $6,620,000 -8,632
   KWB Wealth 24 - 2024-03-31 98,175 $6,298,000 -5,733
   DANIELS&TANSEY,LLP 10 - 2023-09-30 14,486 $6,221,000 -18,298
   Tempus Wealth Planning LLC 5 - 2024-03-31 94,527 $6,064,000 -2,662
   Mutual Advisors LLC - 2024-03-31 89,572 $5,746,000 -10,368
   RAYMOND JAMES & ASSOCIATES 1515 - 2024-03-31 84,955 $5,450,000 -2,571
   STERNECK CAPITAL MANAGEMENT, LLC 8 - 2024-03-31 82,584 $5,298,000 -1,102
   SAVANT CAPITAL MANAGEMENT INC 171 - 2023-12-31 89,693 $5,243,000 -1,124
   Peterson Wealth Advisors LLC 14 - 2024-03-31 79,480 $5,099,000 -31,684
   Integrated Capital Management Inc. 9 - 2024-03-31 76,235 $4,890,000 -4,843
   Values Added Financial LLC 8 - 2024-03-31 75,888 $4,868,000 -3,647
   Austin Wealth Management LLC 27 - 2023-12-31 68,546 $4,194,000 -4,269
   CI Private Wealth LLC 742 - 2023-12-31 71,366 $4,171,000 -5,637
   Praetorian Wealth Management Inc. 24 - 2024-03-31 63,790 $4,092,000 -5,936
   Legacy Capital Group California Inc. 10 - 2023-12-31 66,564 $3,891,000 -2,191
   Benedetti & Gucer Inc. 11 - 2023-12-31 65,703 $3,840,000 -173
   Garrett Investment Advisors LLC 51 - 2024-03-31 53,945 $3,461,000 -790
   HIGHTOWER ADVISORS, LLC 1165 - 2023-12-31 54,664 $3,200,000 -3,329
   ADVISORY SERVICES NETWORK, LLC 291 - 2023-12-31 54,098 $3,162,000 -274
   Compass Financial Group Inc. 19 - 2024-03-31 49,169 $3,154,000 -181
   Equita Financial Network Inc. 22 - 2024-03-31 46,130 $2,959,000 -109,262
   Resources Investment Advisors Inc. 246 - 2023-12-31 50,546 $2,954,000 -48,936
   Winthrop Advisory Group LLC 38 - 2024-03-31 32,709 $2,393,000 -431,628
   Priebe Wealth Holdings LLC 11 - 2024-03-31 37,250 $2,390,000 -480
   Roble Belko & Company Inc 32 - 2024-03-31 36,320 $2,330,000 -164
   Strategic Financial Planning Inc. 17 - 2024-03-31 35,860 $2,300,000 -5
   Fingerlakes Wealth Management Inc. 13 - 2024-03-31 34,841 $2,235,000 -219
   GREAT VALLEY ADVISOR GROUP INC. 222 - 2023-12-31 37,967 $2,219,000 -6,588
   Raab & Moskowitz Asset Management LLC 45 - 2023-12-31 37,227 $2,176,000 -1,493
   Asset Dedication LLC 103 - 2024-03-31 33,375 $2,145,000 -65
   Virtue Capital Management LLC 41 - 2023-12-31 36,080 $2,072,000 -45,064
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 32,068 $2,057,000 -412
   FMR LLC 2163 - 2023-12-31 34,338 $2,007,000 -545
   AFFINIA FINANCIAL GROUP LLC 9 - 2023-06-30 35,951 $1,992,000 -2,835
   NICOLET ADVISORY SERVICES LLC 57 - 2023-12-31 34,625 $1,990,000 -4,131
   M&T BANK CORP 646 - 2023-12-31 32,856 $1,920,000 -4,015
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1937 - 2023-12-31 32,845 $1,920,000 -51,083
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 76 - 2024-03-31 29,417 $1,887,000 -7,885
   Signal Advisors Wealth LLC 61 - 2024-03-31 28,695 $1,841,000 -12,472
  100 Records found
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