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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Congress Wealth Management LLC / DE / 577 *Closed 2024-03-31 0 $0 -70,540
   BENJAMIN F. EDWARDS & COMPANY INC. 2114 *Closed 2024-03-31 0 $0 -635
   FIRST NATIONAL BANK OF OMAHA 301 *Closed 2023-12-31 0 $0 -4,413
   Covestor Ltd 2319 *Closed 2023-12-31 0 $0 -839
   Lloyd Advisory Services LLC. 136 *Closed 2024-03-31 0 $0 -5,521
   Advisor Resource Council 273 *Closed 2024-03-31 0 $0 -60,627
   Rappaport Reiches Capital Management LLC 104 *Closed 2024-03-31 0 $0 -3,722
   Koshinski Asset Management Inc. 528 *Closed 2023-12-31 0 $0 -12,501
   Planned Solutions Inc. 373 *Closed 2024-03-31 0 $0 -1,129
   LIBERTY WEALTH MANAGEMENT LLC 192 *Closed 2024-03-31 0 $0 -9,713
   Van Hulzen Asset Management LLC 313 *Closed 2023-12-31 0 $0 -4,214
   CATALYST PRIVATE WEALTH LLC 77 *Closed 2024-03-31 0 $0 -4,876
   BerganKDV Wealth Management LLC 974 *Closed 2023-06-30 0 $0 -1,162
   TWO SIGMA SECURITIES LLC 1925 *Closed 2023-12-31 0 $0 -11,467
   Calton & Associates Inc. 217 *Closed 2024-03-31 0 $0 -28,953
   CONGRESS ASSET MANAGEMENT CO /MA 365 *Closed 2024-03-31 0 $0 -42,818
   MATRIX PRIVATE CAPITAL GROUP LLC 169 *Closed 2023-12-31 0 $0 -3,547
   Catalyst Wealth Management LLC 133 *Closed 2023-03-31 0 $0 -4,439
   BNP PARIBAS ARBITRAGE SA *Closed 2024-03-31 0 $0 -4
   V Wealth ManagementLLC 358 *Closed 2023-09-30 0 $0 -19,932
   SMI Advisory Services LLC 71 *Closed 2024-03-31 0 $0 -3,467
   DAGCO INC. 282 *Closed 2023-12-31 0 $0 -1,704
   Wealth CMT 21 *Closed 2023-06-30 0 $0 -925
   Independent Wealth Network Inc. 192 *Closed 2024-03-31 0 $0 -8,036
   Meridian Wealth Management LLC 578 *Closed 2024-03-31 0 $0 -3,481
   KARLINSKI ANDREW C 172 *Closed 2022-12-31 0 $0 -56,903
   JANE STREET GROUP LLC 5980 *Closed 2023-12-31 0 $0 -49,307
   Capital Group Private Client Services Inc. 258 *Closed 2023-12-31 0 $0 -12,077
   McGlone Suttner Wealth Management Inc. 832 *Closed 2024-03-31 0 $0 -87

  29 Records found
  1    
  Page 1 of 1
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