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Get Institutions for : 
Spdr Russell 2000 (TWOK)  
$41.11 0.25 (0.61%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 723    26
Total shares held : 
 175,590,815  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   115  
Amount of shares held : 
 11,736,054  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.40  
Last Quarter's Ending Price : 
 $42.18  
Last Quarter's Average Price : 
 $37.68  
Change from last quarter's     
avg. price to the last closing  : 
3.43 (9.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 7,713,249
 4.39%
 
Increased Positions :
317
 12,882,950
 7.34%
 
Unchanged Positions :
109
 7,750,535
 4.41%
 
Decreased Positions :
228
-7,356,831
-4.19%
 
Closed Positions :
43
-1,503,314
-0.86%
 
Guru Positions :
1
10,900
 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
   FINANCIAL ENGINES ADVISORS L.L.C. 18 - 2023-12-31 21,096,762 $889,861,000 479,446
   LPL FINANCIAL CORP 42 - 2023-12-31 16,495,286 $695,771,000 240,525
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 222 - 2023-12-31 7,339,324 $309,573,000 63,007
   BANK OF AMERICA CORP /DE/ 447 - 2023-12-31 7,059,213 $297,758,000 -923,190
   Financial Gravity Wealth Inc. 1 - 2023-12-31 3,653,711 $267,426,000 0
   AMERIPRISE FINANCIAL INC 262 - 2023-12-31 6,157,552 $259,682,000 -343,597
   VALMARK ADVISERS INC 7 - 2023-12-31 5,227,429 $220,493,000 589
   RICHARD BERNSTEIN ADVISORS LLC 10 - 2023-12-31 3,622,765 $152,808,000 -190,277
   ENVESTNET ASSET MANAGEMENT INC 297 - 2023-12-31 3,563,220 $150,297,000 894,853
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7 - 2023-12-31 3,367,603 $142,046,000 105,858
   CREATIVE PLANNING 59 - 2023-12-31 3,333,435 $140,604,000 -36,525
   HORIZON INVESTMENTS, LLC/SC 7 *New 2023-12-31 2,771,853 $116,917,000 2,771,853
   MORGAN STANLEY 1112 - 2023-12-31 2,523,409 $106,437,000 790,752
   CWM LLC 39 - 2024-03-31 2,197,839 $94,595,000 154,837
   UBS Group AG 434 - 2023-12-31 2,204,417 $92,982,000 -9,182
   Private Advisor Group LLC 24 - 2023-12-31 2,189,076 $92,335,000 -104,491
   CRESTWOOD ADVISORS LLC 7 - 2023-12-31 2,053,901 $86,634,000 64,494
   PNC FINANCIAL SERVICES GROUP INC 190 - 2023-12-31 1,919,742 $80,975,000 463,027
   Congress Wealth Management LLC / DE / 11 - 2024-03-31 1,861,406 $80,115,000 3,508
   Merit Financial Group LLC 8 - 2023-12-31 1,839,307 $77,582,000 12,896
   PMFM INC. 7 - 2023-12-31 1,748,052 $73,733,000 452,380
   STATE STREET CORP 1503 - 2023-12-31 1,684,582 $71,056,000 717,647
   MARINER WEALTH ADVISORS, LLC 134 - 2023-12-31 1,502,298 $63,367,000 56,431
   Elo Mutual Pension Insurance Co 10 *New 2023-12-31 1,434,380 $60,502,000 1,434,380
   Pinnacle Wealth Planning Services Inc. 3 - 2023-12-31 1,370,091 $57,790,000 -62,427
   Advisor Group Holdings Inc. 189 - 2023-12-31 1,361,449 $57,424,000 47,324
   MORNINGSTAR INVESTMENT SERVICES, INC. 84 - 2023-12-31 1,296,596 $55,404,000 645,355
   ROYAL BANK OF CANADA 689 - 2023-12-31 1,226,734 $51,743,000 338,211
   Atlas Private Wealth Advisors 3 - 2023-12-31 1,176,070 $49,606,000 349,188
   Wealthcare Advisory Partners LLC 7 - 2024-03-31 1,152,219 $49,591,000 195,365
   TOWNSQUARE CAPITAL LLC 28 - 2023-12-31 1,154,370 $48,691,000 162,605
   WELLS FARGO & CO/MN 715 - 2023-12-31 1,097,563 $46,295,000 260,166
   OBERMEYER ASSET MANAGEMENT CO 11 - 2023-12-31 1,062,042 $44,797,000 7,702
   HIGHTOWER ADVISORS, LLC 269 - 2023-12-31 1,042,162 $43,934,000 236,214
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 133 - 2023-12-31 1,023,832 $43,185,000 -186,268
   Bridgeworth LLC - 2023-12-31 1,015,464 $42,832,000 982
   MIDLAND WEALTH ADVISORS LLC 11 - 2023-12-31 973,489 $41,062,000 0
   BB&T CORP 271 - 2023-12-31 922,759 $38,922,000 9,185
   Capital Analysts Inc. 10 - 2023-12-31 838,647 $35,374,000 16,472
   DAVENPORT & CO LLC - 2023-12-31 831,575 $35,076,000 46,758
   Austin Private Wealth LLC 4 - 2024-03-31 832,246 $35,038,000 -33,199
   GREAT VALLEY ADVISOR GROUP INC. 14 - 2023-12-31 822,065 $34,675,000 56,430
   WALLER FINANCIAL PLANNING GROUP INC 2 - 2024-03-31 801,325 $34,489,000 -5,174
   AE Wealth Management LLC 121 - 2023-12-31 815,939 $33,666,000 366,102
   FINANCIAL NETWORK 108 - 2023-12-31 790,288 $33,334,000 134,064
   COMMONWEALTH EQUITY SERVICES LLC. 310 - 2023-12-31 757,980 $31,972,000 13,564
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 372 - 2023-12-31 684,928 $28,890,000 402,188
   Integrated Wealth Concepts LLC 34 - 2023-12-31 676,070 $28,517,000 -84,676
   J P MORGAN CHASE & CO 1377 - 2023-12-31 664,549 $28,031,000 344,736
   Peterson Wealth Advisors LLC 5 - 2024-03-31 648,291 $27,902,000 9,780
   RAYMOND JAMES & ASSOCIATES 609 - 2023-12-31 653,743 $27,575,000 -29,832
   THRIVENT FINANCIAL FOR LUTHERANS 353 - 2023-12-31 651,556 $27,483,000 51,592
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 265 - 2024-03-31 616,678 $26,542,000 183,882
   BANK OF NEW YORK MELLON CORP 1453 - 2023-12-31 625,634 $26,389,000 475,381
   SPINNAKER TRUST 13 - 2023-12-31 613,158 $25,863,000 14,557
   STIFEL FINANCIAL CORP 444 - 2023-12-31 576,397 $24,313,000 34,694
   MBB PUBLIC MARKETS I LLC 23 *New 2023-12-31 558,405 $23,554,000 558,405
   Envestnet Portfolio Solutions Inc. 110 - 2023-12-31 557,741 $23,526,000 181,285
   FOCUS FINANCIAL NETWORK INC /ADV 16 - 2023-12-31 556,863 $23,488,000 0
   Patriot Investment Management Inc. 10 - 2024-03-31 528,540 $22,748,000 68,716
   CI Private Wealth LLC 360 - 2023-12-31 538,415 $22,710,000 10,682
   Resources Investment Advisors Inc. 57 - 2023-12-31 533,439 $22,500,000 -169,330
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 278 - 2023-12-31 511,188 $21,562,000 116,974
   Good Life Advisors LLC 12 - 2023-12-31 489,834 $20,661,000 -38,294
   Financial Security Advisor Inc. 3 - 2024-03-31 451,747 $19,443,000 -5,866
   Gerber Kawasaki Wealth & Investment Management 25 - 2023-12-31 456,274 $19,246,000 61,377
   Kestra Advisory Services LLC 127 - 2023-12-31 455,984 $19,233,000 46,433
   Oakmont Partners LLC 26 - 2023-12-31 450,009 $18,981,000 72,138
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 250 - 2023-12-31 434,214 $18,315,000 -2,864
   IHT Wealth Management LLC 18 - 2023-12-31 424,025 $17,885,000 -22,830
   Banco Santander S.A. 69 - 2023-12-31 410,940 $17,333,000 0
   MML INVESTORS SERVICES LLC 255 - 2023-12-31 404,590 $17,066,000 44,272
   Equitable Holdings Inc. 91 - 2023-12-31 399,393 $16,846,000 13,411
   McNamara Financial Services Inc. 8 - 2024-03-31 387,461 $16,676,000 -1,136
   TEXAS PERMANENT SCHOOL FUND 108 - 2023-12-31 395,284 $16,673,000 -35,465
   Garrett Wealth Advisory Group LLC 7 - 2023-12-31 389,937 $16,448,000 -34,947
   ST GERMAIN D J CO INC 43 - 2024-03-31 360,329 $15,509,000 22,878
   Fox Financial Inc - 2023-12-31 364,990 $15,395,000 0
   OneAscent Financial Services LLC 11 - 2024-03-31 353,506 $15,215,000 -80,954
   Trilogy Capital Inc. 36 - 2024-03-31 337,042 $14,506,000 7,793
   MONTICELLO WEALTH MANAGEMENT LLC 18 - 2023-12-31 341,243 $14,394,000 171,298
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 6 - 2023-12-31 338,168 $14,264,000 4,675
   RETIREMENT FINANCIAL SOLUTIONS LLC 2 - 2023-12-31 336,657 $14,200,000 29,777
   Boston Standard Wealth Management LLC 10 - 2024-03-31 328,317 $14,131,000 17,306
   Allen Capital Group LLC 9 - 2024-03-31 324,505 $13,967,000 3,591
   ALPS ADVISERS INC 114 - 2023-12-31 323,395 $13,641,000 5,410
   RVW Wealth LLC 27 - 2024-03-31 308,299 $13,269,000 -26,724
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 63 - 2023-12-31 313,113 $13,207,000 19,679
   Stratos Wealth Partners LTD. 99 - 2024-03-31 303,691 $13,071,000 36,094
   Marmo Financial Group LLC 4 - 2023-12-31 303,738 $12,814,000 -7,002
   Valeo Financial Advisors LLC 27 - 2024-03-31 311,131 $12,791,000 -3,203
   FLAGSHIP HARBOR ADVISORS LLC 24 - 2024-03-31 294,132 $12,659,000 54,909
   Taylor & Morgan Wealth Management LLC 3 - 2024-03-31 276,884 $11,917,000 7,773
   Leicht Financial Planning & Wealth Management Inc. 6 - 2023-12-31 278,734 $11,757,000 -1,819
   PURE FINANCIAL ADVISORS, INC. 48 - 2024-03-31 271,296 $11,677,000 -4,772
   PARK AVENUE SECURITIES LLC 101 - 2024-03-31 270,297 $11,634,000 8,351
   Financial Insights Inc. 8 - 2023-12-31 275,768 $11,632,000 83,440
   BERKSHIRE ASSET MANAGEMENT INC/PA 44 - 2023-12-31 275,282 $11,611,000 43,823
   KWB Wealth 16 - 2024-03-31 267,966 $11,533,000 -5,674
   Nelson Van Denburg & Campbell Wealth Management Gr 30 - 2023-12-31 272,191 $11,481,000 102,934
  100 Records found
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