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Get Institutions for : 
Spdr Russell 2000 (TWOK)  
$42.46 0.20 (0.47%) as of 4:30 Fri 5/10


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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  : 
4.78 (12.69%)  




 
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  
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. 1 - 2023-12-31 3,653,711 $267,426,000 0
   Banco Santander S.A. 69 - 2023-12-31 410,940 $17,333,000 0
   JOURNEY STRATEGIC WEALTH LLC 19 - 2023-12-31 126,032 $5,316,000 0
   Mitsubishi UFJ Asset Management (UK) Ltd. 9 - 2023-12-31 90,585 $3,821,000 0
   WESCAP Management Group Inc. 36 - 2023-12-31 43,792 $1,847,000 0
   Topel & Distasi Wealth Management LLC 32 - 2023-12-31 43,394 $1,830,000 0
   WHALEROCK POINT PARTNERS LLC 55 - 2023-12-31 30,643 $1,293,000 0
   SOUTHEAST ASSET ADVISORS INC. 79 - 2023-12-31 27,280 $1,151,000 0
   SALEM INVESTMENT COUNSELORS INC 195 - 2024-03-31 23,784 $1,024,000 0
   AMERICAN INVESTMENT SERVICES INC. 81 - 2023-12-31 19,905 $840,000 0
   Safeguard Financial LLC 36 - 2024-03-31 18,794 $809,000 0
   Robertson Stephens Wealth Management LLC 245 - 2023-12-31 18,630 $786,000 0
   USAdvisors Wealth Management LLC 77 - 2024-03-31 16,939 $709,000 0
   BLB&B ADVISORS LLC 160 - 2024-03-31 13,835 $595,000 0
   True Wealth Design LLC 102 - 2023-12-31 13,564 $572,000 0
   COCONUT GROVE BANK - 2024-03-31 13,282 $572,000 0
   SAND HILL ADVISORS INC/CA 120 - 2023-12-31 13,406 $565,000 0
   Key Financial Inc 115 - 2024-03-31 12,850 $542,000 0
   Sovereign Financial Group Inc. 153 - 2024-03-31 11,720 $504,000 0
   McGuire Investment Group LLC 87 - 2024-03-31 11,357 $489,000 0
   LYNCH & ASSOCIATES/IN 88 - 2024-03-31 11,114 $478,000 0
   BCS Wealth Management 137 - 2024-03-31 10,895 $469,000 0
   Private Advisory Group LLC 143 - 2023-12-31 10,641 $449,000 0
   BURNS WEALTH MANAGEMENT, INC. 351 - 2023-12-31 10,642 $449,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 9,205 $396,000 0
   OXFORD FINANCIAL GROUP LTD 156 - 2023-12-31 9,379 $396,000 0
   Sebold Capital Management Inc. 48 - 2024-03-31 8,996 $387,000 0
   MBE Wealth Management LLC 59 - 2024-03-31 8,955 $385,000 0
   VANTAGE INVESTMENT PARTNERS, LLC 56 - 2024-03-31 8,705 $375,000 0
   NORTHERN TRUST CORP 3650 - 2023-12-31 8,675 $366,000 0
   Summit Trail Advisors LLC 416 - 2024-03-31 8,324 $358,000 0
   Oakwell Private Wealth Management LLC 48 - 2024-03-31 8,137 $350,000 0
   Legacy Advisors LLC 237 - 2024-03-31 7,951 $342,000 0
   Colonial Trust Co / SC 185 - 2023-12-31 8,000 $337,000 0
   Fusion Family Wealth LLC 32 - 2023-12-31 7,806 $329,000 0
   Vista Wealth Management Group LLC - 2024-03-31 7,184 $309,000 0
   CLIFFORD ASSOCIATES LLC 265 - 2024-03-31 6,983 $301,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 196 - 2024-03-31 6,258 $269,000 0
   Benedetti & Gucer Inc. 112 - 2023-12-31 6,376 $269,000 0
   Essex Savings Bank 217 - 2024-03-31 6,229 $263,000 0
   NOESIS CAPITAL MANGEMENT CORP - 2024-03-31 6,000 $258,000 0
   SAPIENT CAPITAL LLC 320 - 2024-03-31 5,828 $251,000 0
   Stegent Equity Advisors Inc. - 2024-03-31 5,419 $233,000 0
   Lion Street Advisors LLC 225 - 2024-03-31 5,188 $219,000 0
   Carmichael Hill & Associates Inc. 155 - 2024-03-31 4,991 $215,000 0
   Ellis Investment Partners LLC 210 - 2024-03-31 4,957 $213,000 0
   Cranbrook Wealth Management LLC 92 - 2024-03-31 4,766 $205,000 0
   HBW Advisory Services LLC 287 - 2024-03-31 4,797 $202,000 0
   Independence Bank of Kentucky 227 - 2024-03-31 4,233 $182,000 0
   ARCADIA INVESTMENT MANAGEMENT CORP/MI 129 - 2024-03-31 3,899 $168,000 0
   Sachetta LLC 161 - 2024-03-31 3,489 $147,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 192 - 2024-03-31 2,578 $111,000 0
   Newbridge Financial Services Group Inc. 282 - 2024-03-31 2,467 $106,000 0
   West Branch Capital LLC 125 - 2024-03-31 2,341 $101,000 0
   Orion Capital Management LLC 169 - 2023-12-31 2,278 $96,000 0
   QUADRANT CAPITAL GROUP LLC 1054 - 2023-12-31 2,156 $91,000 0
   FIRST MANHATTAN CO 772 - 2023-12-31 2,066 $87,000 0
   AMERICAN NATIONAL BANK 260 - 2024-03-31 1,990 $86,000 0
   SMITHFIELD TRUST CO 489 - 2023-12-31 1,831 $72,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 197 - 2023-12-31 1,690 $71,000 0
   Salomon & Ludwin LLC - 2024-03-31 1,524 $66,000 0
   HHM Wealth Advisors LLC 264 - 2023-12-31 1,466 $62,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 812 - 2024-03-31 1,075 $46,000 0
   Transcendent Capital Group LLC 155 - 2024-03-31 980 $41,000 0
   ANCORA ADVISORS, LLC 970 - 2023-12-31 888 $37,000 0
   Community Bank N.A. 289 - 2023-12-31 838 $35,000 0
   ATWOOD & PALMER INC 242 - 2024-03-31 778 $33,000 0
   MONTAG A & ASSOCIATES INC 635 - 2023-12-31 755 $32,000 0
   Hartland & Co. LLC 855 - 2023-12-31 735 $31,000 0
   CALDWELL SUTTER CAPITAL INC. 415 - 2024-03-31 687 $30,000 0
   Westside Investment Management Inc. 422 - 2024-03-31 677 $29,000 0
   ZRC WEALTH MANAGEMENT LLC 273 - 2024-03-31 670 $29,000 0
   EPG Wealth Management LLC 337 - 2023-12-31 640 $26,000 0
   BARRETT & COMPANY INC. 342 - 2024-03-31 562 $24,000 0
   Center for Financial Planning Inc. 316 - 2024-03-31 500 $22,000 0
   WOLFF WIESE MAGANA LLC 235 - 2024-03-31 395 $17,000 0
   AllSquare Wealth Management LLC 332 - 2023-12-31 357 $15,000 0
   TUCKER ASSET MANAGEMENT LLC 431 - 2023-12-31 320 $13,000 0
   ATTICUS WEALTH MANAGEMENT LLC 379 - 2024-03-31 255 $11,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 700 - 2022-12-31 295 $11,000 0
   SYM FINANCIAL CORPORATION 166 - 2023-12-31 247 $10,000 0
   Financial Freedom LLC 272 - 2024-03-31 231 $10,000 0
   Horizons Wealth Management 140 - 2024-03-31 164 $7,000 0
   ARMSTRONG ADVISORY GROUP INC 620 - 2024-03-31 131 $6,000 0
   Tyler-Stone Wealth Management 689 - 2023-12-31 135 $6,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 532 - 2024-03-31 105 $4,000 0
   DB Wealth Management Group LLC 340 - 2023-12-31 78 $3,000 0
   WFA Asset Management Corp 210 - 2024-03-31 76 $3,000 0
   Global Wealth Management Investment Advisory Inc. 434 - 2023-12-31 22 $1,000 0
   DHJJ Financial Advisors Ltd. 642 - 2024-03-31 13 $1,000 0
   Your Advocates Ltd. LLP 222 - 2024-03-31 1 $0 0
   Bogart Wealth LLC 1028 - 2024-03-31 2 $0 0
   BAYSTATE WEALTH MANAGEMENT LLC 1304 *Closed 2023-12-31 0 $0 0
   CFG ASSET MANAGEMENT LLC 530 - 2023-12-31 6 $0 0
  94 Records found
  1    
  Page 1 of 1
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