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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
   BANK OF AMERICA CORP /DE/ 447 - 2023-12-31 7,059,213 $297,758,000 -923,190
   AMERIPRISE FINANCIAL INC 262 - 2023-12-31 6,157,552 $259,682,000 -343,597
   RICHARD BERNSTEIN ADVISORS LLC 10 - 2023-12-31 3,622,765 $152,808,000 -190,277
   CREATIVE PLANNING 59 - 2023-12-31 3,333,435 $140,604,000 -36,525
   UBS Group AG 434 - 2023-12-31 2,204,417 $92,982,000 -9,182
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17 - 2024-03-31 1,665,635 $71,689,000 -1,701,968
   Pinnacle Wealth Planning Services Inc. 3 - 2023-12-31 1,370,091 $57,790,000 -62,427
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 133 - 2023-12-31 1,023,832 $43,185,000 -186,268
   Austin Private Wealth LLC 4 - 2024-03-31 832,246 $35,038,000 -33,199
   WALLER FINANCIAL PLANNING GROUP INC 2 - 2024-03-31 801,325 $34,489,000 -5,174
   Integrated Wealth Concepts LLC 34 - 2023-12-31 676,070 $28,517,000 -84,676
   Resources Investment Advisors Inc. 57 - 2023-12-31 533,439 $22,500,000 -169,330
   Good Life Advisors LLC 11 - 2024-03-31 482,298 $20,758,000 -7,536
   Financial Security Advisor Inc. 3 - 2024-03-31 451,747 $19,443,000 -5,866
   IHT Wealth Management LLC 18 - 2023-12-31 424,025 $17,885,000 -22,830
   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
   Fox Financial Inc 5 - 2024-03-31 362,876 $15,618,000 -2,114
   OneAscent Financial Services LLC 11 - 2024-03-31 353,506 $15,215,000 -80,954
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 659 - 2024-03-31 322,188 $13,867,000 -362,740
   RVW Wealth LLC 27 - 2024-03-31 308,299 $13,269,000 -26,724
   Valeo Financial Advisors LLC 27 - 2024-03-31 311,131 $12,791,000 -3,203
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 8 - 2024-03-31 273,072 $11,753,000 -65,096
   PURE FINANCIAL ADVISORS, INC. 48 - 2024-03-31 271,296 $11,677,000 -4,772
   KWB Wealth 16 - 2024-03-31 267,966 $11,533,000 -5,674
   Western Wealth Management LLC 22 - 2024-03-31 259,996 $11,190,000 -8,072
   Financial Insights Inc. 8 - 2024-03-31 251,517 $10,825,000 -24,251
   Aspire Capital Advisors LLC 7 - 2023-12-31 253,968 $10,712,000 -3,549
   MONTICELLO WEALTH MANAGEMENT LLC 24 - 2024-03-31 204,543 $8,804,000 -136,700
   Pachira Investments Inc. 7 - 2024-03-31 200,695 $8,638,000 -14,275
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 398 - 2023-09-30 232,940 $8,595,000 -22,767
   Sterling Investment Advisors Ltd. 10 - 2024-03-31 75,834 $8,381,000 -953
   Sterling Manor Financial LLC 8 - 2024-03-31 186,778 $8,039,000 -2,835
   Larson Financial Group LLC 35 - 2024-03-31 185,111 $7,967,000 -15,726
   ANNEX ADVISORY SERVICES, LLC 67 - 2024-03-31 179,914 $7,743,000 -61,382
   Wealth Management Solutions LLC 7 - 2023-09-30 204,647 $7,551,000 -2,788
   HARVEST GROUP WEALTH MANAGEMENT LLC 8 - 2023-03-31 194,090 $7,331,000 -6,646
   WRAPMANAGER INC 9 - 2023-12-31 165,306 $6,973,000 -4,420
   AlphaStar Capital Management LLC 27 - 2023-12-31 161,460 $6,810,000 -3,639
   PSI Advisors LLC 9 - 2024-03-31 150,426 $6,474,000 -16,269
   Aspire Private Capital LLC 15 - 2024-03-31 150,345 $6,471,000 -17,124
   ASSET MANAGEMENT GROUP, INC. 25 - 2023-12-31 147,754 $6,232,000 -1,395
   BANK OF NEW YORK MELLON CORP 2231 - 2024-03-31 137,122 $5,902,000 -488,512
   H D Vest Advisory Services 252 - 2023-12-31 135,511 $5,716,000 -7,970
   Ironwood Wealth Management LLC. 12 - 2024-03-31 123,952 $5,335,000 -2,399
   GeoWealth Management LLC 57 - 2023-12-31 125,574 $5,297,000 -6,291
   Wealthquest Corp 26 - 2023-12-31 124,090 $5,234,000 -7,030
   FINANCIAL COUNSELORS INC 188 - 2024-03-31 113,825 $4,899,000 -199
   Destiny Capital Corp/CO 13 - 2023-12-31 112,947 $4,764,000 -15,876
   Strategic Financial Group LLC - 2023-12-31 111,607 $4,708,000 -169
   JANE STREET GROUP LLC 1535 - 2023-12-31 111,071 $4,685,000 -11,873
   Advisor OS LLC 27 - 2023-12-31 110,802 $4,674,000 -94,862
   Strategic Financial Planning Inc. 9 - 2024-03-31 102,788 $4,424,000 -1,236
   Snowden Capital Advisors LLC 167 - 2023-12-31 104,154 $4,393,000 -873
   HPM Partners LLC - 2023-12-31 97,273 $4,103,000 -843
   HUDSON VALLEY INVESTMENT ADVISORS INC 62 - 2024-03-31 88,644 $3,815,000 -1,600
   626 Financial LLC 11 - 2024-03-31 85,127 $3,664,000 -4,898
   Atlantic Trust Group LLC 430 - 2023-12-31 84,352 $3,558,000 -9,676
   M HOLDINGS SECURITIES, INC. 55 - 2023-12-31 78,018 $3,291,000 -3,610
   DEUTSCHE BANK AG 1401 - 2023-12-31 77,138 $3,254,000 -453
   GRIMES & COMPANY INC 111 - 2024-03-31 73,047 $3,144,000 -5,142
   Sequoia Financial Advisors LLC 260 - 2024-03-31 72,362 $3,114,000 -2,205
   JANNEY MONTGOMERY SCOTT LLC 958 - 2024-03-31 70,265 $3,024,000 -5,780
   Gateway Wealth Partners LLC 20 - 2023-12-31 69,529 $2,933,000 -431,152
   BCGM Wealth Management LLC 24 - 2023-12-31 68,612 $2,894,000 -3,767
   SigFig Wealth Management LLC 69 - 2023-12-31 67,982 $2,867,000 -17,009
   Northeast Financial Consultants Inc 88 - 2023-12-31 66,377 $2,800,000 -3,791
   GOODMAN FINANCIAL CORP 31 - 2023-12-31 63,253 $2,668,000 -764
   WNY Asset Management LLC 44 - 2023-12-31 63,055 $2,660,000 -10,312
   Financial Synergies Wealth Advisors Inc. 30 - 2024-03-31 61,435 $2,644,000 -209,126
   Affinity Capital Advisors LLC 34 - 2024-03-31 61,052 $2,628,000 -4,981
   ERn Financial LLC 50 - 2024-03-31 60,915 $2,622,000 -6
   Perennial Investment Advisors LLC 50 - 2023-12-31 61,810 $2,607,000 -4,906
   Colonial River Wealth Management LLC - 2023-12-31 60,799 $2,565,000 -4,586
   Prairie Sky Financial Group LLC 16 - 2024-03-31 58,432 $2,515,000 -12,797
   IFG Advisors LLC 23 - 2024-03-31 57,993 $2,496,000 -976
   CAPTRUST FINANCIAL ADVISORS 821 - 2023-12-31 58,962 $2,487,000 -8,648
   Founders Financial Alliance LLC 20 - 2023-12-31 57,407 $2,421,000 -10,381
   Raleigh Capital Management Inc. 22 - 2023-12-31 52,556 $2,217,000 -6,774
   AXXCESS WEALTH MANAGEMENT LLC 232 - 2023-12-31 52,017 $2,194,000 -11,038
   TFG Advisers LLC 28 - 2023-12-31 51,820 $2,186,000 -262
   Alliance Wealth Management Group 37 - 2024-03-31 47,362 $2,038,000 -3,481
   NovaPoint Capital LLC 53 - 2024-03-31 47,304 $2,036,000 -14,577
   LEVEL FOUR ADVISORY SERVICES LLC 200 - 2023-12-31 45,766 $1,930,000 -4,383
   IFP Advisors Inc 241 - 2023-12-31 45,556 $1,922,000 -43,949
   G&S Capital LLC 44 - 2024-03-31 44,520 $1,916,000 -3,500
   Cresset Asset Management LLC 609 - 2023-12-31 44,677 $1,884,000 -41,202
   Clarus Wealth Advisors 24 - 2024-03-31 45,576 $1,874,000 -10,673
   GPS Wealth Strategies Group LLC 67 - 2024-03-31 42,933 $1,848,000 -14,048
   COMERICA BANK 1211 - 2023-12-31 43,478 $1,834,000 -16,682
   Kohmann Bosshard Financial Services LLC 56 - 2024-03-31 42,565 $1,832,000 -1,184
   SYON CAPITAL LLC 86 - 2023-12-31 43,217 $1,823,000 -2,238
   FRANKLIN RESOURCES INC 1361 - 2023-12-31 42,706 $1,801,000 -14,670
   Global Strategic Investment Solutions LLC 51 - 2024-03-31 41,773 $1,798,000 -1,454
   Cyndeo Wealth Partners LLC 162 - 2024-03-31 39,667 $1,707,000 -829
   Stratos Wealth Advisors LLC 229 - 2024-03-31 38,767 $1,669,000 -4,236
   Northwest Bancshares Inc. 65 - 2024-03-31 37,944 $1,633,000 -1,039
   Intrepid Financial Planning Group LLC 33 - 2023-12-31 38,104 $1,607,000 -526
   RICHARDSON FINANCIAL SERVICES INC. 18 - 2024-03-31 36,819 $1,585,000 -216
   Capital Advisory Group Advisory Services LLC 40 - 2024-03-31 36,039 $1,551,000 -622
  100 Records found
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