News + Filings Key Docs Ownership
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SPDR INDEX SHS FDS (CWI)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 6,348,377 | 194,787 | 165,883,096,000 | 0.02 | |
Hist
| 06/30/2023 |
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PNC FINANCIAL SERVICES GROUP, INC.
| 3,183,706 | -9,193 | 83,190,226,000 | 0.07 | |
Hist
| 06/30/2023 |
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PITCAIRN CO
| 2,034,920 | 701,898 | 53,172,460,000 | 4.61 | |
Hist
| 06/30/2023 |
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SYNOVUS FINANCIAL CORP
| 1,841,468 | -35,395 | 48,117,583,000 | 0.53 | |
Hist
| 06/30/2023 |
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JANE STREET GROUP, LLC
| 1,567,185 | 1,567,185 | 40,950,544,000 | 0.01 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 1,690,313 | 1,003,640 | 40,668,930,000 | 0.07 | |
Hist
| 12/31/2022 |
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EASTERN BANK
| 1,550,762 | -186,457 | 37,311,365,000 | 1.99 | |
Hist
| 12/31/2022 |
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Avantax Planning Partners, Inc.
| 1,540,103 | 354,035 | 37,054,883,000 | 1.47 | |
Hist
| 12/31/2022 |
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Gerber Kawasaki Wealth & Investment Management
| 1,225,122 | 534,359 | 32,012,482,000 | 2.15 | |
Hist
| 06/30/2023 |
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HENGEHOLD CAPITAL MANAGEMENT LLC
| 1,308,201 | -1,474,475 | 31,475,327,000 | 4.37 | |
Hist
| 12/31/2022 |
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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
| 1,046,913 | -102,636 | 27,355,850,000 | 0.77 | |
Hist
| 06/30/2023 |
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BKD Wealth Advisors, LLC
| 814,996 | -294,849 | 21,295,850,000 | 0.62 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 789,348 | 52,308 | 20,309,929,000 | 0.02 | |
Hist
| 03/31/2023 |
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LODESTAR PRIVATE ASSET MANAGEMENT LLC
| 775,183 | -16,897 | 20,255,528,000 | 3.40 | |
Hist
| 06/30/2023 |
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Sequoia Financial Advisors, LLC
| 711,844 | -122,696 | 18,600,485,000 | 0.32 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 447,075 | 19,133 | 11,682,060,000 | 0.01 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 365,308 | -32,883 | 9,545,498,000 | 0.00 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 340,263 | 23,237 | 8,891,073,000 | 0.00 | |
Hist
| 06/30/2023 |
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Baird Financial Group, Inc.
| 332,762 | 11,378 | 8,695,071,000 | 0.02 | |
Hist
| 06/30/2023 |
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IAG Wealth Partners, LLC
| 323,831 | 26,199 | 8,461,700,000 | 2.24 | |
Hist
| 06/30/2023 |
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STATE STREET CORP
| 315,080 | -250 | 8,233,040,000 | 0.00 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 302,850 | 5,650 | 7,911,000,000 | 0.02 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 311,938 | -331,280 | 7,505,200,000 | 0.02 | |
Hist
| 12/31/2022 |
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WELLS FARGO & COMPANY/MN
| 283,677 | 39,140 | 7,412,480,000 | 0.00 | |
Hist
| 06/30/2023 |
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WHITTIER TRUST CO
| 297,677 | -5,868 | 7,159,104,000 | 0.14 | |
Hist
| 12/31/2022 |
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First Personal Financial Services
| 262,856 | 1,762 | 6,324,321,000 | 1.71 | |
Hist
| 12/31/2022 |
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NewEdge Advisors, LLC
| 237,701 | 53,550 | 6,211,125,000 | 0.07 | |
Hist
| 06/30/2023 |
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Mach-1 Financial Group, LLC
| 237,107 | 102,106 | 6,195,607,000 | 1.76 | |
Hist
| 06/30/2023 |
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AE Wealth Management LLC
| 226,898 | 113,868 | 5,928,845,000 | 0.04 | |
Hist
| 06/30/2023 |
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TOBIAS FINANCIAL ADVISORS, INC.
| 210,619 | -15,111 | 5,503,474,000 | 1.48 | |
Hist
| 06/30/2023 |
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Sargent Bickham Lagudis LLC
| 194,759 | -553 | 4,685,901,000 | 0.38 | |
Hist
| 12/31/2022 |
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Courage Miller Partners, LLC
| 178,878 | -4,607 | 4,674,088,000 | 1.95 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 172,092 | -332,474 | 4,427,939,000 | 0.04 | |
Hist
| 03/31/2023 |
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Capital Investment Advisors, LLC
| 157,393 | -10,460 | 4,112,686,000 | 0.13 | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 156,726 | 90,353 | 4,093,705,000 | | |
Hist
| 06/30/2023 |
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