Rocket


News + Filings
Key Docs
Ownership

SPDR INDEX SHS FDS (DWX)

Portfolio as of:
NameSharesChangeValue% Port% OSHistDate
MORGAN STANLEY 1,196,668-46,41441,153,415,0000.00  Hist 06/30/2023
BANK OF AMERICA CORP /DE/ 948,103-300,22832,605,263,0000.00  Hist 06/30/2023
LPL Financial LLC 412,455122,56914,138,945,0000.01  Hist 03/31/2023
ASSETMARK, INC 385,282-35,89113,249,856,0000.05  Hist 06/30/2023
UBS Group AG 351,72716,43212,095,892,0000.00  Hist 06/30/2023
WELLS FARGO & COMPANY/MN 317,07314,33510,904,151,0000.00  Hist 06/30/2023
JANE STREET GROUP, LLC 312,80693,86710,757,398,0000.00  Hist 06/30/2023
ENVESTNET ASSET MANAGEMENT INC 235,7839,2768,108,569,0000.00  Hist 06/30/2023
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 221,2735977,609,581,0000.31  Hist 06/30/2023
ROYAL BANK OF CANADA 164,143-92,2145,645,000,0000.00  Hist 06/30/2023
STIFEL FINANCIAL CORP 133,2512,7514,582,508,0000.01  Hist 06/30/2023
Concord Wealth Partners 136,96337,5864,426,647,0001.33  Hist 12/31/2022
US BANCORP \DE\ 93,14592,8453,193,011,0000.01  Hist 03/31/2023
Kades & Cheifetz LLC 87,714-4863,016,499,0002.31  Hist 06/30/2023
Allen Capital Group, LLC 87,781-2,2163,009,133,0000.55  Hist 03/31/2023
Cetera Investment Advisers 81,728-1,6802,801,632,0000.02  Hist 03/31/2023
Mount Lucas Management LP 69,63324,4762,394,679,0000.80  Hist 06/30/2023
WealthShield Partners, LLC 61,7234,6792,122,654,0000.32  Hist 06/30/2023
Mount Yale Investment Advisors, LLC 61,099-2,7062,101,195,0000.22  Hist 06/30/2023
Invesco Ltd. 49,17510,7881,691,128,0000.00  Hist 06/30/2023
RAYMOND JAMES & ASSOCIATES 51,710-15,7651,671,244,0000.00  Hist 12/31/2022
Private Advisor Group, LLC 47,6903,1731,634,800,0000.02  Hist 03/31/2023
ADVISOR GROUP HOLDINGS, INC. 47,1251,7391,621,124,000   Hist 06/30/2023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 45,3731,5771,560,371,0000.00  Hist 06/30/2023
1832 Asset Management L.P. 45,260-7301,551,512,0000.00  Hist 03/31/2023
Eqis Capital Management, Inc. 35,144-4,7931,208,609,0000.14  Hist 06/30/2023
Cetera Advisor Networks LLC 34,552-1,9251,184,448,0000.01  Hist 03/31/2023
BRANDYWINE OAK PRIVATE WEALTH LLC 32,972-35,9111,133,901,0000.13  Hist 06/30/2023
Merriman Wealth Management, LLC 27,077-4,902931,179,0000.05  Hist 06/30/2023
Coastline Trust Co 24,185815831,722,0000.12  Hist 06/30/2023
Rockefeller Capital Management L.P. 23,0572,582792,939,0000.00  Hist 06/30/2023
HighTower Advisors, LLC 22,619-22,398778,000,0000.00  Hist 06/30/2023
OLD MISSION CAPITAL LLC 17,601-4,050605,298,0000.01  Hist 06/30/2023
Raymond James Financial Services Advisors, Inc. 18,3961,582594,553,0000.00  Hist 12/31/2022
AVANTAX ADVISORY SERVICES, INC. 16,994651584,424,0000.01  Hist 06/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy