Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF include Golden State Wealth Management, LLC, Aspire Capital Advisors LLC, Prospera Financial Services Inc, Mml Investors Services, Llc, Glenmede Investment Management, LP, Ameritas Advisory Services, LLC, and Simplex Trading, Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 711 | 96 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 26,849 | 14.06 | 3,621 | 20.50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29,098 | 23.73 | 3,925 | 30.67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,650 | 0.27 | 1,706 | 5.90 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,614 | 1,162 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,840 | 248 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,645 | 3.49 | 1,436 | 9.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,497 | 876 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 5 | 0 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7,977 | 102.67 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 321 | 21.59 | 43 | 30.30 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 9,334 | 9.12 | 1,259 | 15.20 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6,688 | 902 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,060 | 1 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 1,614 | 0.75 | 218 | 6.37 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9,125 | 1.61 | 1,231 | 7.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,814 | 6.77 | 1,459 | 12.76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,737 | 0.51 | 1 | |||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,171 | 3.97 | 428 | 9.77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9,727 | 23.30 | 1,312 | 30.19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,560 | 2.63 | 1,694 | 8.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 745 | 115.94 | 100 | 127.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 324,766 | 17.43 | 43,803 | 24.03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 610 | 71.83 | 82 | 82.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,848 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 962 | 130 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5,767 | 0.28 | 775 | 5.59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,295 | 0.92 | 444 | 6.73 |
