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Get Institutions for : 
Spdr S&p Kensho Clean Power Etf (CNRG)  
$67.24 2.07 (3.18%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    7
Total shares held : 
 917,979  
% of shares held : 
 75.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -49,505  
% of shares held change : 
   -4.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $64.79  
Last Quarter's Ending Price : 
 $71.74  
Last Quarter's Average Price : 
 $64.97  
Change from last quarter's     
avg. price to the last closing  : 
2.27 (3.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 10,835
 1.18%
 
Increased Positions :
30
 168,264
 18.33%
 
Unchanged Positions :
16
 21,932
 2.39%
 
Decreased Positions :
28
-117,784
-12.83%
 
Closed Positions :
12
-110,820
-12.07%
 
Guru Positions :
0
 0%
 
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
   LPL FINANCIAL CORP 1166 - 2024-03-31 197,346 $12,780,000 -9,516
   BANK OF AMERICA CORP /DE/ 2748 - 2024-03-31 104,903 $6,793,000 -104,122
   WELLS FARGO & CO/MN 2107 - 2024-03-31 61,773 $4,000,000 539
   SPINNAKER TRUST 96 - 2024-03-31 46,597 $3,018,000 -7,606
   EXCHANGE CAPITAL MANAGEMENT INC 87 - 2024-03-31 29,761 $1,927,000 207
   Capital Analysts Inc. 208 - 2024-03-31 20,346 $1,318,000 -264
   MML INVESTORS SERVICES LLC 1320 - 2024-03-31 18,056 $1,169,000 -1,446
   WealthCare Investment Partners LLC 56 - 2024-03-31 14,705 $952,000 3,570
   COMMONWEALTH EQUITY SERVICES LLC. 2273 - 2024-03-31 14,554 $943,000 688
   Wealthfront Advisers LLC 643 - 2024-03-31 13,357 $865,000 4,830
   Goss Wealth Management LLC 1137 - 2024-03-31 11,273 $730,000 1,682
   UBS Group AG 4000 - 2024-03-31 8,505 $551,000 -1,009
   HIGHTOWER ADVISORS, LLC 2224 - 2024-03-31 8,054 $515,000 507
   Independent Wealth Network Inc. 118 - 2024-03-31 7,460 $483,000 641
   TOWER RESEARCH CAPITAL LLC 911 - 2024-03-31 7,156 $463,000 -1,679
   ROYAL BANK OF CANADA 3512 - 2024-03-31 7,126 $462,000 -1,352
   BRYN MAWR TRUST CO/PA 264 - 2024-03-31 6,797 $440,000 929
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2599 - 2024-03-31 6,631 $429,000 -6,791
   MARINER WEALTH ADVISORS, LLC 2198 - 2024-03-31 6,225 $403,000 -592
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2458 - 2024-03-31 6,176 $400,000 -5,382
   MEADOWBROOK INVESTMENT ADVISORS LLC 67 - 2024-03-31 5,993 $388,000 -370
   ENVESTNET ASSET MANAGEMENT INC 3599 - 2024-03-31 5,501 $356,000 -14,116
   Concord Wealth Partners 164 - 2024-03-31 5,355 $347,000 -1,416
   Kestra Advisory Services LLC 1886 - 2024-03-31 5,344 $346,000 559
   D E SHAW & CO INC 2417 *New 2024-03-31 5,239 $339,000 5,239
   Archford Capital Strategies LLC 206 - 2024-03-31 5,181 $336,000 64
   Fort Point Capital Partners LLC 240 - 2024-03-31 5,123 $332,000 -2,119
   GOLDMAN SACHS GROUP INC/ 4078 - 2024-03-31 5,037 $326,000 0
   AMERIPRISE FINANCIAL INC 3478 - 2024-03-31 5,164 $326,000 803
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1376 - 2024-03-31 4,857 $314,000 -285
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1471 - 2023-09-30 4,480 $302,000 -295
   CREATIVE FINANCIAL DESIGNS INC /ADV 351 - 2024-03-31 4,183 $271,000 130
   SNS Financial Group LLC 159 - 2024-03-31 4,131 $268,000 0
   Good Life Advisors LLC 383 - 2024-03-31 3,844 $249,000 123
   FLAGSHIP HARBOR ADVISORS LLC 583 - 2024-03-31 3,740 $242,000 1
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4334 - 2024-03-31 3,625 $235,000 3,625
   QUANTITATIVE ADVANTAGE LLC 110 - 2023-03-31 2,681 $232,000 1
   Cetera Investment Advisers 3226 - 2024-03-31 3,583 $232,000 -9,476
   Banco Santander S.A. 398 - 2024-03-31 3,520 $228,000 0
   MORGAN STANLEY 5495 - 2024-03-31 3,467 $225,000 -1,046
   CITADEL ADVISORS LLC 4483 - 2024-03-31 3,431 $222,000 -4,553
   Better Money Decisions LLC 65 - 2024-03-31 3,265 $211,000 10
   Advisor Group Holdings Inc. 3632 - 2024-03-31 3,132 $203,000 -2,636
   Nalls Sherbakoff Group LLC 101 - 2023-12-31 2,043 $147,000 -11
   Farther Finance Advisors LLC 800 - 2024-03-31 2,274 $147,000 -745
   Spire Wealth Management 929 - 2024-03-31 1,870 $121,000 3
   YHB INVESTMENT ADVISORS, INC. 332 - 2024-03-31 1,839 $119,000 1,839
   FMR LLC 3166 - 2024-03-31 1,386 $90,000 1,324
   HARBOUR INVESTMENTS INC. 1239 - 2023-12-31 1,085 $78,000 240
   PNC FINANCIAL SERVICES GROUP INC 2835 - 2024-03-31 1,038 $67,000 -575
   Mascoma Wealth Management LLC 159 - 2024-03-31 1,009 $65,000 -156
   GUARANTY TRUST CO OF MISSOURI /MO/ 778 - 2024-03-31 882 $57,000 -680
   AdvisorNet Financial Inc 907 - 2024-03-31 558 $36,000 155
   VisionPoint Advisory Group LLC 320 - 2024-03-31 540 $35,000 0
   CWM LLC 2615 - 2024-03-31 457 $30,000 -832
   EPG Wealth Management LLC 350 - 2024-03-31 400 $26,000 0
   Geneos Wealth Management Inc. 1275 - 2024-03-31 400 $26,000 -150
   FRG Family Wealth Advisors LLC 229 *New 2024-03-31 400 $24,000 400
   NORTH STAR INVESTMENT MANAGEMENT CORP. 728 - 2024-03-31 335 $22,000 0
   ICA Group Wealth Management LLC 745 - 2024-03-31 317 $21,000 95
   Coastal Investment Advisors Inc. 640 - 2024-03-31 301 $19,000 301
   BANK OF MONTREAL /CAN/ 3166 - 2024-03-31 280 $18,000 0
   OPTIMUM INVESTMENT ADVISORS 476 - 2024-03-31 250 $16,000 -100
   NBC SECURITIES INC. 1634 - 2024-03-31 175 $11,000 0
   Milestone Investment Advisors LLC 115 - 2024-03-31 176 $11,000 1
   PHILLIPS FINANCIAL MANAGEMENT LLC 234 - 2024-03-31 132 $9,000 0
   Caitlin John LLC 459 - 2023-12-31 120 $9,000 0
   SANDY SPRING BANK 881 - 2024-03-31 125 $8,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 405 - 2023-06-30 78 $7,000 0
   Private Wealth Management Group LLC 598 - 2024-03-31 76 $5,000 0
   IFP Advisors Inc 2485 *New 2023-12-31 55 $4,000 55
   Steward Partners Investment Advisory LLC 3106 - 2024-03-31 55 $4,000 0
   Global Retirement Partners LLC 2529 - 2024-03-31 39 $3,000 6
   Founders Capital Management 322 - 2024-03-31 50 $3,000 -251
   Key Financial Inc 1066 - 2024-03-31 44 $3,000 0
   Ronald Blue Trust Inc. 1798 *New 2024-03-31 31 $2,000 31
   Baldrige Asset Management LLC 322 - 2023-03-31 28 $2,000 0
   Steward Financial Group LLC 1054 - 2023-09-30 35 $2,000 35
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 668 - 2024-03-31 10 $1,000 0
   JOHNSON FINANCIAL GROUP, INC. 702 *New 2024-03-31 10 $1,000 10
   Qube Research & Technologies Ltd 3548 - 2024-03-31 12 $1,000 -73
   J P MORGAN CHASE & CO 5453 *Closed 2024-03-31 0 $0 -744
   Private Advisor Group LLC 2281 *Closed 2024-03-31 0 $0 -3,433
   ADVISORY SERVICES NETWORK, LLC 2301 *Closed 2024-03-31 0 $0 -1
   Covestor Ltd 2296 *Closed 2024-03-31 0 $0 -856
   USAdvisors Wealth Management LLC 140 *Closed 2024-03-31 0 $0 -6,377
   FINANCIAL NETWORK 2795 *Closed 2024-03-31 0 $0 -7,533
   Change Path LLC 883 *Closed 2024-03-31 0 $0 -31,393
   Bulltick Wealth Management LLC 110 *Closed 2024-03-31 0 $0 -10,893
   PROEQUITIES INC. 6444 - 2024-03-31 0 $0 0
   GeoWealth Management LLC 881 *Closed 2024-03-31 0 $0 -5,443
   HANSON MCCLAIN, INC. 3625 *Closed 2024-03-31 0 $0 0
   ODell Group LLC 424 *Closed 2024-03-31 0 $0 -52
   PRINCIPAL SECURITIES INC. 3363 *Closed 2024-03-31 0 $0 -71
  94 Records found
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