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Get Institutions for : 
Spdr Russell 1000 Low Volatility Etf (LGLV)  
$153.16 0.48 (0.31%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 167    1
Total shares held : 
 3,666,529  
% of shares held : 
 74.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -44  
Amount of shares held : 
 -874,506  
% of shares held change : 
   -17.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $132.19  
Last Quarter's Ending Price : 
 $145.01  
Last Quarter's Average Price : 
 $138.10  
Change from last quarter's     
avg. price to the last closing  : 
15.06 (10.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 78,086
 2.13%
 
Increased Positions :
40
 81,552
 2.22%
 
Unchanged Positions :
32
 183,922
 5.02%
 
Decreased Positions :
83
-832,922
-22.72%
 
Closed Positions :
13
-201,222
-5.49%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Syntegra Private Wealth Group LLC 1 - 2024-03-31 576,676 $89,812,000 5,377
   Congress Wealth Management LLC / DE / 21 - 2024-03-31 313,947 $48,894,000 466
   Gerber Kawasaki Wealth & Investment Management 11 - 2024-03-31 294,118 $45,806,000 24,160
   Baltimore-Washington Financial Advisors Inc. 7 - 2024-03-31 262,861 $40,938,000 12,046
   LPL FINANCIAL CORP 787 - 2024-03-31 182,144 $28,367,000 -53,487
   MORGAN STANLEY 2465 - 2024-03-31 157,308 $24,499,000 5,751
   FIRST AMERICAN TRUST CO 6 - 2024-03-31 154,890 $24,123,000 6,393
   DORVAL Corp 4 - 2024-03-31 106,278 $16,140,000 683
   Advisor Group Holdings Inc. 493 - 2024-03-31 100,002 $15,574,000 -10,248
   McNaughton Wealth Management LLC 2 - 2024-03-31 88,992 $13,860,000 2,272
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 706 - 2024-03-31 78,224 $12,183,000 -22,525
   BANK OF AMERICA CORP /DE/ 2504 - 2024-03-31 60,366 $9,401,000 -8,385
   HORIZON INVESTMENTS, LLC/SC 70 *New 2024-03-31 41,647 $6,486,000 41,647
   FOUNDERS FINANCIAL SECURITIES LLC 39 *New 2024-03-31 41,623 $6,482,000 41,623
   HF Advisory Group LLC 2 - 2024-03-31 30,511 $4,752,000 -2,231
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 719 - 2024-03-31 26,006 $4,050,000 -105,866
   SEI INVESTMENTS CO 1306 - 2024-03-31 25,955 $4,042,000 -261
   COMMONWEALTH EQUITY SERVICES LLC. 1391 - 2024-03-31 22,330 $3,478,000 6,723
   GeoWealth Management LLC 120 - 2024-03-31 21,518 $3,351,000 11,783
   STATE STREET CORP 2912 - 2024-03-31 21,344 $3,324,000 5,708
   Sage Mountain Advisors LLC 48 - 2024-03-31 18,958 $2,953,000 0
   Journey Advisory Group LLC 66 - 2024-03-31 18,690 $2,911,000 235
   Miracle Mile Advisors LLC 157 - 2024-03-31 17,908 $2,789,000 -2,758
   ATRIA INVESTMENTS LLC 497 - 2023-12-31 18,105 $2,625,000 -13,302
   VALMARK ADVISERS INC 151 - 2024-03-31 15,386 $2,396,000 7,046
   IMCCHICAGO, LLC 105 *New 2024-03-31 14,509 $2,260,000 14,509
   GOLDMAN SACHS GROUP INC/ 3133 - 2024-03-31 13,628 $2,122,000 3,624
   Vermillion & White Wealth Management Group LLC 16 - 2024-03-31 13,089 $2,038,000 247
   UBS Group AG 2992 - 2024-03-31 12,671 $1,973,000 -211
   ROFFMAN MILLER ASSOCIATES INC /PA/ 59 - 2024-03-31 12,361 $1,925,000 -2,313
   IHT Wealth Management LLC 261 - 2024-03-31 12,123 $1,888,000 285
   MISSION CREEK CAPITAL PARTNERS INC 62 - 2024-03-31 11,384 $1,773,000 -39
   MULTIFINANCIAL SECURITIES CORP 873 - 2024-03-31 11,207 $1,745,000 703
   THOROUGHBRED FINANCIAL SERVICES LLC 127 - 2024-03-31 10,869 $1,692,000 -1,275
   DAIWA SECURITIES GROUP INC. 586 - 2024-03-31 10,640 $1,657,000 -430
   BAKER TILLY FINANCIAL LLC 76 - 2024-03-31 10,616 $1,653,000 -5,394
   SILVER OAK SECURITIES Inc 95 *New 2024-03-31 10,116 $1,576,000 10,116
   ENVESTNET ASSET MANAGEMENT INC 2748 - 2024-03-31 9,558 $1,489,000 -52,463
   SHEETS SMITH & ASSOCIATES INC 131 - 2024-03-31 9,221 $1,436,000 -403
   CITADEL ADVISORS LLC 2704 - 2024-03-31 9,135 $1,423,000 3,390
   Private Advisor Group LLC 1004 - 2024-03-31 8,715 $1,357,000 -293
   AMERIPRISE FINANCIAL INC 2975 - 2024-03-31 8,515 $1,324,000 -2,278
   Harvest Investment Services LLC 55 - 2024-03-31 8,335 $1,298,000 -14
   Fortis Group Advisors LLC 84 - 2024-03-31 7,800 $1,215,000 -222
   Financial Insights Inc. 61 - 2024-03-31 7,254 $1,130,000 -324
   Financial Advocates Investment Management 290 - 2024-03-31 7,137 $1,112,000 -218
   Paul Damon & Associates Inc. 27 - 2024-03-31 7,111 $1,107,000 -732
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2424 - 2024-03-31 7,104 $1,106,000 2,019
   RIVERSEDGE ADVISORS LLC 35 - 2024-03-31 7,101 $1,106,000 -493
   WEDBUSH MORGAN SECURITIES INC 357 - 2024-03-31 6,968 $1,085,000 -2,871
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 997 - 2024-03-31 6,605 $1,029,000 -147
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1725 - 2024-03-31 6,383 $994,000 -2,000
   Flagship Private Wealth LLC 31 - 2024-03-31 6,237 $971,000 -1,308
   THRIVENT FINANCIAL FOR LUTHERANS 1864 - 2024-03-31 5,941 $925,000 -2,414
   Strategic Blueprint LLC 258 - 2024-03-31 5,886 $917,000 -1,090
   MARINER WEALTH ADVISORS, LLC 1558 - 2024-03-31 5,876 $915,000 -6,783
   TSFG LLC 73 - 2024-03-31 5,506 $858,000 -1,315
   Milestone Investment Advisors LLC 47 - 2024-03-31 5,460 $850,000 -970
   Eagle Capital Management LLC 30 - 2024-03-31 5,270 $821,000 69
   H D Vest Advisory Services 827 - 2024-03-31 5,249 $817,000 718
   Cypress Wealth Services LLC 95 - 2024-03-31 5,166 $805,000 0
   Harwood Advisory Group LLC 80 - 2024-03-31 5,149 $802,000 -1,176
   IOWA STATE BANK 85 - 2024-03-31 5,042 $785,000 -488
   STIFEL FINANCIAL CORP 2364 - 2024-03-31 4,855 $756,000 961
   Integrated Wealth Concepts LLC 877 - 2024-03-31 4,751 $740,000 2
   CWM LLC 998 - 2024-03-31 4,386 $683,000 -66
   Retireful LLC 83 *New 2024-03-31 4,057 $632,000 4,057
   Stratos Wealth Partners LTD. 807 - 2024-03-31 3,918 $610,000 -1,777
   EMPIRICAL FINANCIAL SERVICES, LLC 320 - 2024-03-31 3,905 $608,000 0
   Insight Advisors LLC/ PA 132 - 2024-03-31 3,882 $605,000 269
   Mutual Advisors LLC 634 - 2024-03-31 3,792 $590,000 -1,480
   CREATIVE FINANCIAL DESIGNS INC /ADV 245 - 2024-03-31 3,692 $575,000 -138
   JANE STREET GROUP LLC 3734 - 2024-03-31 3,591 $559,000 -582
   J.W. COLE ADVISORS INC. 503 - 2024-03-31 3,581 $558,000 276
   J P MORGAN CHASE & CO 3681 - 2024-03-31 3,552 $553,000 1,343
   Hutchens & Kramer Investment Management Group LLC 60 - 2024-03-31 3,545 $548,000 -101
   Second Line Capital LLC 52 - 2023-12-31 3,753 $544,000 0
   Aptus Capital Advisors LLC 490 - 2024-03-31 3,366 $524,000 1,164
   ARQ WEALTH ADVISORS LLC 40 - 2023-12-31 3,558 $516,000 -1,382
   Householder Group Estate & Retirement Specialist L 139 - 2024-03-31 3,155 $491,000 336
   Avant Capital LLC 36 - 2023-09-30 3,295 $440,000 1
   CARDIFF PARK ADVISORS LLC 175 - 2024-03-31 2,719 $423,000 -47
   MML INVESTORS SERVICES LLC 1895 - 2024-03-31 2,677 $417,000 952
   Legacy Trust 118 - 2024-03-31 2,568 $400,000 0
   High Net Worth Advisory Group LLC 140 - 2024-03-31 2,400 $374,000 0
   Commonwealth Financial Services LLC 109 - 2024-03-31 2,571 $373,000 310
   Millington Financial Advisors LLC 60 - 2024-03-31 2,395 $373,000 -611
   HARBOUR INVESTMENTS INC. 638 - 2023-12-31 2,545 $369,000 333
   TIAA FSB 451 - 2023-06-30 2,494 $351,000 0
   Ameritas Advisory Services LLC 663 - 2024-03-31 2,315 $348,000 2,315
   FINANCIAL LIFE ADVISORS 45 - 2024-03-31 2,115 $329,000 -487
   Advisory Alpha LLC 284 - 2024-03-31 2,101 $327,000 198
   TOWER RESEARCH CAPITAL LLC 1114 - 2024-03-31 2,061 $321,000 440
   AdvisorNet Financial Inc 387 - 2024-03-31 1,976 $308,000 -434
   Merit Financial Group LLC 697 - 2024-03-31 2,042 $308,000 -552
   HIGHTOWER ADVISORS, LLC 2630 - 2024-03-31 1,933 $301,000 0
   Perfromance Wealth Partners LLC 128 - 2024-03-31 1,900 $296,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1560 - 2024-03-31 1,895 $295,000 -139
   ROYAL BANK OF CANADA 3854 - 2024-03-31 1,853 $289,000 -5,303
   Steward Partners Investment Advisory LLC 1271 - 2024-03-31 1,855 $289,000 -172
  100 Records found
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