Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr S&P Global Dividend (WDIV)  
$61.51 0.60 (0.96%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    3
Total shares held : 
 1,851,448  
% of shares held : 
 62.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 104,910  
% of shares held change : 
   3.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.64  
Last Quarter's Ending Price : 
 $60.47  
Last Quarter's Average Price : 
 $56.11  
Change from last quarter's     
avg. price to the last closing  : 
5.40 (9.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 26,103
 1.41%
 
Increased Positions :
16
 319,607
 17.26%
 
Unchanged Positions :
17
 129,613
 7%
 
Decreased Positions :
29
-82,908
-4.48%
 
Closed Positions :
7
-157,892
-8.53%
 
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
   AE Wealth Management LLC 127 - 2024-03-31 309,040 $18,536,000 -135,683
   BANK OF AMERICA CORP /DE/ 2744 - 2024-03-31 114,049 $6,841,000 -3,663
   LPL FINANCIAL CORP 1609 - 2024-03-31 105,701 $6,340,000 2,029
   AMERIPRISE FINANCIAL INC 2139 - 2024-03-31 101,922 $6,100,000 -3,866
   Intercontinental Wealth Advisors LLC 12 - 2023-06-30 88,400 $5,075,000 522
   Savoie Capital LLC 31 *New 2024-03-31 74,195 $4,450,000 74,195
   Mango Investments LLC 10 - 2024-03-31 74,195 $4,450,000 0
   CI Private Wealth LLC 747 - 2024-03-31 71,837 $4,309,000 -4,296
   MORGAN STANLEY 4041 - 2024-03-31 63,084 $3,784,000 1,991
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 506 - 2024-03-31 50,549 $3,032,000 6,916
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 816 - 2024-03-31 48,286 $2,896,000 -8,817
   JANE STREET GROUP LLC 2031 - 2024-03-31 40,546 $2,432,000 -288,477
   ROYAL BANK OF CANADA 2462 - 2024-03-31 35,757 $2,144,000 -15,955
   Sontag Advisory LLC 192 - 2024-03-31 35,000 $2,099,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1722 - 2024-03-31 34,494 $2,069,000 12,883
   QUANTITATIVE ADVANTAGE LLC 74 - 2023-03-31 27,764 $1,637,000 6,047
   ENVESTNET ASSET MANAGEMENT INC 2763 - 2024-03-31 24,217 $1,453,000 5,363
   Goss Wealth Management LLC 906 - 2024-03-31 19,869 $1,192,000 -8,287
   CAPTRUST FINANCIAL ADVISORS 1042 - 2024-03-31 19,480 $1,168,000 -3,597
   BB&T CORP 1521 - 2024-03-31 19,192 $1,151,000 5,965
   Emerald Investment Partners LLC 148 - 2024-03-31 15,792 $947,000 464
   PRUDENTIAL CORP PLC 509 - 2024-03-31 15,584 $935,000 -2,754
   CITIGROUP INC 2532 - 2024-03-31 11,514 $691,000 -269
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2301 - 2024-03-31 10,962 $658,000 1,830
   H D Vest Advisory Services 956 - 2024-03-31 9,908 $594,000 -1,112
   Vantage Financial Partners LLC 79 - 2024-03-31 8,972 $538,000 -394
   CITADEL ADVISORS LLC 3669 - 2024-03-31 8,865 $532,000 8,865
   Crescent Sterling Ltd. 53 - 2024-03-31 8,821 $529,000 -51
   OLD MISSION CAPITAL LLC 545 - 2024-03-31 8,717 $523,000 745
   Private Advisor Group LLC 1572 - 2024-03-31 7,592 $455,000 -407
   Authentikos Wealth Advisory LLC 40 - 2024-03-31 7,401 $444,000 -142
   MMBG INVESTMENT ADVISORS CO. 127 - 2024-03-31 7,375 $442,000 0
   BANK OF MONTREAL /CAN/ 2224 - 2024-03-31 6,500 $390,000 6,500
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2517 - 2024-03-31 6,216 $373,000 -194
   Farther Finance Advisors LLC 475 - 2024-03-31 6,146 $366,000 2,309
   MML INVESTORS SERVICES LLC 1998 - 2024-03-31 5,854 $351,000 -355
   Foundations Investment Advisors LLC 539 - 2024-03-31 5,838 $350,000 -137
   MARINER WEALTH ADVISORS, LLC 2330 - 2024-03-31 5,630 $338,000 -407
   KWB Wealth 102 - 2024-03-31 5,480 $329,000 -1,913
   UBS Group AG 4396 - 2024-03-31 5,170 $310,000 -9,367
   Golden State Equity Partners 287 - 2023-12-31 4,788 $290,000 -27
   Allie Family Office LLC 64 - 2024-03-31 4,455 $267,000 0
   Slagle Financial LLC 95 - 2024-03-31 4,070 $244,000 -5,150
   Csenge Advisory Group 622 - 2024-03-31 3,957 $237,000 -91
   Kingdom Financial Group LLC. 61 *New 2024-03-31 3,358 $201,000 3,358
   Richardson Capital Management LLC 28 - 2024-03-31 3,086 $185,000 0
   Advisor Group Holdings Inc. 3864 - 2024-03-31 2,599 $156,000 -2,429
   BENJAMIN F. EDWARDS & COMPANY INC. 997 - 2024-03-31 2,350 $141,000 -765
   Pineridge Advisors LLC 112 - 2024-03-31 1,078 $65,000 -540
   BLACKROCK INC. 4508 - 2024-03-31 1,064 $64,000 -104
   CWM LLC 2185 - 2024-03-31 965 $58,000 0
   HARBOUR INVESTMENTS INC. 1412 - 2023-12-31 910 $55,000 0
   Tidemark LLC 250 - 2024-03-31 723 $43,000 0
   HARBOR INVESTMENT ADVISORY LLC 637 - 2024-03-31 615 $37,000 0
   Retirement Group LLC 302 - 2024-03-31 477 $29,000 -92
   BALDWIN BROTHERS INC/MA 452 - 2024-03-31 432 $26,000 -309
   Householder Group Estate & Retirement Specialist L 672 - 2024-03-31 338 $20,000 2
   FMR LLC 3873 - 2024-03-31 316 $19,000 304
   PNC FINANCIAL SERVICES GROUP INC 3433 - 2024-03-31 325 $19,000 -156
   Federation des caisses Desjardins du Quebec 1656 - 2024-03-31 300 $18,000 0
   Capital Investment Advisory Services LLC 778 - 2024-03-31 250 $15,000 0
   J P MORGAN CHASE & CO 4986 - 2024-03-31 227 $14,000 0
   PRIVATE TRUST CO NA 1541 - 2024-03-31 235 $14,000 0
   Global Retirement Partners LLC 1961 - 2024-03-31 210 $13,000 1
   Larson Financial Group LLC 992 - 2024-03-31 201 $12,000 1
   TD Waterhouse Canada Inc. 1368 - 2024-03-31 150 $10,000 0
   Ahrens Investment Partners LLC 660 *New 2023-03-31 150 $9,000 150
   Financial Advisory Service Inc. 415 - 2024-03-31 119 $7,000 102
   NATIONAL BANK OF CANADA /FI/ 2093 - 2024-03-31 102 $6,000 14
   TRUSTCORE FINANCIAL SERVICES LLC 888 *New 2022-12-31 27 $2,000 27
   McClarren Financial Advisors Inc. 214 - 2024-03-31 60 $2,000 40
   Parallel Advisors LLC 3089 *Closed 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 2297 *Closed 2024-03-31 0 $0 -225
   WELLS FARGO & CO/MN 6189 - 2024-03-31 0 $0 -1
   B.O.S.S. Retirement Advisors LLC 146 *Closed 2024-03-31 0 $0 -26,043
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 636 *Closed 2024-03-31 0 $0 -8,600
   Simplicity WealthLLC 1177 *Closed 2024-03-31 0 $0 -3,531
   Key Financial Inc 1295 *New 2024-03-31 5 $0 5
   GPS Wealth Strategies Group LLC 1280 *Closed 2024-03-31 0 $0 -587
   PROEQUITIES INC. 8649 - 2024-03-31 0 $0 0
   ORG Partners LLC 873 *Closed 2024-03-31 0 $0 -5,672
   ALTFEST L J & CO INC 331 *Closed 2024-03-31 0 $0 -4,459
   TOWER RESEARCH CAPITAL LLC 6245 *Closed 2024-03-31 0 $0 -1
   Global Wealth Management Investment Advisory Inc. 447 *Closed 2024-03-31 0 $0 -55
  84 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us