Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Series Trust (LWC)  
$22.63 0.30 (1.31%) as of 4:30 Fri 6/7


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 116    0
Total shares held : 
 18,063,037  
% of shares held : 
 13.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 568,312  
% of shares held change : 
   0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.58  
Last Quarter's Ending Price : 
 $23.24  
Last Quarter's Average Price : 
 $23.16  
Change from last quarter's     
avg. price to the last closing  : 
0.53 (2.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,126,240
 6.24%
 
Increased Positions :
41
 3,222,309
 17.84%
 
Unchanged Positions :
19
 240,119
 1.33%
 
Decreased Positions :
40
-1,954,841
-10.82%
 
Closed Positions :
16
-1,825,396
-10.11%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   MILESTONE ASSET MANAGEMENT LLC 10 *New 2024-03-31 270,033 $6,276,000 270,033
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1312 *New 2024-03-31 156,006 $3,626,000 156,006
   IFP Advisors Inc 177 *New 2023-12-31 109,618 $2,608,000 109,618
   Atria Wealth Solutions Inc. 547 *New 2024-03-31 110,925 $2,578,000 110,925
   FLAGSHIP HARBOR ADVISORS LLC 133 *New 2024-03-31 109,623 $2,548,000 109,623
   Fifth Third Securities Inc. 116 *New 2024-03-31 74,783 $1,738,000 74,783
   KKM Financial LLC 74 *New 2024-03-31 33,603 $781,000 33,603
   HRT FINANCIAL LLC 987 *New 2024-03-31 31,883 $740,000 31,883
   MML INVESTORS SERVICES LLC 2011 *New 2024-03-31 14,767 $343,000 14,767
   Rockefeller Capital Management L.P. 1594 *New 2024-03-31 11,935 $277,000 11,935
   COLONIAL ASSET MANAGEMENT, INC. 662 *New 2024-03-31 267 $6,000 267
   Planning Capital Management Corp 535 *New 2024-03-31 118 $3,000 118
   WARREN AVERETT ASSET MANAGEMENT, LLC 695 *New 2024-03-31 64 $1,000 64
   Glass Jacobson Investment Advisors llc 702 *New 2024-03-31 36 $1,000 36
   HORIZON FINANCIAL SERVICES LLC 257 *New 2024-03-31 0 $0 0
  15 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