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Get Institutions for : 
Spdr S&p Kensho Clean Power Etf (CNRG)  
$67.47 0.23 (0.34%) as of 4:30 Tue 5/28


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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  : 
2.50 (3.85%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WELLS FARGO & CO/MN 2107 - 2024-03-31 61,773 $4,000,000 539
   EXCHANGE CAPITAL MANAGEMENT INC 87 - 2024-03-31 29,761 $1,927,000 207
   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
   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
   BRYN MAWR TRUST CO/PA 264 - 2024-03-31 6,797 $440,000 929
   Kestra Advisory Services LLC 1886 - 2024-03-31 5,344 $346,000 559
   Archford Capital Strategies LLC 206 - 2024-03-31 5,181 $336,000 64
   AMERIPRISE FINANCIAL INC 3478 - 2024-03-31 5,164 $326,000 803
   CREATIVE FINANCIAL DESIGNS INC /ADV 351 - 2024-03-31 4,183 $271,000 130
   Good Life Advisors LLC 383 - 2024-03-31 3,844 $249,000 123
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4334 - 2024-03-31 3,625 $235,000 3,625
   Better Money Decisions LLC 65 - 2024-03-31 3,265 $211,000 10
   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
   AdvisorNet Financial Inc 907 - 2024-03-31 558 $36,000 155
   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
   Global Retirement Partners LLC 2529 - 2024-03-31 39 $3,000 6
   Steward Financial Group LLC 1054 - 2023-09-30 35 $2,000 35

  25 Records found
  1    
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