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Get Institutions for : 
Spdr Ssga Global Allocation (GAL)  
$43.40 0.22 (0.51%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    5
Total shares held : 
 2,723,423  
% of shares held : 
 44.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 541,717  
% of shares held change : 
   8.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.90  
Last Quarter's Ending Price : 
 $41.44  
Last Quarter's Average Price : 
 $39.13  
Change from last quarter's     
avg. price to the last closing  : 
4.27 (10.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 679,902
 24.96%
 
Increased Positions :
16
 112,091
 4.12%
 
Unchanged Positions :
10
 46,295
 1.7%
 
Decreased Positions :
19
-118,278
-4.34%
 
Closed Positions :
2
-131,998
-4.85%
 
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
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 50 - 2024-03-31 273,835 $11,832,000 25,809
   LPL FINANCIAL CORP 1602 - 2024-03-31 148,230 $6,405,000 2,651
   WELLS FARGO & CO/MN 2199 - 2024-03-31 81,547 $3,524,000 45,620
   Taylor Financial Group Inc. 15 - 2024-03-31 43,487 $1,879,000 1,597
   Goss Wealth Management LLC 1008 - 2024-03-31 22,109 $955,000 7,436
   Ameritas Advisory Services LLC 399 - 2024-03-31 21,577 $917,000 2,792
   Advisor Group Holdings Inc. 2779 - 2024-03-31 13,768 $595,000 12,508
   ADVISORY SERVICES NETWORK, LLC 915 - 2024-03-31 12,787 $553,000 4,742
   MARINER WEALTH ADVISORS, LLC 2123 - 2024-03-31 10,198 $441,000 249
   ROYAL BANK OF CANADA 3628 - 2024-03-31 8,899 $385,000 125
   NBC SECURITIES INC. 819 - 2024-03-31 3,655 $157,000 13
   Winch Advisory Services LLC 199 - 2024-03-31 536 $23,000 2
  12 Records found
  1    
  Page 1 of 1
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