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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
   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
   McNaughton Wealth Management LLC 2 - 2024-03-31 88,992 $13,860,000 2,272
   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
   Journey Advisory Group LLC 66 - 2024-03-31 18,690 $2,911,000 235
   VALMARK ADVISERS INC 151 - 2024-03-31 15,386 $2,396,000 7,046
   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
   IHT Wealth Management LLC 261 - 2024-03-31 12,123 $1,888,000 285
   MULTIFINANCIAL SECURITIES CORP 873 - 2024-03-31 11,207 $1,745,000 703
   CITADEL ADVISORS LLC 2704 - 2024-03-31 9,135 $1,423,000 3,390
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2424 - 2024-03-31 7,104 $1,106,000 2,019
   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
   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
   Insight Advisors LLC/ PA 132 - 2024-03-31 3,882 $605,000 269
   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
   Aptus Capital Advisors LLC 490 - 2024-03-31 3,366 $524,000 1,164
   Householder Group Estate & Retirement Specialist L 139 - 2024-03-31 3,155 $491,000 336
   MML INVESTORS SERVICES LLC 1895 - 2024-03-31 2,677 $417,000 952
   Commonwealth Financial Services LLC 109 - 2024-03-31 2,571 $373,000 310
   HARBOUR INVESTMENTS INC. 638 - 2023-12-31 2,545 $369,000 333
   Ameritas Advisory Services LLC 663 - 2024-03-31 2,315 $348,000 2,315
   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
   LINCOLN NATIONAL CORP 989 - 2024-03-31 1,767 $275,000 5
   Cedar Brook Financial Partners LLC 354 - 2024-03-31 1,633 $254,000 7
   FMR LLC 2853 - 2024-03-31 1,337 $208,000 161
   BARRETT & COMPANY INC. 144 - 2024-03-31 1,048 $163,000 4
   SRS Capital Advisors Inc. 399 - 2024-03-31 604 $94,000 3
   TUCKER ASSET MANAGEMENT LLC 316 - 2023-12-31 186 $27,000 162
  40 Records found
  1    
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