Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Spdr S (NANR)  
$55.99 1.33 (2.31%) as of 4:30 Mon 6/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    6
Total shares held : 
8,802,339  
% of shares held : 
63.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-97,968  
% of shares held change : 
  -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$51.58  
Last Quarter's Ending Price : 
$51.00  
Last Quarter's Average Price
$50.83  
Change from last quarter's     
avg. price to the last closing  : 
5.16 (10.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 12,291
 0.14%
 
Increased Positions :
29
 267,450
 3.04%
 
Unchanged Positions :
20
 38,352
 0.44%
 
Decreased Positions :
29
-356,706
-4.05%
 
Closed Positions :
13
-21,003
-0.24%
 
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
   FINANCIAL ENGINES ADVISORS L.L.C. 27 - 2024-03-31 6,315,825 $344,718,000 157,463
   CREATIVE FINANCIAL DESIGNS INC /ADV 21 - 2024-03-31 205,062 $11,192,000 14,953
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 561 - 2024-03-31 137,541 $7,507,000 7,198
   SCHMIDT P J INVESTMENT MANAGEMENT INC 20 - 2024-03-31 133,421 $7,282,000 2,942
   Sweet Financial Partners LLC 13 - 2024-03-31 122,821 $6,704,000 24,447
   CAPITAL WEALTH MANAGEMENT LLC 14 - 2024-03-31 97,256 $5,308,000 40,676
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 646 - 2024-03-31 63,278 $3,454,000 11,374
   Fundamentun LLC 84 - 2024-03-31 51,621 $2,818,000 756
   HOLLOW BROOK ASSOCIATES LLC 30 - 2024-03-31 49,974 $2,728,000 1,211
   STIFEL FINANCIAL CORP 1710 - 2024-03-31 36,671 $2,002,000 1,308
   COMMONWEALTH EQUITY SERVICES LLC. 1804 - 2024-03-31 34,986 $1,910,000 5,625
   Fiduciary Alliance LLC 74 - 2024-03-31 30,453 $1,677,000 1,637
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 143 - 2024-03-31 26,027 $1,434,000 13,065
   Brio Consultants LLC 54 - 2024-03-31 24,014 $1,311,000 2,247
   ENVESTNET ASSET MANAGEMENT INC 3564 - 2024-03-31 6,965 $380,000 6,965
   SCOTIA CAPITAL INC. 663 - 2024-03-31 6,183 $337,000 124
   Global Retirement Partners LLC 647 - 2024-03-31 5,632 $307,000 1,010
   Per Stirling Capital Management LLC. 186 - 2024-03-31 5,584 $305,000 482
   SANDY SPRING BANK 352 - 2024-03-31 4,083 $223,000 675
   HORIZON INVESTMENTS, LLC/SC 544 - 2024-03-31 3,777 $206,000 6
   FMR LLC 2990 - 2024-03-31 2,601 $142,000 429
   IFP Advisors Inc 1692 - 2023-12-31 653 $33,000 7
   PNC FINANCIAL SERVICES GROUP INC 3443 - 2024-03-31 355 $19,000 355
   Richard W. Paul & Associates LLC 377 - 2024-03-31 67 $4,000 67
   Coastal Investment Advisors Inc. 791 - 2024-03-31 23 $1,000 23
   NORTHWEST INVESTMENT COUNSELORS LLC 505 - 2024-03-31 27 $1,000 27

  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results