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Get Institutions for : 
SPDR Series Trust (PSK)  
$33.85 0.06 (0.18%) as of 4:30 Mon 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 167    6
Total shares held : 
 9,666,651  
% of shares held : 
 32.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -65,017  
% of shares held change : 
   -0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.84  
Last Quarter's Ending Price : 
 $33.52  
Last Quarter's Average Price : 
 $32.16  
Change from last quarter's     
avg. price to the last closing  : 
1.69 (5.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 518,369
 5.36%
 
Increased Positions :
56
 1,020,078
 10.55%
 
Unchanged Positions :
37
 1,007,380
 10.42%
 
Decreased Positions :
58
-1,214,723
-12.57%
 
Closed Positions :
22
-388,741
-4.02%
 
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
   LPL FINANCIAL CORP 907 - 2024-03-31 626,222 $21,836,000 19,971
   MORGAN STANLEY 2826 - 2024-03-31 500,997 $17,470,000 19,861
   PUTNAM FL INVESTMENT MANAGEMENT CO 71 - 2024-03-31 419,201 $14,618,000 61,011
   MARINER WEALTH ADVISORS, LLC 448 - 2024-03-31 354,509 $12,362,000 2,595
   PARK AVENUE SECURITIES LLC 112 - 2024-03-31 285,731 $9,963,000 59,243
   UBS Group AG 1689 - 2024-03-31 254,141 $8,862,000 3,748
   BB&T CORP 883 - 2024-03-31 140,355 $4,894,000 771
   Long Run Wealth Advisors LLC 22 - 2024-03-31 134,743 $4,698,000 3,823
   Sound Income Strategies LLC 77 - 2024-03-31 132,831 $4,632,000 12,265
   Shilanski & Associates Inc. 23 - 2024-03-31 124,313 $4,335,000 5,839
   MERCER GLOBAL ADVISORS INC /ADV 502 - 2024-03-31 123,044 $4,291,000 107,852
   ST GERMAIN D J CO INC 101 - 2024-03-31 112,252 $3,914,000 40,808
   Orion Portfolio Solutions LLC 570 - 2024-03-31 68,987 $2,406,000 6,381
   J P MORGAN CHASE & CO 2908 - 2024-03-31 63,613 $2,218,000 13,263
   Twelve Points Wealth Management LLC 23 - 2024-03-31 61,162 $2,133,000 4,245
   Ameritas Advisory Services LLC 226 - 2024-03-31 58,713 $2,047,000 27,960
   AMERIPRISE FINANCIAL INC 2845 - 2024-03-31 52,414 $1,825,000 306
   BANK OF MONTREAL /CAN/ 1430 - 2024-03-31 49,438 $1,742,000 5,906
   Private Advisor Group LLC 942 - 2024-03-31 44,144 $1,539,000 157
   Rosenberg Matthew Hamilton 31 - 2024-03-31 43,992 $1,528,000 2,935
   Advisor Group Holdings Inc. 1941 - 2024-03-31 42,247 $1,473,000 10,269
   COMMONWEALTH EQUITY SERVICES LLC. 1963 - 2024-03-31 42,136 $1,469,000 16,021
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1846 - 2024-03-31 39,785 $1,387,000 1,070
   TOWNSQUARE CAPITAL LLC 631 - 2024-03-31 31,753 $1,107,000 2,770
   MML INVESTORS SERVICES LLC 1404 - 2024-03-31 29,755 $1,038,000 593
   Goss Wealth Management LLC 1001 - 2024-03-31 27,689 $966,000 2,312
   XML Financial LLC 177 - 2024-03-31 25,660 $895,000 2,632
   SYNOVUS FINANCIAL CORP 508 - 2024-03-31 22,372 $780,000 621
   Equitable Holdings Inc. 704 - 2024-03-31 20,007 $698,000 730
   RAYMOND JAMES & ASSOCIATES 2833 - 2024-03-31 19,586 $683,000 404
   Apollon Wealth Management LLC 585 - 2024-03-31 19,469 $679,000 124
   NATIONAL ASSET MANAGEMENT, INC. 763 - 2024-03-31 16,168 $525,000 2,656
   US BANCORP 1523 - 2024-03-31 13,806 $481,000 8,116
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1312 - 2024-03-31 11,107 $387,000 62
   ECLECTIC ASSOCIATES INC /ADV 64 - 2024-03-31 11,021 $384,000 1,583
   Wedmont Private Capital 387 - 2024-03-31 10,867 $376,000 167
   TD CAPITAL MANAGEMENT LLC 77 - 2024-03-31 10,525 $367,000 10
   Artemis Wealth Advisors LLC 27 - 2024-03-31 9,576 $334,000 99
   COMERICA BANK 2094 - 2024-03-31 8,941 $312,000 14
   Stratos Wealth Partners LTD. 1067 - 2024-03-31 8,882 $310,000 8,882
   Advisory Alpha LLC 345 - 2024-03-31 6,826 $238,000 18
   Vermillion & White Wealth Management Group LLC 90 - 2024-03-31 2,258 $79,000 102
   BAYSTATE WEALTH MANAGEMENT LLC 307 - 2023-12-31 2,326 $78,000 304
   Coastal Investment Advisors Inc. 586 - 2024-03-31 1,061 $37,000 1,061
   CWM LLC 2692 - 2024-03-31 781 $27,000 87
   FTB Advisors Inc. 1368 - 2024-03-31 520 $18,000 6
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1564 - 2024-03-31 68 $2,000 34
  47 Records found
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