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Get Institutions for : 
Spdr S&P Global Dividend (WDIV)  
$61.51 0.60 (0.96%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    3
Total shares held : 
 1,851,448  
% of shares held : 
 62.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 104,910  
% of shares held change : 
   3.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.64  
Last Quarter's Ending Price : 
 $60.47  
Last Quarter's Average Price : 
 $56.11  
Change from last quarter's     
avg. price to the last closing  : 
5.40 (9.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 26,103
 1.41%
 
Increased Positions :
16
 319,607
 17.26%
 
Unchanged Positions :
17
 129,613
 7%
 
Decreased Positions :
29
-82,908
-4.48%
 
Closed Positions :
7
-157,892
-8.53%
 
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 1609 - 2024-03-31 105,701 $6,340,000 2,029
   Intercontinental Wealth Advisors LLC 12 - 2023-06-30 88,400 $5,075,000 522
   MORGAN STANLEY 4041 - 2024-03-31 63,084 $3,784,000 1,991
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 506 - 2024-03-31 50,549 $3,032,000 6,916
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1722 - 2024-03-31 34,494 $2,069,000 12,883
   QUANTITATIVE ADVANTAGE LLC 74 - 2023-03-31 27,764 $1,637,000 6,047
   ENVESTNET ASSET MANAGEMENT INC 2763 - 2024-03-31 24,217 $1,453,000 5,363
   BB&T CORP 1521 - 2024-03-31 19,192 $1,151,000 5,965
   Emerald Investment Partners LLC 148 - 2024-03-31 15,792 $947,000 464
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2301 - 2024-03-31 10,962 $658,000 1,830
   CITADEL ADVISORS LLC 3669 - 2024-03-31 8,865 $532,000 8,865
   OLD MISSION CAPITAL LLC 545 - 2024-03-31 8,717 $523,000 745
   BANK OF MONTREAL /CAN/ 2224 - 2024-03-31 6,500 $390,000 6,500
   Farther Finance Advisors LLC 475 - 2024-03-31 6,146 $366,000 2,309
   Householder Group Estate & Retirement Specialist L 672 - 2024-03-31 338 $20,000 2
   FMR LLC 3873 - 2024-03-31 316 $19,000 304
   Financial Advisory Service Inc. 415 - 2024-03-31 119 $7,000 102
   NATIONAL BANK OF CANADA /FI/ 2093 - 2024-03-31 102 $6,000 14
   McClarren Financial Advisors Inc. 214 - 2024-03-31 60 $2,000 40
  19 Records found
  1    
  Page 1 of 1
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