Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Spdr Msci Eafe Quality MixA (QEFA)  
$76.67 0.44 (0.58%) as of 4:30 Wed 6/5


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 110    4
Total shares held : 
11,094,414  
% of shares held : 
12.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-873,194  
% of shares held change : 
  -0.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$72.39  
Last Quarter's Ending Price : 
$76.09  
Last Quarter's Average Price
$73.75  
Change from last quarter's     
avg. price to the last closing  : 
2.92 (3.96%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 328,017
 2.96%
 
Increased Positions :
35
 399,661
 3.6%
 
Unchanged Positions :
22
 440,583
 3.97%
 
Decreased Positions :
45
-1,470,743
-13.26%
 
Closed Positions :
12
-130,129
-1.17%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   Levy Wealth Management Group LLC 11 - 2024-03-31 73,506 $5,372,000 0
   IHT Wealth Management LLC 209 - 2024-03-31 33,705 $2,565,000 0
   Keystone Financial Group 188 - 2024-03-31 6,332 $482,000 0
   Orgel Wealth Management LLC 66 - 2024-03-31 3,915 $298,000 0
   Bridgewealth Advisory Group LLC 61 - 2024-03-31 3,278 $249,000 0
   WADDELL & ASSOCIATES LLC 133 - 2024-03-31 3,000 $228,000 0
   FTB Advisors Inc. 633 - 2024-03-31 1,628 $124,000 0
   Cape Investment Advisory Inc. 240 - 2023-12-31 1,308 $96,000 0
   AdvisorNet Financial Inc 796 - 2024-03-31 677 $52,000 0
   US BANCORP 2887 - 2024-03-31 412 $31,000 0
   Parallel Advisors LLC 1816 - 2024-03-31 346 $26,000 0
   Qube Research & Technologies Ltd 3145 - 2024-03-31 313 $24,000 0
   PROEQUITIES INC. 1611 - 2024-03-31 181 $14,000 0
   Retirement Group LLC 493 - 2024-03-31 112 $9,000 0
   Spire Wealth Management 1755 - 2024-03-31 122 $9,000 0
   HANSON MCCLAIN, INC. 2390 - 2024-03-31 72 $5,000 0
   Dunhill Financial LLC 360 - 2024-03-31 50 $4,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1036 - 2023-12-31 22 $2,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 434 - 2024-03-31 0 $0 0

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