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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
   Mango Investments LLC 10 - 2024-03-31 74,195 $4,450,000 0
   Sontag Advisory LLC 192 - 2024-03-31 35,000 $2,099,000 0
   MMBG INVESTMENT ADVISORS CO. 127 - 2024-03-31 7,375 $442,000 0
   Allie Family Office LLC 64 - 2024-03-31 4,455 $267,000 0
   Richardson Capital Management LLC 28 - 2024-03-31 3,086 $185,000 0
   CWM LLC 2185 - 2024-03-31 965 $58,000 0
   HARBOUR INVESTMENTS INC. 1412 - 2023-12-31 910 $55,000 0
   Tidemark LLC 250 - 2024-03-31 723 $43,000 0
   HARBOR INVESTMENT ADVISORY LLC 637 - 2024-03-31 615 $37,000 0
   Capital Investment Advisory Services LLC 778 - 2024-03-31 250 $15,000 0
   J P MORGAN CHASE & CO 4986 - 2024-03-31 227 $14,000 0
   PRIVATE TRUST CO NA 1541 - 2024-03-31 235 $14,000 0
   TD Waterhouse Canada Inc. 1368 - 2024-03-31 150 $10,000 0
   Parallel Advisors LLC 3089 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 8649 - 2024-03-31 0 $0 0

  15 Records found
  1    
  Page 1 of 1
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