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Get Institutions for : 
SPDR Series Trust (BWZ)  
$25.95 0.11 (0.44%) as of 4:30 Wed 5/29


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    2
Total shares held : 
 5,175,263  
% of shares held : 
 67.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 67,136  
% of shares held change : 
   0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.64  
Last Quarter's Ending Price : 
 $27.40  
Last Quarter's Average Price : 
 $26.30  
Change from last quarter's     
avg. price to the last closing  : 
0.36 (1.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 27,083
 0.52%
 
Increased Positions :
13
 562,000
 10.86%
 
Unchanged Positions :
3
 20,956
 0.4%
 
Decreased Positions :
14
-186,499
-3.6%
 
Closed Positions :
6
-335,448
-6.48%
 
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
   ENVESTNET ASSET MANAGEMENT INC 845 - 2024-03-31 1,255,617 $33,098,000 -29,568
   MERCER GLOBAL ADVISORS INC /ADV 176 - 2024-03-31 874,859 $23,061,000 -88,659
   ROYAL BANK OF CANADA 2190 - 2024-03-31 123,859 $3,265,000 -7,355
   CREATIVE PLANNING 852 - 2024-03-31 100,589 $2,652,000 -2,870
   COMMONWEALTH EQUITY SERVICES LLC. 1579 - 2024-03-31 99,386 $2,620,000 -8,787
   PROEQUITIES INC. 174 - 2024-03-31 71,446 $1,883,000 -216
   Advisor Group Holdings Inc. 2133 - 2024-03-31 46,614 $1,229,000 -11,606
   Lunt Capital Management Inc. 55 - 2024-03-31 22,971 $606,000 -1,093
   WINDHAM CAPITAL MANAGEMENT, LLC 39 - 2024-03-31 15,317 $404,000 -878
   Martin Capital Partners LLC 63 - 2024-03-31 13,323 $351,000 -852
   UBS Group AG 4352 - 2024-03-31 12,710 $335,000 -3,324
   MORGAN STANLEY 5453 - 2024-03-31 9,353 $247,000 -205
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 891 - 2024-03-31 633 $17,000 -2,638
   LAM GROUP INC. 102 - 2024-03-31 210 $6,000 -25
   FMR LLC 5252 - 2024-03-31 1 $0 -43
  15 Records found
  1    
  Page 1 of 1
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