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Get Institutions for : 
SPDR Series Trust (LWC)  
$22.63 0.30 (1.31%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 116    0
Total shares held : 
18,063,037  
% of shares held : 
13.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
568,312  
% of shares held change : 
  0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$23.58  
Last Quarter's Ending Price : 
$23.24  
Last Quarter's Average Price
$23.16  
Change from last quarter's     
avg. price to the last closing  : 
0.53 (2.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,126,240
 6.24%
 
Increased Positions :
41
 3,222,309
 17.84%
 
Unchanged Positions :
19
 240,119
 1.33%
 
Decreased Positions :
40
-1,954,841
-10.82%
 
Closed Positions :
16
-1,825,396
-10.11%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Annapolis Financial Services LLC 349 *Closed 2024-03-31 0 $0 -722
   Vestmark Advisory Solutions Inc. 527 *Closed 2024-03-31 0 $0 -123,179
   Gateway Wealth Partners LLC 238 *Closed 2024-03-31 0 $0 -10,360
   FAIRFIELD RESEARCH CORP 302 *Closed 2024-03-31 0 $0 -1,800
   FMR LLC 4990 *Closed 2024-03-31 0 $0 -106
   ADVISORY SERVICES NETWORK, LLC 2487 *Closed 2024-03-31 0 $0 -1,266
   McIlrath & Eck LLC 928 *Closed 2024-03-31 0 $0 -136,033
   ATRIA INVESTMENTS LLC 965 *Closed 2024-03-31 0 $0 -69,528
   Fortitude Family Office LLC 1046 *Closed 2024-03-31 0 $0 -336
   EDMOND DE ROTHSCHILD HOLDING S.A. 628 *Closed 2024-03-31 0 $0 -35,165
   AE Wealth Management LLC 1697 *Closed 2024-03-31 0 $0 -50,931
   Kovack Advisors Inc. 515 *Closed 2024-03-31 0 $0 -46,252
   PNC FINANCIAL SERVICES GROUP INC 4653 *Closed 2024-03-31 0 $0 -1,000
   CITIGROUP INC 4699 *Closed 2024-03-31 0 $0 -259
   JONES FINANCIAL COMPANIES LLLP 1424 *Closed 2024-03-31 0 $0 -821
   GUIDANCE CAPITAL INC 211 *Closed 2024-03-31 0 $0 -16,833
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 113 *Closed 2024-03-31 0 $0 -3,000

  17 Records found
  1    
  Page 1 of 1
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