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Get Institutions for : 
Spdr S And P 500 Esg Etf (EFIV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    1
Total shares held : 
 4,369,877  
% of shares held : 
 48.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 759,594  
% of shares held change : 
   8.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 314,922
 7.21%
 
Increased Positions :
29
 776,176
 17.76%
 
Unchanged Positions :
12
 870,095
 19.91%
 
Decreased Positions :
28
-226,659
-5.19%
 
Closed Positions :
7
-104,845
-2.4%
 
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
   Integrated Wealth Concepts LLC 63 - 2024-03-31 465,799 $23,588,000 11,475
   Baltimore-Washington Financial Advisors Inc. 30 - 2024-03-31 373,844 $18,931,000 6,508
   LPL FINANCIAL CORP 1284 - 2024-03-31 212,064 $10,739,000 61,991
   FINANCIAL ENGINES ADVISORS L.L.C. 110 - 2024-03-31 98,190 $4,972,000 10,682
   Blue Edge Capital LLC 39 - 2024-03-31 91,343 $4,626,000 14,291
   GRADIENT INVESTMENTS LLC 155 - 2024-03-31 69,874 $3,538,000 1,556
   Private Advisor Group LLC 676 - 2024-03-31 53,386 $2,703,000 21,426
   Financial Services Advisory Inc 28 - 2024-03-31 50,922 $2,579,000 3
   SEEDS INVESTOR LLC 6 - 2024-03-31 45,790 $2,319,000 3,737
   HIGHTOWER ADVISORS, LLC 1409 - 2024-03-31 39,868 $2,018,000 9,205
   Armbruster Capital Management Inc. 34 - 2024-03-31 39,380 $1,994,000 3,430
   JANE STREET GROUP LLC 2398 - 2024-03-31 34,632 $1,754,000 14,353
   US FINANCIAL ADVISORS LLC 35 - 2024-03-31 31,308 $1,585,000 775
   BANK OF AMERICA CORP /DE/ 3743 - 2024-03-31 31,287 $1,584,000 2,426
   BerganKDV Wealth Management LLC 113 - 2023-06-30 33,174 $1,428,000 13,572
   Advisor Group Holdings Inc. 2013 - 2024-03-31 27,016 $1,368,000 2,635
   MARINER WEALTH ADVISORS, LLC 1330 - 2024-03-31 25,983 $1,316,000 1,885
   Stratos Wealth Partners LTD. 548 - 2024-03-31 25,883 $1,311,000 2,137
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2494 - 2024-03-31 20,689 $1,048,000 3,362
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1022 - 2024-03-31 18,388 $931,000 373
   Cetera Investment Advisers 2163 - 2024-03-31 17,398 $881,000 3,558
   Veracity Capital LLC 65 - 2024-03-31 15,975 $809,000 11
   Fort Point Capital Partners LLC 171 - 2024-03-31 12,256 $621,000 151
   R. W. Roge & Company Inc. 24 - 2024-03-31 12,094 $613,000 2,053
   Warren Street Wealth Advisors LLC 43 - 2024-03-31 11,922 $604,000 31
   SOA Wealth Advisors LLC. 105 - 2024-03-31 10,040 $508,000 4,538
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2481 - 2024-03-31 9,924 $503,000 3,204
   ENVESTNET ASSET MANAGEMENT INC 3421 - 2024-03-31 9,535 $483,000 14
   SAGE ADVISORY SERVICES, LTD.CO. 43 - 2024-03-31 9,048 $458,000 12
   GOLDMAN SACHS GROUP INC/ 3965 - 2024-03-31 8,810 $446,000 1,620
   Single Point Partners LLC 54 - 2024-03-31 8,785 $445,000 12
   DENVER WEALTH MANAGEMENT INC. 53 - 2024-03-31 8,249 $418,000 2,181
   Operose Advisors LLC 99 - 2024-03-31 8,214 $416,000 24
   COMMONWEALTH EQUITY SERVICES LLC. 2991 - 2024-03-31 7,807 $395,000 2,045
   Marshall Financial Group LLC 144 - 2024-03-31 6,557 $332,000 428
   Wells Financial Advisors INC 45 - 2024-03-31 3,398 $172,000 860
   HANSON MCCLAIN, INC. 847 - 2024-03-31 3,191 $162,000 10
   TOWER RESEARCH CAPITAL LLC 1560 - 2024-03-31 3,148 $159,000 638
   ROYAL BANK OF CANADA 4671 - 2024-03-31 1,711 $87,000 1,112
   AdvisorNet Financial Inc 950 - 2024-03-31 617 $31,000 2
   Geneos Wealth Management Inc. 1532 - 2024-03-31 225 $11,000 47
  41 Records found
  1    
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