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Get Institutions for : 
Spdr S (VLU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    2
Total shares held : 
 1,114,949  
% of shares held : 
 8.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 89,511  
% of shares held change : 
   0.7%  
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 :
12
 45,998
 4.13%
 
Increased Positions :
23
 219,977
 19.73%
 
Unchanged Positions :
7
 3,727
 0.33%
 
Decreased Positions :
18
-89,502
-8.03%
 
Closed Positions :
10
-86,962
-7.8%
 
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
   AMERIPRISE FINANCIAL INC 928 - 2024-03-31 220,949 $38,667,000 5,071
   ICA Group Wealth Management LLC 3 - 2024-03-31 76,369 $13,389,000 4,155
   LWS Wealth Advisors Inc. 9 - 2023-12-31 63,297 $10,145,000 3,876
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 532 - 2024-03-31 45,573 $7,990,000 1,266
   Roger Wittlin Investment Advisory LLC 7 - 2024-03-31 42,802 $7,504,000 8,011
   BANK OF AMERICA CORP /DE/ 2798 - 2024-03-31 36,500 $6,399,000 3,438
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1150 - 2024-03-31 27,647 $4,847,000 447
   Advisor Group Holdings Inc. 1071 - 2024-03-31 26,922 $4,720,000 16,192
   VIRTU FINANCIAL LLC 71 - 2024-03-31 17,300 $3,033,000 17,300
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 685 - 2024-03-31 16,847 $2,954,000 1,398
   J.W. COLE ADVISORS INC. 165 - 2024-03-31 14,863 $2,606,000 1,445
   THRIVENT FINANCIAL FOR LUTHERANS 1240 - 2024-03-31 13,165 $2,308,000 2,439
   THOROUGHBRED FINANCIAL SERVICES LLC 119 - 2024-03-31 10,661 $1,869,000 268
   ENVESTNET ASSET MANAGEMENT INC 2826 - 2024-03-31 7,456 $1,307,000 269
   Cetera Investment Advisers 1944 - 2024-03-31 6,605 $1,158,000 2,540
   UBS Group AG 3483 - 2024-03-31 6,160 $1,080,000 6,160
   Equitable Holdings Inc. 599 - 2024-03-31 6,031 $1,057,000 37
   MARINER WEALTH ADVISORS, LLC 1478 - 2024-03-31 5,848 $1,025,000 315
   Ameritas Advisory Services LLC 435 - 2024-03-31 4,580 $801,000 2,879
   MULTIFINANCIAL SECURITIES CORP 1494 - 2024-03-31 3,355 $588,000 926
   Western Wealth Management LLC 355 - 2024-03-31 3,017 $529,000 860
   TOWER RESEARCH CAPITAL LLC 882 - 2024-03-31 2,780 $487,000 2,780
   GREAT VALLEY ADVISOR GROUP INC. 629 - 2024-03-31 1,565 $274,000 46
   Flagship Private Wealth LLC 78 - 2024-03-31 1,539 $270,000 4
   Global Retirement Partners LLC 729 - 2024-03-31 1,333 $234,000 157
   Kestra Advisory Services LLC 2153 - 2024-03-31 1,331 $233,000 6
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4371 - 2024-03-31 1,305 $229,000 1,305
   FMR LLC 3767 - 2024-03-31 139 $24,000 49
   AdvisorNet Financial Inc 1220 - 2024-03-31 70 $12,000 25
  29 Records found
  1    
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