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Get Institutions for : 
Spdr Series Trust (XITK)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    5
Total shares held : 
 164,636  
% of shares held : 
 10.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -55,092  
% of shares held change : 
   -3.4%  
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 :
2
 7,035
 4.27%
 
Increased Positions :
4
 1,271
 0.77%
 
Unchanged Positions :
18
 41,037
 24.93%
 
Decreased Positions :
21
-35,542
-21.59%
 
Closed Positions :
7
-27,856
-16.92%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GOLDMAN SACHS GROUP INC/ 3971 - 2024-03-31 2,911 $435,000 0
   Perigon Wealth Management LLC 604 - 2024-03-31 2,562 $383,000 0
   Pathstone Holdings LLC 2112 - 2024-03-31 1,400 $209,000 0
   Naples Money Management LLC 70 - 2024-03-31 600 $90,000 0
   KISTLERTIFFANY COMPANIES, LLC 540 - 2023-06-30 250 $33,000 0
   Capital Investment Advisory Services LLC 728 - 2024-03-31 183 $27,000 0
   Retirement Group LLC 353 - 2024-03-31 150 $22,000 0
   CWM LLC 2809 - 2024-03-31 150 $22,000 0
   MORGAN STANLEY 6439 - 2024-03-31 66 $10,000 0
   Asset Dedication LLC 695 - 2024-03-31 62 $9,000 0
   AdvisorNet Financial Inc 1353 - 2024-03-31 55 $8,000 0
   Steward Partners Investment Advisory LLC 2932 - 2024-03-31 47 $7,000 0
   Goss Wealth Management LLC 3246 - 2024-03-31 17 $3,000 0
   DB Wealth Management Group LLC 365 - 2023-12-31 2 $0 0
   WELLS FARGO & CO/MN 6586 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 9895 - 2024-03-31 0 $0 0
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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