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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
   Laurel Wealth Planning LLC 1 - 2024-03-31 226,283 $11,459,000 -1,827
   RETIREMENT CAPITAL STRATEGIES 10 - 2024-03-31 140,697 $7,125,000 -569,819
   PFS INVESTMENTS INC. 236 - 2023-06-30 104,686 $4,507,000 -1,421
   One Capital Management LLC 131 - 2024-03-31 55,510 $2,811,000 -984
   PINEBRIDGE INVESTMENTS LTD 408 - 2024-03-31 43,666 $2,211,000 -9,671
   BANK OF NEW YORK MELLON CORP 2794 - 2024-03-31 36,776 $1,862,000 -3,353
   GOFEN & GLOSSBERG LLC /IL/ 191 - 2022-12-31 50,731 $1,860,000 -190
   Equitable Holdings Inc. 536 - 2024-03-31 27,744 $1,405,000 -2,153
   Retirement Income Solutions Inc 49 - 2024-03-31 19,347 $980,000 -1,015
   RAYMOND JAMES & ASSOCIATES 2770 - 2024-03-31 14,623 $741,000 -98
   WELLS FARGO & CO/MN 3170 - 2024-03-31 14,265 $722,000 -1,328
   CI Private Wealth LLC 1458 - 2024-03-31 13,787 $698,000 -36,991
   CREATIVE PLANNING 1678 - 2024-03-31 12,464 $631,000 -16,020
   OmniStar Financial Group Inc. 87 - 2024-03-31 9,960 $504,000 -1,595
   KWB Wealth 100 - 2024-03-31 6,736 $341,000 -18
   JOURNEY STRATEGIC WEALTH LLC 183 - 2024-03-31 6,031 $305,000 -3,103
   Kingsview Wealth Management LLC 838 - 2024-03-31 5,538 $280,000 -3,442
   TWO SIGMA INVESTMENTS LLC 2519 - 2024-03-31 4,900 $248,000 -8,100
   CWM LLC 1415 - 2024-03-31 4,762 $241,000 -5,197
   Goss Wealth Management LLC 1829 - 2024-03-31 3,898 $197,000 -389
   HILLSTRUST 273 - 2024-03-31 2,245 $114,000 -121
  21 Records found
  1    
  Page 1 of 1
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