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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KWMG LLC 84 - 2024-03-31 26,725 $3,991,000 -84
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1293 - 2024-03-31 5,838 $872,000 -1,047
   Foundations Investment Advisors LLC 356 - 2024-03-31 5,525 $825,000 -2,418
   COMMONWEALTH EQUITY SERVICES LLC. 2564 - 2024-03-31 4,343 $649,000 -395
   Cornerstone Wealth Management LLC 370 - 2024-03-31 2,691 $402,000 -137
   Good Life Advisors LLC 301 - 2024-03-31 2,523 $377,000 -196
   Moloney Securities Asset Management LLC 305 - 2024-03-31 2,488 $372,000 -171
   Kaizen Financial Strategies 113 - 2024-03-31 1,410 $211,000 -1,001
   SALEM INVESTMENT COUNSELORS INC 373 - 2024-03-31 1,197 $179,000 -55
   TSFG LLC 273 - 2024-03-31 328 $49,000 -320
   IFP Advisors Inc 1597 - 2023-12-31 283 $41,000 -80
   FMR LLC 4082 - 2024-03-31 74 $11,000 -23
   Aptus Capital Advisors LLC 1078 - 2024-03-31 26 $4,000 -14
   Investors Research Corp 861 - 2024-03-31 17 $3,000 -69
  14 Records found
  1    
  Page 1 of 1
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