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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: 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
   BANK OF ITALY 9 - 2024-03-31 771,136 $39,050,000 0
   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
   Laurel Wealth Planning LLC 1 - 2024-03-31 226,283 $11,459,000 -1,827
   LPL FINANCIAL CORP 1284 - 2024-03-31 212,064 $10,739,000 61,991
   PRINCIPAL FINANCIAL GROUP INC 1284 - 2024-03-31 204,062 $10,334,000 0
   Financial Network Wealth Management LLC 9 *New 2024-03-31 165,815 $8,315,000 165,815
   RETIREMENT CAPITAL STRATEGIES 10 - 2024-03-31 140,697 $7,125,000 -569,819
   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
   PFS INVESTMENTS INC. 236 - 2023-06-30 104,686 $4,507,000 -1,421
   GRADIENT INVESTMENTS LLC 155 - 2024-03-31 69,874 $3,538,000 1,556
   One Capital Management LLC 131 - 2024-03-31 55,510 $2,811,000 -984
   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
   PINEBRIDGE INVESTMENTS LTD 408 - 2024-03-31 43,666 $2,211,000 -9,671
   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
   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
   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
   Equitable Holdings Inc. 536 - 2024-03-31 27,744 $1,405,000 -2,153
   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
   Focus Financial Network Inc. 249 - 2024-03-31 21,282 $1,029,000 0
   Retirement Income Solutions Inc 49 - 2024-03-31 19,347 $980,000 -1,015
   FOCUS FINANCIAL NETWORK INC /ADV 332 - 2023-12-31 20,471 $946,000 0
   Capital Analysts Inc. 252 *New 2024-03-31 18,408 $932,000 18,408
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1022 - 2024-03-31 18,388 $931,000 373
   Veracity Capital LLC 65 - 2024-03-31 15,975 $809,000 11
   SAX WEALTH ADVISORS LLC 85 *New 2024-03-31 15,750 $798,000 15,750
   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
   PRUDENTIAL FINANCIAL INC 2021 - 2024-03-31 13,500 $684,000 0
   CREATIVE PLANNING 1678 - 2024-03-31 12,464 $631,000 -16,020
   Zurich Insurance Group Ltd/FI 230 - 2024-03-31 12,516 $628,000 0
   MULTIFINANCIAL SECURITIES CORP 1454 *New 2024-03-31 12,282 $622,000 12,282
   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
   OmniStar Financial Group Inc. 87 - 2024-03-31 9,960 $504,000 -1,595
   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
   Change Path LLC 624 *New 2024-03-31 8,208 $416,000 8,208
   Operose Advisors LLC 99 - 2024-03-31 8,214 $416,000 24
   WNY Asset Management LLC 162 - 2024-03-31 8,136 $412,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2991 - 2024-03-31 7,807 $395,000 2,045
   ST GERMAIN D J CO INC 223 - 2024-03-31 7,555 $383,000 0
   KWB Wealth 100 - 2024-03-31 6,736 $341,000 -18
   RAYMOND JAMES TRUST CO 913 - 2024-03-31 6,653 $337,000 0
   Marshall Financial Group LLC 144 - 2024-03-31 6,557 $332,000 428
   JOURNEY STRATEGIC WEALTH LLC 183 - 2024-03-31 6,031 $305,000 -3,103
   Per Stirling Capital Management LLC. 196 *New 2024-03-31 5,743 $291,000 5,743
   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
   Brave Asset Management Inc 113 - 2024-03-31 4,865 $246,000 0
   CWM LLC 1415 - 2024-03-31 4,762 $241,000 -5,197
   Zhang Financial LLC 247 *New 2024-03-31 4,544 $230,000 4,544
   USAdvisors Wealth Management LLC 122 *New 2024-03-31 4,327 $219,000 4,327
   Good Life Advisors LLC 422 *New 2024-03-31 4,147 $210,000 4,147
   Chicago Capital LLC 283 *New 2024-03-31 4,090 $207,000 4,090
   ZACKS INVESTMENT MANAGEMENT 599 *New 2024-03-31 4,063 $206,000 4,063
   Goss Wealth Management LLC 1829 - 2024-03-31 3,898 $197,000 -389
   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
   MORGAN STANLEY 5628 - 2024-03-31 2,963 $150,000 1
   HILLSTRUST 273 - 2024-03-31 2,245 $114,000 -121
   ROYAL BANK OF CANADA 4671 - 2024-03-31 1,711 $87,000 1,112
   Aptus Capital Advisors LLC 872 - 2024-03-31 1,041 $53,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 315 - 2024-03-31 1,041 $53,000 0
   AdvisorNet Financial Inc 950 - 2024-03-31 617 $31,000 2
   BENJAMIN F. EDWARDS & COMPANY INC. 1615 - 2024-03-31 254 $13,000 0
   Tradewinds Capital Management LLC 305 - 2024-03-31 215 $11,000 0
   Geneos Wealth Management Inc. 1532 - 2024-03-31 225 $11,000 47
   HORIZON FINANCIAL SERVICES LLC 150 *New 2024-03-31 113 $6,000 113
   Tidemark LLC 501 - 2024-03-31 109 $6,000 0
   Orion Portfolio Solutions LLC 1694 *Closed 2024-03-31 0 $0 -7,485
   FTB Advisors Inc. 2234 *New 2024-03-31 1 $0 1
   ATRIA INVESTMENTS LLC 901 *Closed 2023-12-31 0 $0 -55,408
   Koss-Olinger Consulting LLC 104 *Closed 2024-03-31 0 $0 -282,843
   J P MORGAN CHASE & CO 5917 *New 2024-03-31 367 $0 367
   Focused Wealth Management Inc 597 *Closed 2024-03-31 0 $0 -78
   IFP Advisors Inc 3031 *Closed 2023-12-31 0 $0 -778
   PROEQUITIES INC. 7804 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6533 *Closed 2024-03-31 0 $0 -5,189
   FLAGSHIP HARBOR ADVISORS LLC 693 *Closed 2024-03-31 0 $0 -37,641
   Cetera Investment Advisers 2054 *Closed 2024-03-31 0 $0 -13,840
  100 Records found
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