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Get Institutions for : 
Spdr Ssga Global Allocation (GAL)  
$43.40 0.22 (0.51%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    5
Total shares held : 
 2,723,423  
% of shares held : 
 44.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 541,717  
% of shares held change : 
   8.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.90  
Last Quarter's Ending Price : 
 $41.44  
Last Quarter's Average Price : 
 $39.13  
Change from last quarter's     
avg. price to the last closing  : 
4.27 (10.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 679,902
 24.96%
 
Increased Positions :
16
 112,091
 4.12%
 
Unchanged Positions :
10
 46,295
 1.7%
 
Decreased Positions :
19
-118,278
-4.34%
 
Closed Positions :
2
-131,998
-4.85%
 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 46 *New 2024-03-31 607,210 $26,238,000 607,210
   RAYMOND JAMES & ASSOCIATES 699 - 2024-03-31 545,957 $23,591,000 -40,995
   BANK OF AMERICA CORP /DE/ 1998 - 2024-03-31 425,111 $18,369,000 -83,506
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 50 - 2024-03-31 273,835 $11,832,000 25,809
   BRIGHT FINANCIAL ADVISORS INC. 5 - 2024-03-31 165,211 $6,957,000 0
   LPL FINANCIAL CORP 1602 - 2024-03-31 148,230 $6,405,000 2,651
   WELLS FARGO & CO/MN 2199 - 2024-03-31 81,547 $3,524,000 45,620
   MORGAN STANLEY 4170 - 2024-03-31 73,404 $3,172,000 -3,045
   Golden State Equity Partners 44 - 2023-12-31 51,821 $2,147,000 -24,862
   Taylor Financial Group Inc. 15 - 2024-03-31 43,487 $1,879,000 1,597
   Goss Wealth Management LLC 1008 - 2024-03-31 22,109 $955,000 7,436
   Ameritas Advisory Services LLC 399 - 2024-03-31 21,577 $917,000 2,792
   IFG Advisory LLC 257 - 2024-03-31 21,201 $916,000 0
   PDS Planning Inc 91 - 2024-03-31 20,500 $886,000 -8,068
   Rossmore Private Capital 135 - 2024-03-31 19,826 $857,000 0
   HANCOCK HOLDING CO 355 - 2024-03-31 17,262 $746,000 -5,681
   CREATIVE PLANNING 1592 - 2024-03-31 16,138 $697,000 -984
   Sawtooth Asset Management Inc. 592 - 2023-12-31 14,975 $621,000 -323
   Advisor Group Holdings Inc. 2779 - 2024-03-31 13,768 $595,000 12,508
   PCG Wealth Advisors LLC 65 - 2024-03-31 12,917 $558,000 -913
   ADVISORY SERVICES NETWORK, LLC 915 - 2024-03-31 12,787 $553,000 4,742
   MARINER WEALTH ADVISORS, LLC 2123 - 2024-03-31 10,198 $441,000 249
   COMMONWEALTH EQUITY SERVICES LLC. 2948 - 2024-03-31 9,625 $416,000 -745
   Relative Value Partners Group LLC 212 - 2024-03-31 9,966 $410,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2473 - 2024-03-31 9,072 $392,000 -48
   ROYAL BANK OF CANADA 3628 - 2024-03-31 8,899 $385,000 125
   Bremer Bank National Association 147 - 2024-03-31 8,254 $357,000 0
   WAYNE HUMMER INVESTMENTS L.L.C. 345 - 2024-03-31 8,038 $347,000 0
   UBS Group AG 4358 - 2024-03-31 7,650 $331,000 -42,472
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3978 - 2024-03-31 7,321 $316,000 -6,374
   HIGHTOWER ADVISORS, LLC 2610 - 2024-03-31 7,227 $310,000 -900
   Wagner Wealth Management LLC 112 - 2024-03-31 5,378 $232,000 -20
   Private Advisor Group LLC 2020 - 2024-03-31 5,260 $227,000 -163
   Verum Partners LLC 143 - 2024-03-31 5,167 $223,000 -265
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3059 - 2024-03-31 4,739 $205,000 -26,588
   NBC SECURITIES INC. 819 - 2024-03-31 3,655 $157,000 13
   Emerald Investment Partners LLC 290 - 2024-03-31 3,501 $151,000 -278
   Global Retirement Partners LLC 1252 - 2024-03-31 1,550 $67,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1414 *New 2024-03-31 724 $31,000 724
   PRIVATE TRUST CO NA 1330 - 2024-03-31 607 $26,000 0
   Winch Advisory Services LLC 199 - 2024-03-31 536 $23,000 2
   Steward Partners Investment Advisory LLC 2575 - 2024-03-31 400 $17,000 0
   CAROLINAS WEALTH CONSULTING LLC 514 - 2024-03-31 330 $14,000 1
   PACIFIC CAPITAL WEALTH ADVISORS INC 218 - 2024-03-31 271 $12,000 0
   Key Financial Inc 736 *New 2024-03-31 258 $11,000 258
   CWM LLC 3743 - 2024-03-31 99 $4,000 0
   PNC FINANCIAL SERVICES GROUP INC 4114 - 2024-03-31 53 $2,000 1
   CBIZ Investment Advisory Services LLC 338 *New 2024-03-31 22 $1,000 22
   CITADEL ADVISORS LLC 5769 *Closed 2024-03-31 0 $0 -7,674
   CI Private Wealth LLC 2282 *Closed 2024-03-31 0 $0 -8,509
   FMR LLC 5133 *Closed 2024-03-31 0 $0 -95
   Kestra Advisory Services LLC 2436 *Closed 2024-03-31 0 $0 -7,770
   Northwest Financial Advisors 808 *Closed 2024-03-31 0 $0 -15,014
   EAGLE WEALTH STRATEGIES LLC 105 *Closed 2024-03-31 0 $0 -5,322
   PROEQUITIES INC. 9456 - 2024-03-31 0 $0 0
   Geneos Wealth Management Inc. 2183 *Closed 2024-03-31 0 $0 -1,942
   WIN ADVISORS INC 81 *Closed 2024-03-31 0 $0 -34,652
  57 Records found
  1    
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