Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Russell 2000 Low Volatility Etf (SMLV)  
$112.13 0.16 (0.14%) as of 4:30 Tue 5/21


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    2
Total shares held : 
 805,294  
% of shares held : 
 34.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -115,412  
% of shares held change : 
   -4.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $97.87  
Last Quarter's Ending Price : 
 $112.52  
Last Quarter's Average Price : 
 $101.93  
Change from last quarter's     
avg. price to the last closing  : 
10.20 (10%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 22,969
 2.85%
 
Increased Positions :
22
 39,464
 4.9%
 
Unchanged Positions :
18
 71,316
 8.86%
 
Decreased Positions :
28
-122,811
-15.25%
 
Closed Positions :
9
-55,034
-6.83%
 
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
   Congress Wealth Management LLC / DE / 78 - 2024-03-31 166,189 $18,620,000 114
   McNaughton Wealth Management LLC 7 - 2024-03-31 86,217 $9,660,000 2,181
   DORVAL Corp 16 - 2024-03-31 66,566 $7,256,000 1,353
   Kestra Advisory Services LLC 494 - 2024-03-31 48,563 $5,441,000 4,022
   LPL FINANCIAL CORP 1776 - 2024-03-31 44,291 $4,962,000 -11,581
   COMMONWEALTH EQUITY SERVICES LLC. 1316 - 2024-03-31 35,417 $3,968,000 -325
   ENVESTNET ASSET MANAGEMENT INC 2478 - 2024-03-31 20,351 $2,280,000 -920
   IAG Wealth Partners LLC 35 - 2024-03-31 17,884 $2,004,000 -953
   Johnson & White Wealth Management LLC 21 - 2024-03-31 16,737 $1,875,000 -892
   BANK OF AMERICA CORP /DE/ 3653 - 2024-03-31 16,573 $1,857,000 167
   AMERIPRISE FINANCIAL INC 2844 - 2024-03-31 16,326 $1,829,000 -499
   Equitable Holdings Inc. 471 - 2024-03-31 15,926 $1,784,000 1,615
   NovaPoint Capital LLC 58 - 2024-03-31 12,877 $1,443,000 1,499
   MORGAN STANLEY 4658 - 2024-03-31 12,116 $1,357,000 -3,956
   Claraphi Advisory Network LLC 52 - 2022-12-31 12,510 $1,347,000 6,193
   UBS Group AG 3329 - 2024-03-31 11,768 $1,318,000 2,573
   PNC FINANCIAL SERVICES GROUP INC 1066 - 2024-03-31 11,099 $1,244,000 -974
   Insight Advisors LLC/ PA 85 - 2024-03-31 9,278 $1,040,000 300
   H D Vest Advisory Services 737 - 2024-03-31 9,034 $1,012,000 -253
   COWA LLC 40 - 2024-03-31 8,618 $966,000 448
   Capital Analysts Inc. 254 - 2024-03-31 8,144 $913,000 -534
   GOLDMAN SACHS GROUP INC/ 3651 - 2024-03-31 7,702 $863,000 -13,910
   CITIGROUP INC 2396 - 2024-03-31 7,573 $848,000 717
   HBW Advisory Services LLC 140 - 2024-03-31 7,301 $821,000 0
   HF Advisory Group LLC 80 - 2024-03-31 7,240 $811,000 1,121
   PACIFIC SUN FINANCIAL CORP 67 - 2024-03-31 7,058 $791,000 -125
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1895 - 2024-03-31 6,952 $779,000 -678
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2898 - 2024-03-31 6,715 $752,000 6,715
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 627 - 2024-03-31 6,695 $750,000 -293
   Advisor Group Holdings Inc. 2627 - 2024-03-31 6,418 $719,000 -717
   Navis Wealth Advisors LLC 30 - 2024-03-31 5,829 $653,000 30
   Beacon Pointe Advisors LLC 815 - 2024-03-31 5,745 $644,000 -411
   Resources Investment Advisors Inc. 690 - 2024-03-31 5,083 $569,000 18
   Private Advisor Group LLC 1461 - 2024-03-31 4,840 $542,000 57
   ROFFMAN MILLER ASSOCIATES INC /PA/ 73 - 2024-03-31 4,533 $508,000 -710
   Bickling Financial Services Inc. 60 - 2022-12-31 4,557 $491,000 38
   Ausdal Financial Partners Inc. 284 - 2024-03-31 4,125 $462,000 36
   WARREN AVERETT ASSET MANAGEMENT, LLC 502 *New 2024-03-31 4,015 $450,000 4,015
   BENJAMIN F. EDWARDS & COMPANY INC. 672 - 2024-03-31 3,987 $447,000 3,251
   DOHJ LLC 115 - 2024-03-31 3,848 $431,000 -28
   HIGHTOWER ADVISORS, LLC 2368 - 2024-03-31 3,706 $415,000 -1,071
   Strategic Blueprint LLC 436 - 2024-03-31 3,309 $371,000 0
   Capital Investment Advisory Services LLC 364 - 2024-03-31 3,190 $357,000 -37
   Miracle Mile Advisors LLC 383 - 2024-03-31 3,150 $353,000 -124
   J P MORGAN CHASE & CO 3942 - 2024-03-31 3,014 $338,000 56
   Stratos Wealth Partners LTD. 1040 - 2024-03-31 2,989 $335,000 3
   JAFFETILCHIN INVESTMENT PARTNERS LLC 276 - 2024-03-31 2,872 $322,000 13
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1492 - 2023-09-30 2,939 $291,000 16
   MULTIFINANCIAL SECURITIES CORP 2010 - 2024-03-31 2,371 $266,000 226
   McAdam LLC 263 *New 2024-03-31 2,118 $237,000 2,118
   Koshinski Asset Management Inc. 500 *New 2024-03-31 2,069 $232,000 2,069
   High Net Worth Advisory Group LLC 192 - 2024-03-31 2,014 $226,000 -3
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3008 - 2024-03-31 1,998 $224,000 93
   Continuum Advisory LLC 363 *New 2024-03-31 1,878 $210,000 1,878
   Grey Fox Wealth Advisors LLC 94 - 2024-03-31 1,825 $204,000 37
   SOA Wealth Advisors LLC. 208 - 2024-03-31 1,317 $148,000 0
   JONES FINANCIAL COMPANIES LLLP 636 *New 2024-03-31 716 $80,000 716
   IFP Advisors Inc 1387 - 2023-12-31 606 $68,000 0
   PRINCIPAL SECURITIES INC. 1485 - 2024-03-31 521 $58,000 209
   Sage Mountain Advisors LLC 361 - 2024-03-31 452 $51,000 0
   MILESTONE GROUP INC 266 *New 2024-03-31 419 $47,000 419
   AdvisorNet Financial Inc 857 - 2024-03-31 369 $41,000 2
   ROYAL BANK OF CANADA 5019 - 2024-03-31 361 $40,000 -94
   FMR LLC 3572 - 2024-03-31 332 $37,000 229
   Steward Partners Investment Advisory LLC 2331 - 2024-03-31 270 $30,000 0
   DB Wealth Management Group LLC 216 - 2023-12-31 215 $24,000 2
   VALLEY NATIONAL ADVISERS INC 506 - 2024-03-31 191 $21,000 0
   Spire Wealth Management 1542 - 2024-03-31 158 $18,000 0
   Tidemark LLC 351 - 2024-03-31 162 $18,000 0
   Asset Dedication LLC 627 - 2024-03-31 135 $15,000 0
   Winthrop Capital Management LLC 108 - 2024-03-31 138 $15,000 0
   Lumature Wealth Partners LLC 292 - 2023-06-30 142 $15,000 0
   NBC SECURITIES INC. 1604 - 2024-03-31 110 $12,000 0
   Bogart Wealth LLC 618 - 2024-03-31 98 $11,000 0
   PSI Advisors LLC 480 *New 2024-03-31 90 $10,000 90
   HARBOUR INVESTMENTS INC. 2166 - 2023-12-31 80 $9,000 0
   Farther Finance Advisors LLC 1925 - 2024-03-31 60 $7,000 -1
   Sunbelt Securities Inc. 1574 - 2024-03-31 10 $1,000 0
   Aspire Wealth Management Corp 184 *Closed 2024-03-31 0 $0 -77
   Bell Investment Advisors Inc 1865 *Closed 2024-03-31 0 $0 -132
   ATRIA INVESTMENTS LLC 902 *Closed 2023-12-31 0 $0 -32,837
   CITADEL ADVISORS LLC 5981 *Closed 2024-03-31 0 $0 -6,908
   WELLS FARGO & CO/MN 6233 - 2024-03-31 1 $0 1
   Marshall Financial Group LLC 175 *Closed 2024-03-31 0 $0 -9,140
   SageView Advisory Group LLC 655 *Closed 2024-03-31 0 $0 -2,515
   Financial Advocates Investment Management 783 *Closed 2024-03-31 0 $0 -2,744
   PROEQUITIES INC. 8031 - 2024-03-31 0 $0 0
   Rockbridge Investment Management LCC 509 *Closed 2024-03-31 0 $0 -133
  88 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us