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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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 723 - 2024-03-31 55,242 $8,249,000 50,927
   LPL FINANCIAL CORP 1773 - 2024-03-31 33,281 $4,970,000 123
   KWMG LLC 84 - 2024-03-31 26,725 $3,991,000 -84
   ROYAL BANK OF CANADA 2221 - 2024-03-31 20,955 $3,129,000 16,998
   MONEY CONCEPTS CAPITAL CORP 175 - 2024-03-31 10,369 $1,548,000 209
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1293 - 2024-03-31 5,838 $872,000 -1,047
   Advisor Group Holdings Inc. 2488 - 2024-03-31 5,680 $847,000 157
   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
   BANK OF AMERICA CORP /DE/ 4337 - 2024-03-31 3,772 $563,000 226
   GOLDMAN SACHS GROUP INC/ 3971 - 2024-03-31 2,911 $435,000 0
   Kestra Advisory Services LLC 1771 - 2024-03-31 2,766 $413,000 2,766
   Cornerstone Wealth Management LLC 370 - 2024-03-31 2,691 $402,000 -137
   Perigon Wealth Management LLC 604 - 2024-03-31 2,562 $383,000 0
   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
   UBS Group AG 4629 - 2024-03-31 1,475 $220,000 1,150
   Kaizen Financial Strategies 113 - 2024-03-31 1,410 $211,000 -1,001
   Pathstone Holdings LLC 2112 - 2024-03-31 1,400 $209,000 0
   SALEM INVESTMENT COUNSELORS INC 373 - 2024-03-31 1,197 $179,000 -55
   Advisors Preferred LLC 136 - 2024-03-31 770 $114,000 770
   CITIGROUP INC 3374 - 2024-03-31 693 $103,000 528
   Naples Money Management LLC 70 - 2024-03-31 600 $90,000 0
   TSFG LLC 273 - 2024-03-31 328 $49,000 -320
   IFP Advisors Inc 1597 - 2023-12-31 283 $41,000 -80
   HANSON MCCLAIN, INC. 1449 *New 2024-03-31 235 $35,000 235
   HARBOUR INVESTMENTS INC. 1614 - 2023-12-31 232 $34,000 167
   KISTLERTIFFANY COMPANIES, LLC 540 - 2023-06-30 250 $33,000 0
   Key Financial Inc 553 *New 2024-03-31 180 $27,000 180
   Capital Investment Advisory Services LLC 728 - 2024-03-31 183 $27,000 0
   Retirement Group LLC 353 - 2024-03-31 150 $22,000 0
   CWM LLC 2809 - 2024-03-31 150 $22,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2492 - 2024-03-31 86 $13,000 30
   FMR LLC 4082 - 2024-03-31 74 $11,000 -23
   MORGAN STANLEY 6439 - 2024-03-31 66 $10,000 0
   Asset Dedication LLC 695 - 2024-03-31 62 $9,000 0
   AdvisorNet Financial Inc 1353 - 2024-03-31 55 $8,000 0
   Steward Partners Investment Advisory LLC 2932 - 2024-03-31 47 $7,000 0
   Aptus Capital Advisors LLC 1078 - 2024-03-31 26 $4,000 -14
   Goss Wealth Management LLC 3246 - 2024-03-31 17 $3,000 0
   Investors Research Corp 861 - 2024-03-31 17 $3,000 -69
   DB Wealth Management Group LLC 365 - 2023-12-31 2 $0 0
   Global Retirement Partners LLC 3275 *Closed 2024-03-31 0 $0 -7
   WELLS FARGO & CO/MN 6586 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 9895 - 2024-03-31 0 $0 0

  45 Records found
  1    
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