Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Series Trust (BWZ)  
$25.98 0.01 (0.04%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    2
Total shares held : 
 5,175,263  
% of shares held : 
 67.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 67,136  
% of shares held change : 
   0.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $25.64  
Last Quarter's Ending Price : 
 $27.40  
Last Quarter's Average Price : 
 $26.30  
Change from last quarter's     
avg. price to the last closing  : 
0.32 (1.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 27,083
 0.52%
 
Increased Positions :
13
 562,000
 10.86%
 
Unchanged Positions :
3
 20,956
 0.4%
 
Decreased Positions :
14
-186,499
-3.6%
 
Closed Positions :
6
-335,448
-6.48%
 
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
   ENVESTNET ASSET MANAGEMENT INC 757 - 2023-12-31 1,285,185 $35,214,000 143,838
   Checchi Capital Advisers LLC 10 - 2024-03-31 763,720 $20,132,000 24,091
   Quent Capital LLC 9 - 2024-03-31 714,994 $18,847,000 84,705
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 12 - 2024-03-31 600,934 $15,841,000 23,125
   Walkner Condon Financial Advisors LLC 30 - 2024-03-31 169,514 $4,468,000 5,151
   MML INVESTORS SERVICES LLC 973 - 2023-12-31 76,362 $2,092,000 625
   Legacy Wealth Asset Management LLC 154 - 2024-03-31 26,794 $706,000 672
   Towneley Capital Management Inc / DE 33 - 2024-03-31 17,164 $452,000 42
   UBS Group AG 4024 - 2023-12-31 16,034 $439,000 3,231
   LEAVELL T & ASSOCIATES INC 404 - 2024-03-31 12,786 $337,000 1,440
   PALISADES HUDSON ASSET MANAGEMENT L.P. 80 - 2024-03-31 9,943 $262,000 24
   MORGAN STANLEY 5415 - 2023-12-31 9,558 $262,000 201
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 781 - 2023-12-31 3,271 $90,000 3,271
   WELLS FARGO & CO/MN 4931 - 2024-03-31 914 $24,000 31
  14 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