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Get Institutions for : 
Spdr S&p Kensho Clean Power Etf (CNRG)  
$62.70 0.86 (1.4%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    7
Total shares held : 
 917,979  
% of shares held : 
 75.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -49,505  
% of shares held change : 
   -4.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $64.79  
Last Quarter's Ending Price : 
 $71.74  
Last Quarter's Average Price : 
 $64.97  
Change from last quarter's     
avg. price to the last closing  : 
2.27 (3.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 10,835
 1.18%
 
Increased Positions :
30
 168,264
 18.33%
 
Unchanged Positions :
16
 21,932
 2.39%
 
Decreased Positions :
28
-117,784
-12.83%
 
Closed Positions :
12
-110,820
-12.07%
 
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
   BANK OF AMERICA CORP /DE/ 2019 - 2023-12-31 209,025 $14,995,000 66,203
   WELLS FARGO & CO/MN 2107 - 2024-03-31 61,773 $4,000,000 539
   Change Path LLC 138 - 2023-12-31 31,393 $2,252,000 3,166
   EXCHANGE CAPITAL MANAGEMENT INC 87 - 2024-03-31 29,761 $1,927,000 207
   Capital Analysts Inc. 189 - 2023-12-31 20,610 $1,479,000 284
   ENVESTNET ASSET MANAGEMENT INC 2669 - 2023-12-31 19,617 $1,407,000 4,659
   MML INVESTORS SERVICES LLC 1175 - 2023-12-31 19,502 $1,399,000 4
   WealthCare Investment Partners LLC 56 - 2024-03-31 14,705 $952,000 3,570
   COMMONWEALTH EQUITY SERVICES LLC. 2273 - 2024-03-31 14,554 $943,000 688
   Cetera Investment Advisers 1135 - 2023-12-31 13,059 $937,000 1,028
   Wealthfront Advisers LLC 643 - 2024-03-31 13,357 $865,000 4,830
   Bulltick Wealth Management LLC 71 - 2023-12-31 10,893 $781,000 1,960
   Goss Wealth Management LLC 1156 - 2023-12-31 9,591 $623,000 2,323
   CITADEL ADVISORS LLC 3457 - 2023-12-31 7,984 $573,000 2,430
   HIGHTOWER ADVISORS, LLC 2224 - 2024-03-31 8,054 $515,000 507
   BRYN MAWR TRUST CO/PA 265 - 2023-09-30 5,868 $396,000 807
   GeoWealth Management LLC 371 - 2023-12-31 5,443 $391,000 723
   Kestra Advisory Services LLC 1743 - 2023-12-31 4,785 $343,000 215
   Archford Capital Strategies LLC 206 - 2024-03-31 5,181 $336,000 64
   CREATIVE FINANCIAL DESIGNS INC /ADV 351 - 2024-03-31 4,183 $271,000 130
   Good Life Advisors LLC 383 - 2024-03-31 3,844 $249,000 123
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4334 - 2024-03-31 3,625 $235,000 3,625
   Better Money Decisions LLC 65 - 2024-03-31 3,265 $211,000 10
   Spire Wealth Management 929 - 2024-03-31 1,870 $121,000 3
   YHB INVESTMENT ADVISORS, INC. 332 - 2024-03-31 1,839 $119,000 1,839
   HARBOUR INVESTMENTS INC. 1239 - 2023-12-31 1,085 $78,000 240
   AdvisorNet Financial Inc 907 - 2024-03-31 558 $36,000 155
   Coastal Investment Advisors Inc. 640 - 2024-03-31 301 $19,000 301
   ICA Group Wealth Management LLC 774 - 2023-12-31 222 $16,000 222
   FMR LLC 4334 - 2023-12-31 62 $4,000 40
   Global Retirement Partners LLC 2529 - 2024-03-31 39 $3,000 6
   Steward Financial Group LLC 1054 - 2023-09-30 35 $2,000 35
  32 Records found
  1    
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