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Get Institutions for : 
Spdr S&p Kensho Clean Power Etf (CNRG)  
$61.83 0.99 (1.57%) as of 4:30 Fri 5/10


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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  : 
3.14 (4.83%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 1166 - 2024-03-31 197,346 $12,780,000 -9,516
   SPINNAKER TRUST 96 - 2024-03-31 46,597 $3,018,000 -7,606
   UBS Group AG 3695 - 2023-12-31 9,514 $683,000 -5,593
   TOWER RESEARCH CAPITAL LLC 1186 - 2023-12-31 8,835 $634,000 -2,048
   ROYAL BANK OF CANADA 3492 - 2023-12-31 8,478 $608,000 -6,398
   FINANCIAL NETWORK 1810 - 2023-12-31 7,533 $540,000 -11,813
   Fort Point Capital Partners LLC 166 - 2023-12-31 7,242 $520,000 -670
   MARINER WEALTH ADVISORS, LLC 1938 - 2023-12-31 6,817 $489,000 -7,638
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2599 - 2024-03-31 6,631 $429,000 -6,791
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2458 - 2024-03-31 6,176 $400,000 -5,382
   MEADOWBROOK INVESTMENT ADVISORS LLC 67 - 2024-03-31 5,993 $388,000 -370
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1294 - 2023-12-31 5,142 $369,000 -911
   Concord Wealth Partners 164 - 2024-03-31 5,355 $347,000 -1,416
   MORGAN STANLEY 5329 - 2023-12-31 4,513 $324,000 -840
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1471 - 2023-09-30 4,480 $302,000 -295
   Farther Finance Advisors LLC 531 - 2023-12-31 3,019 $217,000 -276
   Advisor Group Holdings Inc. 3632 - 2024-03-31 3,132 $203,000 -2,636
   Nalls Sherbakoff Group LLC 101 - 2023-12-31 2,043 $147,000 -11
   PNC FINANCIAL SERVICES GROUP INC 2835 - 2024-03-31 1,038 $67,000 -575
   Mascoma Wealth Management LLC 159 - 2024-03-31 1,009 $65,000 -156
   GUARANTY TRUST CO OF MISSOURI /MO/ 778 - 2024-03-31 882 $57,000 -680
   CWM LLC 2615 - 2024-03-31 457 $30,000 -832
   Geneos Wealth Management Inc. 1275 - 2024-03-31 400 $26,000 -150
   BANK OF MONTREAL /CAN/ 3142 - 2023-12-31 280 $20,000 -421
   OPTIMUM INVESTMENT ADVISORS 476 - 2024-03-31 250 $16,000 -100
   Qube Research & Technologies Ltd 3246 - 2023-12-31 85 $6,000 -325
   Founders Capital Management 322 - 2024-03-31 50 $3,000 -251
  27 Records found
  1    
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