Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Spdr S&P Intl Divd (DWX)  
$35.54 0.18 (0.51%) as of 4:30 Tue 5/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 128    10
Total shares held : 
6,920,116  
% of shares held : 
42.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -43  
Amount of shares held : 
-563,518  
% of shares held change : 
  -3.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$32.36  
Last Quarter's Ending Price : 
$35.55  
Last Quarter's Average Price
$33.73  
Change from last quarter's     
avg. price to the last closing  : 
1.81 (5.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 28,371
 0.41%
 
Increased Positions :
26
 296,873
 4.29%
 
Unchanged Positions :
38
 160,992
 2.33%
 
Decreased Positions :
59
-712,003
-10.29%
 
Closed Positions :
15
-176,759
-2.55%
 
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
   West Wealth Group LLC 86 *Closed 2024-03-31 0 $0 -10,929
   MORRIS FINANCIAL CONCEPTS INC. 167 *Closed 2024-03-31 0 $0 -6,524
   Carmichael Hill & Associates Inc. 654 *Closed 2024-03-31 0 $0 -669
   TCWP LLC 72 *Closed 2023-12-31 0 $0 -9,675
   Rockefeller Capital Management L.P. 1560 *Closed 2023-12-31 0 $0 -22,986
   Spire Wealth Management 2319 *Closed 2024-03-31 0 $0 -867
   BANK OF MONTREAL /CAN/ 3475 *Closed 2023-12-31 0 $0 -72
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 645 *Closed 2024-03-31 0 $0 -15,000
   Front Row Advisors LLC 588 *Closed 2023-12-31 0 $0 -343
   MODERA WEALTH MANAGEMENT, LLC 621 *Closed 2023-12-31 0 $0 -33,766
   MERRIMAN WEALTH MANAGEMENT, LLC 205 *Closed 2023-12-31 0 $0 -26,291
   Equitable Holdings Inc. 1157 *Closed 2023-12-31 0 $0 -17,833
   Advisor Resource Council 486 *Closed 2024-03-31 0 $0 -10,989
   SANDY SPRING BANK 1282 *Closed 2024-03-31 0 $0 -1,465
   STATE STREET CORP 4388 *Closed 2023-12-31 0 $0 -11,238

  15 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results