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Get Institutions for : 
Spdr S And P 500 Esg Etf (EFIV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    1
Total shares held : 
 4,369,877  
% of shares held : 
 48.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 759,594  
% of shares held change : 
   8.44%  
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 :
8
 314,922
 7.21%
 
Increased Positions :
29
 776,176
 17.76%
 
Unchanged Positions :
12
 870,095
 19.91%
 
Decreased Positions :
28
-226,659
-5.19%
 
Closed Positions :
7
-104,845
-2.4%
 
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
   BANK OF ITALY 9 - 2024-03-31 771,136 $39,050,000 0
   RETIREMENT CAPITAL STRATEGIES 1 - 2023-12-31 710,516 $32,826,000 587,261
   Integrated Wealth Concepts LLC 60 - 2023-12-31 454,324 $20,990,000 -66,929
   Baltimore-Washington Financial Advisors Inc. 26 - 2023-12-31 367,336 $16,971,000 15,651
   Laurel Wealth Planning LLC 1 - 2024-03-31 226,283 $11,459,000 -1,827
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 204,062 $10,334,000 0
   LPL FINANCIAL CORP 1469 - 2023-12-31 150,073 $6,933,000 -7,895
   PFS INVESTMENTS INC. 236 - 2023-06-30 104,686 $4,507,000 -1,421
   FINANCIAL ENGINES ADVISORS L.L.C. 109 - 2023-12-31 87,508 $4,043,000 9,857
   Blue Edge Capital LLC 48 - 2023-12-31 77,052 $3,560,000 15,896
   GRADIENT INVESTMENTS LLC 155 - 2024-03-31 69,874 $3,538,000 1,556
   Private Advisor Group LLC - 2024-03-31 53,386 $2,703,000 21,426
   One Capital Management LLC 137 - 2023-12-31 56,494 $2,610,000 -3,728
   PINEBRIDGE INVESTMENTS LTD 358 - 2023-12-31 53,337 $2,464,000 0
   Financial Services Advisory Inc 31 *New 2023-12-31 50,919 $2,352,000 50,919
   CI Private Wealth LLC 928 - 2023-12-31 50,778 $2,346,000 32
   BANK OF NEW YORK MELLON CORP 2794 - 2024-03-31 36,776 $1,862,000 -3,353
   GOFEN & GLOSSBERG LLC /IL/ 191 - 2022-12-31 50,731 $1,860,000 -190
   Armbruster Capital Management Inc. 36 - 2023-12-31 35,950 $1,661,000 200
   BerganKDV Wealth Management LLC 113 - 2023-06-30 33,174 $1,428,000 13,572
   HIGHTOWER ADVISORS, LLC 1611 - 2023-12-31 30,663 $1,415,000 11,198
   US FINANCIAL ADVISORS LLC 35 - 2023-12-31 30,533 $1,411,000 2,363
   Equitable Holdings Inc. 503 - 2023-12-31 29,897 $1,381,000 5,218
   BANK OF AMERICA CORP /DE/ 3817 - 2023-12-31 28,861 $1,333,000 14,130
   CREATIVE PLANNING 1094 - 2023-12-31 28,484 $1,316,000 -3,912
   Stratos Wealth Partners LTD. 548 - 2024-03-31 25,883 $1,311,000 2,137
   Advisor Group Holdings Inc. 2388 - 2023-12-31 24,381 $1,126,000 -17,021
   MARINER WEALTH ADVISORS, LLC 1359 - 2023-12-31 24,098 $1,113,000 -9,771
   Focus Financial Network Inc. 249 - 2024-03-31 21,282 $1,029,000 0
   Retirement Income Solutions Inc - 2024-03-31 19,347 $980,000 -1,015
   FOCUS FINANCIAL NETWORK INC /ADV 332 - 2023-12-31 20,471 $946,000 0
   JANE STREET GROUP LLC 3260 - 2023-12-31 20,279 $937,000 15,311
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1029 - 2023-12-31 18,015 $832,000 10,774
   Veracity Capital LLC 65 - 2024-03-31 15,975 $809,000 11
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3090 - 2023-12-31 17,327 $801,000 -3,511
   RAYMOND JAMES & ASSOCIATES 2770 - 2024-03-31 14,623 $741,000 -98
   WELLS FARGO & CO/MN 3135 - 2023-12-31 15,593 $720,000 6,927
   Cetera Investment Advisers 1358 - 2023-12-31 13,840 $639,000 -3,810
   PRUDENTIAL FINANCIAL INC 2039 *New 2023-12-31 13,500 $624,000 13,500
   R. W. Roge & Company Inc. 24 - 2024-03-31 12,094 $613,000 2,053
   Warren Street Wealth Advisors LLC - 2024-03-31 11,922 $604,000 31
   TWO SIGMA INVESTMENTS LLC 2229 - 2023-12-31 13,000 $601,000 -1,400
   Zurich Insurance Group Ltd/FI 226 - 2023-12-31 12,516 $580,000 420
   Fort Point Capital Partners LLC 155 - 2023-12-31 12,105 $559,000 -99
   SOA Wealth Advisors LLC. 105 - 2024-03-31 10,040 $508,000 4,538
   OmniStar Financial Group Inc. 87 - 2024-03-31 9,960 $504,000 -1,595
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2481 - 2024-03-31 9,924 $503,000 3,204
   SAGE ADVISORY SERVICES, LTD.CO. 43 - 2024-03-31 9,048 $458,000 12
   Single Point Partners LLC 54 - 2024-03-31 8,785 $445,000 12
   ENVESTNET ASSET MANAGEMENT INC 3376 - 2023-12-31 9,521 $440,000 -6,126
   JOURNEY STRATEGIC WEALTH LLC 105 - 2023-12-31 9,134 $422,000 -213
   DENVER WEALTH MANAGEMENT INC. 53 - 2024-03-31 8,249 $418,000 2,181
   Kingsview Wealth Management LLC 677 - 2023-12-31 8,980 $415,000 -2,066
   COMMONWEALTH EQUITY SERVICES LLC. 2991 - 2024-03-31 7,807 $395,000 2,045
   ST GERMAIN D J CO INC 223 - 2024-03-31 7,555 $383,000 0
   Operose Advisors LLC 71 - 2023-12-31 8,190 $378,000 31
   WNY Asset Management LLC 162 *New 2023-12-31 8,136 $376,000 8,136
   Orion Portfolio Solutions LLC 1343 - 2023-12-31 7,485 $345,000 -963
   KWB Wealth 100 - 2024-03-31 6,736 $341,000 -18
   RAYMOND JAMES TRUST CO 913 - 2024-03-31 6,653 $337,000 0
   Marshall Financial Group LLC 144 - 2024-03-31 6,557 $332,000 428
   GOLDMAN SACHS GROUP INC/ 3995 *New 2023-12-31 7,190 $332,000 7,190
   Brave Asset Management Inc - 2024-03-31 4,865 $246,000 0
   CWM LLC 1415 - 2024-03-31 4,762 $241,000 -5,197
   CITADEL ADVISORS LLC 4262 - 2023-12-31 5,189 $240,000 -4,525
   Zhang Financial LLC 247 *New 2024-03-31 4,544 $230,000 4,544
   USAdvisors Wealth Management LLC 122 *New 2024-03-31 4,327 $219,000 4,327
   Good Life Advisors LLC *New 2024-03-31 4,147 $210,000 4,147
   Chicago Capital LLC 283 *New 2024-03-31 4,090 $207,000 4,090
   Goss Wealth Management LLC 1702 - 2023-12-31 4,287 $198,000 3,210
   HANSON MCCLAIN, INC. 847 - 2024-03-31 3,191 $162,000 10
   MORGAN STANLEY 5631 - 2023-12-31 2,962 $137,000 0
   Wells Financial Advisors INC 44 - 2023-12-31 2,538 $117,000 0
   TOWER RESEARCH CAPITAL LLC 2535 - 2023-12-31 2,510 $116,000 -2,290
   HILLSTRUST 263 *New 2023-12-31 2,366 $109,000 2,366
   Aptus Capital Advisors LLC 672 - 2023-12-31 1,041 $48,000 17
   GUARDIAN WEALTH ADVISORS LLC / NC 306 - 2023-12-31 1,041 $48,000 17
   AdvisorNet Financial Inc 950 - 2024-03-31 617 $31,000 2
   ROYAL BANK OF CANADA 5499 - 2023-12-31 599 $28,000 -330
   BENJAMIN F. EDWARDS & COMPANY INC. 1615 - 2024-03-31 254 $13,000 0
   Tradewinds Capital Management LLC 305 - 2024-03-31 215 $11,000 0
   Geneos Wealth Management Inc. - 2024-03-31 225 $11,000 47
   HORIZON FINANCIAL SERVICES LLC 150 *New 2024-03-31 113 $6,000 113
   Tidemark LLC 497 - 2023-12-31 109 $5,000 0
   Focused Wealth Management Inc 661 - 2023-12-31 78 $4,000 -90
   FTB Advisors Inc. 2234 *New 2024-03-31 1 $0 1
   ATRIA INVESTMENTS LLC 901 *Closed 2023-12-31 0 $0 -55,408
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1307 *Closed 2023-12-31 0 $0 -33,840
   Koss-Olinger Consulting LLC 104 *Closed 2024-03-31 0 $0 -282,843
   IFP Advisors Inc 3031 *Closed 2023-12-31 0 $0 -778
   Penserra Capital Management LLC 1309 *Closed 2023-12-31 0 $0 -169
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 8386 *Closed 2023-12-31 0 $0 -5,746
   FLAGSHIP HARBOR ADVISORS LLC 693 *Closed 2024-03-31 0 $0 -37,641
  94 Records found
  1    
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