Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Index Shares Fu (EWX)  
$56.91 0.18 (0.32%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    6
Total shares held : 
 11,077,974  
% of shares held : 
 88.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 345,802  
% of shares held change : 
   2.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $53.18  
Last Quarter's Ending Price : 
 $56.46  
Last Quarter's Average Price : 
 $54.15  
Change from last quarter's     
avg. price to the last closing  : 
2.76 (5.1%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 191,935
 1.73%
 
Increased Positions :
60
 467,382
 4.22%
 
Unchanged Positions :
24
 302,662
 2.73%
 
Decreased Positions :
40
-211,546
-1.91%
 
Closed Positions :
15
-101,969
-0.92%
 
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
   EMPIRICAL FINANCIAL SERVICES, LLC 58 - 2023-12-31 188,853 $10,663,000 -657
   LPL FINANCIAL CORP 1235 - 2023-12-31 180,159 $10,172,000 -124,886
   N.E.W. Advisory Services LLC 21 - 2024-03-31 165,589 $9,240,000 -4,557
   Great Point Wealth Advisors LLC - 2023-12-31 138,269 $7,807,000 -3,699
   WESCAP Management Group Inc. 22 - 2023-12-31 76,158 $4,300,000 -2,081
   TRANSAMERICA FINANCIAL ADVISORS, INC. 30 - 2023-12-31 74,608 $4,213,000 -11,654
   Tortoise Investment Management LLC 57 - 2023-12-31 60,918 $3,439,000 -1,090
   RPg Family Wealth Advisory LLC - 2023-12-31 48,819 $2,756,000 -706
   MARTIN & CO INC /TN/ 63 - 2023-12-31 42,383 $2,393,000 -1,239
   Equitable Holdings Inc. 381 - 2023-12-31 40,315 $2,276,000 -3,912
   CABOT MONEY MANAGEMENT INC 72 - 2023-12-31 39,196 $2,213,000 -82
   Resources Investment Advisors Inc. 296 - 2023-12-31 38,600 $2,179,000 -5,659
   Financial Advocates Investment Management 165 - 2023-12-31 38,178 $2,141,000 -1,168
   CarsonAllaria Wealth Management Ltd. 17 - 2023-12-31 37,926 $2,141,000 -106
   Stratos Wealth Partners LTD. 418 - 2024-03-31 37,424 $2,088,000 -55
   Financial Strategies Group Inc. 34 - 2024-03-31 34,944 $2,009,000 -642
   Kathleen S. Wright Associates Inc. 34 - 2024-03-31 26,509 $1,479,000 -424
   Advisor Group Holdings Inc. 2299 - 2023-12-31 21,699 $1,225,000 -11,403
   ALESCO ADVISORS LLC 91 - 2023-12-31 16,598 $937,000 -1,375
   NATIONAL ASSET MANAGEMENT, INC. 558 - 2023-12-31 16,335 $922,000 -110
   Austin Wealth Management LLC 58 - 2023-12-31 13,709 $759,000 -603
   Omega Financial Group LLC 56 - 2024-03-31 11,764 $656,000 -507
   Sowell Financial Services LLC - 2023-12-31 10,952 $618,000 -747
   Sound Stewardship LLC 42 - 2023-12-31 9,862 $557,000 -423
   SNS Financial Group LLC 119 - 2024-03-31 8,635 $482,000 -180
   Cresset Asset Management LLC 1241 - 2023-12-31 8,356 $472,000 -140
   Addison Advisors LLC 93 - 2023-12-31 7,905 $446,000 -280
   BUCKINGHAM ASSET MANAGEMENT, LLC 493 - 2023-12-31 7,161 $404,000 -389
   RAYMOND JAMES & ASSOCIATES 3189 - 2024-03-31 6,876 $384,000 -227
   WHITTIER TRUST CO 539 - 2023-12-31 6,302 $356,000 -56
   FTB Advisors Inc. 395 - 2024-03-31 6,309 $352,000 -50
   Atomi Financial Group Inc. 391 - 2023-12-31 5,733 $324,000 -65
   MainStreet Investment Advisors LLC 148 - 2023-12-31 5,324 $301,000 -1,675
   Rehmann Capital Advisory Group 448 - 2023-12-31 4,980 $281,000 -25
   MASSMUTUAL TRUST CO FSB/ADV 345 - 2024-03-31 5,004 $279,000 -320
   BANK OF NEW YORK MELLON CORP 3743 - 2024-03-31 4,368 $244,000 -21,008
   Falcon Wealth Planning 127 - 2024-03-31 4,027 $225,000 -212
   HANSON MCCLAIN, INC. 1065 - 2024-03-31 1,532 $85,000 -225
   BANK OF MONTREAL /CAN/ 2972 - 2023-12-31 1,007 $57,000 -39
   US BANCORP 2669 - 2023-12-31 827 $47,000 -457
   Hartland & Co. LLC 774 - 2023-12-31 765 $43,000 -450
   Global Retirement Partners LLC 2073 - 2024-03-31 189 $11,000 -756
   Asset Dedication LLC 682 - 2024-03-31 187 $10,000 -4
  43 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