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Get Institutions for : 
Spdr Ssga Global Allocation (GAL)  
$42.50 0.39 (0.92%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    5
Total shares held : 
 2,723,423  
% of shares held : 
 44.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 541,717  
% of shares held change : 
   8.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.90  
Last Quarter's Ending Price : 
 $41.44  
Last Quarter's Average Price : 
 $39.13  
Change from last quarter's     
avg. price to the last closing  : 
3.37 (8.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 679,902
 24.96%
 
Increased Positions :
16
 112,091
 4.12%
 
Unchanged Positions :
10
 46,295
 1.7%
 
Decreased Positions :
19
-118,278
-4.34%
 
Closed Positions :
2
-131,998
-4.85%
 
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
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 46 *New 2024-03-31 607,210 $26,238,000 607,210
   RAYMOND JAMES & ASSOCIATES 699 - 2024-03-31 545,957 $23,591,000 -40,995
   BANK OF AMERICA CORP /DE/ 1757 - 2023-12-31 508,617 $21,077,000 13,596
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 54 - 2023-12-31 248,026 $10,278,000 22,817
   LPL FINANCIAL CORP 1560 - 2023-12-31 145,579 $6,033,000 -1,963
   MORGAN STANLEY 4130 - 2023-12-31 76,449 $3,168,000 -381
   Golden State Equity Partners 44 - 2023-12-31 51,821 $2,147,000 -24,862
   UBS Group AG 2798 - 2023-12-31 50,122 $2,077,000 -23,168
   Taylor Financial Group Inc. 15 - 2023-12-31 41,890 $1,736,000 0
   WELLS FARGO & CO/MN 2695 - 2023-12-31 35,927 $1,489,000 19,207
   PDS Planning Inc 71 - 2023-12-31 28,568 $1,184,000 -12,862
   HANCOCK HOLDING CO 322 - 2023-12-31 22,943 $951,000 1,186
   IFG Advisory LLC 263 - 2023-12-31 21,201 $879,000 4,390
   Rossmore Private Capital 130 - 2023-12-31 19,826 $822,000 590
   Ameritas Advisory Services LLC 339 - 2023-12-31 18,785 $786,000 -2,205
   CREATIVE PLANNING 1456 - 2023-12-31 17,122 $710,000 10,066
   Northwest Financial Advisors 37 - 2023-12-31 15,014 $622,000 0
   Sawtooth Asset Management Inc. 592 - 2023-12-31 14,975 $621,000 -323
   Goss Wealth Management LLC 1169 *New 2023-12-31 14,673 $608,000 14,673
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3584 - 2023-12-31 13,695 $568,000 13,695
   PCG Wealth Advisors LLC 65 - 2024-03-31 12,917 $558,000 -913
   COMMONWEALTH EQUITY SERVICES LLC. 2792 - 2023-12-31 10,370 $430,000 -464
   Relative Value Partners Group LLC 215 - 2023-12-31 9,966 $413,000 28
   MARINER WEALTH ADVISORS, LLC 2077 *New 2023-12-31 9,949 $412,000 9,949
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2473 - 2024-03-31 9,072 $392,000 -48
   ROYAL BANK OF CANADA 3931 - 2023-12-31 8,774 $364,000 145
   Bremer Bank National Association 147 - 2024-03-31 8,254 $357,000 0
   CI Private Wealth LLC 1776 - 2023-12-31 8,509 $353,000 0
   HIGHTOWER ADVISORS, LLC 2552 - 2023-12-31 8,127 $337,000 -2,333
   ADVISORY SERVICES NETWORK, LLC 1044 - 2023-12-31 8,045 $333,000 -170
   WAYNE HUMMER INVESTMENTS L.L.C. 336 - 2023-12-31 8,038 $333,000 0
   Kestra Advisory Services LLC 1785 - 2023-12-31 7,770 $322,000 -846
   CITADEL ADVISORS LLC 4037 *New 2023-12-31 7,674 $318,000 7,674
   Wagner Wealth Management LLC 112 - 2024-03-31 5,378 $232,000 -20
   Private Advisor Group LLC 1972 - 2023-12-31 5,423 $225,000 -2,850
   Verum Partners LLC 143 - 2024-03-31 5,167 $223,000 -265
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3059 - 2024-03-31 4,739 $205,000 -26,588
   Emerald Investment Partners LLC - 2023-12-31 3,779 $157,000 363
   NBC SECURITIES INC. 819 - 2024-03-31 3,655 $157,000 13
   Geneos Wealth Management Inc. - 2023-12-31 1,942 $80,000 -1,344
   Global Retirement Partners LLC 1252 - 2024-03-31 1,550 $67,000 0
   Advisor Group Holdings Inc. 4841 - 2023-12-31 1,260 $52,000 -1,700
   PRIVATE TRUST CO NA 1330 - 2024-03-31 607 $26,000 0
   Winch Advisory Services LLC 201 - 2023-12-31 534 $22,000 2
   Steward Partners Investment Advisory LLC 2468 - 2023-12-31 400 $17,000 0
   CAROLINAS WEALTH CONSULTING LLC 497 - 2023-12-31 329 $14,000 2
   PACIFIC CAPITAL WEALTH ADVISORS INC 216 *New 2023-12-31 271 $11,000 271
   FMR LLC 4340 *New 2023-12-31 95 $4,000 95
   CWM LLC 3743 - 2024-03-31 99 $4,000 0
   PNC FINANCIAL SERVICES GROUP INC 4124 - 2023-12-31 52 $2,000 0
   GeoWealth Management LLC 685 *Closed 2023-12-31 0 $0 -6,054
   PROEQUITIES INC. 8234 - 2023-12-31 0 $0 0
   EAGLE WEALTH STRATEGIES LLC 105 *Closed 2024-03-31 0 $0 -5,322
   WIN ADVISORS INC 81 *Closed 2024-03-31 0 $0 -34,652
  54 Records found
  1    
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