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Get Institutions for : 
Strk Spdr S&P Ch Etf (GXC)  
$73.82 0.38 (0.52%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 80    1
Total shares held : 
 2,751,168  
% of shares held : 
 2.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -497,703  
% of shares held change : 
   -0.37%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $71.32  
Last Quarter's Ending Price : 
 $68.12  
Last Quarter's Average Price : 
 $69.71  
Change from last quarter's     
avg. price to the last closing  : 
4.11 (5.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,063,852
 38.67%
 
Increased Positions :
24
 344,986
 12.54%
 
Unchanged Positions :
16
 250,261
 9.1%
 
Decreased Positions :
23
-299,178
-10.87%
 
Closed Positions :
16
-1,607,363
-58.42%
 
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 AMERICA CORP /DE/ 1586 - 2023-12-31 387,986 $26,430,000 208,464
   OSBORNE PARTNERS CAPITAL MANAGEMENT 47 - 2024-03-31 182,184 $11,984,000 29,959
   MORGAN STANLEY 3405 - 2023-12-31 130,326 $8,878,000 15,527
   UBS Group AG 1913 - 2023-12-31 81,636 $5,561,000 19,861
   swisspartners Advisors Ltd 13 - 2023-12-31 76,992 $4,413,000 5,190
   ENVESTNET ASSET MANAGEMENT INC 2347 - 2023-12-31 34,946 $2,381,000 28,275
   LPL FINANCIAL CORP 2439 - 2023-12-31 27,458 $1,870,000 2,393
   Equitable Holdings Inc. 557 - 2023-12-31 15,887 $1,082,000 974
   CITIGROUP INC 2101 - 2023-12-31 14,109 $961,000 7,372
   COMMONWEALTH EQUITY SERVICES LLC. 2891 - 2024-03-31 6,723 $442,000 316
   Integrated Wealth Concepts LLC 1062 - 2023-12-31 6,267 $427,000 883
   J P MORGAN CHASE & CO 3932 - 2023-12-31 4,389 $299,000 3,811
   Unconventional Investor LLC 31 - 2023-12-31 2,941 $200,000 22
   Parallel Advisors LLC 826 - 2023-12-31 2,728 $186,000 1,309
   OPTIMUM INVESTMENT ADVISORS 267 - 2024-03-31 1,542 $101,000 267
   Hexagon Capital Partners LLC 591 - 2024-03-31 409 $27,000 88
   SIMPLEX TRADING LLC 1811 - 2024-03-31 186 $12,000 186
   Nelson Van Denburg & Campbell Wealth Management Gr 1972 - 2024-03-31 103 $7,000 10
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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