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Get Institutions for : 
SPDR Series Trust (ITR)  
$32.37 0.02 (0.06%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 425    3
Total shares held : 
 175,904,065  
% of shares held : 
 19.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 12,771,967  
% of shares held change : 
   1.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.20  
Last Quarter's Ending Price : 
 $32.83  
Last Quarter's Average Price : 
 $31.78  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (1.86%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 3,200,915
 1.82%
 
Increased Positions :
175
 21,874,486
 12.44%
 
Unchanged Positions :
71
 11,368,892
 6.46%
 
Decreased Positions :
142
-11,438,496
-6.5%
 
Closed Positions :
34
-864,938
-0.49%
 
Guru Positions :
2
168,601
 0.1%
 
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
   STATE OF NEW JERSEY COMMON PENSION FUND D - 2024-03-31 3,040,000 $99,378,000 0
   Financial Gravity Wealth Inc. 36 - 2023-12-31 5,079,161 $89,302,000 0
   Zurich Insurance Group Ltd/FI 75 - 2023-12-31 1,402,903 $46,043,000 0
   Amtrust Financial Services Inc. - 2023-12-31 270,400 $8,877,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 50,916 $1,664,000 0
   E&G Advisors LP 50 - 2024-03-31 42,536 $1,390,000 0
   Zhang Financial LLC 137 - 2024-03-31 32,577 $1,065,000 0
   CARDIFF PARK ADVISORS LLC 111 - 2023-12-31 25,510 $837,000 0
   LEGACY PRIVATE TRUST CO. 156 - 2024-03-31 19,968 $653,000 0
   NBT BANK N A /NY 244 - 2024-03-31 19,861 $649,000 0
   Forza Wealth Management LLC 87 - 2024-03-31 18,510 $605,000 0
   Mayflower Financial Advisors LLC 203 - 2024-03-31 16,047 $525,000 0
   BKD WEALTH ADVISORS LLC 281 - 2024-03-31 15,899 $520,000 0
   OBERMEYER ASSET MANAGEMENT CO 114 - 2023-12-31 14,960 $491,000 0
   Baird Financial Group Inc. 1385 - 2023-12-31 13,619 $447,000 0
   CREDIT SUISSE/ 2681 - 2023-12-31 13,599 $446,000 0
   CLS INVESTMENT FIRM LLC 1029 - 2022-12-31 13,520 $430,000 0
   Curbstone Financial Management Corp 181 - 2024-03-31 12,720 $416,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 193 - 2024-03-31 9,263 $303,000 0
   BHK Investment Advisors LLC 44 - 2023-12-31 9,000 $295,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 191 - 2024-03-31 8,620 $282,000 0
   SlateStone Wealth LLC 243 - 2024-03-31 8,064 $264,000 0
   RAYMOND JAMES TRUST CO 1085 - 2024-03-31 7,525 $246,000 0
   Argent Advisors Inc. - 2024-03-31 6,800 $222,000 0
   Newport Capital Group LLC 42 - 2023-09-30 6,874 $216,000 0
   Fonville Wealth Management LLC 91 - 2024-03-31 6,610 $216,000 0
   Archer Investment Corp 214 - 2023-12-31 6,143 $202,000 0
   Banque Cantonale Vaudoise 586 - 2024-03-31 5,506 $180,000 0
   CAMBRIDGE TRUST CO 280 - 2023-12-31 5,437 $178,000 0
   Harel Insurance Investments & Financial Services L - 2024-03-31 3,091 $101,000 0
   Annapolis Financial Services LLC 117 - 2024-03-31 2,960 $97,000 0
   BARCLAYS PLC 3596 - 2023-12-31 2,735 $90,000 0
   WETZEL INVESTMENT ADVISORS INC. 192 - 2024-03-31 2,545 $82,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 468 - 2023-12-31 2,428 $80,000 0
   Sunbelt Securities Inc. 793 - 2024-03-31 2,102 $69,000 0
   Cape Investment Advisory Inc. 339 - 2023-12-31 1,627 $53,000 0
   Rosenberg Matthew Hamilton 460 - 2024-03-31 1,204 $39,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 521 - 2022-12-31 1,060 $34,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 925 $30,000 0
   Private Ocean LLC 293 - 2024-03-31 800 $26,000 0
   Castleview Partners LLC 410 - 2023-12-31 717 $24,000 0
   TUCKER ASSET MANAGEMENT LLC 341 - 2023-12-31 715 $23,000 0
   SUMMIT INVESTMENT ADVISORS INC 2534 - 2023-12-31 680 $22,000 0
   BANGOR SAVINGS BANK 376 - 2024-03-31 519 $17,000 0
   Sachetta LLC 337 - 2024-03-31 484 $16,000 0
   AdvisorNet Financial Inc 1157 - 2024-03-31 444 $15,000 0
   FAMILY CAPITAL TRUST CO 57 - 2024-03-31 373 $12,000 0
   Spire Wealth Management 1775 - 2024-03-31 243 $8,000 0
   Center for Financial Planning Inc. 433 - 2024-03-31 259 $8,000 0
   Retirement Group LLC - 2024-03-31 245 $8,000 0
   WOLFF WIESE MAGANA LLC 337 - 2024-03-31 202 $7,000 0
   Pinnacle Bank 717 - 2024-03-31 192 $6,000 0
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 103 - 2023-12-31 150 $5,000 0
   TOWER RESEARCH CAPITAL LLC 5113 - 2023-12-31 98 $3,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 443 - 2024-03-31 92 $3,000 0
   Integrity Financial Corp /WA 193 - 2024-03-31 95 $3,000 0
   Kalos Management Inc. 127 - 2023-06-30 69 $2,000 0
   NATIONAL BANK OF CANADA /FI/ 2329 - 2023-12-31 37 $1,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 622 - 2023-06-30 18 $1,000 0
   Investors Research Corp 983 - 2023-12-31 38 $1,000 0
   Key Financial Inc 1206 - 2024-03-31 42 $1,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1669 - 2023-12-31 18 $1,000 0
   DB Wealth Management Group LLC 369 - 2023-12-31 4 $0 0
   Silicon Valley Capital Partners - 2024-03-31 0 $0 0
   Team Financial Group LLC 235 - 2023-12-31 1 $0 0
  65 Records found
  1    
  Page 1 of 1
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