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Get Institutions for : 
Spdr Russell 1000 Low Volatility Etf (LGLV)  
$150.12 0.33 (0.22%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 167    1
Total shares held : 
 3,666,529  
% of shares held : 
 74.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -44  
Amount of shares held : 
 -874,506  
% of shares held change : 
   -17.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $132.19  
Last Quarter's Ending Price : 
 $145.01  
Last Quarter's Average Price : 
 $138.10  
Change from last quarter's     
avg. price to the last closing  : 
12.02 (8.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 78,086
 2.13%
 
Increased Positions :
40
 81,552
 2.22%
 
Unchanged Positions :
32
 183,922
 5.02%
 
Decreased Positions :
83
-832,922
-22.72%
 
Closed Positions :
13
-201,222
-5.49%
 
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
   Syntegra Private Wealth Group LLC 1 - 2023-12-31 571,299 $82,844,000 -1,903
   Congress Wealth Management LLC / DE / 21 - 2024-03-31 313,947 $48,894,000 466
   Gerber Kawasaki Wealth & Investment Management 12 - 2023-12-31 269,958 $39,147,000 27,007
   Baltimore-Washington Financial Advisors Inc. 7 - 2023-12-31 250,815 $36,371,000 8,919
   LPL FINANCIAL CORP 639 - 2023-12-31 235,631 $34,169,000 -113,427
   MORGAN STANLEY 2585 - 2023-12-31 151,557 $21,977,000 3,407
   FIRST AMERICAN TRUST CO 7 - 2023-12-31 148,497 $21,534,000 3,451
   WELLS FARGO & CO/MN 1103 - 2023-12-31 133,718 $19,390,000 -113,953
   Advisor Group Holdings Inc. 565 - 2023-12-31 110,250 $16,005,000 -20,804
   DORVAL Corp 4 - 2023-12-31 105,595 $15,312,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 592 - 2023-12-31 100,749 $14,610,000 2,398
   McNaughton Wealth Management LLC 2 - 2024-03-31 88,992 $13,860,000 2,272
   Astor Investment Management LLC 10 - 2023-12-31 73,117 $10,603,000 -70,770
   BANK OF AMERICA CORP /DE/ 2375 - 2023-12-31 68,751 $9,970,000 -913
   ENVESTNET ASSET MANAGEMENT INC 1511 - 2023-12-31 62,021 $8,994,000 -50,588
   AE Wealth Management LLC 455 - 2023-12-31 53,295 $7,842,000 -110,655
   FOUNDERS FINANCIAL SECURITIES LLC 39 *New 2024-03-31 41,623 $6,482,000 41,623
   HF Advisory Group LLC 2 - 2023-12-31 32,742 $4,748,000 491
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 719 - 2024-03-31 26,006 $4,050,000 -105,866
   WIN ADVISORS INC 15 - 2023-12-31 26,894 $3,900,000 -56,643
   SEI INVESTMENTS CO 1297 *New 2023-12-31 26,216 $3,802,000 26,216
   Miracle Mile Advisors LLC 157 - 2024-03-31 17,908 $2,789,000 -2,758
   Sage Mountain Advisors LLC 46 - 2023-12-31 18,958 $2,749,000 10,202
   Journey Advisory Group LLC 67 - 2023-12-31 18,455 $2,676,000 211
   ATRIA INVESTMENTS LLC 497 - 2023-12-31 18,105 $2,625,000 -13,302
   Atria Wealth Solutions Inc. 524 *New 2023-12-31 17,563 $2,547,000 17,563
   Thrive Capital Management LLC 22 - 2023-12-31 17,510 $2,539,000 -2,877
   BAKER TILLY FINANCIAL LLC 56 - 2023-12-31 16,010 $2,322,000 -2,576
   STATE STREET CORP 3077 *New 2023-12-31 15,636 $2,267,000 15,636
   COMMONWEALTH EQUITY SERVICES LLC. 1582 - 2023-12-31 15,607 $2,263,000 -1,207
   IMCCHICAGO, LLC 105 *New 2024-03-31 14,509 $2,260,000 14,509
   ROFFMAN MILLER ASSOCIATES INC /PA/ 55 - 2023-12-31 14,674 $2,128,000 80
   Legacy Capital Group California Inc. 20 - 2023-12-31 13,256 $1,922,000 -10,819
   UBS Group AG 2894 - 2023-12-31 12,882 $1,868,000 874
   Vermillion & White Wealth Management Group LLC 14 - 2023-12-31 12,842 $1,862,000 0
   MARINER WEALTH ADVISORS, LLC 1091 - 2023-12-31 12,659 $1,836,000 -3,665
   THOROUGHBRED FINANCIAL SERVICES LLC 143 - 2023-12-31 12,144 $1,761,000 0
   IHT Wealth Management LLC 249 - 2023-12-31 11,838 $1,717,000 2,127
   MISSION CREEK CAPITAL PARTNERS INC 62 - 2023-12-31 11,423 $1,656,000 -836
   DAIWA SECURITIES GROUP INC. 552 - 2023-12-31 11,070 $1,605,000 70
   AMERIPRISE FINANCIAL INC 2928 - 2023-12-31 10,793 $1,540,000 -4,031
   MULTIFINANCIAL SECURITIES CORP 604 - 2023-12-31 10,504 $1,523,000 -611
   GOLDMAN SACHS GROUP INC/ 3335 - 2023-12-31 10,004 $1,451,000 0
   WEDBUSH MORGAN SECURITIES INC 236 - 2023-12-31 9,839 $1,427,000 -376
   GeoWealth Management LLC 169 - 2023-12-31 9,735 $1,412,000 -8,735
   Private Advisor Group LLC 973 - 2023-12-31 9,008 $1,306,000 2,118
   SHEETS SMITH & ASSOCIATES INC 111 *New 2023-09-30 9,624 $1,285,000 9,624
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1500 - 2023-12-31 8,383 $1,216,000 -95
   Harvest Investment Services LLC 53 - 2023-12-31 8,349 $1,211,000 -111
   THRIVENT FINANCIAL FOR LUTHERANS 1651 - 2023-12-31 8,355 $1,211,000 -905
   VALMARK ADVISERS INC 219 - 2023-12-31 8,340 $1,209,000 2,757
   Paul Damon & Associates Inc. 27 - 2023-12-31 7,843 $1,137,000 -1,838
   RIVERSEDGE ADVISORS LLC 33 - 2023-12-31 7,594 $1,101,000 32
   Financial Insights Inc. 57 - 2023-12-31 7,578 $1,099,000 -725
   Fortis Group Advisors LLC 44 - 2023-12-31 8,022 $1,097,000 0
   Equitable Holdings Inc. 556 - 2023-12-31 7,543 $1,094,000 -19,240
   Flagship Private Wealth LLC 26 - 2023-12-31 7,545 $1,094,000 43
   Financial Advocates Investment Management 272 - 2023-12-31 7,355 $1,067,000 503
   ROYAL BANK OF CANADA 3069 - 2023-12-31 7,156 $1,037,000 4,130
   Strategic Blueprint LLC - 2023-12-31 6,976 $1,012,000 -580
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 976 - 2023-12-31 6,752 $979,000 -79
   Milestone Investment Advisors LLC 45 - 2023-12-31 6,430 $932,000 -1,143
   Harwood Advisory Group LLC 79 - 2023-12-31 6,325 $917,000 -15
   TSFG LLC 73 - 2024-03-31 5,506 $858,000 -1,315
   CITADEL ADVISORS LLC 3103 - 2023-12-31 5,745 $833,000 1,046
   Eagle Capital Management LLC 30 - 2024-03-31 5,270 $821,000 69
   Cypress Wealth Services LLC 95 - 2024-03-31 5,166 $805,000 0
   IOWA STATE BANK - 2023-12-31 5,530 $802,000 29
   FLOW TRADERS U.S. LLC 391 *New 2023-12-31 5,368 $778,000 5,368
   Mutual Advisors LLC 524 - 2023-12-31 5,272 $764,000 -21
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3214 - 2023-12-31 5,085 $737,000 -4,838
   Absolute Capital Management LLC 39 - 2023-12-31 5,000 $725,000 -5,600
   Integrated Wealth Concepts LLC 866 - 2023-12-31 4,749 $689,000 23
   CWM LLC 998 - 2024-03-31 4,386 $683,000 -66
   H D Vest Advisory Services 866 - 2023-12-31 4,531 $657,000 -220
   Stratos Wealth Partners LTD. 807 - 2024-03-31 3,918 $610,000 -1,777
   JANE STREET GROUP LLC 3733 - 2023-12-31 4,173 $605,000 1,084
   Outlook Wealth Advisors LLC 104 - 2023-12-31 4,131 $599,000 -11,249
   Vertex Planning Partners LLC 69 - 2023-12-31 3,995 $579,000 -344
   EMPIRICAL FINANCIAL SERVICES, LLC 304 - 2023-12-31 3,905 $566,000 0
   STIFEL FINANCIAL CORP 2485 - 2023-12-31 3,894 $565,000 296
   CREATIVE FINANCIAL DESIGNS INC /ADV 230 - 2023-12-31 3,830 $555,000 -71
   Second Line Capital LLC 52 - 2023-12-31 3,753 $544,000 0
   PFG Advisors 351 - 2023-12-31 3,703 $537,000 -1,520
   Hutchens & Kramer Investment Management Group LLC - 2023-12-31 3,646 $529,000 -12
   Insight Advisors LLC/ PA - 2023-12-31 3,613 $524,000 -38
   ARQ WEALTH ADVISORS LLC 40 - 2023-12-31 3,558 $516,000 -1,382
   J.W. COLE ADVISORS INC. 498 - 2023-12-31 3,305 $479,000 3
   Legacy Capital Wealth Partners LLC 161 - 2023-12-31 3,068 $445,000 -2,990
   Avant Capital LLC 36 - 2023-09-30 3,295 $440,000 1
   Millington Financial Advisors LLC 55 - 2023-12-31 3,006 $436,000 -4,269
   Householder Group Estate & Retirement Specialist L - 2023-12-31 2,819 $408,000 485
   CARDIFF PARK ADVISORS LLC 163 - 2023-12-31 2,766 $401,000 0
   Merit Financial Group LLC 557 - 2023-12-31 2,594 $376,000 1
   High Net Worth Advisory Group LLC 140 - 2024-03-31 2,400 $374,000 0
   Legacy Trust - 2023-12-31 2,568 $372,000 0
   HARBOUR INVESTMENTS INC. 638 - 2023-12-31 2,545 $369,000 333
   BANK OF NEW YORK MELLON CORP 3622 - 2023-12-31 2,521 $366,000 -2,314
   TIAA FSB 451 - 2023-06-30 2,494 $351,000 0
   ADVISORY SERVICES NETWORK, LLC 1043 - 2023-12-31 2,295 $333,000 -1,683
  100 Records found
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