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Get Institutions for : 
Spdr Russell 1000 Low Volatility Etf (LGLV)  
$154.17 0.33 (0.22%) as of 4:30 Fri 5/10


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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  : 
16.07 (11.64%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   DORVAL Corp 4 - 2024-03-31 106,278 $16,140,000 683
   McNaughton Wealth Management LLC 2 - 2024-03-31 88,992 $13,860,000 2,272
   COMMONWEALTH EQUITY SERVICES LLC. 1391 - 2024-03-31 22,330 $3,478,000 6,723
   Journey Advisory Group LLC 67 - 2023-12-31 18,455 $2,676,000 211
   ROFFMAN MILLER ASSOCIATES INC /PA/ 55 - 2023-12-31 14,674 $2,128,000 80
   UBS Group AG 2894 - 2023-12-31 12,882 $1,868,000 874
   IHT Wealth Management LLC 249 - 2023-12-31 11,838 $1,717,000 2,127
   VALMARK ADVISERS INC 219 - 2023-12-31 8,340 $1,209,000 2,757
   ROYAL BANK OF CANADA 3069 - 2023-12-31 7,156 $1,037,000 4,130
   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
   Integrated Wealth Concepts LLC 866 - 2023-12-31 4,749 $689,000 23
   JANE STREET GROUP LLC 3733 - 2023-12-31 4,173 $605,000 1,084
   STIFEL FINANCIAL CORP 2485 - 2023-12-31 3,894 $565,000 296
   J.W. COLE ADVISORS INC. 503 - 2024-03-31 3,581 $558,000 276
   Householder Group Estate & Retirement Specialist L 139 - 2024-03-31 3,155 $491,000 336
   HARBOUR INVESTMENTS INC. 638 - 2023-12-31 2,545 $369,000 333
   J P MORGAN CHASE & CO 3897 - 2023-12-31 2,209 $320,000 192
   LINCOLN NATIONAL CORP 989 - 2024-03-31 1,767 $275,000 5
   Cedar Brook Financial Partners LLC 354 - 2024-03-31 1,633 $254,000 7
   FMR LLC 2856 - 2023-12-31 1,176 $171,000 56
   BARRETT & COMPANY INC. 144 - 2024-03-31 1,048 $163,000 4
   Goss Wealth Management LLC 1947 - 2023-12-31 666 $97,000 10
   SRS Capital Advisors Inc. 401 - 2023-12-31 601 $87,000 4
   COMERICA BANK 2778 - 2023-12-31 260 $38,000 35
   TUCKER ASSET MANAGEMENT LLC 316 - 2023-12-31 186 $27,000 162
  31 Records found
  1    
  Page 1 of 1
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