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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Sage Mountain Advisors LLC 48 - 2024-03-31 18,958 $2,953,000 0
   GOLDMAN SACHS GROUP INC/ 3335 - 2023-12-31 10,004 $1,451,000 0
   Cypress Wealth Services LLC 95 - 2024-03-31 5,166 $805,000 0
   EMPIRICAL FINANCIAL SERVICES, LLC 320 - 2024-03-31 3,905 $608,000 0
   CARDIFF PARK ADVISORS LLC 163 - 2023-12-31 2,766 $401,000 0
   Legacy Trust 118 - 2024-03-31 2,568 $400,000 0
   High Net Worth Advisory Group LLC 140 - 2024-03-31 2,400 $374,000 0
   TIAA FSB 451 - 2023-06-30 2,494 $351,000 0
   HIGHTOWER ADVISORS, LLC 2630 - 2024-03-31 1,933 $301,000 0
   Perfromance Wealth Partners LLC 128 - 2024-03-31 1,900 $296,000 0
   Moloney Securities Asset Management LLC 354 - 2024-03-31 1,750 $273,000 0
   TIAA TRUST NATIONAL ASSOCIATION 548 - 2024-03-31 1,604 $250,000 0
   Balentine LLC 444 - 2023-12-31 1,647 $239,000 0
   Cornerstone Wealth Management LLC 485 - 2024-03-31 1,501 $234,000 0
   BCJ Capital Management LLC 269 - 2023-12-31 1,579 $229,000 0
   Bouchey Financial Group Ltd 132 - 2024-03-31 1,400 $218,000 0
   JANNEY MONTGOMERY SCOTT LLC 2505 - 2024-03-31 1,400 $218,000 0
   EP WEALTH ADVISORS, INC. 709 - 2023-12-31 1,403 $203,000 0
   Prestige Wealth Management Group LLC 190 - 2024-03-31 735 $114,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 646 - 2023-12-31 721 $105,000 0
   SIGNATUREFD, LLC 1288 - 2024-03-31 530 $83,000 0
   NBC SECURITIES INC. 1066 - 2024-03-31 408 $63,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 771 - 2024-03-31 378 $59,000 0
   WFA of San Diego LLC 184 - 2023-09-30 325 $43,000 0
   Farther Finance Advisors LLC 1139 - 2023-12-31 256 $37,000 0
   Qube Research & Technologies Ltd 2965 - 2023-12-31 235 $34,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 438 - 2024-03-31 160 $25,000 0
   Spire Wealth Management 1508 - 2024-03-31 127 $20,000 0
   Front Row Advisors LLC 337 - 2023-12-31 60 $9,000 0
   Geneos Wealth Management Inc. 1724 - 2024-03-31 30 $5,000 0
   Integrity Financial Corp /WA 190 - 2024-03-31 26 $4,000 0
   Capital Investment Advisory Services LLC 881 - 2024-03-31 25 $4,000 0
   SANDY SPRING BANK 995 - 2024-03-31 16 $3,000 0
   PROEQUITIES INC. 9385 - 2024-03-31 0 $0 0

  34 Records found
  1    
  Page 1 of 1
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