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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
   LPL FINANCIAL CORP 787 - 2024-03-31 182,144 $28,367,000 -53,487
   Advisor Group Holdings Inc. 493 - 2024-03-31 100,002 $15,574,000 -10,248
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 706 - 2024-03-31 78,224 $12,183,000 -22,525
   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
   HF Advisory Group LLC 2 - 2024-03-31 30,511 $4,752,000 -2,231
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 719 - 2024-03-31 26,006 $4,050,000 -105,866
   SEI INVESTMENTS CO 1306 - 2024-03-31 25,955 $4,042,000 -261
   Miracle Mile Advisors LLC 157 - 2024-03-31 17,908 $2,789,000 -2,758
   ATRIA INVESTMENTS LLC 497 - 2023-12-31 18,105 $2,625,000 -13,302
   Thrive Capital Management LLC 22 - 2023-12-31 17,510 $2,539,000 -2,877
   ROFFMAN MILLER ASSOCIATES INC /PA/ 59 - 2024-03-31 12,361 $1,925,000 -2,313
   MARINER WEALTH ADVISORS, LLC 1091 - 2023-12-31 12,659 $1,836,000 -3,665
   THOROUGHBRED FINANCIAL SERVICES LLC 127 - 2024-03-31 10,869 $1,692,000 -1,275
   DAIWA SECURITIES GROUP INC. 586 - 2024-03-31 10,640 $1,657,000 -430
   MISSION CREEK CAPITAL PARTNERS INC 62 - 2023-12-31 11,423 $1,656,000 -836
   BAKER TILLY FINANCIAL LLC 76 - 2024-03-31 10,616 $1,653,000 -5,394
   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
   SHEETS SMITH & ASSOCIATES INC 131 - 2024-03-31 9,221 $1,436,000 -403
   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 1004 - 2024-03-31 8,715 $1,357,000 -293
   Fortis Group Advisors LLC 84 - 2024-03-31 7,800 $1,215,000 -222
   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
   Financial Insights Inc. 61 - 2024-03-31 7,254 $1,130,000 -324
   Financial Advocates Investment Management 290 - 2024-03-31 7,137 $1,112,000 -218
   Paul Damon & Associates Inc. 27 - 2024-03-31 7,111 $1,107,000 -732
   RIVERSEDGE ADVISORS LLC 35 - 2024-03-31 7,101 $1,106,000 -493
   Equitable Holdings Inc. 556 - 2023-12-31 7,543 $1,094,000 -19,240
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1725 - 2024-03-31 6,383 $994,000 -2,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 976 - 2023-12-31 6,752 $979,000 -79
   Flagship Private Wealth LLC 31 - 2024-03-31 6,237 $971,000 -1,308
   Milestone Investment Advisors LLC 45 - 2023-12-31 6,430 $932,000 -1,143
   Strategic Blueprint LLC 258 - 2024-03-31 5,886 $917,000 -1,090
   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
   IOWA STATE BANK 85 - 2024-03-31 5,042 $785,000 -488
   CWM LLC 998 - 2024-03-31 4,386 $683,000 -66
   Stratos Wealth Partners LTD. 807 - 2024-03-31 3,918 $610,000 -1,777
   Mutual Advisors LLC 634 - 2024-03-31 3,792 $590,000 -1,480
   Vertex Planning Partners LLC 69 - 2023-12-31 3,995 $579,000 -344
   CREATIVE FINANCIAL DESIGNS INC /ADV 245 - 2024-03-31 3,692 $575,000 -138
   Hutchens & Kramer Investment Management Group LLC 60 - 2024-03-31 3,545 $548,000 -101
   ARQ WEALTH ADVISORS LLC 40 - 2023-12-31 3,558 $516,000 -1,382
   Millington Financial Advisors LLC 60 - 2024-03-31 2,395 $373,000 -611
   FINANCIAL LIFE ADVISORS 45 - 2024-03-31 2,115 $329,000 -487
   Kestra Advisory Services LLC 1773 - 2023-12-31 2,259 $328,000 -1,603
   Commonwealth Financial Services LLC 124 - 2023-12-31 2,261 $328,000 -2,914
   Aptus Capital Advisors LLC 449 - 2023-12-31 2,202 $319,000 -97
   AdvisorNet Financial Inc 387 - 2024-03-31 1,976 $308,000 -434
   Merit Financial Group LLC 697 - 2024-03-31 2,042 $308,000 -552
   Legacy Financial Advisors Inc. 231 - 2023-12-31 2,038 $296,000 -891
   MERCER GLOBAL ADVISORS INC /ADV 1615 - 2023-12-31 2,034 $295,000 -824
   Steward Partners Investment Advisory LLC 1222 - 2023-12-31 2,027 $294,000 -74
   Change Path LLC 510 - 2023-12-31 1,990 $289,000 -1,146
   FINANCIAL NETWORK 2312 - 2023-12-31 1,858 $269,000 -666
   AXXCESS WEALTH MANAGEMENT LLC 676 - 2023-12-31 1,851 $268,000 -1,466
   PFG Advisors 551 - 2024-03-31 1,715 $267,000 -1,988
   Cetera Investment Advisers 1854 - 2023-12-31 1,808 $262,000 -526
   MML INVESTORS SERVICES LLC 2155 - 2023-12-31 1,725 $250,000 -90
   TOWER RESEARCH CAPITAL LLC 1956 - 2023-12-31 1,621 $235,000 -254
   PACIFIC SUN FINANCIAL CORP 170 - 2024-03-31 1,465 $228,000 -10
   Raleigh Capital Management Inc. 184 - 2023-12-31 1,406 $204,000 -1,279
   Bogart Wealth LLC 212 - 2024-03-31 1,071 $167,000 -10
   Ulland Investment Advisors LLC 70 - 2024-03-31 938 $146,000 -10
   WELLS FARGO & CO/MN 4405 - 2024-03-31 550 $86,000 -133,168
   PRIVATE TRUST CO NA 996 - 2024-03-31 441 $69,000 -528
   Paladin Advisory Group LLC 147 - 2024-03-31 304 $47,000 -8
   Rosenberg Matthew Hamilton 548 - 2024-03-31 118 $18,000 -38
   PRINCIPAL SECURITIES INC. 2571 - 2024-03-31 30 $5,000 -175

  73 Records found
  1    
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