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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
   Gateway Wealth Partners LLC 225 *Closed 2023-12-31 0 $0 -1,575
   ABSOLUTE INVESTMENT MANAGEMENT LLC 595 *Closed 2024-03-31 0 $0 -209
   BANK OF NEW YORK MELLON CORP 4110 *Closed 2024-03-31 0 $0 -2,521
   TOWNSQUARE CAPITAL LLC 1136 *Closed 2023-12-31 0 $0 -50,620
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1735 *Closed 2023-09-30 0 $0 -1,514
   Absolute Capital Management LLC 110 *Closed 2024-03-31 0 $0 -5,000
   Mezzasalma Advisors LLC 103 *Closed 2024-03-31 0 $0 -2,213
   Aspire Private Capital LLC 700 *Closed 2024-03-31 0 $0 -26
   Strategic Advocates LLC 170 *Closed 2024-03-31 0 $0 -1,855
   IFP Advisors Inc 3027 *Closed 2023-12-31 0 $0 -1,382
   Independent Wealth Network Inc. 99 *Closed 2024-03-31 0 $0 -7,234
   Midwest Heritage Bank FSB 57 *Closed 2024-03-31 0 $0 -1,657
   GREAT VALLEY ADVISOR GROUP INC. 750 *Closed 2023-12-31 0 $0 -16,277
   FLYNN ZITO CAPITAL MANAGEMENT LLC 114 *Closed 2024-03-31 0 $0 -1,550
   Kalos Management Inc. 390 *Closed 2023-06-30 0 $0 -345
   Ameritas Advisory Services LLC 773 *Closed 2023-12-31 0 $0 -2,315
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 535 *Closed 2023-12-31 0 $0 -12,333
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 833 *Closed 2024-03-31 0 $0 -1,438
   Advisor Resource Council 403 *Closed 2024-03-31 0 $0 -6,962
   WIN ADVISORS INC 67 *Closed 2024-03-31 0 $0 -26,894
   Sound Income Strategies LLC 1447 *Closed 2024-03-31 0 $0 -20
   Hobart Private Capital LLC 68 *Closed 2024-03-31 0 $0 -12,960
   Astor Investment Management LLC 32 *Closed 2024-03-31 0 $0 -73,117
   Outlook Wealth Advisors LLC 282 *Closed 2024-03-31 0 $0 -4,131
   FLAGSHIP HARBOR ADVISORS LLC 699 *Closed 2024-03-31 0 $0 -4,456
   Lloyd Advisory Services LLC. 181 *Closed 2024-03-31 0 $0 -1,874
   BROWN WEALTH MANAGEMENT LLC 92 *Closed 2023-12-31 0 $0 -50,620
   KWB Wealth 137 *Closed 2024-03-31 0 $0 -11,161
   Elevated Capital Advisors LLC 181 *Closed 2024-03-31 0 $0 -4,913
  29 Records found
  1    
  Page 1 of 1
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