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Get Institutions for : 
SPDR Series Trust (LWC)  
$22.62 0.09 (0.4%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 116    0
Total shares held : 
 18,063,037  
% of shares held : 
 13.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 568,312  
% of shares held change : 
   0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.86  
Last Quarter's Ending Price : 
 $23.79  
Last Quarter's Average Price : 
 $21.84  
Change from last quarter's     
avg. price to the last closing  : 
0.78 (3.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 1,126,240
 6.24%
 
Increased Positions :
41
 3,222,309
 17.84%
 
Unchanged Positions :
19
 240,119
 1.33%
 
Decreased Positions :
40
-1,954,841
-10.82%
 
Closed Positions :
16
-1,825,396
-10.11%
 
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
   LPL FINANCIAL CORP 521 - 2024-03-31 2,338,478 $54,346,000 586,726
   NYL Investors LLC 5 - 2024-03-31 1,437,650 $33,411,000 700
   ROCKLAND TRUST CO 17 - 2024-03-31 1,418,332 $32,962,000 64,313
   BANK OF AMERICA CORP /DE/ 1713 - 2024-03-31 1,134,171 $26,358,000 -2,244,159
   ENVESTNET ASSET MANAGEMENT INC 998 - 2024-03-31 1,046,044 $24,310,000 121,698
   MORGAN STANLEY 2613 - 2024-03-31 910,905 $21,169,000 -153,287
   THRIVENT FINANCIAL FOR LUTHERANS 477 - 2024-03-31 768,644 $17,863,000 112,349
   WELLS FARGO & CO/MN 1283 - 2024-03-31 640,679 $14,889,000 -682
   STATE STREET CORP 2386 - 2024-03-31 481,377 $11,187,000 90,739
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 4 - 2024-03-31 419,630 $9,752,000 47,951
   Twelve Points Wealth Management LLC 2 - 2024-03-31 381,531 $8,867,000 65,838
   Passumpsic Savings Bank 1 - 2024-03-31 333,213 $7,744,000 0
   JANE STREET GROUP LLC 980 - 2024-03-31 321,427 $7,470,000 321,427
   PFG Advisors 49 - 2024-03-31 274,750 $6,385,000 10,327
   ROYAL BANK OF CANADA 1766 - 2024-03-31 270,888 $6,296,000 103,347
   MILESTONE ASSET MANAGEMENT LLC 10 *New 2024-03-31 270,033 $6,276,000 270,033
   Legacy Financial Group LLC 21 - 2024-03-31 261,972 $6,088,000 242,544
   CLARK CAPITAL MANAGEMENT GROUP INC 177 - 2024-03-31 247,856 $5,760,000 -94,490
   COMMONWEALTH EQUITY SERVICES LLC. 1114 - 2024-03-31 230,677 $5,361,000 208,115
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 872 - 2024-03-31 230,000 $5,345,000 0
   Advisor Group Holdings Inc. 1007 - 2024-03-31 223,589 $5,196,000 -54,750
   Private Advisor Group LLC 471 - 2024-03-31 205,078 $4,766,000 28,309
   UBS Group AG 2248 - 2024-03-31 200,057 $4,649,000 -59,161
   Hedeker Wealth Management Group LLC 31 - 2024-03-31 186,228 $4,328,000 16,829
   Wayfinding Financial LLC 9 - 2024-03-31 190,848 $4,280,000 84,454
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1091 - 2024-03-31 183,718 $4,270,000 183,718
   Collaborative Wealth Managment Inc. 14 - 2024-03-31 176,114 $4,093,000 12,279
   VAN STRUM & TOWNE INC 26 - 2024-03-31 167,909 $3,902,000 22,510
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 905 - 2024-03-31 162,546 $3,778,000 148,075
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1312 *New 2024-03-31 156,006 $3,626,000 156,006
   BANK OF NEW YORK MELLON CORP 2481 - 2024-03-31 153,414 $3,565,000 -872,856
   BB&T CORP 1027 - 2024-03-31 148,709 $3,456,000 125,934
   CONNING ASSET MANAGEMENT CO. 118 - 2024-03-31 124,080 $2,884,000 0
   Brookstone Capital Management 302 - 2024-03-31 119,505 $2,777,000 37,281
   IFP Advisors Inc 177 *New 2023-12-31 109,618 $2,608,000 109,618
   Atria Wealth Solutions Inc. 547 *New 2024-03-31 110,925 $2,578,000 110,925
   FLAGSHIP HARBOR ADVISORS LLC 133 *New 2024-03-31 109,623 $2,548,000 109,623
   BLACKROCK INC. 3686 - 2024-03-31 103,220 $2,399,000 1,980
   Cetera Investment Advisers 1473 - 2024-03-31 93,650 $2,176,000 67,127
   Elevated Capital Advisors LLC 53 - 2024-03-31 87,669 $2,037,000 -1,157
   PRINCIPAL SECURITIES INC. 269 - 2024-03-31 87,603 $2,036,000 44,677
   J P MORGAN CHASE & CO 2977 - 2024-03-31 87,159 $2,026,000 20,956
   Good Life Advisors LLC 105 - 2024-03-31 84,673 $1,968,000 7,787
   Caitlin John LLC 9 - 2023-12-31 81,306 $1,934,000 0
   WEALTHSOURCE PARTNERS LLC 128 - 2023-12-31 80,610 $1,918,000 64,430
   SYNOVUS FINANCIAL CORP 348 - 2024-03-31 79,688 $1,852,000 10,846
   Fifth Third Securities Inc. 116 *New 2024-03-31 74,783 $1,738,000 74,783
   PRUDENTIAL FINANCIAL INC 1592 - 2024-03-31 66,761 $1,552,000 10,742
   Koshinski Asset Management Inc. 163 - 2024-03-31 56,629 $1,316,000 56,629
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 671 - 2024-03-31 55,908 $1,299,000 6,964
   BOLTWOOD CAPITAL MANAGEMENT 68 - 2024-03-31 52,225 $1,214,000 -2,550
   FINANCIAL NETWORK 1329 - 2024-03-31 51,540 $1,198,000 16,074
   STATE OF WISCONSIN INVESTMENT BOARD 1422 - 2024-03-31 42,920 $997,000 0
   PARK AVENUE SECURITIES LLC 660 - 2024-03-31 42,899 $997,000 1,546
   Integrated Wealth Concepts LLC 750 - 2024-03-31 42,205 $981,000 5,772
   OLD MISSION CAPITAL LLC 398 - 2024-03-31 40,622 $944,000 40,622
   AMERIPRISE FINANCIAL INC 3109 - 2024-03-31 40,244 $935,000 -37,642
   CSM Advisors LLC 100 - 2024-03-31 39,900 $927,000 -2,000
   NSI Retail Advisors LLC 21 - 2024-03-31 39,900 $927,000 -2,000
   TRUEFG LLC 17 - 2024-03-31 38,154 $887,000 1,106
   KKM Financial LLC 74 *New 2024-03-31 33,603 $781,000 33,603
   PRIVATE TRUST CO NA 266 - 2024-03-31 32,649 $759,000 2,500
   Insight Advisors LLC/ PA 110 - 2024-03-31 32,548 $756,000 -4
   HRT FINANCIAL LLC 987 *New 2024-03-31 31,883 $740,000 31,883
   Envestnet Portfolio Solutions Inc. 994 - 2024-03-31 29,168 $678,000 3,210
   US BANCORP 1307 - 2024-03-31 28,929 $672,000 4,329
   Advisory Alpha LLC 204 - 2024-03-31 24,249 $564,000 45
   Geneos Wealth Management Inc. 492 - 2024-03-31 21,336 $496,000 -250
   Ally Invest Advisors Inc. 43 - 2024-03-31 20,641 $480,000 3,837
   Banco Santander S.A. 356 - 2024-03-31 18,435 $428,000 -3,203
   MULTIFINANCIAL SECURITIES CORP 1767 - 2024-03-31 16,610 $386,000 2,318
   HARBOUR INVESTMENTS INC. 631 - 2023-12-31 15,870 $378,000 -60
   CoreCap Advisors LLC 409 - 2023-12-31 14,844 $353,000 -804
   IHT Wealth Management LLC 754 - 2024-03-31 14,816 $344,000 1,837
   MML INVESTORS SERVICES LLC 2011 *New 2024-03-31 14,767 $343,000 14,767
   Goss Wealth Management LLC 1567 - 2024-03-31 14,441 $336,000 -1,219
   Qube Research & Technologies Ltd 2349 - 2024-03-31 14,373 $334,000 0
   Strategic Financial Concepts LLC 215 - 2024-03-31 14,051 $327,000 14,051
   HF Advisory Group LLC 135 - 2024-03-31 13,970 $325,000 1,470
   PROSPERA FINANCIAL SERVICES 833 - 2023-12-31 13,037 $310,000 1,237
   Rockefeller Capital Management L.P. 1594 *New 2024-03-31 11,935 $277,000 11,935
   VALMARK ADVISERS INC 457 - 2024-03-31 11,758 $273,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1449 - 2024-03-31 11,353 $264,000 286
   HBW Advisory Services LLC 271 - 2024-03-31 9,660 $230,000 0
   Pineridge Advisors LLC 48 - 2024-03-31 9,788 $227,000 -32,839
   Global Financial Private Client LLC 174 - 2024-03-31 9,800 $223,000 9,800
   Joseph P. Lucia & Associates LLC 118 - 2024-03-31 8,726 $203,000 0
   Raleigh Capital Management Inc. 205 - 2024-03-31 8,102 $188,000 7,885
   EP WEALTH ADVISORS, INC. 742 - 2024-03-31 8,056 $187,000 41
   PROEQUITIES INC. 740 - 2024-03-31 7,112 $165,000 0
   CWM LLC 1602 - 2024-03-31 6,935 $161,000 -4,194
   Archer Investment Corp 244 - 2024-03-31 6,554 $152,000 0
   Emerald Investment Partners LLC 296 - 2024-03-31 5,684 $132,000 5,611
   Hartland & Co. LLC 594 - 2024-03-31 4,800 $108,000 0
   Northwest Capital Management Inc 178 - 2024-03-31 4,151 $96,000 -526
   Westside Investment Management Inc. 285 - 2024-03-31 3,982 $93,000 632
   NATIONAL BANK OF CANADA /FI/ 1416 - 2024-03-31 3,674 $82,000 -512
   Sunbelt Securities Inc. 838 - 2024-03-31 2,362 $55,000 -614
   Sound Income Strategies LLC 426 - 2024-03-31 1,926 $45,000 -77
   Transcendent Capital Group LLC 201 - 2024-03-31 1,750 $41,000 545
  100 Records found
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