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Get Institutions for : 
SPDR Series Trust (LWC)  
$22.40 0.20 (0.9%) as of 4:30 Fri 5/3


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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  : 
0.56 (2.56%)  




 
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
   BANK OF AMERICA CORP /DE/ 932 - 2023-12-31 3,378,330 $80,370,000 847,970
   LPL FINANCIAL CORP 559 - 2023-12-31 1,751,752 $41,674,000 -102,946
   NYL Investors LLC 5 - 2023-12-31 1,436,950 $34,185,000 -439,400
   ROCKLAND TRUST CO 17 - 2024-03-31 1,418,332 $32,962,000 64,313
   MORGAN STANLEY 2431 - 2023-12-31 1,064,192 $25,317,000 423,358
   ENVESTNET ASSET MANAGEMENT INC 980 - 2023-12-31 924,346 $21,990,000 -239,439
   THRIVENT FINANCIAL FOR LUTHERANS 477 *New 2023-12-31 656,295 $15,613,000 656,295
   WELLS FARGO & CO/MN 1224 - 2023-12-31 641,361 $15,258,000 502,671
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 4 - 2024-03-31 419,630 $9,752,000 47,951
   STATE STREET CORP 2493 - 2023-12-31 390,638 $9,293,000 227,380
   Twelve Points Wealth Management LLC 2 - 2024-03-31 381,531 $8,867,000 65,838
   CLARK CAPITAL MANAGEMENT GROUP INC 155 - 2023-12-31 342,346 $8,144,000 -157,788
   Advisor Group Holdings Inc. 1020 - 2023-12-31 278,339 $6,622,000 -130,505
   PFG Advisors 46 - 2023-12-31 264,423 $6,291,000 32,525
   MILESTONE ASSET MANAGEMENT LLC 10 *New 2024-03-31 270,033 $6,276,000 270,033
   UBS Group AG 1805 - 2023-12-31 259,218 $6,167,000 4,932
   Legacy Financial Group LLC 21 - 2024-03-31 261,972 $6,088,000 242,544
   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
   Hedeker Wealth Management Group LLC 31 - 2024-03-31 186,228 $4,328,000 16,829
   Private Advisor Group LLC 492 - 2023-12-31 176,769 $4,205,000 92,416
   ROYAL BANK OF CANADA 2058 - 2023-12-31 167,541 $3,986,000 39,826
   Collaborative Wealth Managment Inc. 14 - 2023-12-31 163,835 $3,898,000 8,643
   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
   VAN STRUM & TOWNE INC 24 - 2023-12-31 145,399 $3,459,000 65,059
   McIlrath & Eck LLC 24 - 2023-12-31 136,033 $3,236,000 1,361
   Vestmark Advisory Solutions Inc. 171 - 2023-12-31 123,179 $2,930,000 -22,410
   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
   FLAGSHIP HARBOR ADVISORS LLC 133 *New 2024-03-31 109,623 $2,548,000 109,623
   Wayfinding Financial LLC 16 - 2023-12-31 106,394 $2,531,000 -100,945
   BLACKROCK INC. 3697 - 2023-12-31 101,240 $2,409,000 -110
   Elevated Capital Advisors LLC 53 - 2024-03-31 87,669 $2,037,000 -1,157
   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
   AMERIPRISE FINANCIAL INC 2834 - 2023-12-31 77,886 $1,853,000 45,254
   Good Life Advisors LLC 107 - 2023-12-31 76,886 $1,829,000 -17,446
   Fifth Third Securities Inc. 116 *New 2024-03-31 74,783 $1,738,000 74,783
   ATRIA INVESTMENTS LLC 668 *New 2023-12-31 69,528 $1,654,000 69,528
   SYNOVUS FINANCIAL CORP 346 *New 2023-12-31 68,842 $1,638,000 68,842
   J P MORGAN CHASE & CO 3089 - 2023-12-31 66,203 $1,575,000 -126,206
   PRUDENTIAL FINANCIAL INC 1670 - 2023-12-31 56,019 $1,333,000 -30,537
   BOLTWOOD CAPITAL MANAGEMENT 68 - 2024-03-31 52,225 $1,214,000 -2,550
   AE Wealth Management LLC 1082 - 2023-12-31 50,931 $1,185,000 -12,179
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 645 - 2023-12-31 48,944 $1,164,000 1,619
   PRINCIPAL SECURITIES INC. 396 - 2023-12-31 42,926 $1,021,000 0
   STATE OF WISCONSIN INVESTMENT BOARD 1384 - 2023-12-31 42,920 $1,021,000 0
   Pineridge Advisors LLC - 2023-12-31 42,627 $1,014,000 0
   PARK AVENUE SECURITIES LLC 660 - 2024-03-31 42,899 $997,000 1,546
   CSM Advisors LLC 101 - 2023-12-31 41,900 $997,000 -9,800
   NSI Retail Advisors LLC 22 - 2023-12-31 41,900 $997,000 -9,800
   TRUEFG LLC 17 - 2024-03-31 38,154 $887,000 1,106
   Integrated Wealth Concepts LLC 778 - 2023-12-31 36,433 $867,000 5,624
   FINANCIAL NETWORK 1485 - 2023-12-31 35,466 $844,000 -22,899
   EDMOND DE ROTHSCHILD HOLDING S.A. 282 - 2023-12-31 35,165 $837,000 0
   Insight Advisors LLC/ PA - 2023-12-31 32,552 $774,000 1,220
   PRIVATE TRUST CO NA 266 - 2024-03-31 32,649 $759,000 2,500
   Cetera Investment Advisers 1371 - 2023-12-31 26,523 $631,000 -13,234
   Envestnet Portfolio Solutions Inc. 961 - 2023-12-31 25,958 $618,000 -27,754
   US BANCORP 1397 - 2023-12-31 24,600 $585,000 -24,401
   Advisory Alpha LLC - 2023-12-31 24,204 $576,000 148
   BB&T CORP 1879 - 2023-12-31 22,775 $542,000 -2,033
   Banco Santander S.A. 341 - 2023-12-31 21,638 $515,000 8,843
   Geneos Wealth Management Inc. - 2023-12-31 21,586 $514,000 531
   Ally Invest Advisors Inc. 44 - 2023-12-31 16,804 $400,000 2,896
   HARBOUR INVESTMENTS INC. 631 - 2023-12-31 15,870 $378,000 -60
   Goss Wealth Management LLC 1433 - 2023-12-31 15,660 $373,000 924
   CoreCap Advisors LLC 409 - 2023-12-31 14,844 $353,000 -804
   Qube Research & Technologies Ltd 2162 - 2023-12-31 14,373 $342,000 0
   MULTIFINANCIAL SECURITIES CORP 1349 - 2023-12-31 14,292 $340,000 2,218
   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
   IHT Wealth Management LLC 754 - 2023-12-31 12,979 $309,000 -2,182
   VALMARK ADVISERS INC 423 - 2023-12-31 11,758 $280,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1402 - 2023-12-31 11,067 $263,000 -28,125
   Gateway Wealth Partners LLC 179 *New 2023-12-31 10,360 $246,000 10,360
   HBW Advisory Services LLC 271 - 2024-03-31 9,660 $230,000 0
   Joseph P. Lucia & Associates LLC 111 - 2023-12-31 8,726 $208,000 8,726
   EP WEALTH ADVISORS, INC. 723 - 2023-12-31 8,015 $191,000 159
   PROEQUITIES INC. 705 - 2023-12-31 7,112 $169,000 -1,977
   CWM LLC 1602 - 2024-03-31 6,935 $161,000 -4,194
   Archer Investment Corp 241 - 2023-12-31 6,554 $156,000 0
   Emerald Investment Partners LLC 296 - 2024-03-31 5,684 $132,000 5,611
   Hartland & Co. LLC 557 *New 2023-12-31 4,800 $114,000 4,800
   NATIONAL BANK OF CANADA /FI/ 1412 - 2023-12-31 4,186 $99,000 29
   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
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 92 - 2023-12-31 3,000 $71,000 0
   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
   FAIRFIELD RESEARCH CORP 205 - 2023-12-31 1,800 $43,000 1,800
   SIMPLEX TRADING LLC 1504 - 2024-03-31 1,510 $35,000 153
   Newbridge Financial Services Group Inc. 472 - 2024-03-31 1,523 $35,000 1,482
   ADVISORY SERVICES NETWORK, LLC 2268 *New 2023-12-31 1,266 $30,000 1,266
   COMERICA BANK 2853 - 2023-12-31 1,200 $29,000 -2,645
   Transcendent Capital Group LLC 189 - 2024-03-31 1,205 $29,000 0
  100 Records found
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