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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
   BANK OF AMERICA CORP /DE/ 1713 - 2024-03-31 1,134,171 $26,358,000 -2,244,159
   MORGAN STANLEY 2613 - 2024-03-31 910,905 $21,169,000 -153,287
   WELLS FARGO & CO/MN 1283 - 2024-03-31 640,679 $14,889,000 -682
   CLARK CAPITAL MANAGEMENT GROUP INC 177 - 2024-03-31 247,856 $5,760,000 -94,490
   Advisor Group Holdings Inc. 1007 - 2024-03-31 223,589 $5,196,000 -54,750
   UBS Group AG 2248 - 2024-03-31 200,057 $4,649,000 -59,161
   BANK OF NEW YORK MELLON CORP 2481 - 2024-03-31 153,414 $3,565,000 -872,856
   Elevated Capital Advisors LLC 53 - 2024-03-31 87,669 $2,037,000 -1,157
   BOLTWOOD CAPITAL MANAGEMENT 68 - 2024-03-31 52,225 $1,214,000 -2,550
   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
   Insight Advisors LLC/ PA 110 - 2024-03-31 32,548 $756,000 -4
   Geneos Wealth Management Inc. 492 - 2024-03-31 21,336 $496,000 -250
   Banco Santander S.A. 356 - 2024-03-31 18,435 $428,000 -3,203
   HARBOUR INVESTMENTS INC. 631 - 2023-12-31 15,870 $378,000 -60
   CoreCap Advisors LLC 409 - 2023-12-31 14,844 $353,000 -804
   Goss Wealth Management LLC 1567 - 2024-03-31 14,441 $336,000 -1,219
   Pineridge Advisors LLC 48 - 2024-03-31 9,788 $227,000 -32,839
   CWM LLC 1602 - 2024-03-31 6,935 $161,000 -4,194
   Northwest Capital Management Inc 178 - 2024-03-31 4,151 $96,000 -526
   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
   Global Retirement Partners LLC 1889 - 2024-03-31 709 $16,000 -36
   GRADIENT INVESTMENTS LLC 595 - 2024-03-31 549 $13,000 -863
   Castleview Partners LLC 519 - 2024-03-31 568 $13,000 -55
   Iron Horse Wealth Management LLC 166 - 2024-03-31 517 $12,000 -2
   Coppell Advisory Solutions LLC 1211 - 2023-12-31 114 $3,000 -118
   Aspire Wealth Management Corp 176 - 2024-03-31 49 $1,000 -27
  30 Records found
  1    
  Page 1 of 1
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