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Get Institutions for : 
Spdr S (NANR)  
$57.58 0.43 (0.75%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    6
Total shares held : 
8,802,339  
% of shares held : 
63.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-97,968  
% of shares held change : 
  -0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$51.58  
Last Quarter's Ending Price : 
$51.00  
Last Quarter's Average Price
$50.83  
Change from last quarter's     
avg. price to the last closing  : 
6.75 (13.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 12,291
 0.14%
 
Increased Positions :
29
 267,450
 3.04%
 
Unchanged Positions :
20
 38,352
 0.44%
 
Decreased Positions :
29
-356,706
-4.05%
 
Closed Positions :
13
-21,003
-0.24%
 
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
   FINANCIAL ENGINES ADVISORS L.L.C. 27 - 2023-12-31 6,158,362 $314,064,000 13,434
   CREATIVE FINANCIAL DESIGNS INC /ADV 21 - 2024-03-31 205,062 $11,192,000 14,953
   FRANKLIN RESOURCES INC 901 - 2023-12-31 178,981 $9,128,000 2,115
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 561 - 2024-03-31 137,541 $7,507,000 7,198
   SCHMIDT P J INVESTMENT MANAGEMENT INC 20 - 2024-03-31 133,421 $7,282,000 2,942
   Sweet Financial Partners LLC 13 - 2024-03-31 122,821 $6,704,000 24,447
   MORGAN STANLEY 3655 - 2023-12-31 125,586 $6,405,000 96,380
   CFS Investment Advisory Services LLC 19 - 2023-12-31 110,242 $5,622,000 1,194
   CAPITAL WEALTH MANAGEMENT LLC 14 - 2024-03-31 97,256 $5,308,000 40,676
   UBS Group AG 2139 - 2023-12-31 83,208 $4,243,000 30,017
   Fundamentun LLC 84 - 2024-03-31 51,621 $2,818,000 756
   HOLLOW BROOK ASSOCIATES LLC 31 - 2023-12-31 48,763 $2,487,000 8,405
   COMMONWEALTH EQUITY SERVICES LLC. 1804 - 2024-03-31 34,986 $1,910,000 5,625
   STIFEL FINANCIAL CORP 1739 - 2023-12-31 35,363 $1,803,000 1,574
   Fiduciary Alliance LLC 74 - 2024-03-31 30,453 $1,677,000 1,637
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 143 - 2024-03-31 26,027 $1,434,000 13,065
   Brio Consultants LLC 54 - 2024-03-31 24,014 $1,311,000 2,247
   Global Retirement Partners LLC 647 - 2024-03-31 5,632 $307,000 1,010
   Per Stirling Capital Management LLC. 184 - 2023-12-31 5,102 $260,000 1,273
   SANDY SPRING BANK 352 - 2024-03-31 4,083 $223,000 675
   ROYAL BANK OF CANADA 4524 - 2023-12-31 3,597 $184,000 350
   SUMMIT INVESTMENT ADVISORS INC 1351 - 2023-12-31 3,411 $174,000 2
   Qube Research & Technologies Ltd 2650 - 2023-12-31 2,259 $115,000 2,259
   FMR LLC 3021 - 2023-12-31 2,172 $111,000 995
   IFP Advisors Inc 1692 - 2023-12-31 653 $33,000 7
   PNC FINANCIAL SERVICES GROUP INC 3443 - 2024-03-31 355 $19,000 355
   Coastal Investment Advisors Inc. 791 - 2024-03-31 23 $1,000 23
   NORTHWEST INVESTMENT COUNSELORS LLC 505 - 2024-03-31 27 $1,000 27

  28 Records found
  1    
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