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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
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -67
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -95,762
   SFG Wealth Management LLC. 96 *Closed 2024-03-31 0 $0 -8,057
   J P MORGAN CHASE & CO 5721 *Closed 2024-03-31 0 $0 -657
   Goss Wealth Management LLC 3637 *Closed 2023-12-31 0 $0 -582
   HB Wealth Management LLC 848 *Closed 2024-03-31 0 $0 -4,141
   Northwest Financial Advisors 802 *Closed 2024-03-31 0 $0 -231
   MONTECITO BANK & TRUST 255 *Closed 2024-03-31 0 $0 -6,175
   ADVISORY SERVICES NETWORK, LLC 2703 *Closed 2024-03-31 0 $0 -510
   COMERICA BANK 3633 *Closed 2023-12-31 0 $0 -7
   KISTLERTIFFANY COMPANIES, LLC 897 *Closed 2023-06-30 0 $0 -365
   ENVESTNET ASSET MANAGEMENT INC 4136 *Closed 2023-12-31 0 $0 -4,391
   FINANCIAL NETWORK 2861 *Closed 2023-12-31 0 $0 -7,991
   STAPP WEALTH MANAGEMENT PLLC 26 *Closed 2024-03-31 0 $0 -50,033
  14 Records found
  1    
  Page 1 of 1
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