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Get Institutions for : 
SPDR Series Trust (PSK)  
$33.82 0.01 (0.01%) as of 4:30 Mon 5/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 167    6
Total shares held : 
 9,666,651  
% of shares held : 
 32.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -65,017  
% of shares held change : 
   -0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.84  
Last Quarter's Ending Price : 
 $33.52  
Last Quarter's Average Price : 
 $32.16  
Change from last quarter's     
avg. price to the last closing  : 
1.66 (5.15%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 518,369
 5.36%
 
Increased Positions :
56
 1,020,078
 10.55%
 
Unchanged Positions :
37
 1,007,380
 10.42%
 
Decreased Positions :
58
-1,214,723
-12.57%
 
Closed Positions :
22
-388,741
-4.02%
 
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
   State of Wisconsin - Board of Commissioners of Pub 5 - 2024-03-31 840,093 $29,294,000 0
   WELLS FARGO & CO/MN 1053 - 2024-03-31 653,226 $22,778,000 -148,056
   CNO Financial Group Inc. 1 - 2023-09-30 700,000 $22,722,000 0
   LPL FINANCIAL CORP 907 - 2024-03-31 626,222 $21,836,000 19,971
   MORGAN STANLEY 2826 - 2024-03-31 500,997 $17,470,000 19,861
   ROYAL BANK OF CANADA 1262 - 2024-03-31 429,230 $14,966,000 -47,389
   PUTNAM FL INVESTMENT MANAGEMENT CO 71 - 2024-03-31 419,201 $14,618,000 61,011
   MARINER WEALTH ADVISORS, LLC 448 - 2024-03-31 354,509 $12,362,000 2,595
   FINANCIAL COUNSELORS INC 130 - 2024-03-31 322,082 $11,231,000 -354,636
   PARK AVENUE SECURITIES LLC 112 - 2024-03-31 285,731 $9,963,000 59,243
   Barry Investment Advisors LLC 9 - 2024-03-31 259,988 $9,066,000 -1,741
   UBS Group AG 1689 - 2024-03-31 254,141 $8,862,000 3,748
   Lido Advisors LLC 186 - 2024-03-31 237,422 $8,279,000 -15,812
   BANK OF AMERICA CORP /DE/ 2719 - 2024-03-31 202,339 $7,056,000 -54,261
   HANSON MCCLAIN, INC. 181 - 2024-03-31 167,026 $5,824,000 -5,842
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 52 - 2024-03-31 145,990 $5,091,000 -13,168
   BB&T CORP 883 - 2024-03-31 140,355 $4,894,000 771
   ENVESTNET ASSET MANAGEMENT INC 2015 - 2024-03-31 134,949 $4,706,000 -2,585
   Long Run Wealth Advisors LLC 22 - 2024-03-31 134,743 $4,698,000 3,823
   Sound Income Strategies LLC 77 - 2024-03-31 132,831 $4,632,000 12,265
   Shilanski & Associates Inc. 23 - 2024-03-31 124,313 $4,335,000 5,839
   MERCER GLOBAL ADVISORS INC /ADV 502 - 2024-03-31 123,044 $4,291,000 107,852
   Shulman DeMeo Asset Management LLC 8 - 2024-03-31 117,325 $4,091,000 -1,962
   ST GERMAIN D J CO INC 101 - 2024-03-31 112,252 $3,914,000 40,808
   Investors Research Corp 21 - 2024-03-31 95,896 $3,344,000 -3,107
   SAGE ADVISORY SERVICES, LTD.CO. 24 - 2024-03-31 78,815 $2,748,000 -6,980
   Atlas Private Wealth Advisors 22 - 2024-03-31 69,559 $2,426,000 -149,011
   Orion Portfolio Solutions LLC 570 - 2024-03-31 68,987 $2,406,000 6,381
   J P MORGAN CHASE & CO 2908 - 2024-03-31 63,613 $2,218,000 13,263
   Twelve Points Wealth Management LLC 23 - 2024-03-31 61,162 $2,133,000 4,245
   Ameritas Advisory Services LLC 226 - 2024-03-31 58,713 $2,047,000 27,960
   AMERIPRISE FINANCIAL INC 2845 - 2024-03-31 52,414 $1,825,000 306
   BANK OF MONTREAL /CAN/ 1430 - 2024-03-31 49,438 $1,742,000 5,906
   Wealthcare Advisory Partners LLC 256 - 2024-03-31 49,601 $1,730,000 -6,692
   Powers Advisory Group LLC 23 - 2024-03-31 47,821 $1,668,000 -2,006
   Private Advisor Group LLC 942 - 2024-03-31 44,144 $1,539,000 157
   Rosenberg Matthew Hamilton 31 - 2024-03-31 43,992 $1,528,000 2,935
   Advisor Group Holdings Inc. 1941 - 2024-03-31 42,247 $1,473,000 10,269
   COMMONWEALTH EQUITY SERVICES LLC. 1963 - 2024-03-31 42,136 $1,469,000 16,021
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2148 - 2024-03-31 40,629 $1,417,000 -9,794
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1846 - 2024-03-31 39,785 $1,387,000 1,070
   BATH SAVINGS TRUST CO 89 - 2024-03-31 36,485 $1,272,000 -1,512
   BALYASNY ASSET MANAGEMENT LLC 1162 *New 2024-03-31 35,279 $1,230,000 35,279
   McAdam LLC 104 - 2024-03-31 34,445 $1,201,000 -902
   TOWNSQUARE CAPITAL LLC 631 - 2024-03-31 31,753 $1,107,000 2,770
   MML INVESTORS SERVICES LLC 1404 - 2024-03-31 29,755 $1,038,000 593
   Goss Wealth Management LLC 1001 - 2024-03-31 27,689 $966,000 2,312
   CAPTRUST FINANCIAL ADVISORS 1162 *New 2024-03-31 26,666 $930,000 26,666
   XML Financial LLC 177 - 2024-03-31 25,660 $895,000 2,632
   Treynor Bancshares Inc. 41 - 2024-03-31 24,985 $871,000 -358
   Diligent Investors LLC 132 - 2024-03-31 24,325 $848,000 -845
   Betterment LLC 218 - 2024-03-31 23,849 $832,000 0
   Pensionmark Financial Group LLC 154 - 2024-03-31 23,805 $830,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1885 - 2024-03-31 22,658 $790,000 -238
   SYNOVUS FINANCIAL CORP 508 - 2024-03-31 22,372 $780,000 621
   BP WEALTH MANAGEMENT LLC 389 - 2024-03-31 22,331 $779,000 -801
   Falcon Wealth Planning 62 - 2024-03-31 21,602 $753,000 -538
   GLOBALT Investments LLC / GA 163 - 2024-03-31 20,530 $716,000 -1,151
   Equitable Holdings Inc. 704 - 2024-03-31 20,007 $698,000 730
   RAYMOND JAMES & ASSOCIATES 2833 - 2024-03-31 19,586 $683,000 404
   Apollon Wealth Management LLC 585 - 2024-03-31 19,469 $679,000 124
   Sharper & Granite LLC 71 - 2024-03-31 17,865 $620,000 -4,600
   FINANCIAL NETWORK 1788 - 2024-03-31 17,560 $612,000 -269
   HARBOR ADVISORY CORP /MA/ 64 - 2024-03-31 17,075 $595,000 0
   Envestnet Portfolio Solutions Inc. 1052 *New 2024-03-31 16,726 $583,000 16,726
   Sequent Planning LLC 86 - 2024-03-31 16,648 $581,000 0
   Financial Insights Inc. 100 - 2024-03-31 15,222 $531,000 -301
   Garrett Investment Advisors LLC 177 - 2024-03-31 15,109 $527,000 -824
   NATIONAL ASSET MANAGEMENT, INC. 763 - 2024-03-31 16,168 $525,000 2,656
   NBT BANK N A /NY 274 - 2024-03-31 14,640 $510,000 -115
   PURE FINANCIAL ADVISORS, INC. 198 - 2024-03-31 14,163 $494,000 -1,064
   ENDURANCE WEALTH MANAGEMENT, INC. 125 - 2023-06-30 14,700 $492,000 -12,400
   US BANCORP 1523 - 2024-03-31 13,806 $481,000 8,116
   CRESTWOOD ADVISORS LLC 283 - 2024-03-31 13,700 $478,000 0
   Fifth Third Securities Inc. 199 *New 2024-03-31 12,458 $434,000 12,458
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1312 - 2024-03-31 11,107 $387,000 62
   ECLECTIC ASSOCIATES INC /ADV 64 - 2024-03-31 11,021 $384,000 1,583
   Wedmont Private Capital 387 - 2024-03-31 10,867 $376,000 167
   TD CAPITAL MANAGEMENT LLC 77 - 2024-03-31 10,525 $367,000 10
   BEAM Asset Management LLC 73 - 2024-03-31 10,461 $365,000 -163
   Artemis Wealth Advisors LLC 27 - 2024-03-31 9,576 $334,000 99
   PRIVATE TRUST CO NA 483 - 2024-03-31 9,366 $327,000 0
   Financial Advocates Investment Management 560 *New 2024-03-31 9,246 $322,000 9,246
   COMERICA BANK 2094 - 2024-03-31 8,941 $312,000 14
   Wealthfront Advisers LLC 798 - 2024-03-31 8,918 $311,000 -18
   Stratos Wealth Partners LTD. 1067 - 2024-03-31 8,882 $310,000 8,882
   CHATHAM CAPITAL GROUP INC 171 - 2024-03-31 8,700 $303,000 -710
   MULTIFINANCIAL SECURITIES CORP 1941 - 2024-03-31 8,531 $297,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1014 - 2024-03-31 8,420 $294,000 -403
   YCMNET ADVISORS INC 175 - 2024-03-31 8,358 $291,000 -7,955
   JANE STREET GROUP LLC 4397 - 2024-03-31 8,309 $290,000 -36,486
   KEYBANK NATIONAL ASSOCIATION/OH 952 - 2024-03-31 8,100 $282,000 0
   HIGHTOWER ADVISORS, LLC 2687 - 2024-03-31 8,048 $279,000 -1,427
   HILTON CAPITAL MANAGEMENT, LLC 151 *New 2024-03-31 7,925 $276,000 7,925
   Strategic Wealth Partners Ltd. 230 - 2023-03-31 7,538 $256,000 -100
   Geneos Wealth Management Inc. 641 - 2024-03-31 7,276 $254,000 -405
   DAVENPORT & CO LLC 971 - 2024-03-31 7,225 $252,000 -289
   HF Advisory Group LLC 146 - 2024-03-31 6,919 $241,000 -9
   Advisory Alpha LLC 345 - 2024-03-31 6,826 $238,000 18
   Householder Group Estate & Retirement Specialist L 223 - 2024-03-31 6,809 $237,000 -4,044
  100 Records found
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