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Get Institutions for : 
SPDR Series Trust (PSK)  
$33.33 0.39 (1.16%) as of 4:30 Tue 4/30


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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  : 
1.17 (3.64%)  




 
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 6 - 2023-12-31 840,093 $28,160,000 0
   WELLS FARGO & CO/MN 922 - 2023-12-31 801,282 $26,859,000 39,944
   CNO Financial Group Inc. 1 - 2023-09-30 700,000 $22,722,000 0
   FINANCIAL COUNSELORS INC - 2023-12-31 676,718 $22,684,000 -542,432
   LPL FINANCIAL CORP 870 - 2023-12-31 606,251 $20,322,000 -58,090
   MORGAN STANLEY 2882 - 2023-12-31 481,136 $16,128,000 15,223
   ROYAL BANK OF CANADA 1211 - 2023-12-31 476,619 $15,975,000 207,691
   PUTNAM FL INVESTMENT MANAGEMENT CO 78 - 2023-12-31 358,190 $12,007,000 -113,033
   MARINER WEALTH ADVISORS, LLC 425 - 2023-12-31 351,914 $11,796,000 -109,099
   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
   BANK OF AMERICA CORP /DE/ 2499 - 2023-12-31 256,600 $8,601,000 10,137
   Lido Advisors LLC 173 - 2023-12-31 253,234 $8,488,000 147,219
   UBS Group AG 1566 - 2023-12-31 250,393 $8,393,000 90,732
   Atlas Private Wealth Advisors 15 *New 2023-12-31 218,570 $7,327,000 218,570
   HANSON MCCLAIN, INC. 181 - 2024-03-31 167,026 $5,824,000 -5,842
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 52 - 2023-12-31 159,158 $5,335,000 17,523
   Long Run Wealth Advisors LLC 22 - 2024-03-31 134,743 $4,698,000 3,823
   BB&T CORP 877 - 2023-12-31 139,584 $4,679,000 6,338
   Sound Income Strategies LLC 77 - 2024-03-31 132,831 $4,632,000 12,265
   ENVESTNET ASSET MANAGEMENT INC 1945 - 2023-12-31 137,534 $4,610,000 7,120
   Shilanski & Associates Inc. 23 - 2024-03-31 124,313 $4,335,000 5,839
   Shulman DeMeo Asset Management LLC 8 - 2024-03-31 117,325 $4,091,000 -1,962
   JAFFETILCHIN INVESTMENT PARTNERS LLC 53 *New 2023-12-31 119,040 $3,990,000 119,040
   ST GERMAIN D J CO INC 101 - 2024-03-31 112,252 $3,914,000 40,808
   Investors Research Corp 21 - 2023-12-31 99,003 $3,319,000 -113
   SAGE ADVISORY SERVICES, LTD.CO. 24 - 2024-03-31 78,815 $2,748,000 -6,980
   GeoWealth Management LLC 98 - 2023-12-31 77,425 $2,595,000 77,425
   Twelve Points Wealth Management LLC 23 - 2024-03-31 61,162 $2,133,000 4,245
   Orion Portfolio Solutions LLC 602 - 2023-12-31 62,606 $2,117,000 -5,634
   AMERIPRISE FINANCIAL INC 2865 - 2023-12-31 52,108 $1,742,000 -77,102
   Wealthcare Advisory Partners LLC 256 - 2024-03-31 49,601 $1,730,000 -6,692
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2063 - 2023-12-31 50,423 $1,690,000 8,650
   J P MORGAN CHASE & CO 3056 - 2023-12-31 50,350 $1,688,000 23,768
   Powers Advisory Group LLC 23 - 2024-03-31 47,821 $1,668,000 -2,006
   Rosenberg Matthew Hamilton 31 - 2024-03-31 43,992 $1,528,000 2,935
   JANE STREET GROUP LLC 2728 - 2023-12-31 44,795 $1,502,000 22,026
   Private Advisor Group LLC 906 - 2023-12-31 43,987 $1,474,000 5,691
   BANK OF MONTREAL /CAN/ 1465 - 2023-12-31 43,532 $1,473,000 -1,356
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1846 - 2024-03-31 39,785 $1,387,000 1,070
   BLACKROCK INC. 3856 - 2023-12-31 38,712 $1,298,000 38,712
   BATH SAVINGS TRUST CO 89 - 2024-03-31 36,485 $1,272,000 -1,512
   McAdam LLC 104 - 2024-03-31 34,445 $1,201,000 -902
   Advisor Group Holdings Inc. 2433 - 2023-12-31 31,978 $1,072,000 -2,613
   Ameritas Advisory Services LLC 279 - 2023-12-31 30,753 $1,031,000 -24,121
   ZACKS INVESTMENT MANAGEMENT 377 - 2023-12-31 29,667 $994,000 18,474
   MML INVESTORS SERVICES LLC 1375 - 2023-12-31 29,162 $978,000 7,357
   TOWNSQUARE CAPITAL LLC 609 - 2023-12-31 28,983 $972,000 413
   COMMONWEALTH EQUITY SERVICES LLC. 2223 - 2023-12-31 26,115 $875,000 -5,611
   Goss Wealth Management LLC 995 - 2023-12-31 25,377 $860,000 740
   Treynor Bancshares Inc. 43 - 2023-12-31 25,343 $849,000 -217
   Diligent Investors LLC 112 - 2023-12-31 25,170 $844,000 -115
   Betterment LLC 197 *New 2023-12-31 23,849 $799,000 23,849
   Pensionmark Financial Group LLC 167 - 2023-12-31 23,805 $798,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1885 - 2024-03-31 22,658 $790,000 -238
   RENAISSANCE TECHNOLOGIES LLC 2556 - 2023-12-31 23,200 $778,000 9,600
   BP WEALTH MANAGEMENT LLC 377 - 2023-12-31 23,132 $775,000 1,465
   XML Financial LLC 181 - 2023-12-31 23,028 $772,000 -1,114
   Falcon Wealth Planning 62 - 2024-03-31 21,602 $753,000 -538
   SYNOVUS FINANCIAL CORP 505 - 2023-12-31 21,751 $729,000 -27,801
   GLOBALT Investments LLC / GA 163 - 2023-12-31 21,681 $727,000 0
   Global Assets Advisory LLC 281 *New 2024-03-31 24,318 $700,000 24,318
   RAYMOND JAMES & ASSOCIATES 2833 - 2024-03-31 19,586 $683,000 404
   Apollon Wealth Management LLC 582 - 2023-12-31 19,345 $648,000 -349
   OLD MISSION CAPITAL LLC 536 - 2023-12-31 19,345 $648,000 11,532
   Equitable Holdings Inc. 690 - 2023-12-31 19,277 $646,000 5,894
   CITADEL ADVISORS LLC 3379 - 2023-12-31 18,685 $626,000 16,711
   Sharper & Granite LLC 71 - 2024-03-31 17,865 $620,000 -4,600
   FINANCIAL NETWORK 1724 - 2023-12-31 17,829 $598,000 -1,330
   HARBOR ADVISORY CORP /MA/ 63 - 2023-12-31 17,075 $572,000 -2,626
   YCMNET ADVISORS INC 148 *New 2023-12-31 16,313 $547,000 16,313
   West Wealth Group LLC 40 - 2023-12-31 16,075 $539,000 -2,635
   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
   NBT BANK N A /NY 274 - 2024-03-31 14,640 $510,000 -115
   MERCER GLOBAL ADVISORS INC /ADV 1318 - 2023-12-31 15,192 $509,000 295
   Sontag Advisory LLC 415 - 2023-12-31 15,145 $508,000 332
   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
   CRESTWOOD ADVISORS LLC 266 - 2023-12-31 13,700 $459,000 -1,000
   NATIONAL ASSET MANAGEMENT, INC. 859 - 2023-12-31 13,512 $453,000 -2,656
   Fifth Third Securities Inc. 199 *New 2024-03-31 12,458 $434,000 12,458
   BROWN BROTHERS HARRIMAN & CO 375 *New 2023-12-31 12,126 $406,000 12,126
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1293 - 2023-12-31 11,045 $370,000 -2,797
   Householder Group Estate & Retirement Specialist L - 2023-12-31 10,853 $363,000 -185
   BEAM Asset Management LLC 70 - 2023-12-31 10,624 $356,000 -175
   TD CAPITAL MANAGEMENT LLC 76 - 2023-12-31 10,515 $352,000 20
   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
   HIGHTOWER ADVISORS, LLC 2589 *New 2023-12-31 9,475 $321,000 9,475
   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
   COMERICA BANK 2093 - 2023-12-31 8,927 $299,000 -200
   KESTRA PRIVATE WEALTH SERVICES LLC 943 - 2023-12-31 8,823 $296,000 -4,927
   MULTIFINANCIAL SECURITIES CORP 1444 - 2023-12-31 8,531 $286,000 22
   KEYBANK NATIONAL ASSOCIATION/OH 950 - 2023-12-31 8,100 $272,000 -1,600
   TWO SIGMA SECURITIES LLC 677 - 2023-12-31 8,039 $269,000 8,039
  100 Records found
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