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Get Institutions for : 
SPDR Series Trust (PSK)  
$33.60 0.11 (0.33%) as of 4:30 Tue 5/14


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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  : 
1.44 (4.48%)  




 
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
   WELLS FARGO & CO/MN 1053 - 2024-03-31 653,226 $22,778,000 -148,056
   MARINER WEALTH ADVISORS, LLC 425 - 2023-12-31 351,914 $11,796,000 -109,099
   FINANCIAL COUNSELORS INC 130 - 2024-03-31 322,082 $11,231,000 -354,636
   Barry Investment Advisors LLC 9 - 2024-03-31 259,988 $9,066,000 -1,741
   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
   Shulman DeMeo Asset Management LLC 8 - 2024-03-31 117,325 $4,091,000 -1,962
   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
   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
   Powers Advisory Group LLC 23 - 2024-03-31 47,821 $1,668,000 -2,006
   BANK OF MONTREAL /CAN/ 1465 - 2023-12-31 43,532 $1,473,000 -1,356
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2148 - 2024-03-31 40,629 $1,417,000 -9,794
   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
   Ameritas Advisory Services LLC 279 - 2023-12-31 30,753 $1,031,000 -24,121
   Treynor Bancshares Inc. 43 - 2023-12-31 25,343 $849,000 -217
   Diligent Investors LLC 132 - 2024-03-31 24,325 $848,000 -845
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1885 - 2024-03-31 22,658 $790,000 -238
   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 - 2024-03-31 20,530 $716,000 -1,151
   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
   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
   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
   NATIONAL ASSET MANAGEMENT, INC. 859 - 2023-12-31 13,512 $453,000 -2,656
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1293 - 2023-12-31 11,045 $370,000 -2,797
   BEAM Asset Management LLC 73 - 2024-03-31 10,461 $365,000 -163
   Wealthfront Advisers LLC 798 - 2024-03-31 8,918 $311,000 -18
   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 1014 - 2024-03-31 8,420 $294,000 -403
   HIGHTOWER ADVISORS, LLC 2687 - 2024-03-31 8,048 $279,000 -1,427
   KEYBANK NATIONAL ASSOCIATION/OH 950 - 2023-12-31 8,100 $272,000 -1,600
   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
   Householder Group Estate & Retirement Specialist L 223 - 2024-03-31 6,809 $237,000 -4,044
   Ten Capital Wealth Advisors LLC 114 - 2023-06-30 7,047 $235,000 -2,337
   MONTICELLO WEALTH MANAGEMENT LLC 228 - 2024-03-31 6,183 $216,000 -972
   Baltimore-Washington Financial Advisors Inc. 114 - 2024-03-31 5,873 $205,000 -195
   GRADIENT INVESTMENTS LLC 338 - 2024-03-31 3,234 $113,000 -1,046
   Iron Horse Wealth Management LLC 67 - 2024-03-31 2,368 $83,000 -76
   NBC SECURITIES INC. 1083 - 2024-03-31 1,743 $61,000 -120
   MASSMUTUAL TRUST CO FSB/ADV 614 - 2024-03-31 1,427 $50,000 -191,120
   GPS Wealth Strategies Group LLC 539 - 2024-03-31 1,285 $45,000 -425
   NATIONAL BANK OF CANADA /FI/ 1887 - 2023-12-31 450 $15,000 -448
   MGB Wealth Management LLC 248 - 2024-03-31 338 $12,000 -35
   IFP Advisors Inc 2172 - 2023-12-31 310 $10,000 -343
   PNC FINANCIAL SERVICES GROUP INC 3742 - 2024-03-31 235 $8,000 -103
   PFS Partners LLC 378 - 2024-03-31 81 $3,000 -397
   SIMPLEX TRADING LLC 2081 - 2024-03-31 109 $3,000 -866
   Castleview Partners LLC 722 - 2024-03-31 54 $2,000 -38
   BNP PARIBAS ARBITRAGE SA 3057 - 2024-03-31 21 $1,000 -8
  62 Records found
  1    
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