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My Recent Searches
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streetTRACKS Series Trust - SPDR DJ Wilshire Small Capital ETF (SLY) |
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$85.99 0.00 (0.00%) as of 4:30 Thu 6/8
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Download |
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Institutional
Holders
Total
Institutions:
 |
1  1 |
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Total
shares held :
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70,682 |
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% of shares
held :
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0.44% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-1 |
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Amount
of shares held :
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-839 |
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% of shares
held change :
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-0.01% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$85.99 |
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Last
Quarter's Ending
Price :
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$85.99 |
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Last
Quarter's Average
Price :
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$85.99 |
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Change
from last quarter's
avg. price
to the last closing :
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0.00 (0.00%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  TITLEIST ASSET MANAGEMENT LTD. |
33 |
- |
2022-12-31 |
38,109 |
$3,133,000 |
637 |
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| MATHES COMPANY INC |
30 |
- |
2023-12-31 |
70,682 |
$2,981,000 |
0 |
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| Lehman & Derafelo Financial Resources LLC |
27 |
- |
2022-12-31 |
22,519 |
$1,851,000 |
0 |
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| Intrua Financial LLC |
143 |
- |
2023-03-31 |
8,417 |
$670,000 |
-14,261 |
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| GOFEN & GLOSSBERG LLC /IL/ |
364 |
- |
2022-12-31 |
4,856 |
$399,000 |
0 |
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| TRUSTCORE FINANCIAL SERVICES LLC |
228 |
- |
2022-12-31 |
3,579 |
$294,000 |
0 |
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| Cribstone Capital Management LLC |
151 |
- |
2022-12-31 |
687 |
$56,000 |
281 |
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| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
134 |
- |
2022-12-31 |
472 |
$39,000 |
0 |
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| St. James Investment Advisors LLC |
94 |
- |
2022-12-31 |
13 |
$1,000 |
0 |
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| Rockbridge Investment Management LCC |
739 |
*Closed |
2023-12-31 |
0 |
$0 |
-839 |
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| AJ WEALTH STRATEGIES LLC |
307 |
*Closed |
2023-06-30 |
0 |
$0 |
-9,013 |
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| AFFINIA FINANCIAL GROUP LLC |
36 |
*Closed |
2023-06-30 |
0 |
$0 |
-34,557 |
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| KARLINSKI ANDREW C |
243 |
*Closed |
2022-12-31 |
0 |
$0 |
-11 |
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13 Records found
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1
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Page 1 of 1 |
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Quarter Only)
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(Default)
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Summary Infomation.
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both Summary and Institutional Data
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