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Get Institutions for : 
Spdr Russell 2000 Low Volatility Etf (SMLV)  
$111.82 0.77 (0.69%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    2
Total shares held : 
 805,294  
% of shares held : 
 34.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 -115,412  
% of shares held change : 
   -4.93%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $97.87  
Last Quarter's Ending Price : 
 $112.52  
Last Quarter's Average Price : 
 $101.93  
Change from last quarter's     
avg. price to the last closing  : 
9.89 (9.7%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 22,969
 2.85%
 
Increased Positions :
22
 39,464
 4.9%
 
Unchanged Positions :
18
 71,316
 8.86%
 
Decreased Positions :
28
-122,811
-15.25%
 
Closed Positions :
9
-55,034
-6.83%
 
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
   Congress Wealth Management LLC / DE / 78 - 2024-03-31 166,189 $18,620,000 114
   McNaughton Wealth Management LLC 7 - 2024-03-31 86,217 $9,660,000 2,181
   DORVAL Corp 16 - 2024-03-31 66,566 $7,256,000 1,353
   Kestra Advisory Services LLC 447 - 2023-12-31 44,541 $5,012,000 3,276
   GOLDMAN SACHS GROUP INC/ 3018 - 2023-12-31 21,612 $2,432,000 13,910
   MORGAN STANLEY 4448 - 2023-12-31 16,072 $1,809,000 1,779
   NovaPoint Capital LLC 58 - 2024-03-31 12,877 $1,443,000 1,499
   Claraphi Advisory Network LLC 52 - 2022-12-31 12,510 $1,347,000 6,193
   Insight Advisors LLC/ PA 85 - 2024-03-31 9,278 $1,040,000 300
   UBS Group AG 3381 - 2023-12-31 9,195 $1,035,000 5
   COWA LLC 40 - 2024-03-31 8,618 $966,000 448
   CITIGROUP INC 2396 - 2024-03-31 7,573 $848,000 717
   HF Advisory Group LLC 80 - 2024-03-31 7,240 $811,000 1,121
   CITADEL ADVISORS LLC 3164 - 2023-12-31 6,908 $777,000 6,908
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2898 - 2024-03-31 6,715 $752,000 6,715
   Navis Wealth Advisors LLC 30 - 2024-03-31 5,829 $653,000 30
   Resources Investment Advisors Inc. 690 - 2024-03-31 5,083 $569,000 18
   Private Advisor Group LLC 1461 - 2024-03-31 4,840 $542,000 57
   Bickling Financial Services Inc. 60 - 2022-12-31 4,557 $491,000 38
   Ausdal Financial Partners Inc. 284 - 2024-03-31 4,125 $462,000 36
   BENJAMIN F. EDWARDS & COMPANY INC. 672 - 2024-03-31 3,987 $447,000 3,251
   J P MORGAN CHASE & CO 3942 - 2024-03-31 3,014 $338,000 56
   Stratos Wealth Partners LTD. 1040 - 2024-03-31 2,989 $335,000 3
   JAFFETILCHIN INVESTMENT PARTNERS LLC 272 - 2023-12-31 2,859 $322,000 19
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1492 - 2023-09-30 2,939 $291,000 16
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3008 - 2024-03-31 1,998 $224,000 93
   Grey Fox Wealth Advisors LLC 94 - 2024-03-31 1,825 $204,000 37
   PRINCIPAL SECURITIES INC. 1485 - 2024-03-31 521 $58,000 209
   AdvisorNet Financial Inc 857 - 2024-03-31 369 $41,000 2
   DB Wealth Management Group LLC 216 - 2023-12-31 215 $24,000 2
  30 Records found
  1    
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