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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   HBW Advisory Services LLC 140 - 2024-03-31 7,301 $821,000 0
   Strategic Blueprint LLC 436 - 2024-03-31 3,309 $371,000 0
   MULTIFINANCIAL SECURITIES CORP 1539 - 2023-12-31 2,145 $241,000 0
   SOA Wealth Advisors LLC. 208 - 2024-03-31 1,317 $148,000 0
   IFP Advisors Inc 1387 - 2023-12-31 606 $68,000 0
   Sage Mountain Advisors LLC 361 - 2024-03-31 452 $51,000 0
   Steward Partners Investment Advisory LLC 2190 - 2023-12-31 270 $30,000 0
   VALLEY NATIONAL ADVISERS INC 506 - 2024-03-31 191 $21,000 0
   Spire Wealth Management 1542 - 2024-03-31 158 $18,000 0
   Asset Dedication LLC 627 - 2024-03-31 135 $15,000 0
   Winthrop Capital Management LLC 108 - 2024-03-31 138 $15,000 0
   Lumature Wealth Partners LLC 292 - 2023-06-30 142 $15,000 0
   NBC SECURITIES INC. 1604 - 2024-03-31 110 $12,000 0
   Bogart Wealth LLC 618 - 2024-03-31 98 $11,000 0
   HARBOUR INVESTMENTS INC. 2166 - 2023-12-31 80 $9,000 0
   Sunbelt Securities Inc. 1574 - 2024-03-31 10 $1,000 0
   PROEQUITIES INC. 8031 - 2024-03-31 0 $0 0

  17 Records found
  1    
  Page 1 of 1
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