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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
   LPL FINANCIAL CORP 1776 - 2024-03-31 44,291 $4,962,000 -11,581
   COMMONWEALTH EQUITY SERVICES LLC. 1316 - 2024-03-31 35,417 $3,968,000 -325
   ENVESTNET ASSET MANAGEMENT INC 2344 - 2023-12-31 21,271 $2,393,000 -6,049
   IAG Wealth Partners LLC 35 - 2024-03-31 17,884 $2,004,000 -953
   AMERIPRISE FINANCIAL INC 2824 - 2023-12-31 16,825 $1,893,000 -2,683
   Johnson & White Wealth Management LLC 21 - 2024-03-31 16,737 $1,875,000 -892
   BANK OF AMERICA CORP /DE/ 3591 - 2023-12-31 16,406 $1,846,000 -124
   Equitable Holdings Inc. 466 - 2023-12-31 14,311 $1,610,000 -2,040
   PNC FINANCIAL SERVICES GROUP INC 1066 - 2024-03-31 11,099 $1,244,000 -974
   H D Vest Advisory Services 737 - 2024-03-31 9,034 $1,012,000 -253
   Capital Analysts Inc. 229 - 2023-12-31 8,678 $976,000 -549
   PACIFIC SUN FINANCIAL CORP 67 - 2024-03-31 7,058 $791,000 -125
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 607 - 2023-12-31 6,988 $786,000 -2,999
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1895 - 2024-03-31 6,952 $779,000 -678
   Advisor Group Holdings Inc. 2627 - 2024-03-31 6,418 $719,000 -717
   Beacon Pointe Advisors LLC 765 - 2023-12-31 6,156 $693,000 -2,085
   ROFFMAN MILLER ASSOCIATES INC /PA/ 73 - 2024-03-31 4,533 $508,000 -710
   DOHJ LLC 115 - 2024-03-31 3,848 $431,000 -28
   HIGHTOWER ADVISORS, LLC 2368 - 2024-03-31 3,706 $415,000 -1,071
   Capital Investment Advisory Services LLC 364 - 2024-03-31 3,190 $357,000 -37
   Miracle Mile Advisors LLC 383 - 2024-03-31 3,150 $353,000 -124
   High Net Worth Advisory Group LLC 192 - 2024-03-31 2,014 $226,000 -3
   ROYAL BANK OF CANADA 5292 - 2023-12-31 455 $51,000 -7,190
   Rockbridge Investment Management LCC 354 - 2023-12-31 133 $15,000 -15
   FMR LLC 4027 - 2023-12-31 103 $12,000 -118
  25 Records found
  1    
  Page 1 of 1
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