Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr S (SPYX)  
$42.27 0.01 (0.02%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 184    6
Total shares held : 
 18,050,044  
% of shares held : 
 88.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 -780,736  
% of shares held change : 
   -3.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.70  
Last Quarter's Ending Price : 
 $38.81  
Last Quarter's Average Price : 
 $36.34  
Change from last quarter's     
avg. price to the last closing  : 
5.93 (16.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 86,135
 0.48%
 
Increased Positions :
70
 1,159,036
 6.42%
 
Unchanged Positions :
50
 1,258,028
 6.97%
 
Decreased Positions :
49
-1,753,944
-9.72%
 
Closed Positions :
9
-271,963
-1.51%
 
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
   PATHSTONE FAMILY OFFICE, LLC 149 *New 2023-09-30 339,240 $11,782,000 339,240
   Svenska Handelsbanken AB (publ) 1 *New 2023-09-30 157,657 $5,475,000 157,657
   Kingsview Wealth Management LLC 422 *New 2023-12-31 29,920 $1,161,000 29,920
   Trevian Wealth Management LLC 19 *New 2024-03-31 14,215 $608,000 14,215
   Chicago Partners Investment Group LLC 526 *New 2024-03-31 8,654 $357,000 8,654
   OLD MISSION CAPITAL LLC 743 *New 2023-12-31 7,700 $299,000 7,700
   Simplicity WealthLLC 957 *New 2024-03-31 6,236 $267,000 6,236
   JOHNSON FINANCIAL GROUP, INC. 269 *New 2023-12-31 6,464 $251,000 6,464
   Kestra Advisory Services LLC 1974 *New 2023-12-31 6,245 $242,000 6,245
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 5,325 $228,000 5,325
   CI Private Wealth LLC 1999 *New 2023-12-31 3,989 $223,000 3,989
   Hoxton Planning & Management LLC 148 *New 2024-03-31 5,034 $215,000 5,034
   SANDY SPRING BANK *New 2023-12-31 5,508 $214,000 5,508
   Alpha Omega Wealth Management LLC 199 *New 2024-03-31 4,950 $212,000 4,950
   ETF Portfolio Partners Inc. 57 *New 2024-03-31 4,886 $209,000 4,886
   BALLENTINE FINN & COMPANY INC 672 *New 2024-03-31 4,734 $203,000 4,734
   ADVISORY SERVICES NETWORK, LLC 2169 *New 2023-12-31 918 $36,000 918
   PALISADE ASSET MANAGEMENT, LLC *New 2024-03-31 684 $29,000 684
   TOWER RESEARCH CAPITAL LLC 5088 *New 2023-12-31 84 $3,000 84
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us