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Get Institutions for : 
Spdr S (SPYX)  
$42.27 0.01 (0.02%) as of 4:30 Wed 5/8


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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
   Windmill Hill Asset Management Ltd 1 - 2024-03-31 4,861,498 $208,072,000 2,361,702
   CHOATE INVESTMENT ADVISORS 7 - 2023-12-31 2,771,800 $107,574,000 3,686
   PNC FINANCIAL SERVICES GROUP INC 394 - 2023-12-31 461,117 $17,896,000 16,694
   PARTNERS CAPITAL INVESTMENT GROUP LLP 36 - 2023-12-31 440,142 $17,082,000 173,157
   Gemmer Asset Management LLC 17 - 2024-03-31 318,522 $13,633,000 66,285
   BANK OF AMERICA CORP /DE/ 2145 - 2023-12-31 331,233 $12,855,000 193,650
   Rockefeller Capital Management L.P. 393 - 2023-12-31 324,853 $12,608,000 297,322
   MORGAN STANLEY 3159 - 2023-12-31 305,421 $11,853,000 17,654
   SPINNAKER TRUST 32 - 2023-12-31 269,387 $10,455,000 858
   ROYAL BANK OF CANADA 1663 - 2023-12-31 185,725 $7,208,000 3,558
   GOLDMAN SACHS GROUP INC/ 2334 - 2023-12-31 176,734 $6,859,000 103,995
   HPM Partners LLC - 2023-12-31 156,214 $6,063,000 40,336
   MARINER WEALTH ADVISORS, LLC 629 - 2023-12-31 150,647 $5,847,000 20,321
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. - 2024-03-31 118,021 $5,051,000 1,575
   J P MORGAN CHASE & CO 2668 - 2023-12-31 86,594 $3,361,000 67,408
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 72,987 $3,124,000 2,570
   Milestone Investment Advisors LLC 29 - 2023-12-31 74,866 $2,906,000 2,202
   WELLS FARGO & CO/MN 2363 - 2023-12-31 63,037 $2,446,000 22,679
   CREATIVE PLANNING 873 - 2023-12-31 58,116 $2,255,000 9,210
   BB&T CORP 1226 - 2023-12-31 52,754 $2,047,000 107
   PFG Advisors 160 - 2023-12-31 50,652 $1,966,000 2,072
   Baird Financial Group Inc. 939 - 2023-12-31 50,472 $1,959,000 2,358
   MML INVESTORS SERVICES LLC 1017 - 2023-12-31 49,097 $1,905,000 3,825
   Boyd Wealth Management LLC 18 - 2024-03-31 41,721 $1,786,000 6,739
   Oxler Private Wealth LLC 33 - 2024-03-31 39,566 $1,693,000 85
   AGF MANAGEMENT LTD 493 - 2023-12-31 40,135 $1,558,000 30,450
   HIGHTOWER ADVISORS, LLC 1618 - 2023-12-31 36,190 $1,406,000 1,336
   BerganKDV Wealth Management LLC 130 - 2023-06-30 29,383 $1,063,000 12,242
   PFG Investments LLC 326 - 2024-03-31 24,282 $1,039,000 9,376
   HANSON INVESTMENT MANAGEMENT 75 - 2024-03-31 23,440 $1,003,000 425
   SENTINEL TRUST CO LBA 76 - 2023-12-31 23,923 $928,000 176
   BAILARD BIEHL & KAISER INC 308 - 2023-12-31 23,265 $903,000 25
   MONETA GROUP INVESTMENT ADVISORS INC 264 - 2023-12-31 21,173 $822,000 2,906
   Bell Investment Advisors Inc 50 - 2023-12-31 20,510 $796,000 537
   Wealthfront Advisers LLC 665 - 2024-03-31 18,112 $775,000 4,060
   EVERGREEN CAPITAL MANAGEMENT LLC 344 - 2023-12-31 18,105 $703,000 1,160
   Resources Investment Advisors Inc. 608 - 2023-12-31 17,120 $664,000 8,695
   SUMMIT INVESTMENT ADVISORS INC 724 - 2023-12-31 16,341 $634,000 31
   Operose Advisors LLC 47 - 2023-12-31 14,891 $578,000 6,500
   Western Wealth Management LLC 334 - 2024-03-31 13,473 $577,000 185
   CWM LLC 1157 - 2024-03-31 10,898 $466,000 839
   STIFEL FINANCIAL CORP 2601 - 2023-12-31 11,835 $459,000 1,911
   COMMERCE BANK N A/MO - 2024-03-31 10,435 $447,000 145
   Private Advisor Group LLC - 2024-03-31 9,043 $387,000 751
   Fiduciary Group LLC 200 - 2023-12-31 9,385 $364,000 128
   BURNS J W & CO INC/NY 148 - 2024-03-31 8,500 $364,000 100
   Ally Invest Advisors Inc. 51 - 2023-12-31 8,709 $338,000 844
   CBIZ Investment Advisory Services LLC 34 - 2023-12-31 8,334 $323,000 27
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 82 - 2023-12-31 7,191 $279,000 23
   FMR LLC 2702 - 2023-12-31 7,107 $276,000 2,446
   NATIONAL BANK OF CANADA /FI/ 1230 - 2023-12-31 6,985 $270,000 1,723
   4Thought Financial Group Inc. 40 - 2024-03-31 6,135 $263,000 1,443
   EP WEALTH ADVISORS, INC. 655 - 2023-12-31 6,732 $261,000 11
   Northern Financial Advisors Inc - 2024-03-31 5,788 $248,000 87
   Pacific Center for Financial Services 70 - 2023-12-31 6,268 $243,000 10
   Goss Wealth Management LLC 1678 - 2023-12-31 5,470 $212,000 1,640
   Qube Research & Technologies Ltd 2728 - 2023-12-31 2,324 $90,000 1,511
   AYRSHIRE ASSOCIATES INC 263 - 2023-12-31 2,310 $90,000 950
   Investors Research Corp 488 - 2023-12-31 1,557 $60,000 247
   Princeton Global Asset Management LLC 258 - 2024-03-31 1,216 $52,000 3
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1158 - 2023-12-31 1,323 $51,000 5
   AdvisorNet Financial Inc 844 - 2024-03-31 1,027 $44,000 31
   Global Retirement Partners LLC 1505 - 2024-03-31 892 $38,000 98
   Rockbridge Investment Management LCC 280 - 2023-12-31 840 $33,000 560
   GPS Wealth Strategies Group LLC - 2024-03-31 688 $29,000 2
   Baldrige Asset Management LLC 288 - 2023-03-31 138 $5,000 92
  66 Records found
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