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Get Institutions for : 
Spdr S (SPYX)  
$42.49 0.22 (0.52%) as of 4:30 Thu 5/9


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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  : 
6.15 (16.92%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Betterment LLC 35 - 2023-12-31 2,080,760 $80,754,000 -7,750
   BANK OF NEW YORK MELLON CORP 832 - 2024-03-31 1,662,523 $71,156,000 -61,207
   LPL FINANCIAL CORP 811 - 2023-12-31 602,295 $23,375,000 -33,966
   Sensible Financial Planning & Management LLC. 9 - 2023-12-31 424,007 $16,456,000 -9,611
   Retirement Income Solutions Inc - 2024-03-31 288,665 $12,355,000 -5,612
   AMERIPRISE FINANCIAL INC 1862 - 2023-12-31 219,911 $8,553,000 -1,664
   SEI INVESTMENTS CO 971 - 2023-12-31 209,084 $8,115,000 -7,556
   GOULD ASSET MANAGEMENT LLC /CA/ - 2024-03-31 184,704 $7,905,000 -4,515
   LAKE STREET ADVISORS GROUP LLC 41 - 2023-12-31 194,893 $7,564,000 -153,795
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 711 - 2024-03-31 123,085 $5,268,000 -395
   COMMONWEALTH EQUITY SERVICES LLC. 1265 - 2024-03-31 99,923 $4,277,000 -6,594
   UBS Group AG 2260 - 2023-12-31 95,076 $3,690,000 -4,914
   HARBOUR INVESTMENTS INC. 131 - 2023-12-31 91,931 $3,568,000 -8,865
   Stonehearth Capital Management LLC 14 - 2024-03-31 81,768 $3,500,000 -429
   Fortis Capital Management LLC 24 - 2024-03-31 74,622 $3,194,000 -969
   ENVESTNET ASSET MANAGEMENT INC 2190 - 2023-12-31 80,492 $3,124,000 -1,059
   JFG Wealth Management LLC 14 - 2023-12-31 66,572 $2,584,000 -1,021
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 668 - 2023-09-30 72,959 $2,534,000 -704
   MODERA WEALTH MANAGEMENT, LLC 226 - 2023-12-31 49,389 $1,917,000 -2,472
   Investment Research & Advisory Group Inc. 38 - 2024-03-31 3,145 $1,645,000 -195
   Advisor Group Holdings Inc. 2049 - 2023-12-31 40,870 $1,586,000 -36,921
   MARINO STRAM & ASSOCIATES LLC 45 - 2024-03-31 34,724 $1,486,000 -747
   BRADLEY FOSTER & SARGENT INC/CT 254 - 2023-12-31 31,432 $1,220,000 -1,989
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 545 - 2023-12-31 27,310 $1,060,000 -95
   ALESCO ADVISORS LLC 90 - 2023-12-31 24,895 $966,000 -2,190
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2103 - 2024-03-31 21,537 $922,000 -696
   Affinity Capital Advisors LLC 65 - 2024-03-31 20,896 $894,000 -73
   FIRST NATIONAL CORP /MA/ /ADV 86 - 2024-03-31 19,244 $747,000 -1
   BRAGG FINANCIAL ADVISORS INC 221 - 2023-12-31 18,352 $712,000 -2,507
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1405 - 2024-03-31 15,826 $677,000 -517
   AXXCESS WEALTH MANAGEMENT LLC 477 - 2023-12-31 14,823 $575,000 -11,617
   Constant Guidance Financial LLC - 2024-03-31 13,365 $563,000 -480
   WEST COAST FINANCIAL LLC 92 - 2024-03-31 12,773 $547,000 -922
   RESOLUTE FINANCIAL LLC 52 - 2022-12-31 5,852 $546,000 -342
   MERCER GLOBAL ADVISORS INC /ADV 1302 - 2023-12-31 13,415 $521,000 -2,556
   MATRIX ASSET ADVISORS INC/NY 69 - 2024-03-31 10,372 $444,000 -239
   FINANCIAL NETWORK 1994 - 2023-12-31 11,154 $433,000 -65
   Ironwood Wealth Management llc 110 - 2024-03-31 9,660 $413,000 -7
   THRIVENT FINANCIAL FOR LUTHERANS 2197 - 2023-12-31 10,283 $399,000 -552
   CITADEL ADVISORS LLC 3840 - 2023-12-31 10,008 $388,000 -41,549
   COMERICA BANK 1974 - 2023-12-31 9,939 $386,000 -183
   First Pacific Financial 106 - 2024-03-31 8,327 $356,000 -98
   CIBC WORLD MARKETS INC. 963 - 2023-12-31 8,166 $317,000 -25
   Horst & Graben Wealth Management LLC 109 - 2024-03-31 7,167 $307,000 -291
   Wealthcare Advisory Partners LLC 692 - 2024-03-31 6,354 $272,000 -4,718
   Bleakley Financial Group LLC - 2023-12-31 6,221 $241,000 -458
   Sawtooth Asset Management Inc. 904 - 2023-12-31 6,221 $241,000 -458
   COLTON GROOME FINANCIAL ADVISORS LLC 107 - 2024-03-31 5,440 $233,000 -67
   IHT Wealth Management LLC 910 - 2023-12-31 5,155 $200,000 -5,091
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1561 - 2023-12-31 4,300 $167,000 -1,091
   TD Waterhouse Canada Inc. 841 - 2023-12-31 1,607 $82,000 -45
   US BANCORP 2677 - 2023-12-31 1,190 $46,000 -25
   Northwest Capital Management Inc 291 - 2024-03-31 588 $25,000 -121
  53 Records found
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