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Get Institutions for : 
Spdr S (VLU)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    2
Total shares held : 
1,114,949  
% of shares held : 
8.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
89,511  
% of shares held change : 
  0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 45,998
 4.13%
 
Increased Positions :
23
 219,977
 19.73%
 
Unchanged Positions :
7
 3,727
 0.33%
 
Decreased Positions :
18
-89,502
-8.03%
 
Closed Positions :
10
-86,962
-7.8%
 
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
   MCCORMACK ADVISORS INTERNATIONAL 143 *New 2024-03-31 62,628 $10,980,000 62,628
   Pensionmark Financial Group LLC 91 *New 2024-03-31 9,296 $1,630,000 9,296
   CITADEL ADVISORS LLC 2875 *New 2024-03-31 6,970 $1,222,000 6,970
   Atria Wealth Solutions Inc. 1532 *New 2024-03-31 1,749 $307,000 1,749
   Capital Market Strategies LLC 133 *New 2024-03-31 1,214 $213,000 1,214
   Keystone Financial Group 327 *New 2024-03-31 1,179 $207,000 1,179
   First Capital Advisors Group LLC. 334 *New 2023-06-30 246 $37,000 246
   CREATIVE FINANCIAL DESIGNS INC /ADV 804 *New 2024-03-31 210 $37,000 210
   Lumature Wealth Partners LLC 276 *New 2023-06-30 150 $22,000 150
   McIlrath & Eck LLC 517 *New 2024-03-31 89 $16,000 89
   SIGNATUREFD, LLC 2418 *New 2024-03-31 41 $7,000 41

  11 Records found
  1    
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