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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
   LPL FINANCIAL CORP 464 - 2024-03-31 365,098 $64,008,000 -11,724
   MORGAN STANLEY 3615 - 2024-03-31 37,487 $6,572,000 -59
   ShoreHaven Wealth Partners LLC 9 - 2024-03-31 30,149 $5,286,000 -418
   J P MORGAN CHASE & CO 2439 - 2024-03-31 29,668 $5,201,000 -430
   RAYMOND JAMES & ASSOCIATES 2113 - 2024-03-31 12,077 $2,117,000 -1,272
   ROYAL BANK OF CANADA 2569 - 2024-03-31 10,480 $1,837,000 -1,470
   COMMONWEALTH EQUITY SERVICES LLC. 1825 - 2024-03-31 10,454 $1,833,000 -14
   MONEY CONCEPTS CAPITAL CORP 155 - 2024-03-31 10,216 $1,791,000 -78
   Merit Financial Group LLC 319 - 2024-03-31 8,693 $1,472,000 -677
   BB&T CORP 1546 - 2024-03-31 6,233 $1,093,000 -130
   Keystone Wealth Services LLC 71 - 2024-03-31 6,176 $1,083,000 -63
   SAXON INTERESTS INC. 78 - 2024-03-31 4,084 $716,000 -164
   Goss Wealth Management LLC 1320 - 2024-03-31 2,935 $515,000 -6
   Dynamic Advisors Solutions LLC 710 - 2024-03-31 1,969 $345,000 -61
   CoreCap Advisors LLC 423 - 2023-12-31 2,110 $338,000 -18
   Stratos Wealth Advisors LLC 555 - 2024-03-31 1,681 $295,000 -88
   Prosperity Consulting Group LLC 304 - 2024-03-31 1,281 $225,000 -232
   Professional Financial Advisors LLC 98 - 2024-03-31 1,199 $210,000 -109
   PRIVATE TRUST CO NA 1074 - 2024-03-31 315 $55,000 -30
   WELLS FARGO & CO/MN 6232 - 2024-03-31 0 $0 -1
  20 Records found
  1    
  Page 1 of 1
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