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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
   Tidemark LLC 663 *Closed 2024-03-31 0 $0 -57
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2360 *Closed 2024-03-31 0 $0 -1,817
   Iron Horse Wealth Management LLC 415 *Closed 2024-03-31 0 $0 -33
   Wealthcare Advisory Partners LLC 818 *Closed 2024-03-31 0 $0 -2,130
   ORG Partners LLC 700 *Closed 2024-03-31 0 $0 0
   H D Vest Advisory Services 1685 *Closed 2024-03-31 0 $0 -8,722
   OXFORD FINANCIAL GROUP LTD 310 *Closed 2024-03-31 0 $0 -55
   FIRST COMMUNITY TRUST NA 294 *Closed 2024-03-31 0 $0 -21
   VIRTU FINANCIAL LLC 2237 *Closed 2023-12-31 0 $0 -6,467

  9 Records found
  1    
  Page 1 of 1
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