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Get Institutions for : 
Spdr S&P Telecom Etf (XTL)  
$74.74 1.16 (1.57%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    8
Total shares held : 
294,087  
% of shares held : 
45.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-77,612  
% of shares held change : 
  -11.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$69.98  
Last Quarter's Ending Price : 
$79.98  
Last Quarter's Average Price
$70.59  
Change from last quarter's     
avg. price to the last closing  : 
4.15 (5.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 49,674
 16.89%
 
Increased Positions :
8
 12,120
 4.12%
 
Unchanged Positions :
12
 6,304
 2.14%
 
Decreased Positions :
9
-14,199
-4.83%
 
Closed Positions :
12
-125,207
-42.57%
 
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
   AJ WEALTH STRATEGIES LLC 250 - 2023-06-30 3,526 $274,000 0
   Cape Investment Advisory Inc. 186 - 2023-12-31 1,654 $132,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1253 - 2024-03-31 355 $26,000 0
   SIGNATUREFD, LLC 1916 - 2024-03-31 309 $23,000 0
   COMERICA BANK 3005 - 2023-12-31 185 $15,000 0
   BLAIR WILLIAM & CO/IL 1689 - 2024-03-31 179 $13,000 0
   Newbridge Financial Services Group Inc. 865 - 2024-03-31 78 $6,000 0
   ARROW FINANCIAL CORP 290 - 2023-12-31 70 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1860 - 2024-03-31 71 $5,000 0
   Spire Wealth Management 1989 - 2024-03-31 57 $4,000 0
   Sargent Bickham Lagudis LLC 843 - 2022-12-31 31 $3,000 0
   Hexagon Capital Partners LLC 1167 - 2024-03-31 33 $2,000 0
   PROEQUITIES INC. 9384 - 2024-03-31 0 $0 0

  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results