Ticker: SPXT CUSIP: 74347B557 Class: SP500 EX TECH
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| NEW WAVE WEALTH ADVISORS LLC | 2,358 | $245 |
| JANE STREET GROUP, LLC | 8,331 | $865 |
| CITADEL ADVISORS LLC | 7,086 | $736 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,386 | $248 |
| RAYMOND JAMES FINANCIAL INC | 2,000 | $208 |
| CITIGROUP INC | 417 | $43 |
| SIMPLEX TRADING, LLC | 6 | $1 |
| Betterment LLC | 2,212 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | 131,541 | 136,832 | +5,291 (+4.0%) |
| AMJ Financial Wealth Management | 3,576 | 4,094 | +518 (+14.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,449 | 11,818 | +2,369 (+25.1%) |
| LPL Financial LLC | 5,462 | 7,686 | +2,224 (+40.7%) |
| OSAIC HOLDINGS, INC. | 316 | 1,470 | +1,154 (+365.2%) |
| Creative Planning | 18,095 | 18,560 | +465 (+2.6%) |
| BANK OF AMERICA CORP /DE/ | 247 | 382 | +135 (+54.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Long Island Wealth Management, Inc. | 6,142 | 5,308 | -834 (-13.6%) |
| Golden State Equity Partners | 12,743 | 11,979 | -764 (-6.0%) |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 3,568 | 2,715 | -853 (-23.9%) |
| BANK OF MONTREAL /CAN/ | 1,200 | 628 | -572 (-47.7%) |
| UBS Group AG | 499 | 381 | -118 (-23.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| BARCLAYS PLC | 80,000 | $7,260 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 301 | $30 |
| WELLS FARGO & COMPANY/MN | 5 | $1 |