Ticker: SHE CUSIP: 78468R747 Class: SPDR MSCI USA GE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Monument Group Wealth Advisors, LLC | 1,550 | $205 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 1,608 | $212 |
| White Lighthouse Investment Management Inc. | 1,658 | $219 |
| Dynamic Advisor Solutions LLC | 3,395 | $448 |
| FLAGSHIP HARBOR ADVISORS, LLC | 923 | $122 |
| MENORA MIVTACHIM HOLDINGS LTD. | 1,554 | $205 |
| TRUIST FINANCIAL CORP | 2,014 | $266 |
| AlphaCore Capital LLC | 400 | $53 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 221 | $29 |
| SageView Advisory Group, LLC | 194 | $26 |
| Greykasell Wealth Strategies, Inc. | 35 | $5 |
| Lodestone Wealth Management LLC | 30 | $4 |
| Thrivent Financial for Lutherans | 1,812 | $0 |
| Triumph Capital Management | 2 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| South Shore Capital Advisors | 2,983 | 3,935 | +952 (+31.9%) |
| Geneos Wealth Management Inc. | 126 | 33,081 | +32,955 (+26154.8%) |
| SEEDS INVESTOR LLC | 3,162 | 3,616 | +454 (+14.4%) |
| Clifford Group, LLC | 1,985 | 2,021 | +36 (+1.8%) |
| LPL Financial LLC | 118,979 | 121,362 | +2,383 (+2.0%) |
| AMERIPRISE FINANCIAL INC | 3,659 | 5,142 | +1,483 (+40.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 1,839 | 3,223 | +1,384 (+75.3%) |
| JONES FINANCIAL COMPANIES LLLP | 5,108 | 6,203 | +1,095 (+21.4%) |
| Gradient Investments LLC | 6,288 | 6,707 | +419 (+6.7%) |
| CITIGROUP INC | 4,119 | 4,540 | +421 (+10.2%) |
| MCIA Inc | 3,625 | 3,667 | +42 (+1.2%) |
| RAYMOND JAMES FINANCIAL INC | 10,061 | 10,247 | +186 (+1.8%) |
| Optiver Holding B.V. | 169 | 335 | +166 (+98.2%) |
| WELLS FARGO & COMPANY/MN | 11,710 | 11,866 | +156 (+1.3%) |
| MAI Capital Management | 672 | 772 | +100 (+14.9%) |
| CENTAURUS FINANCIAL, INC. | 864 | 1,508 | +644 (+74.5%) |
| WOLFF WIESE MAGANA LLC | 9 | 10 | +1 (+11.1%) |
| Cambridge Investment Research Advisors, Inc. | 9,514 | 9,898 | +384 (+4.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rock Creek Group, LP | 179,839 | 139,960 | -39,879 (-22.2%) |
| ALBION FINANCIAL GROUP /UT | 46,384 | 45,072 | -1,312 (-2.8%) |
| Buckingham Strategic Partners | 5,843 | 3,244 | -2,599 (-44.5%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,823 | 2,967 | -21,856 (-88.0%) |
| CERTUITY, LLC | 3,440 | 2,816 | -624 (-18.1%) |
| KilterHowling LLC | 2,172 | 2,106 | -66 (-3.0%) |
| BANK OF AMERICA CORP /DE/ | 51,347 | 47,140 | -4,207 (-8.2%) |
| Integrated Wealth Concepts LLC | 4,244 | 3,064 | -1,180 (-27.8%) |
| ABOUND FINANCIAL, LLC | 1,968 | 1,888 | -80 (-4.1%) |
| Sowell Financial Services LLC | 2,231 | 1,717 | -514 (-23.0%) |
| MORGAN STANLEY | 96,870 | 95,814 | -1,056 (-1.1%) |
| Bank of New York Mellon Corp | 3,817 | 2,818 | -999 (-26.2%) |
| Cetera Investment Advisers | 29,785 | 28,972 | -813 (-2.7%) |
| ASSETMARK, INC | 2,283 | 1,777 | -506 (-22.2%) |
| ROYAL BANK OF CANADA | 12,158 | 11,667 | -491 (-4.0%) |
| UBS Group AG | 21,827 | 21,418 | -409 (-1.9%) |
| OSAIC HOLDINGS, INC. | 11,210 | 10,861 | -349 (-3.1%) |
| HARBOUR INVESTMENTS, INC. | 357 | 162 | -195 (-54.6%) |
| SEI INVESTMENTS CO | 6,346 | 6,204 | -142 (-2.2%) |
| Root Financial Partners, LLC | 666 | 587 | -79 (-11.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Investments, LLC | 2,376 | $303 |
| GPS Wealth Strategies Group, LLC | 172 | $22 |
| Steward Partners Investment Advisory, LLC | 460 | $59 |
| Wealthspire Advisors, LLC | 406 | $52 |
| PRINCIPAL SECURITIES, INC. | 69 | $9 |
| Bank Julius Baer & Co. Ltd, Zurich | 15 | $2 |
| Financial Life Planners | 2 | $0 |