Security Details
| Security Name: | SPDR INDUSTRIAL SE |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 81369y704 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.04B | - | 15 | - |
| 2024-09-30 | $0.02B | -34.7% | 14 | -6.7% |
| 2024-12-31 | $0.02B | -14.4% | 12 | -14.3% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| FORBES J M & CO LLP | $11.0M | 83K | 1.1% |
| ELCO MANAGEMENT CO., LLC | $0.9M | 7K | 0.5% |
| CHARTIST INC /CA/ | $0.8M | 5K | 0.4% |
| COUNCILMARK ASSET MANAGEMENT, LLC | $0.3M | 2K | 0.2% |
| MONETARY MANAGEMENT GROUP INC | $0.6M | 4K | 0.2% |
| FINANCIAL COUNSELORS INC | $5.0M | 38K | 0.1% |
| COZAD ASSET MANAGEMENT INC | $0.5M | 3K | 0.0% |
| L & S ADVISORS INC | $0.3M | 1K | 0.0% |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $0.6M | 4K | 0.0% |
| VESTOR CAPITAL, LLC | $0.1M | 0K | 0.0% |
| SVB WEALTH LLC | $0.3M | 2K | 0.0% |
| BOLLARD GROUP LLC | $0.1M | 0K | 0.0% |
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