LOWC Institutional Ownership
SPDR MSCI ACWI Climate Paris Aligned ETF
1W: +1.1%
1M: +9.8%
3M: +1.6%
1Y: +11.9%
3Y: -71.4%
5Y: -63.3%
$30.19
Last traded 2023-12-01 — delisted
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Institutional Ownership — LOWC
46
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
82M
Total Invested
6
New Positions
20
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 977,300 | $30M | -1,000 | -0.1% | 39Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 212,586 | $6M | +22,505 | +11.8% | 15Q | SEC ↗ |
| 3 | Betterment LLC | 140,728 | $4M | +4,005 | +2.9% | 3Q | SEC ↗ |
| 4 | MORGAN STANLEY | 70,306 | $2M | +13 | +0.0% | 43Q | SEC ↗ |
| 5 | LPL Financial LLC | 70,162 | $2M | +954 | +1.4% | 22Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 67,875 | $2M | +9,902 | +17.1% | 15Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 62,003 | $2M | +9,772 | +18.7% | 44Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 37,800 | $1M | +1,236 | +3.4% | 7Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33,540 | $1M | -6,571 | -16.4% | 4Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 31,873 | $962K | -2,514 | -7.3% | 27Q | SEC ↗ |
| 11 | FLOW TRADERS U.S. LLC NEW | 20,610 | $622K | — | +0.0% | 1Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 18,842 | $569K | +131 | +0.7% | 42Q | SEC ↗ |
| 13 | UBS Group AG | 18,783 | $567K | +2,727 | +17.0% | 47Q | SEC ↗ |
| 14 | Invera Wealth Advisors, LLC | 17,498 | $528K | +1,092 | +6.7% | 11Q | SEC ↗ |
| 15 | JONES FINANCIAL COMPANIES LLLP | 12,281 | $371K | +2,712 | +28.3% | 9Q | SEC ↗ |
| 16 | Fingerlakes Wealth Management, Inc. | 11,784 | $356K | +73 | +0.6% | 19Q | SEC ↗ |
| 17 | CWC Advisors, LLC. | 10,008 | $302K | +3 | +0.0% | 8Q | SEC ↗ |
| 18 | Wealth Analytics Partners, LLC | 9,674 | $292K | — | +0.0% | 3Q | SEC ↗ |
| 19 | Integrated Wealth Concepts LLC | 9,034 | $273K | +184 | +2.1% | 6Q | SEC ↗ |
| 20 | Mariner, LLC | 8,086 | $244K | — | +0.0% | 3Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 7,600 | $229K | — | +0.0% | 3Q | SEC ↗ |
| 22 | Wealthcare Advisory Partners LLC | 6,444 | $195K | — | +0.0% | 9Q | SEC ↗ |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6,293 | $190K | -1,931 | -23.5% | 17Q | SEC ↗ |
| 24 | MATHER GROUP, LLC. | 5,900 | $178K | +500 | +9.3% | 10Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 5,504 | $166K | +132 | +2.5% | 26Q | SEC ↗ |
| 26 | FRANKLIN RESOURCES INC | 5,100 | $154K | — | +0.0% | 15Q | SEC ↗ |
| 27 | CARY STREET PARTNERS FINANCIAL LLC NEW | 4,732 | $143K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Bond & Devick Financial Network, Inc. NEW | 4,724 | $143K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Boston Trust Walden Corp NEW | 4,573 | $138K | — | +0.0% | 1Q | SEC ↗ |
| 30 | HARBOUR INVESTMENTS, INC. | 3,953 | $119K | +18 | +0.5% | 3Q | SEC ↗ |
| 31 | MRA Advisory Group NEW | 3,912 | $118K | — | +0.0% | 1Q | SEC ↗ |
| 32 | CWM, LLC | 3,445 | $104K | +599 | +21.0% | 11Q | SEC ↗ |
| 33 | NewEdge Advisors, LLC | 3,283 | $99K | -12 | -0.4% | 15Q | SEC ↗ |
| 34 | IFG Advisory, LLC NEW | 3,280 | $99K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Harbor Asset Planning, Inc. | 3,023 | $91K | +19 | +0.6% | 5Q | SEC ↗ |
| 36 | Smartleaf Asset Management LLC | 2,192 | $66K | — | +0.0% | 11Q | SEC ↗ |
| 37 | Aptus Capital Advisors, LLC | 1,625 | $49K | +7 | +0.4% | 8Q | SEC ↗ |
| 38 | Monument Group Wealth Advisors, LLC | 1,089 | $33K | -4,751 | -81.4% | 9Q | SEC ↗ |
| 39 | BALLAST ADVISORS LLC | 948 | $29K | — | +0.0% | 27Q | SEC ↗ |
| 40 | Farther Finance Advisors, LLC | 645 | $19K | — | +0.0% | 3Q | SEC ↗ |
| 41 | FMR LLC | 618 | $19K | — | +0.0% | 6Q | SEC ↗ |
| 42 | Private Wealth Management Group, LLC | 526 | $16K | — | +0.0% | 11Q | SEC ↗ |
| 43 | Golden State Wealth Management, LLC | 280 | $8K | — | +0.0% | 7Q | SEC ↗ |
| 44 | AdvisorNet Financial, Inc | 175 | $5K | +16 | +10.1% | 2Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 0 | $0K | -39,545 | -100.0% | 1Q | SEC ↗ |
| 46 | MAI Capital Management | 0 | $0K | -7 | -100.0% | 1Q | SEC ↗ |
| 47 | TFC Financial Management, Inc. | 0 | $0K | -7,335 | -100.0% | 1Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 0 | $0K | -3,005 | -100.0% | 1Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 0 | $0K | -1 | -100.0% | 15Q | SEC ↗ |
| 50 | LARCH CAPITAL PARTNERS LLC | 0 | $0K | -23,470 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 20,610 | $622K |
| CARY STREET PARTNERS FINANCIAL LLC | 4,732 | $143K |
| Bond & Devick Financial Network, In | 4,724 | $143K |
| Boston Trust Walden Corp | 4,573 | $138K |
| MRA Advisory Group | 3,912 | $118K |
| IFG Advisory, LLC | 3,280 | $99K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 39,545 | $1M |
| LARCH CAPITAL PARTNERS LLC | 23,470 | $709K |
| TFC Financial Management, Inc. | 7,335 | $221K |
| Kestra Advisory Services, LLC | 3,005 | $91K |
| MAI Capital Management | 7 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | +22,505 | +11.8% | 212,586 |
| BANK OF AMERICA CORP /DE | +9,902 | +17.1% | 67,875 |
| ENVESTNET ASSET MANAGEMENT INC | +9,772 | +18.7% | 62,003 |
| Betterment LLC | +4,005 | +2.9% | 140,728 |
| UBS Group AG | +2,727 | +17.0% | 18,783 |
| JONES FINANCIAL COMPANIES LLLP | +2,712 | +28.3% | 12,281 |
| RAYMOND JAMES FINANCIAL INC | +1,236 | +3.4% | 37,800 |
| Invera Wealth Advisors, LLC | +1,092 | +6.7% | 17,498 |
| LPL Financial LLC | +954 | +1.4% | 70,162 |
| CWM, LLC | +599 | +21.0% | 3,445 |
| MATHER GROUP, LLC. | +500 | +9.3% | 5,900 |
| Integrated Wealth Concepts LLC | +184 | +2.1% | 9,034 |
| OSAIC HOLDINGS, INC. | +132 | +2.5% | 5,504 |
| ROYAL BANK OF CANADA | +131 | +0.7% | 18,842 |
| Fingerlakes Wealth Management, Inc. | +73 | +0.6% | 11,784 |
| Harbor Asset Planning, Inc. | +19 | +0.6% | 3,023 |
| HARBOUR INVESTMENTS, INC. | +18 | +0.5% | 3,953 |
| AdvisorNet Financial, Inc | +16 | +10.1% | 175 |
| MORGAN STANLEY | +13 | +0.0% | 70,306 |
| Aptus Capital Advisors, LLC | +7 | +0.4% | 1,625 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -6,571 | -16.4% | 33,540 |
| Monument Group Wealth Advisors, LLC | -4,751 | -81.4% | 1,089 |
| TRUIST FINANCIAL CORP | -2,514 | -7.3% | 31,873 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -1,931 | -23.5% | 6,293 |
| STATE STREET CORP | -1,000 | -0.1% | 977,300 |
| NewEdge Advisors, LLC | -12 | -0.4% | 3,283 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |