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Institutional Holdings
SPXXOwnership Summary
Institutions Holding
3
Total Shares Held
11,121
Total Value Held
$206,265
Quarter
2026-06-30
Active Positions
Increased Positions
1
2,396 shares
Decreased Positions
0
0 shares
Held Positions
1
4,198 shares
New Positions
1
4,527 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| PRIVATE TRUST CO NA | 4,527 | $84,383 | New position | 0.01% | 2026-06-30 |
| BAYBAN | 4,198 | $78,251 | Unchanged | 0.06% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,396 | $43,631 | ▲ +2,379 | 0.00% | 2026-06-30 |