Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLADSTONE INSTITUTIONAL ADVISORY LLC 02-09-2024 12-31-2023 665 1,782,899,879
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $50,085,027 105,373 0.00 0.00 10,696 11.30 12-31-2023
APPLE INC COM 2 $48,559,697 252,219 0.00 0.00 20,203 8.71 12-31-2023
WISDOMTREE TR FLOATNG RAT TREA 3 $43,812,606 872,066 0.00 0.00 92,984 11.94 12-31-2023
VANGUARD INDEX FDS S&P 500 ETF SHS 4 $41,105,041 94,105 0.00 0.00 2,828 3.10 12-31-2023
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