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Get Institutions for : 
Spdr Barclays Capital Issuer Scored Corporate Bond (CBND)  
$28.87 0.02 (0.07%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    7
Total shares held : 
 37,561,831  
% of shares held : 
 41.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 4,673,121  
% of shares held change : 
   5.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.26  
Last Quarter's Ending Price : 
 $29.11  
Last Quarter's Average Price : 
 $29.04  
Change from last quarter's     
avg. price to the last closing  : 
0.17 (0.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 439,809
 1.17%
 
Increased Positions :
56
 7,161,809
 19.07%
 
Unchanged Positions :
13
 4,013,781
 10.69%
 
Decreased Positions :
32
-1,224,387
-3.26%
 
Closed Positions :
9
-1,704,110
-4.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Adviser Investments LLC 5 - 2024-03-31 12,955,011 $377,120,000 257,338
   LPL FINANCIAL CORP 375 - 2024-03-31 2,872,986 $83,633,000 -2,598
   ST GERMAIN D J CO INC 3 - 2024-03-31 2,715,123 $79,037,000 -297,134
   BANK OF AMERICA CORP /DE/ 1120 - 2024-03-31 2,302,399 $67,023,000 248,423
   CX Institutional 7 - 2024-03-31 1,185,902 $34,469,000 137,611
   Congress Wealth Management LLC / DE / 36 - 2024-03-31 1,137,452 $33,111,000 15,287
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 174 *New 2024-03-31 1,048,161 $30,512,000 1,048,161
   AE Wealth Management LLC 72 - 2024-03-31 973,906 $28,350,000 139,936
   Gerber Kawasaki Wealth & Investment Management 19 - 2024-03-31 872,642 $25,403,000 156,967
   Procyon Private Wealth Partners LLC 5 *New 2024-03-31 861,841 $25,088,000 861,841
   AMERIPRISE FINANCIAL INC 1251 - 2024-03-31 735,544 $21,415,000 214,471
   Flaharty Asset Management LLC 17 - 2024-03-31 627,986 $18,281,000 -23,527
   GREAT VALLEY ADVISOR GROUP INC. 48 - 2024-03-31 571,465 $16,636,000 150,542
   FINANCIAL ENGINES ADVISORS L.L.C. 68 - 2024-03-31 477,802 $13,909,000 -350,298
   Polaris Wealth Advisers LLC 37 *New 2023-09-30 472,888 $13,042,000 472,888
   Private Advisor Group LLC 220 - 2024-03-31 414,524 $12,067,000 -24,973
   MML INVESTORS SERVICES LLC 366 - 2024-03-31 393,983 $11,469,000 -33,709
   MORGAN STANLEY 3237 - 2024-03-31 378,921 $11,030,000 19,467
   Financial Gravity Wealth Inc. 14 - 2024-03-31 318,757 $9,279,000 -3,552,695
   RAYMOND JAMES & ASSOCIATES 1297 - 2024-03-31 266,803 $7,767,000 16,651
   ZACKS INVESTMENT MANAGEMENT 171 *New 2024-03-31 265,282 $7,722,000 265,282
   Geneos Wealth Management Inc. 64 - 2024-03-31 261,907 $7,624,000 98,361
   J P MORGAN CHASE & CO 2243 - 2024-03-31 248,819 $7,243,000 -6,923
   ARKANSAS FINANCIAL GROUP INC. 21 - 2024-03-31 248,752 $7,241,000 50,585
   Good Life Advisors LLC 32 - 2024-03-31 243,854 $7,099,000 22,617
   CWM LLC 357 - 2024-03-31 235,356 $6,851,000 5,253
   MILESTONE ASSET MANAGEMENT LLC 13 *New 2024-03-31 214,875 $6,255,000 214,875
   ROYAL BANK OF CANADA 1790 - 2024-03-31 207,321 $6,035,000 -56,110
   THRIVENT FINANCIAL FOR LUTHERANS 761 - 2024-03-31 204,957 $5,966,000 -482,756
   Melone Private Wealth LLC 11 - 2024-03-31 192,313 $5,598,000 -576
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 812 - 2024-03-31 152,761 $4,447,000 127,353
   FLAGSHIP HARBOR ADVISORS LLC 81 - 2024-03-31 150,253 $4,374,000 12,622
   Hennion & Walsh Asset Management Inc. 107 - 2024-03-31 141,089 $4,107,000 -42,683
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1250 - 2024-03-31 137,285 $3,996,000 125,431
   COMMONWEALTH EQUITY SERVICES LLC. 1338 - 2024-03-31 130,887 $3,810,000 93,662
   ShoreHaven Wealth Partners LLC 17 - 2024-03-31 128,769 $3,748,000 2,558
   MARINER WEALTH ADVISORS, LLC 866 - 2024-03-31 120,379 $3,504,000 -54,074
   RFG Advisory Group LLC 140 *New 2024-03-31 117,960 $3,434,000 117,960
   Change Path LLC 144 - 2024-03-31 114,423 $3,331,000 73,782
   Atria Wealth Solutions Inc. 460 - 2024-03-31 113,267 $3,297,000 102,429
   Eldridge Investment Advisors Inc. 29 - 2024-03-31 107,640 $3,133,000 -46,213
   VALMARK ADVISERS INC 130 - 2024-03-31 101,627 $2,958,000 -1,318
   Bridgeworth LLC - 2023-12-31 92,652 $2,725,000 -188,156
   ENVESTNET ASSET MANAGEMENT INC 2420 - 2024-03-31 86,566 $2,520,000 -38,123
   Tidemark LLC 18 - 2024-03-31 84,332 $2,455,000 20,319
   Keystone Wealth Services LLC 28 - 2024-03-31 83,763 $2,438,000 4,504
   JANE STREET GROUP LLC 2036 - 2024-03-31 83,016 $2,417,000 -129,232
   Jacobi Capital Management LLC 87 - 2024-03-31 81,074 $2,360,000 43,112
   KWB Wealth 40 - 2024-03-31 76,096 $2,215,000 43,810
   Merit Financial Group LLC 253 - 2024-03-31 77,011 $2,198,000 -7,394
   Breakwater Capital Group 52 - 2024-03-31 72,026 $2,097,000 1,867
   TRANSAMERICA FINANCIAL ADVISORS, INC. 103 - 2024-03-31 71,617 $2,085,000 47,893
   Optas LLC 32 - 2024-03-31 67,355 $1,961,000 -573
   David Kennon Inc 23 - 2024-03-31 63,014 $1,834,000 -3,183
   Golden State Equity Partners 61 - 2023-12-31 56,338 $1,657,000 40,465
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1985 - 2024-03-31 56,040 $1,631,000 48,372
   Advisor Group Holdings Inc. 1887 - 2024-03-31 53,277 $1,551,000 33,001
   5th Street Advisors LLC 20 *New 2024-03-31 44,498 $1,295,000 44,498
   FINANCIAL LIFE ADVISORS 24 - 2024-03-31 43,397 $1,263,000 -30,910
   Quadrant Private Wealth Management LLC 79 - 2024-03-31 42,993 $1,252,000 2,389
   WEALTHSOURCE PARTNERS LLC 187 - 2023-12-31 37,408 $1,100,000 13,784
   Kathleen S. Wright Associates Inc. 42 - 2024-03-31 37,694 $1,097,000 762
   Financial Advocates Investment Management 303 - 2024-03-31 35,771 $1,041,000 1,254
   J.W. COLE ADVISORS INC. 338 *New 2024-03-31 34,552 $1,006,000 34,552
   Hobart Private Capital LLC 41 - 2024-03-31 32,312 $941,000 -96,934
   CITADEL ADVISORS LLC 3205 - 2024-03-31 29,980 $873,000 29,980
   CI Private Wealth LLC 1353 - 2024-03-31 29,579 $861,000 2
   Intercontinental Wealth Advisors LLC 113 - 2023-06-30 29,577 $854,000 0
   Advisor Resource Council 68 - 2024-03-31 28,496 $838,000 -188,576
   Sequent Planning LLC 63 - 2024-03-31 27,983 $815,000 0
   Pensionmark Financial Group LLC 163 *New 2024-03-31 27,170 $791,000 27,170
   Donald L. Hagan LLC 61 - 2024-03-31 25,639 $746,000 14,010
   Strategic Investment Advisors / MI 140 *New 2024-03-31 24,381 $710,000 24,381
   Ameritas Advisory Services LLC 484 *New 2024-03-31 22,300 $649,000 22,300
   Cetera Investment Advisers 2442 *New 2024-03-31 20,805 $606,000 20,805
   STIFEL FINANCIAL CORP 2537 *New 2024-03-31 18,932 $551,000 18,932
   Nelson Van Denburg & Campbell Wealth Management Gr 426 - 2024-03-31 18,452 $537,000 0
   Laraway Financial Inc 64 - 2024-03-31 18,078 $526,000 -1,264
   Jackson Creek Investment Advisors LLC 243 - 2024-03-31 17,900 $521,000 -3,066
   CITIGROUP INC 2723 - 2024-03-31 17,732 $516,000 6,033
   Keystone Financial Group 192 - 2024-03-31 16,138 $470,000 1,140
   NATIONAL ASSET MANAGEMENT, INC. 824 - 2024-03-31 16,906 $466,000 -13,000
   PRINCIPAL SECURITIES INC. 723 - 2024-03-31 14,817 $431,000 718
   DFPG INVESTMENTS INC. 450 - 2023-12-31 14,160 $414,000 2,860
   Perennial Investment Advisors LLC 209 - 2024-03-31 13,736 $400,000 962
   Rice Partnership LLC 74 *New 2024-03-31 13,356 $389,000 13,356
   National Wealth Management Group LLC 90 - 2024-03-31 12,919 $376,000 -1,258
   FINANCIAL NETWORK 2117 - 2024-03-31 12,782 $372,000 4,463
   Coppell Advisory Solutions LLC 183 - 2023-12-31 12,395 $365,000 10,935
   AIRE ADVISORS LLC 105 - 2024-03-31 12,533 $365,000 19
   Belpointe Asset Management LLC 523 - 2024-03-31 12,442 $362,000 1,040
   Tennessee Valley Asset Management Partners 93 *New 2024-03-31 12,136 $353,000 12,136
   Rockefeller Capital Management L.P. 1555 - 2024-03-31 11,491 $335,000 0
   H D Vest Advisory Services 1281 *New 2024-03-31 10,374 $302,000 10,374
   Coppell Advisory Solutions Corp. 192 - 2024-03-31 10,220 $298,000 10,220
   Ascent Group LLC 437 - 2024-03-31 9,915 $289,000 -27
   Cornerstone Retirement Group Inc. 26 - 2023-09-30 10,123 $279,000 0
   Detalus Advisors LLC 122 - 2024-03-31 9,156 $267,000 -37,108
   CREATIVE PLANNING 2379 - 2024-03-31 8,694 $253,000 -89
   PROSPERA FINANCIAL SERVICES 910 - 2023-12-31 8,500 $250,000 -7,030
  100 Records found
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