Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Barclays Capital Emerging Markets Local Bond Etf (EBND)  
$20.46 0.00 (0.00%) as of 4:30 Fri 5/17


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 172    2
Total shares held : 
 81,282,722  
% of shares held : 
 9.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -287,693  
% of shares held change : 
   -0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.52  
Last Quarter's Ending Price : 
 $21.24  
Last Quarter's Average Price : 
 $20.24  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (1.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 419,380
 0.52%
 
Increased Positions :
60
 2,198,359
 2.7%
 
Unchanged Positions :
32
 85,916
 0.11%
 
Decreased Positions :
59
-1,706,317
-2.1%
 
Closed Positions :
23
-1,199,115
-1.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 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 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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 16 - 2024-03-31 48,771,686 $999,820,000 551,891
   Empower Advisory Group LLC 17 - 2024-03-31 17,870,316 $366,341,000 683,089
   Personal Capital Advisors Corp 47 - 2022-12-31 4,499,062 $92,501,000 769,602
   SEI INVESTMENTS CO 254 - 2024-03-31 2,807,997 $57,567,000 -95,292
   STATE STREET CORP 1647 - 2024-03-31 2,799,843 $57,397,000 -164,589
   GOLDMAN SACHS GROUP INC/ 974 - 2024-03-31 2,518,859 $51,637,000 2,518,859
   CI INVESTMENTS INC 154 - 2024-03-31 1,178,473 $24,159,000 424,100
   LPL FINANCIAL CORP 911 - 2024-03-31 1,058,633 $21,702,000 -68,177
   DEUTSCHE BANK AG 788 *New 2024-03-31 1,053,832 $21,604,000 1,053,832
   COMERICA BANK 330 - 2024-03-31 658,593 $13,501,000 159,796
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 259 - 2024-03-31 638,567 $13,091,000 25,617
   CAPITAL INSIGHT PARTNERS LLC 7 - 2024-03-31 557,522 $11,429,000 32,661
   BANK OF AMERICA CORP /DE/ 2520 - 2024-03-31 452,622 $9,279,000 34,266
   Envestnet Portfolio Solutions Inc. 250 - 2024-03-31 439,576 $9,011,000 163,178
   MACKENZIE FINANCIAL CORP 466 - 2024-03-31 428,035 $8,775,000 34,998
   ENVESTNET ASSET MANAGEMENT INC 1652 - 2024-03-31 397,576 $8,150,000 -33,257
   HSBC HOLDINGS PLC 858 - 2024-03-31 320,677 $6,574,000 -14,924
   MORGAN STANLEY 3635 - 2024-03-31 313,324 $6,423,000 258,422
   PARK AVENUE SECURITIES LLC 181 - 2024-03-31 277,137 $5,681,000 28,138
   JANE STREET GROUP LLC 1353 - 2024-03-31 222,515 $4,562,000 222,515
   Aspire Private Capital LLC 22 - 2024-03-31 220,437 $4,519,000 19,232
   Varma Mutual Pension Insurance Co 346 *New 2024-03-31 200,000 $4,100,000 200,000
   Advisor Group Holdings Inc. 1189 - 2024-03-31 196,143 $4,021,000 -34,289
   City State Bank 14 - 2024-03-31 188,954 $3,874,000 39,135
   VALMARK ADVISERS INC 122 - 2024-03-31 163,873 $3,359,000 2,795
   WELLS FARGO & CO/MN 2268 - 2024-03-31 150,164 $3,078,000 36,469
   Private Advisor Group LLC 634 - 2024-03-31 148,941 $3,054,000 12,463
   AMERIVEST INVESTMENT MANAGEMENT LLC 86 - 2023-06-30 131,992 $2,793,000 -6,805
   Pasadena Private Wealth LLC 25 - 2024-03-31 132,771 $2,722,000 -61,380
   UBS Group AG 2703 - 2024-03-31 132,327 $2,713,000 -286
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1167 - 2024-03-31 112,728 $2,311,000 12,021
   Hibernia Wealth Partners LLC 15 - 2024-03-31 100,043 $2,051,000 -1,883
   Atomi Financial Group Inc. 111 *New 2024-03-31 97,150 $1,992,000 97,150
   Whalen Wealth Management Inc. 14 *New 2024-03-31 95,690 $1,962,000 95,690
   GeoWealth Management LLC 182 - 2024-03-31 91,375 $1,873,000 9,248
   Baird Financial Group Inc. 1001 - 2024-03-31 82,082 $1,683,000 4,074
   Treasure Coast Financial Planning 20 - 2024-03-31 74,770 $1,533,000 22
   FIRST CITIZENS BANK & TRUST CO 214 *New 2024-03-31 68,338 $1,401,000 68,338
   RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC 28 - 2024-03-31 66,409 $1,361,000 -1,731
   HIGHTOWER ADVISORS, LLC 1621 - 2024-03-31 63,685 $1,303,000 2,969
   Goss Wealth Management LLC 862 - 2024-03-31 62,916 $1,290,000 -4,844
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1128 - 2024-03-31 60,986 $1,250,000 -4,708
   J P MORGAN CHASE & CO 3236 - 2024-03-31 60,634 $1,243,000 -1,363
   Perigon Wealth Management LLC 335 - 2024-03-31 57,504 $1,179,000 1,622
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2738 - 2024-03-31 57,268 $1,174,000 -6,269
   McNamara Financial Services Inc. 25 - 2024-03-31 55,730 $1,142,000 8,934
   Walkner Condon Financial Advisors LLC 90 - 2024-03-31 54,411 $1,115,000 39,709
   Raleigh Capital Management Inc. 66 - 2024-03-31 52,550 $1,077,000 1,050
   FINANCIAL NETWORK 1433 - 2024-03-31 51,212 $1,050,000 18,143
   AXXCESS WEALTH MANAGEMENT LLC 366 - 2024-03-31 49,544 $1,016,000 4,376
   LEAVELL T & ASSOCIATES INC 261 - 2024-03-31 49,297 $1,011,000 -1,180
   Tempus Wealth Planning LLC 65 - 2024-03-31 49,082 $1,006,000 -72,621
   Farther Finance Advisors LLC 278 - 2024-03-31 43,574 $885,000 1,257
   RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 25 - 2024-03-31 41,831 $858,000 261
   BANK OF NEW YORK MELLON CORP 3227 - 2024-03-31 40,263 $825,000 -29,971
   AMERIPRISE FINANCIAL INC 3172 - 2024-03-31 39,748 $815,000 575
   D E SHAW & CO INC 2097 *New 2024-03-31 37,200 $763,000 37,200
   RFG Advisory Group LLC 416 - 2024-03-31 35,574 $729,000 2,110
   DRAVO BAY LLC 33 - 2024-03-31 33,475 $686,000 -428
   Upper Left Wealth Management LLC 39 - 2024-03-31 32,086 $658,000 3,717
   Ironwood Wealth Management LLC. 28 - 2024-03-31 29,258 $600,000 -31,633
   Aveo Capital Partners LLC 195 - 2024-03-31 28,982 $585,000 2,125
   ROYAL BANK OF CANADA 3374 - 2024-03-31 27,854 $571,000 -47,031
   IFP Advisors Inc 527 - 2023-12-31 26,810 $569,000 -294
   Austin Private Wealth LLC 109 - 2024-03-31 27,790 $569,000 3,958
   FSB PREMIER WEALTH MANAGEMENT INC. 86 - 2024-03-31 27,154 $557,000 -980
   HART & PATTERSON FINANCIAL GROUP LLC 47 - 2024-03-31 24,509 $502,000 -393
   Financial Strategies Group Inc. 54 - 2024-03-31 22,523 $462,000 2,229
   MULTIFINANCIAL SECURITIES CORP 1660 - 2024-03-31 21,838 $448,000 -7,200
   CREATIVE PLANNING 1937 - 2024-03-31 21,418 $439,000 2,757
   Capital CS Group LLC 32 - 2024-03-31 21,151 $434,000 469
   HARBOUR INVESTMENTS INC. 600 - 2023-12-31 19,276 $409,000 -445
   RICHARDSON FINANCIAL SERVICES INC. 94 - 2024-03-31 19,114 $392,000 1,312
   Balboa Wealth Partners 137 - 2024-03-31 18,543 $380,000 4,654
   Sowell Financial Services LLC 491 - 2024-03-31 17,580 $360,000 1,729
   Simplicity WealthLLC 865 - 2024-03-31 17,008 $349,000 -340
   Ascent Group LLC 412 - 2024-03-31 16,999 $348,000 -78
   BURNS WEALTH MANAGEMENT, INC. 415 - 2024-03-31 16,930 $347,000 -2,440
   Change Path LLC 678 - 2024-03-31 16,826 $345,000 1,228
   EQIS CAPITAL MANAGEMENT, INC. 553 - 2024-03-31 16,782 $344,000 -129
   Orion Portfolio Solutions LLC 1416 - 2024-03-31 16,142 $331,000 -7,485
   MARINER WEALTH ADVISORS, LLC 2374 - 2024-03-31 15,682 $321,000 1,848
   Cetera Investment Advisers 1431 - 2024-03-31 15,095 $309,000 -149
   Aspect Partners LLC 54 - 2024-03-31 14,777 $303,000 -1,599
   MERCER GLOBAL ADVISORS INC /ADV 1559 - 2024-03-31 14,423 $296,000 -567
   EWG Elevate Inc. 100 - 2024-03-31 14,280 $293,000 2,625
   Beacon Pointe Advisors LLC 1099 - 2024-03-31 14,248 $292,000 896
   AE Wealth Management LLC 966 - 2024-03-31 14,101 $289,000 -83,510
   CWM LLC 1361 - 2024-03-31 13,407 $275,000 5,375
   First Citizens Asset Management Inc. 35 *New 2024-03-31 12,605 $258,000 12,605
   USAdvisors Wealth Management LLC 115 - 2024-03-31 12,391 $254,000 1,062
   RAYMOND JAMES & ASSOCIATES 3430 - 2024-03-31 12,362 $253,000 910
   Argent Trust Co 576 - 2024-03-31 12,258 $251,000 -1,029
   OHE FINANCIAL INC 238 - 2024-03-31 12,062 $247,000 -473
   Tortoise Investment Management LLC 197 - 2024-03-31 11,350 $233,000 -14,115
   Atria Wealth Solutions Inc. 1724 - 2024-03-31 10,958 $225,000 -536
   BROWN WEALTH MANAGEMENT LLC 86 - 2024-03-31 10,422 $214,000 111
   Csenge Advisory Group 663 - 2024-03-31 10,175 $209,000 490
   Stratos Wealth Partners LTD. 1256 - 2024-03-31 10,075 $207,000 -19
   TOWNSQUARE CAPITAL LLC 1145 *New 2024-03-31 9,915 $203,000 9,915
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us