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Get Institutions for : 
Spdr Ssga Fixed Income Sector Rotation Etf (FISR)  
$25.28 0.09 (0.36%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    7
Total shares held : 
 7,432,773  
% of shares held : 
 82.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 1,070,334  
% of shares held change : 
   11.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.46  
Last Quarter's Ending Price : 
 $26.02  
Last Quarter's Average Price : 
 $25.00  
Change from last quarter's     
avg. price to the last closing  : 
0.28 (1.12%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 407,047
 5.48%
 
Increased Positions :
20
 875,935
 11.78%
 
Unchanged Positions :
7
 45,564
 0.61%
 
Decreased Positions :
15
-157,972
-2.13%
 
Closed Positions :
1
-54,676
-0.74%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 489 - 2024-03-31 2,295,951 $58,845,000 480,017
   ENVESTNET ASSET MANAGEMENT INC 825 - 2024-03-31 1,350,305 $34,608,000 72,912
   Envestnet Portfolio Solutions Inc. 100 - 2024-03-31 1,122,350 $28,766,000 250,436
   Aspire Private Capital LLC 2 - 2024-03-31 820,715 $21,035,000 40,074
   Hibernia Wealth Partners LLC 6 - 2024-03-31 340,498 $8,727,000 2,231
   GeoWealth Management LLC 68 - 2024-03-31 288,904 $7,405,000 56,209
   PARK AVENUE SECURITIES LLC 156 - 2024-03-31 268,951 $6,893,000 20,605
   Raleigh Capital Management Inc. 3 - 2024-03-31 251,366 $6,443,000 24,759
   HIGHTOWER ADVISORS, LLC 894 - 2024-03-31 224,209 $5,750,000 24,954
   AXXCESS WEALTH MANAGEMENT LLC 119 - 2024-03-31 216,746 $5,555,000 30,871
   Goss Wealth Management LLC 501 - 2024-03-31 134,079 $3,436,000 23,274
   Cetera Investment Advisers 1448 - 2024-03-31 88,109 $2,258,000 52,775
   Advisor Group Holdings Inc. 1676 - 2024-03-31 79,935 $2,049,000 4,846
   Good Life Advisors LLC 109 - 2024-03-31 73,426 $1,882,000 -746
   Balboa Wealth Partners 32 - 2024-03-31 71,315 $1,828,000 18,088
   Argent Trust Co 239 - 2024-03-31 64,267 $1,647,000 -5,177
   AE Wealth Management LLC 553 - 2024-03-31 58,613 $1,502,000 -499,439
   Change Path LLC 310 - 2024-03-31 52,935 $1,357,000 10,227
   Walkner Condon Financial Advisors LLC 84 - 2024-03-31 47,700 $1,223,000 13,689
   MULTIFINANCIAL SECURITIES CORP 1056 - 2024-03-31 47,695 $1,222,000 -28,062
   Atria Wealth Solutions Inc. 872 - 2024-03-31 41,806 $1,071,000 17,637
   HARBOUR INVESTMENTS INC. 354 - 2023-12-31 39,666 $1,032,000 5,175
   International Private Wealth Advisors LLC 9 - 2024-03-31 29,701 $761,000 -33,306
   Merit Financial Group LLC 492 - 2024-03-31 28,206 $710,000 8,905
   VisionPoint Advisory Group LLC 97 - 2024-03-31 27,245 $698,000 2,828
   Global Financial Private Client LLC 101 - 2024-03-31 24,021 $609,000 6,196
   Aveo Capital Partners LLC 197 - 2024-03-31 23,115 $582,000 8,310
   Quadcap Wealth Management LLC 196 - 2024-03-31 21,865 $560,000 0
   Castleview Partners LLC 102 - 2024-03-31 16,263 $417,000 8,458
   Empirical Asset Management LLC 148 - 2024-03-31 15,656 $401,000 -118
   RAYMOND JAMES & ASSOCIATES 3173 - 2024-03-31 15,243 $391,000 2,782
   Outlook Wealth Advisors LLC 167 *New 2024-03-31 15,209 $390,000 15,209
   FINANCIAL NETWORK 2087 - 2024-03-31 15,225 $390,000 -1,320
   Austin Private Wealth LLC 147 - 2024-03-31 14,470 $367,000 6,577
   Signal Advisors Wealth LLC 211 - 2024-03-31 13,912 $357,000 708
   MARIPAU WEALTH MANAGEMENT LLC 79 - 2024-03-31 13,912 $357,000 708
   FSA Advisors Inc. 93 - 2024-03-31 11,174 $286,000 1,428
   Private Advisor Group LLC 1887 - 2024-03-31 10,925 $280,000 -21
   Capital Asset Advisory Services LLC 261 *New 2024-03-31 10,636 $269,000 10,636
   True Vision MN LLC 84 *New 2024-03-31 10,318 $257,000 10,318
   PUPLAVA FINANCIAL SERVICES INC 94 - 2024-03-31 9,585 $246,000 1,681
   Family Wealth Group LLC 78 - 2023-12-31 9,396 $244,000 0
   NWAM LLC 486 *New 2024-03-31 9,534 $241,000 9,534
   HBW Advisory Services LLC 275 - 2024-03-31 8,676 $226,000 0
   CITADEL ADVISORS LLC 4466 - 2024-03-31 8,818 $226,000 -17,265
   Richard W. Paul & Associates LLC 175 - 2024-03-31 6,545 $168,000 701
   RICHARDSON FINANCIAL SERVICES INC. 210 *New 2024-03-31 3,148 $74,000 3,148
   Global Retirement Partners LLC 1289 - 2024-03-31 2,445 $63,000 75
   Farther Finance Advisors LLC 1164 - 2024-03-31 2,093 $53,000 -918
   Smartleaf Asset Management LLC 750 - 2024-03-31 601 $16,000 -21
   Tidemark LLC 450 - 2024-03-31 376 $10,000 0
   Frazier Financial Advisors LLC 718 - 2024-03-31 100 $3,000 -1
   Covestor Ltd 2079 - 2024-03-31 31 $1,000 -5
   PROEQUITIES INC. 2425 - 2024-03-31 0 $0 0
   Truadvice LLC 237 *Closed 2023-09-30 0 $0 -36,235
   UBS Group AG 7415 *Closed 2024-03-31 0 $0 -107
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5823 *Closed 2024-03-31 0 $0 -10,108
   MORGAN STANLEY 7424 *Closed 2024-03-31 0 $0 -1
   WELLS FARGO & CO/MN 6607 *Closed 2024-03-31 0 $0 -187
   KARLINSKI ANDREW C 226 *Closed 2022-12-31 0 $0 -79
   JANE STREET GROUP LLC 6165 *Closed 2024-03-31 0 $0 -36,977
  61 Records found
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