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Get Institutions for : 
Spdr Ssga Multi Asset Real Return (RLY)  
$28.69 0.27 (0.95%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    8
Total shares held : 
 13,335,988  
% of shares held : 
 57.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -487,184  
% of shares held change : 
   -2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.46  
Last Quarter's Ending Price : 
 $27.22  
Last Quarter's Average Price : 
 $26.81  
Change from last quarter's     
avg. price to the last closing  : 
1.88 (7.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 1,488,720
 11.16%
 
Increased Positions :
41
 819,307
 6.14%
 
Unchanged Positions :
13
 323,601
 2.43%
 
Decreased Positions :
29
-2,014,569
-15.11%
 
Closed Positions :
13
-780,642
-5.85%
 
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
   ENVESTNET ASSET MANAGEMENT INC 886 - 2024-03-31 1,086,250 $30,361,000 44,203
   Capital Analysts Inc. 15 *New 2024-03-31 1,045,744 $29,229,000 1,045,744
   DAVIDSON D A & CO 70 - 2024-03-31 1,019,543 $28,496,000 33,679
   Miracle Mile Advisors LLC 39 - 2024-03-31 1,006,910 $28,143,000 -113,816
   Corrigan Financial Inc. 7 - 2024-03-31 840,086 $23,480,000 599,703
   First International Bank & Trust 3 *New 2024-03-31 814,580 $22,768,000 814,580
   Apollon Wealth Management LLC 27 - 2024-03-31 807,702 $22,575,000 169,017
   BANK OF AMERICA CORP /DE/ 1973 - 2024-03-31 679,499 $18,992,000 -161,633
   WELLS FARGO & CO/MN 1269 - 2024-03-31 547,987 $15,316,000 -40,307
   LPL FINANCIAL CORP 1181 - 2024-03-31 449,671 $12,568,000 -178,324
   HIGHTOWER ADVISORS, LLC 638 - 2024-03-31 412,744 $11,533,000 -214,835
   MORGAN STANLEY 3214 - 2024-03-31 404,182 $11,297,000 16,950
   Trilogy Capital Inc. 45 *New 2024-03-31 378,882 $10,590,000 378,882
   Capital Planning Advisors LLC 16 - 2024-03-31 370,311 $10,350,000 -40,901
   Visionary Wealth Advisors 40 - 2024-03-31 337,694 $9,439,000 43,839
   THRIVENT FINANCIAL FOR LUTHERANS 661 - 2024-03-31 307,627 $8,598,000 49,667
   Harbor Group Inc. 15 - 2024-03-31 303,069 $8,471,000 9,597
   COLONY GROUP LLC 161 - 2023-09-30 298,622 $8,051,000 -19,751
   RMB CAPITAL MANAGEMENT LLC 152 *New 2024-03-31 275,628 $7,704,000 275,628
   Eldridge Investment Advisors Inc. 14 - 2024-03-31 269,713 $7,538,000 -19,021
   COLONY GROUP, LLC 265 - 2024-03-31 245,611 $6,865,000 -1,057,162
   Tilson Financial Group Inc. 11 - 2024-03-31 240,345 $6,718,000 11,434
   Fortress Wealth Management Inc. 10 - 2024-03-31 223,253 $6,240,000 17,961
   Cornerstone Wealth Group LLC 61 - 2024-03-31 167,083 $4,670,000 -5,586
   Auxano Advisors LLC 15 - 2024-03-31 156,632 $4,378,000 -25,746
   TRUST POINT INC. 32 - 2024-03-31 146,461 $4,094,000 -88,903
   UBS Group AG 2380 - 2024-03-31 141,444 $3,953,000 -2,102
   Independent Family Office LLC 11 - 2024-03-31 123,735 $3,458,000 615
   DeDora Capital Inc. 21 - 2024-03-31 122,705 $3,430,000 -34,843
   Retireful LLC 20 - 2024-03-31 117,901 $3,295,000 -12,584
   Advisor Group Holdings Inc. 1493 - 2024-03-31 94,123 $2,631,000 -14,600
   REGAL INVESTMENT ADVISORS, LLC 147 - 2024-03-31 88,994 $2,487,000 6,946
   MBE Wealth Management LLC 10 - 2024-03-31 82,857 $2,316,000 2,973
   HBK SORCE ADVISORY LLC 124 - 2024-03-31 81,515 $2,278,000 -22,119
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 929 - 2024-03-31 72,927 $2,038,000 -4,631
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1740 - 2024-03-31 58,147 $1,625,000 22,890
   CAPTRUST FINANCIAL ADVISORS 888 - 2024-03-31 57,982 $1,621,000 -4,670
   Geneos Wealth Management Inc. 277 - 2024-03-31 57,816 $1,616,000 5,744
   Twelve Points Wealth Management LLC 56 - 2024-03-31 44,995 $1,258,000 1,925
   Apollon Financial LLC 51 - 2024-03-31 43,310 $1,211,000 3,063
   QUANTITATIVE ADVANTAGE LLC 80 - 2023-03-31 43,618 $1,203,000 7,280
   Private Advisor Group LLC 1109 - 2024-03-31 40,572 $1,134,000 -13,098
   PRIVATE CLIENT SERVICES LLC 41 - 2024-03-31 39,444 $1,102,000 12,363
   SCOTIA CAPITAL INC. 477 - 2024-03-31 39,127 $1,094,000 -4,685
   RAYMOND JAMES & ASSOCIATES 2538 - 2024-03-31 37,690 $1,053,000 705
   GOFEN & GLOSSBERG LLC /IL/ 237 - 2022-12-31 36,304 $1,000,000 12,664
   Horan Securities Inc. 23 - 2024-03-31 31,124 $870,000 7,544
   WILEY BROS.-AINTREE CAPITAL LLC 175 *New 2024-03-31 30,361 $849,000 30,361
   ECLECTIC ASSOCIATES INC /ADV 44 - 2024-03-31 30,246 $845,000 -8,053
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 103 - 2024-03-31 29,440 $823,000 1,751
   AVIANCE CAPITAL PARTNERS, LLC 171 - 2024-03-31 28,417 $794,000 -1,768
   Ellenbecker Investment Group 49 - 2024-03-31 28,167 $787,000 3,042
   Legacy Financial Group LLC 54 - 2024-03-31 26,873 $751,000 26,873
   Register Financial Advisors LLC 67 - 2024-03-31 25,861 $723,000 1,534
   Merit Financial Group LLC 497 *New 2024-03-31 24,688 $695,000 24,688
   CREATIVE FINANCIAL DESIGNS INC /ADV 227 - 2024-03-31 23,162 $647,000 2,136
   COMMONWEALTH EQUITY SERVICES LLC. 2634 - 2024-03-31 21,546 $602,000 -4,564
   WCG Wealth Advisors LLC 212 - 2024-03-31 20,094 $562,000 -1,889
   Kestra Advisory Services LLC 1586 - 2024-03-31 19,946 $557,000 6,263
   IFG Advisory LLC 309 - 2024-03-31 18,413 $515,000 1,250
   CATALYST FINANCIAL PARTNERS LLC 109 *New 2024-03-31 17,670 $489,000 17,670
   Keystone Financial Group 186 - 2024-03-31 17,415 $487,000 3,461
   CITADEL ADVISORS LLC 3836 - 2024-03-31 16,257 $454,000 -1,150
   FSC Wealth Advisors LLC 37 - 2024-03-31 16,216 $453,000 6,550
   Veracity Capital LLC 145 - 2024-03-31 13,904 $389,000 818
   Cetera Investment Advisers 2852 - 2024-03-31 12,890 $360,000 4,609
   Bank of Marin 94 - 2024-03-31 12,166 $340,000 -173
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3984 - 2024-03-31 11,278 $315,000 -4,733
   Keebeck Wealth Management LLC 234 - 2024-03-31 11,110 $311,000 0
   Shepherd Financial Partners LLC 183 - 2024-03-31 10,783 $301,000 7
   BARNES PETTEY FINANCIAL ADVISORS LLC 68 - 2024-03-31 10,539 $295,000 -19,562
   Betterment LLC 315 - 2024-03-31 10,311 $288,000 2,441
   Cornerstone Wealth Management LLC 442 - 2024-03-31 9,772 $273,000 466
   JANE STREET GROUP LLC 4463 *New 2024-03-31 9,627 $269,000 9,627
   JOHNSON FINANCIAL GROUP, INC. 272 - 2024-03-31 9,184 $257,000 0
   BANK OF MONTREAL /CAN/ 2530 - 2024-03-31 8,474 $237,000 0
   Fermata Advisors LLC 199 *New 2024-03-31 7,228 $202,000 7,228
   ROYAL BANK OF CANADA 4474 - 2024-03-31 4,535 $127,000 -297
   Continuum Advisory LLC 475 *New 2024-03-31 3,604 $103,000 3,604
   HARBOUR INVESTMENTS INC. 1120 - 2023-12-31 3,794 $103,000 -190
   COMERICA BANK 2743 - 2024-03-31 1,858 $52,000 -42
   AYRSHIRE ASSOCIATES INC 374 - 2024-03-31 1,315 $37,000 0
   Qube Research & Technologies Ltd 3074 *New 2024-03-31 1,329 $37,000 1,329
   Coastal Investment Advisors Inc. 595 - 2024-03-31 1,159 $32,000 1,159
   Global Retirement Partners LLC 1730 - 2024-03-31 839 $23,000 -2,494
   PRIVATE TRUST CO NA 1490 *New 2024-03-31 600 $17,000 600
   Steward Partners Investment Advisory LLC 2574 - 2024-03-31 602 $17,000 0
   TD CAPITAL MANAGEMENT LLC 270 - 2024-03-31 414 $12,000 1
   New England Capital Financial Advisors LLC 215 - 2024-03-31 434 $12,000 0
   Kozak & Associates Inc. 222 *New 2024-03-31 406 $12,000 406
   JNBA FINANCIAL ADVISORS 453 - 2024-03-31 404 $11,000 0
   Goss Wealth Management LLC 2809 - 2024-03-31 400 $11,000 0
   Parallel Advisors LLC 2338 - 2024-03-31 323 $9,000 -440
   US BANCORP 3341 - 2024-03-31 299 $8,000 0
   PRINCIPAL SECURITIES INC. 2692 - 2024-03-31 148 $4,000 -109
   Tradition Wealth Management LLC 711 *Closed 2024-03-31 0 $0 -513
   NBC SECURITIES INC. 2180 *Closed 2024-03-31 0 $0 -68
   First Capital Advisors Group LLC. 936 *New 2023-06-30 1 $0 1
   Wagner Wealth Management LLC 259 *Closed 2024-03-31 0 $0 -96
   AdvisorNet Financial Inc 2060 *Closed 2024-03-31 0 $0 -193,513
  100 Records found
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