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Get Institutions for : 
Spdr Bofa Merrill Lynch Crossover Corporate Bond (XOVR)  
$23.20 0.03 (0.13%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    46
Total shares held : 
 96,552,179  
% of shares held : 
 93.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   87  
Amount of shares held : 
 36,043,748  
% of shares held change : 
   34.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.32  
Last Quarter's Ending Price : 
 $23.46  
Last Quarter's Average Price : 
 $23.34  
Change from last quarter's     
avg. price to the last closing  : 
0.14 (0.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
70
 30,865,794
 31.97%
 
Increased Positions :
98
 22,036,806
 22.82%
 
Unchanged Positions :
26
 787,354
 0.82%
 
Decreased Positions :
57
-14,564,710
-15.08%
 
Closed Positions :
24
-2,294,142
-2.38%
 
Guru Positions :
1
1,196,282
 1.24%
 
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
   SEI INVESTMENTS CO 35 - 2024-03-31 14,177,243 $332,597,000 -3,905,298
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2 - 2024-03-31 11,043,200 $259,073,000 204,200
   NEUBERGER BERMAN GROUP LLC 132 - 2024-03-31 10,375,638 $243,412,000 7,977,243
   WELLS FARGO & CO/MN 300 - 2024-03-31 8,024,338 $188,251,000 -20,678
   STATE OF NEW JERSEY COMMON PENSION FUND D 36 - 2024-03-31 5,940,000 $139,352,000 3,140,000
   AMERIPRISE FINANCIAL INC 442 - 2024-03-31 5,606,533 $131,525,000 1,969,122
   LPL FINANCIAL CORP 396 - 2024-03-31 3,371,254 $79,090,000 564,647
   NEPC LLC 14 - 2024-03-31 3,268,945 $76,689,000 -730,724
   Wright Fund Managment LLC 7 - 2024-03-31 3,038,304 $71,279,000 1,024,228
   MORGAN STANLEY 1475 - 2024-03-31 2,908,658 $68,237,000 191,370
   Advisory Alpha LLC 8 - 2024-03-31 2,815,982 $66,063,000 2,568,757
   Kensington Asset Management LLC 9 - 2024-03-31 2,356,400 $55,281,000 131,600
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 180 - 2024-03-31 2,244,488 $52,656,000 -29,616
   Municipal Employees Retirement System of Michigan 23 - 2024-03-31 2,241,710 $52,590,000 -921,286
   US BANCORP 197 - 2024-03-31 1,949,943 $45,746,000 1,735,553
   Capital Analysts Inc. 8 - 2024-03-31 1,809,498 $42,451,000 53,509
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 25 *New 2024-03-31 1,422,012 $33,360,000 1,422,012
   Allspring Global Investments Holdings LLC 455 - 2024-03-31 1,345,914 $31,575,000 0
   W. E. Donoghue & Co. LLC 1 - 2024-03-31 1,323,931 $31,059,000 109,141
   ENVESTNET ASSET MANAGEMENT INC 872 - 2024-03-31 1,311,572 $30,769,000 108,645
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 47 - 2024-03-31 1,221,714 $28,380,000 775,095
   LEUCADIA NATIONAL CORP -- Notable Guru -- 32 - 2024-03-31 1,196,282 $28,065,000 1,196,282
   BANK OF AMERICA CORP /DE/ 1689 - 2024-03-31 1,164,598 $27,321,000 -3,712,398
   GREAT VALLEY ADVISOR GROUP INC. 23 - 2024-03-31 1,098,021 $25,760,000 239,805
   CWM LLC 163 - 2024-03-31 1,088,041 $25,525,000 140,457
   Cetera Investment Advisers 329 - 2024-03-31 1,031,662 $24,203,000 1,013,240
   Atlas Private Wealth Advisors 5 - 2024-03-31 827,645 $19,417,000 -675,619
   Advisor Group Holdings Inc. 422 - 2024-03-31 824,020 $19,332,000 376,777
   Kohmann Bosshard Financial Services LLC 9 - 2024-03-31 770,456 $18,075,000 65,482
   Willis Johnson & Associates Inc. 16 *New 2024-03-31 768,561 $18,030,000 768,561
   Syntegra Private Wealth Group LLC 11 - 2024-03-31 768,487 $18,029,000 13,806
   Diversify Advisory Services LLC 23 - 2024-03-31 718,037 $16,680,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 318 - 2024-03-31 661,459 $15,518,000 -63,530
   One Capital Management LLC 45 - 2024-03-31 658,121 $15,440,000 13,812
   BENJAMIN F. EDWARDS & COMPANY INC. 105 - 2024-03-31 627,849 $14,729,000 46,746
   Bensler LLC 14 - 2024-03-31 616,049 $14,453,000 138,776
   ING INVESTMENT MANAGEMENT LLC 545 - 2024-03-31 547,147 $12,836,000 -22,040
   FINANCIAL NETWORK 320 - 2024-03-31 538,541 $12,634,000 14,047
   Hilltop Partners LLC 6 - 2024-03-31 529,940 $12,432,000 -129,199
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 267 *New 2024-03-31 524,979 $12,316,000 524,979
   BARCLAYS PLC 932 *New 2024-03-31 508,819 $11,937,000 508,819
   MML INVESTORS SERVICES LLC 404 - 2024-03-31 435,111 $10,208,000 21,263
   THRIVENT FINANCIAL FOR LUTHERANS 615 - 2024-03-31 424,464 $9,958,000 -198,572
   CFG ASSET MANAGEMENT LLC 27 - 2024-03-31 416,799 $9,778,000 -4,811
   BB&T CORP 636 - 2024-03-31 412,481 $9,677,000 -50,696
   RENAISSANCE TECHNOLOGIES LLC 1090 - 2024-03-31 359,900 $8,443,000 85,800
   HORIZON FINANCIAL SERVICES LLC 5 - 2024-03-31 340,059 $7,978,000 310,092
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1078 - 2024-03-31 306,000 $7,179,000 0
   HART & PATTERSON FINANCIAL GROUP LLC 9 - 2024-03-31 304,850 $7,152,000 -74,838
   Asset Allocation & Management Company LLC 6 - 2024-03-31 294,400 $6,907,000 0
   Winthrop Capital Management LLC 12 - 2024-03-31 275,425 $6,461,000 6,103
   PMFM INC. 22 - 2024-03-31 276,199 $6,437,000 -1,430
   RAYMOND JAMES & ASSOCIATES 1430 - 2024-03-31 264,893 $6,214,000 21,875
   Equitable Holdings Inc. 211 - 2024-03-31 253,911 $5,957,000 22,143
   AIRE ADVISORS LLC 24 - 2024-03-31 251,577 $5,904,000 -2,709
   Waterloo Capital L.P. 36 - 2024-03-31 249,049 $5,843,000 168,582
   Crestmont Private Wealth LLC 10 - 2024-03-31 247,983 $5,818,000 -7,629
   Strategic Financial Planning Inc. 8 - 2024-03-31 247,248 $5,800,000 4,675
   FLAGSHIP HARBOR ADVISORS LLC 60 - 2024-03-31 246,916 $5,793,000 166,279
   PROVISE MANAGEMENT GROUP LLC 59 - 2024-03-31 242,683 $5,693,000 -64,530
   UBS Group AG 2088 - 2024-03-31 235,940 $5,535,000 100,117
   MANUFACTURERES LIFE INSURANCE CO 1147 - 2024-03-31 233,332 $5,474,000 -1,617
   GenTrust LLC 40 *New 2024-03-31 217,018 $5,091,000 217,018
   STIFEL FINANCIAL CORP 1134 - 2024-03-31 215,550 $5,057,000 89,692
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 62 - 2024-03-31 210,000 $4,927,000 0
   HORIZON INVESTMENTS, LLC/SC 94 - 2024-03-31 190,919 $4,479,000 72
   Farther Finance Advisors LLC 73 - 2024-03-31 191,276 $4,443,000 47,540
   Financial Architects LLC 13 - 2024-03-31 179,030 $4,200,000 10,500
   HORIZON INVESTMENT SERVICES LLC 15 - 2024-03-31 165,097 $3,873,000 44,814
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1281 - 2024-03-31 163,859 $3,844,000 -93,347
   MARINER WEALTH ADVISORS, LLC 855 - 2024-03-31 154,464 $3,624,000 55,158
   Goss Wealth Management LLC 484 - 2024-03-31 154,399 $3,622,000 45,851
   DFPG INVESTMENTS INC. 94 - 2023-12-31 151,061 $3,511,000 18,004
   AE Wealth Management LLC 379 - 2024-03-31 139,915 $3,282,000 -173,944
   FLC Capital Advisors 32 - 2024-03-31 134,841 $3,163,000 1,533
   Revisor Wealth Management LLC 15 - 2024-03-31 135,034 $3,163,000 49,349
   ROGCO LP 16 *New 2024-03-31 133,175 $3,124,000 133,175
   Perigon Wealth Management LLC 197 - 2024-03-31 130,314 $3,057,000 59,072
   CITIGROUP INC 1513 - 2024-03-31 126,732 $2,973,000 33,797
   IOWA STATE BANK 57 - 2024-03-31 123,196 $2,890,000 19,593
   COMMONWEALTH EQUITY SERVICES LLC. 1520 - 2024-03-31 120,835 $2,835,000 -116,361
   McNaughton Wealth Management LLC 21 - 2024-03-31 120,454 $2,826,000 5,075
   MULTIFINANCIAL SECURITIES CORP 663 - 2024-03-31 119,659 $2,807,000 6,638
   CYNOSURE MANAGEMENT LLC 33 - 2024-03-31 119,736 $2,806,000 8,153
   ARVEST INVESTMENTS INC. 46 - 2024-03-31 118,532 $2,781,000 9,983
   AMERICAN CENTURY COMPANIES INC 1739 - 2024-03-31 117,245 $2,751,000 0
   MCF Advisors LLC 38 - 2024-03-31 116,044 $2,722,000 -1,669
   RFG Advisory Group LLC 180 - 2024-03-31 114,089 $2,677,000 1,985
   Leading Edge Financial Planning LLC 14 - 2024-03-31 113,479 $2,662,000 30,385
   Sunesis Advisors LLC 14 - 2024-03-31 113,434 $2,661,000 32,395
   ROYAL BANK OF CANADA 2330 - 2024-03-31 111,893 $2,626,000 -33,508
   APPLETON PARTNERS INC/MA 102 - 2024-03-31 109,045 $2,558,000 3,623
   HF Advisory Group LLC 14 - 2024-03-31 107,632 $2,525,000 4,163
   OHE FINANCIAL INC 56 - 2024-03-31 107,153 $2,514,000 -31,514
   STERNECK CAPITAL MANAGEMENT, LLC 21 - 2024-03-31 102,316 $2,400,000 8,380
   Private Advisor Group LLC 742 - 2024-03-31 98,849 $2,319,000 -50,299
   Nelson Van Denburg & Campbell Wealth Management Gr 144 - 2024-03-31 97,941 $2,298,000 -124,474
   ZACKS INVESTMENT MANAGEMENT 309 *New 2024-03-31 86,671 $2,033,000 86,671
   5th Street Advisors LLC 18 *New 2024-03-31 86,272 $2,024,000 86,272
   Nikulski Financial Inc. 43 - 2024-03-31 83,306 $1,954,000 1,831
  100 Records found
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