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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 174 *New 2024-03-31 1,048,161 $30,512,000 1,048,161
   Procyon Private Wealth Partners LLC 5 *New 2024-03-31 861,841 $25,088,000 861,841
   Polaris Wealth Advisers LLC 37 *New 2023-09-30 472,888 $13,042,000 472,888
   ZACKS INVESTMENT MANAGEMENT 171 *New 2024-03-31 265,282 $7,722,000 265,282
   MILESTONE ASSET MANAGEMENT LLC 13 *New 2024-03-31 214,875 $6,255,000 214,875
   RFG Advisory Group LLC 140 *New 2024-03-31 117,960 $3,434,000 117,960
   5th Street Advisors LLC 20 *New 2024-03-31 44,498 $1,295,000 44,498
   J.W. COLE ADVISORS INC. 338 *New 2024-03-31 34,552 $1,006,000 34,552
   Pensionmark Financial Group LLC 163 *New 2024-03-31 27,170 $791,000 27,170
   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
   Rice Partnership LLC 74 *New 2024-03-31 13,356 $389,000 13,356
   Tennessee Valley Asset Management Partners 93 *New 2024-03-31 12,136 $353,000 12,136
   H D Vest Advisory Services 1281 *New 2024-03-31 10,374 $302,000 10,374
   Arlington Financial Advisors LLC 67 *New 2024-03-31 8,264 $241,000 8,264
   SageView Advisory Group LLC 484 *New 2024-03-31 4,945 $230,000 4,945
   Carmichael Hill & Associates Inc. 226 *New 2024-03-31 3,282 $96,000 3,282
   RICHARDSON FINANCIAL SERVICES INC. 269 *New 2024-03-31 1,196 $35,000 1,196
   WASHINGTON TRUST CO 687 *New 2024-03-31 248 $7,000 248
   Lumature Wealth Partners LLC 329 *New 2023-06-30 230 $7,000 230
   Global Wealth Strategies & Associates 308 *New 2024-03-31 47 $1,000 47
   Kozak & Associates Inc. 441 *New 2024-03-31 0 $0 0
  24 Records found
  1    
  Page 1 of 1
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