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Get Institutions for : 
Spdr Brcly Cap Intrmd Trm (ITE)  
$27.79 0.00 (0.00%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 291    12
Total shares held : 
 138,870,744  
% of shares held : 
 14.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 546,317  
% of shares held change : 
   0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.32  
Last Quarter's Ending Price : 
 $28.56  
Last Quarter's Average Price : 
 $27.75  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,999,462
 1.44%
 
Increased Positions :
110
 14,005,185
 10.09%
 
Unchanged Positions :
40
 7,579,758
 5.46%
 
Decreased Positions :
96
-12,258,658
-8.83%
 
Closed Positions :
33
-3,199,672
-2.3%
 
Guru Positions :
1
38,937
 0.03%
 
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
   RETIREMENT PLANNING GROUP 21 *New 2024-03-31 331,708 $9,348,000 331,708
   HTLF Bank 39 *New 2024-03-31 215,938 $6,085,000 215,938
   XML Financial LLC 49 *New 2024-03-31 201,162 $5,669,000 201,162
   Prime Capital Investment Advisors LLC 272 *New 2024-03-31 110,024 $3,100,000 110,024
   Forum Financial Management LP 89 *New 2024-03-31 93,803 $2,643,000 93,803
   Kovitz Investment Group Partners LLC 281 *New 2024-03-31 82,732 $2,331,000 82,732
   JT Stratford LLC 46 *New 2024-03-31 80,997 $2,282,000 80,997
   TPG Financial Advisors LLC 25 *New 2023-12-31 74,209 $2,108,000 74,209
   We Are One Seven LLC 208 *New 2024-03-31 74,573 $2,101,000 74,573
   OmniStar Financial Group Inc. 27 *New 2024-03-31 36,144 $1,019,000 36,144
   WALLER FINANCIAL PLANNING GROUP INC 38 *New 2024-03-31 33,806 $953,000 33,806
   Strategic Investment Advisors / MI 118 *New 2024-03-31 31,456 $886,000 31,456
   WARREN AVERETT ASSET MANAGEMENT, LLC 404 *New 2024-03-31 27,971 $788,000 27,971
   Gladstone Institutional Advisory LLC 357 *New 2024-03-31 24,065 $678,000 24,065
   Northwest Financial Advisors 53 *New 2024-03-31 21,330 $601,000 21,330
   Betterment LLC 262 *New 2024-03-31 17,493 $493,000 17,493
   Private Wealth Group LLC 48 *New 2024-03-31 14,614 $412,000 14,614
   BROWN BROTHERS HARRIMAN & CO 419 *New 2024-03-31 12,642 $356,000 12,642
   THOMPSON DAVIS & CO. INC. 56 *New 2024-03-31 12,500 $352,000 12,500
   Wealthcare Advisory Partners LLC 663 *New 2024-03-31 10,729 $302,000 10,729
   COOK WEALTH MANAGEMENT GROUP LLC 46 *New 2024-03-31 9,500 $262,000 9,500
   Good Life Advisors LLC 388 *New 2024-03-31 8,817 $248,000 8,817
   Diversified LLC 154 *New 2024-03-31 8,072 $227,000 8,072
   LongView Wealth Management 163 *New 2024-03-31 7,775 $219,000 7,775
   GW HENSSLER & ASSOCIATES LTD 156 *New 2024-03-31 7,524 $212,000 7,524
   Strategic Financial Concepts LLC 285 *New 2024-03-31 7,449 $210,000 7,449
   Brooklyn FI LLC 54 *New 2024-03-31 7,184 $202,000 7,184
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 278 *New 2024-03-31 7,159 $202,000 7,159
   JONES FINANCIAL COMPANIES LLLP 548 *New 2024-03-31 4,479 $126,000 4,479
   KISTLERTIFFANY COMPANIES, LLC 365 *New 2023-06-30 4,420 $125,000 4,420
   Venturi Wealth Management LLC 417 *New 2024-03-31 3,470 $98,000 3,470
   NBT BANK N A /NY 426 *New 2024-03-31 985 $28,000 985
   Financial Connections Group Inc. *New 2024-03-31 500 $15,000 500
   Ronald Blue Trust Inc. 1427 *New 2024-03-31 380 $11,000 380
   CarsonAllaria Wealth Management Ltd. 245 *New 2024-03-31 384 $11,000 384
   Nelson Van Denburg & Campbell Wealth Management Gr 1912 *New 2024-03-31 331 $9,000 331
   Sage Mountain Advisors LLC 395 *New 2024-03-31 280 $8,000 280
   HANSON INVESTMENT MANAGEMENT 441 *New 2024-03-31 168 $5,000 168
   Founders Financial Alliance LLC 530 *New 2024-03-31 113 $3,000 113
   Western Pacific Wealth Management LP 234 *New 2024-03-31 96 $3,000 96
   Global Wealth Strategies & Associates 285 *New 2024-03-31 54 $2,000 54
   HARBOR INVESTMENT ADVISORY LLC 1216 *New 2024-03-31 38 $1,000 38
   Kozak & Associates Inc. 394 *New 2024-03-31 0 $0 0
  43 Records found
  1    
  Page 1 of 1
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