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Get Institutions for : 
Spdr Brcly Captl Mrtg Bkd (MBG)  
$21.42 0.05 (0.23%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 182    3
Total shares held : 
 207,120,192  
% of shares held : 
 36.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 6,500,107  
% of shares held change : 
   1.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.54  
Last Quarter's Ending Price : 
 $22.07  
Last Quarter's Average Price : 
 $21.02  
Change from last quarter's     
avg. price to the last closing  : 
0.40 (1.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 2,167,493
 1.05%
 
Increased Positions :
73
 9,429,759
 4.55%
 
Unchanged Positions :
21
 1,827,602
 0.88%
 
Decreased Positions :
63
-3,275,821
-1.58%
 
Closed Positions :
22
-1,821,324
-0.88%
 
Guru Positions :
1
11,499
 0.01%
 
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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 172 *New 2024-03-31 1,422,583 $30,899,000 1,422,583
   Forum Financial Management LP 43 *New 2024-03-31 359,515 $7,809,000 359,515
   We Are One Seven LLC 79 *New 2024-03-31 274,211 $5,956,000 274,211
   Vermillion & White Wealth Management Group LLC 14 *New 2024-03-31 97,268 $2,113,000 97,268
   SageView Advisory Group LLC 153 *New 2024-03-31 45,071 $1,390,000 45,071
   OmniStar Financial Group Inc. 21 *New 2024-03-31 58,994 $1,281,000 58,994
   NORDEN GROUP LLC 99 *New 2024-03-31 53,404 $1,160,000 53,404
   Strategic Investment Advisors / MI 137 *New 2024-03-31 33,490 $727,000 33,490
   Independent Advisor Alliance 445 *New 2024-03-31 24,158 $525,000 24,158
   Gladstone Institutional Advisory LLC 425 *New 2024-03-31 21,431 $465,000 21,431
   Latitude Advisors LLC 105 *New 2024-03-31 16,056 $349,000 16,056
   SIMPLEX TRADING LLC 823 *New 2024-03-31 13,720 $297,000 13,720
   Foundations Investment Advisors LLC 600 *New 2024-03-31 12,449 $270,000 12,449
   BARTLETT & CO. LLC 447 *New 2023-12-31 10,341 $229,000 10,341
   Diversified LLC 157 *New 2024-03-31 10,288 $223,000 10,288
   EP WEALTH ADVISORS, INC. 772 *New 2024-03-31 6,243 $136,000 6,243
   Venturi Wealth Management LLC 399 *New 2024-03-31 5,546 $120,000 5,546
   GUARANTY TRUST CO OF MISSOURI /MO/ 766 *New 2024-03-31 2,752 $60,000 2,752
   RICHARDSON FINANCIAL SERVICES INC. 268 *New 2024-03-31 1,623 $35,000 1,623
   NBT BANK N A /NY 430 *New 2024-03-31 1,234 $27,000 1,234
   SALEM INVESTMENT COUNSELORS INC 716 *New 2024-03-31 897 $19,000 897
   Crewe Advisors LLC 610 *New 2024-03-31 499 $11,000 499
   COMERICA BANK 3302 *New 2024-03-31 242 $5,000 242
   Ronald Blue Trust Inc. 1822 *New 2024-03-31 80 $2,000 80
   Founders Financial Alliance LLC 539 *New 2024-03-31 84 $2,000 84
   Anfield Capital Management LLC 259 *New 2024-03-31 104 $2,000 104
   Continuum Advisory LLC 1351 *New 2024-03-31 105 $2,000 105
   Nelson Van Denburg & Campbell Wealth Management Gr 2376 *New 2024-03-31 67 $1,000 67
   Sage Mountain Advisors LLC 405 *New 2024-03-31 51 $1,000 51
   Global Wealth Strategies & Associates 318 *New 2024-03-31 66 $1,000 66
   BNP PARIBAS ARBITRAGE SA 3320 *New 2024-03-31 1 $0 1
   MATHER GROUP, INC. 1734 *New 2024-03-31 20 $0 20
  32 Records found
  1    
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