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Get Institutions for : 
Spdr Bofa Merrill Lynch Crossover Corporate Bond (XOVR)  
$23.16 0.08 (0.34%) as of 4:30 Tue 5/28


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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 : 
 $22.13  
Last Quarter's Ending Price : 
 $23.38  
Last Quarter's Average Price : 
 $22.59  
Change from last quarter's     
avg. price to the last closing  : 
0.57 (2.52%)  




 
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: 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 25 *New 2024-03-31 1,422,012 $33,360,000 1,422,012
   Willis Johnson & Associates Inc. 16 *New 2024-03-31 768,561 $18,030,000 768,561
   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
   GenTrust LLC 40 *New 2024-03-31 217,018 $5,091,000 217,018
   ROGCO LP 16 *New 2024-03-31 133,175 $3,124,000 133,175
   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
   Mechanics Financial Corp 24 *New 2024-03-31 75,747 $1,777,000 75,747
   Marmo Financial Group LLC 18 *New 2024-03-31 72,480 $1,700,000 72,480
   BlueCrest Capital Management Ltd 24 *New 2024-03-31 70,966 $1,665,000 70,966
   Sound Stewardship LLC 23 *New 2024-03-31 67,272 $1,578,000 67,272
   Arete Wealth Advisors LLC 193 *New 2024-03-31 48,072 $1,128,000 48,072
   Fermata Advisors LLC 74 *New 2024-03-31 43,241 $1,014,000 43,241
   Betterment LLC 209 *New 2024-03-31 38,653 $907,000 38,653
   Kingsview Wealth Management LLC 524 *New 2024-03-31 37,698 $884,000 37,698
   Ameritas Advisory Services LLC 459 *New 2024-03-31 31,424 $735,000 31,424
   PATHSTONE FAMILY OFFICE, LLC 883 *New 2023-09-30 30,000 $673,000 30,000
   PROSPERA FINANCIAL SERVICES 604 *New 2023-12-31 24,955 $583,000 24,955
   Modern Wealth Management LLC 174 *New 2024-03-31 24,755 $574,000 24,755
   Atomi Financial Group Inc. 324 *New 2024-03-31 22,990 $539,000 22,990
   Sigma Planning Corp 751 *New 2024-03-31 21,273 $499,000 21,273
   MGO Private Wealth LLC 53 *New 2024-03-31 17,432 $409,000 17,432
   Eudaimonia Partners LLC 169 *New 2024-03-31 16,355 $384,000 16,355
   Rede Wealth LLC 74 *New 2024-03-31 13,592 $319,000 13,592
   PFG Investments LLC 713 *New 2024-03-31 13,541 $318,000 13,541
   Strategic Blueprint LLC 488 *New 2024-03-31 12,807 $300,000 12,807
   Imprint Wealth LLC 236 *New 2024-03-31 12,297 $286,000 12,297
   Strategic Investment Advisors / MI 223 *New 2024-03-31 11,685 $274,000 11,685
   Authentikos Wealth Advisory LLC 46 *New 2024-03-31 11,611 $272,000 11,611
   Hutchens & Kramer Investment Management Group LLC 112 *New 2024-03-31 11,537 $268,000 11,537
   United Advisor Group LLC 177 *New 2024-03-31 11,365 $267,000 11,365
   Scott Capital Advisors LLC 42 *New 2024-03-31 11,250 $262,000 11,250
   We Are One Seven LLC 788 *New 2024-03-31 10,267 $241,000 10,267
   CALAMOS ADVISORS LLC 535 *New 2024-03-31 9,644 $226,000 9,644
   KFG WEALTH MANAGEMENT LLC 147 *New 2024-03-31 9,413 $221,000 9,413
   Keystone Financial Group 319 *New 2024-03-31 9,175 $215,000 9,175
   Integrated Wealth Concepts LLC 1473 *New 2024-03-31 9,106 $214,000 9,106
   Battery Global Advisors LLC 27 *New 2024-03-31 9,100 $213,000 9,100
   Sunbelt Securities Inc. 582 *New 2024-03-31 6,868 $161,000 6,868
   Carmichael Hill & Associates Inc. 211 *New 2024-03-31 5,043 $118,000 5,043
   Tyler-Stone Wealth Management 349 *New 2024-03-31 2,378 $56,000 2,378
   Ahrens Investment Partners LLC 310 *New 2023-03-31 2,339 $54,000 2,339
   Fairman Group LLC 97 *New 2024-03-31 2,150 $50,000 2,150
   Bank Julius Baer & Co. Ltd Zurich 468 *New 2024-03-31 2,000 $47,000 2,000
   Cape Investment Advisory Inc. 421 *New 2023-12-31 1,486 $35,000 1,486
   Atlantic Trust Group LLC 1888 *New 2024-03-31 1,249 $29,000 1,249
   Headlands Technologies LLC 995 *New 2024-03-31 557 $13,000 557
   MASSMUTUAL TRUST CO FSB/ADV 975 *New 2024-03-31 500 $12,000 500
   COLONIAL ASSET MANAGEMENT, INC. 550 *New 2024-03-31 517 $12,000 517
   RICHARDSON FINANCIAL SERVICES INC. 353 *New 2024-03-31 517 $12,000 517
   Rocky Mountain Advisers LLC 211 *New 2024-03-31 450 $11,000 450
   Sage Mountain Advisors LLC 396 *New 2024-03-31 362 $8,000 362
   JONES FINANCIAL COMPANIES LLLP 1156 *New 2024-03-31 211 $5,000 211
   SIGNATUREFD, LLC 2545 *New 2024-03-31 220 $5,000 220
   BNP PARIBAS ARBITRAGE SA 2917 *New 2024-03-31 161 $4,000 161
   First Command Advisory Services Inc. 433 *New 2024-03-31 110 $3,000 110
   Steward Partners Investment Advisory LLC 3210 *New 2024-03-31 138 $3,000 138
   GRADIENT INVESTMENTS LLC 830 *New 2024-03-31 64 $2,000 64
   Global Wealth Strategies & Associates 295 *New 2024-03-31 28 $1,000 28
   Smartleaf Asset Management LLC 1658 *New 2024-03-31 19 $0 19
  61 Records found
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