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Get Institutions for : 
Spdr Brcly Cap Int Trs Bon (BWX)  
$21.69 0.08 (0.37%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    4
Total shares held : 
28,627,024  
% of shares held : 
78.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
734,248  
% of shares held change : 
  2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$22.96  
Last Quarter's Ending Price : 
$22.24  
Last Quarter's Average Price
$22.38  
Change from last quarter's     
avg. price to the last closing  : 
0.69 (3.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,050,859
 3.67%
 
Increased Positions :
46
 4,662,848
 16.29%
 
Unchanged Positions :
25
 512,319
 1.79%
 
Decreased Positions :
42
-1,503,837
-5.25%
 
Closed Positions :
21
-3,475,622
-12.14%
 
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
   MANUFACTURERES LIFE INSURANCE CO 173 - 2024-03-31 6,233,028 $138,605,000 127,418
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 589 - 2024-03-31 4,694,153 $104,398,000 57,829
   MORGAN STANLEY 1951 - 2024-03-31 1,800,627 $40,046,000 198,148
   Checchi Capital Advisers LLC 4 - 2024-03-31 1,332,327 $29,631,000 49,295
   CREATIVE PLANNING 270 - 2024-03-31 890,038 $19,794,000 85,786
   LPL FINANCIAL CORP 1266 - 2024-03-31 496,940 $11,052,000 45,984
   Cetera Investment Advisers 748 - 2024-03-31 366,272 $8,146,000 268,022
   FINANCIAL ENGINES ADVISORS L.L.C. 91 - 2024-03-31 315,409 $7,015,000 38,938
   FINANCIAL NETWORK 595 - 2024-03-31 245,482 $5,460,000 8,492
   UBS Group AG 2301 - 2024-03-31 196,667 $4,374,000 7,060
   AMERIPRISE FINANCIAL INC 2396 - 2024-03-31 188,108 $4,183,000 55,340
   Upper Left Wealth Management LLC 12 - 2024-03-31 168,110 $3,739,000 81,563
   Spartan Planning & Wealth Management 12 - 2023-12-31 112,565 $2,609,000 70,033
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 534 - 2024-03-31 111,486 $2,479,000 10,782
   RENAISSANCE TECHNOLOGIES LLC 2037 - 2024-03-31 88,900 $1,977,000 9,300
   Jenkins Wealth 17 - 2022-12-31 85,635 $1,921,000 2,047
   Auour Investments LLC 34 - 2024-03-31 76,112 $1,693,000 4,276
   Quent Capital LLC 69 - 2024-03-31 72,559 $1,614,000 3,651
   JANE STREET GROUP LLC 2757 - 2024-03-31 58,561 $1,302,000 58,561
   Euro Pacific Asset Management LLC 44 - 2024-03-31 54,880 $1,243,000 3,619
   Walkner Condon Financial Advisors LLC 83 - 2024-03-31 55,371 $1,229,000 5,900
   PNC FINANCIAL SERVICES GROUP INC 1103 - 2024-03-31 51,852 $1,153,000 2,762
   CI Private Wealth LLC 1332 - 2024-03-31 41,008 $912,000 1,614
   PURE FINANCIAL ADVISORS, INC. 152 - 2024-03-31 40,954 $911,000 138
   Kestra Advisory Services LLC 1340 - 2024-03-31 37,761 $840,000 14,230
   Legacy Wealth Asset Management LLC 174 - 2024-03-31 28,545 $635,000 918
   JONES FINANCIAL COMPANIES LLLP 314 - 2024-03-31 26,635 $592,000 773
   RAYMOND JAMES & ASSOCIATES 2946 - 2024-03-31 26,021 $579,000 1,708
   Fifth Third Securities Inc. 183 - 2024-03-31 24,849 $553,000 2,529
   Vontobel Holding Ltd. 788 - 2023-12-31 22,208 $515,000 76
   CITIGROUP INC 2817 - 2024-03-31 19,970 $444,000 3,936
   MULTIFINANCIAL SECURITIES CORP 1738 - 2024-03-31 18,061 $402,000 8,506
   ECLECTIC ASSOCIATES INC /ADV 63 - 2024-03-31 17,853 $397,000 1,496
   PRUDENTIAL FINANCIAL INC 2249 - 2024-03-31 17,558 $390,000 441
   SILVER OAK SECURITIES Inc 271 - 2024-03-31 16,154 $359,000 58
   Arete Wealth Advisors LLC 336 - 2024-03-31 14,739 $328,000 2,393
   BTS ASSET MANAGEMENT, INC. 22 - 2024-03-31 11,764 $262,000 1,203
   CITADEL ADVISORS LLC 4358 - 2024-03-31 11,394 $253,000 11,394
   PRINCIPAL SECURITIES INC. 931 - 2024-03-31 10,916 $243,000 1,598
   Covestor Ltd 114 - 2024-03-31 10,521 $234,000 1,031
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1503 - 2024-03-31 9,955 $221,000 6,724
   Coppell Advisory Solutions LLC 311 - 2023-12-31 6,038 $140,000 711
   United Community Bank 252 - 2024-03-31 3,877 $86,000 836
   First National Bank of South Miami 180 - 2023-06-30 2,393 $54,000 22
   RICHARDSON FINANCIAL SERVICES INC. 272 - 2024-03-31 1,586 $35,000 109
   Pinnacle Bank 704 - 2024-03-31 300 $7,000 300
   Coastal Investment Advisors Inc. 720 - 2024-03-31 307 $7,000 307
   CWM LLC 3508 - 2024-03-31 297 $7,000 149
   IFP Advisors Inc 2426 - 2023-12-31 234 $5,000 208
   Front Row Advisors LLC 772 - 2024-03-31 201 $4,000 201
   HARBOUR INVESTMENTS INC. 2782 - 2023-12-31 58 $1,000 7

  51 Records found
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