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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
   Adviser Investments LLC 5 - 2024-03-31 12,955,011 $377,120,000 257,338
   BANK OF AMERICA CORP /DE/ 1120 - 2024-03-31 2,302,399 $67,023,000 248,423
   CX Institutional 7 - 2024-03-31 1,185,902 $34,469,000 137,611
   Congress Wealth Management LLC / DE / 36 - 2024-03-31 1,137,452 $33,111,000 15,287
   AE Wealth Management LLC 72 - 2024-03-31 973,906 $28,350,000 139,936
   Gerber Kawasaki Wealth & Investment Management 19 - 2024-03-31 872,642 $25,403,000 156,967
   AMERIPRISE FINANCIAL INC 1251 - 2024-03-31 735,544 $21,415,000 214,471
   GREAT VALLEY ADVISOR GROUP INC. 48 - 2024-03-31 571,465 $16,636,000 150,542
   MORGAN STANLEY 3237 - 2024-03-31 378,921 $11,030,000 19,467
   RAYMOND JAMES & ASSOCIATES 1297 - 2024-03-31 266,803 $7,767,000 16,651
   Geneos Wealth Management Inc. 64 - 2024-03-31 261,907 $7,624,000 98,361
   ARKANSAS FINANCIAL GROUP INC. 21 - 2024-03-31 248,752 $7,241,000 50,585
   Good Life Advisors LLC 32 - 2024-03-31 243,854 $7,099,000 22,617
   CWM LLC 357 - 2024-03-31 235,356 $6,851,000 5,253
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 812 - 2024-03-31 152,761 $4,447,000 127,353
   FLAGSHIP HARBOR ADVISORS LLC 81 - 2024-03-31 150,253 $4,374,000 12,622
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1250 - 2024-03-31 137,285 $3,996,000 125,431
   COMMONWEALTH EQUITY SERVICES LLC. 1338 - 2024-03-31 130,887 $3,810,000 93,662
   ShoreHaven Wealth Partners LLC 17 - 2024-03-31 128,769 $3,748,000 2,558
   Change Path LLC 144 - 2024-03-31 114,423 $3,331,000 73,782
   Atria Wealth Solutions Inc. 460 - 2024-03-31 113,267 $3,297,000 102,429
   Tidemark LLC 18 - 2024-03-31 84,332 $2,455,000 20,319
   Keystone Wealth Services LLC 28 - 2024-03-31 83,763 $2,438,000 4,504
   Jacobi Capital Management LLC 87 - 2024-03-31 81,074 $2,360,000 43,112
   KWB Wealth 40 - 2024-03-31 76,096 $2,215,000 43,810
   Breakwater Capital Group 52 - 2024-03-31 72,026 $2,097,000 1,867
   TRANSAMERICA FINANCIAL ADVISORS, INC. 103 - 2024-03-31 71,617 $2,085,000 47,893
   Golden State Equity Partners 61 - 2023-12-31 56,338 $1,657,000 40,465
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1985 - 2024-03-31 56,040 $1,631,000 48,372
   Advisor Group Holdings Inc. 1887 - 2024-03-31 53,277 $1,551,000 33,001
   Quadrant Private Wealth Management LLC 79 - 2024-03-31 42,993 $1,252,000 2,389
   WEALTHSOURCE PARTNERS LLC 187 - 2023-12-31 37,408 $1,100,000 13,784
   Kathleen S. Wright Associates Inc. 42 - 2024-03-31 37,694 $1,097,000 762
   Financial Advocates Investment Management 303 - 2024-03-31 35,771 $1,041,000 1,254
   CITADEL ADVISORS LLC 3205 - 2024-03-31 29,980 $873,000 29,980
   CI Private Wealth LLC 1353 - 2024-03-31 29,579 $861,000 2
   Donald L. Hagan LLC 61 - 2024-03-31 25,639 $746,000 14,010
   CITIGROUP INC 2723 - 2024-03-31 17,732 $516,000 6,033
   Keystone Financial Group 192 - 2024-03-31 16,138 $470,000 1,140
   PRINCIPAL SECURITIES INC. 723 - 2024-03-31 14,817 $431,000 718
   DFPG INVESTMENTS INC. 450 - 2023-12-31 14,160 $414,000 2,860
   Perennial Investment Advisors LLC 209 - 2024-03-31 13,736 $400,000 962
   FINANCIAL NETWORK 2117 - 2024-03-31 12,782 $372,000 4,463
   Coppell Advisory Solutions LLC 183 - 2023-12-31 12,395 $365,000 10,935
   AIRE ADVISORS LLC 105 - 2024-03-31 12,533 $365,000 19
   Belpointe Asset Management LLC 523 - 2024-03-31 12,442 $362,000 1,040
   Coppell Advisory Solutions Corp. 192 - 2024-03-31 10,220 $298,000 10,220
   PRIVATE TRUST CO NA 603 - 2024-03-31 7,699 $224,000 283
   Wedmont Private Capital 551 - 2024-03-31 7,388 $213,000 95
   Goss Wealth Management LLC 1801 - 2024-03-31 7,284 $212,000 3,122
   Prime Capital Investment Advisors LLC 912 - 2024-03-31 7,084 $206,000 7,084
   BB&T CORP 2449 - 2024-03-31 7,037 $205,000 75
   Aptus Capital Advisors LLC 736 - 2024-03-31 5,789 $169,000 698
   FIXED INCOME SECURITIES INC 1167 - 2024-03-31 5,726 $167,000 3,508
   Vermillion & White Wealth Management Group LLC 87 - 2024-03-31 2,986 $87,000 1,069
   FMR LLC 3187 - 2024-03-31 2,935 $85,000 1,692
   COMERICA BANK 2810 - 2024-03-31 1,350 $39,000 172
   Global Retirement Partners LLC 1758 - 2024-03-31 744 $22,000 32
   PNC FINANCIAL SERVICES GROUP INC 3374 - 2024-03-31 751 $22,000 151
   Financial Advisory Service Inc. 413 - 2024-03-31 232 $7,000 2
   CREATIVE FINANCIAL DESIGNS INC /ADV 1338 - 2024-03-31 137 $4,000 137
  61 Records found
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