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Get Institutions for : 
Spdr Brcly Cap Intrmd Trm (ITE)  
$27.86 0.02 (0.07%) as of 4:30 Wed 5/22


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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  : 
0.11 (0.4%)  




 
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
   LPL FINANCIAL CORP 38 - 2024-03-31 32,168,877 $906,519,000 4,164,467
   FINANCIAL ENGINES ADVISORS L.L.C. 21 - 2024-03-31 29,246,183 $824,157,000 1,256,337
   Municipal Employees Retirement System of Michigan 3 - 2024-03-31 26,424,332 $744,638,000 20,446,705
   AMERIPRISE FINANCIAL INC 359 - 2024-03-31 6,551,644 $184,623,000 428,595
   Merit Financial Group LLC 4 - 2024-03-31 5,104,874 $141,609,000 944,864
   ENVESTNET ASSET MANAGEMENT INC 375 - 2024-03-31 4,576,481 $128,965,000 293,800
   UBS Group AG 438 - 2024-03-31 4,098,595 $115,498,000 548,440
   Congress Wealth Management LLC / DE / 7 - 2024-03-31 3,513,213 $99,002,000 140,327
   GLOBALT Investments LLC / GA 6 - 2024-03-31 3,471,115 $97,816,000 1,498,163
   CWM LLC 61 - 2024-03-31 2,184,009 $61,545,000 255,706
   STEPHENS GROUP ASSET MANAGEMENT LLC 9 - 2024-03-31 2,068,985 $58,304,000 28,174
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 118 - 2024-03-31 1,953,859 $55,060,000 1,248,995
   Private Advisor Group LLC 53 - 2024-03-31 1,889,861 $53,256,000 77,985
   J P MORGAN CHASE & CO 1190 - 2024-03-31 1,706,045 $48,076,000 49,105
   CX Institutional 3 - 2024-03-31 1,527,990 $43,011,000 187,230
   WELLS FARGO & CO/MN 774 - 2024-03-31 1,524,302 $42,955,000 731,700
   Comprehensive Wealth Management LLC 2 - 2024-03-31 1,420,498 $40,030,000 1,062,440
   SENTINEL PENSION ADVISORS INC 4 - 2024-03-31 1,288,594 $36,313,000 85,827
   OBrien Wealth Partners LLC 5 - 2024-03-31 1,178,397 $33,207,000 39,385
   HIGHTOWER ADVISORS, LLC 388 - 2024-03-31 997,412 $28,108,000 71,658
   One Day In July LLC 6 - 2024-03-31 977,167 $27,537,000 696,788
   PORTLAND GLOBAL ADVISORS LLC 6 - 2024-03-31 948,242 $26,721,000 70,651
   W. E. Donoghue & Co. LLC 3 - 2024-03-31 919,919 $25,923,000 919,919
   ROYAL BANK OF CANADA 997 - 2024-03-31 917,159 $25,845,000 53,120
   BANK OF MONTREAL /CAN/ 612 - 2024-03-31 898,699 $25,352,000 28,890
   Wela Strategies LLC 2 - 2024-03-31 862,111 $24,294,000 62,648
   Leicht Financial Planning & Wealth Management Inc. 2 - 2024-03-31 801,666 $22,591,000 82,028
   PARK AVENUE SECURITIES LLC 59 - 2024-03-31 696,626 $19,631,000 78,386
   Migdal Insurance & Financial Holdings Ltd. 62 - 2024-03-31 682,912 $19,244,000 119,136
   NewEdge Wealth LLC 66 - 2024-03-31 678,988 $18,754,000 43,788
   Astoria Portfolio Advisors LLC. 3 - 2024-03-31 647,157 $17,842,000 42,613
   Flagstone Financial Management 5 - 2024-03-31 575,570 $16,220,000 23,034
   CoreCap Advisors LLC 17 - 2023-12-31 554,293 $15,831,000 47,685
   Steward Partners Investment Advisory LLC 130 - 2024-03-31 511,468 $14,413,000 5,427
   MARINER WEALTH ADVISORS, LLC 409 - 2024-03-31 511,302 $14,409,000 124,882
   S. R. Schill & Associates 6 - 2024-03-31 496,965 $14,004,000 15,418
   Cetera Investment Advisers 133 - 2024-03-31 494,438 $13,933,000 36,450
   STIFEL FINANCIAL CORP 685 - 2024-03-31 487,396 $13,735,000 45,260
   Certified Advisory Corp 7 - 2024-03-31 486,982 $13,723,000 302,213
   Trilogy Capital Inc. 41 - 2024-03-31 455,163 $12,826,000 53,760
   Equitable Holdings Inc. 122 - 2024-03-31 450,350 $12,691,000 112,316
   FINANCIAL NETWORK 316 - 2024-03-31 449,532 $12,668,000 26,577
   Willow Creek Wealth Management Inc. 17 - 2023-12-31 432,372 $12,349,000 391,116
   Waterloo Capital L.P. 13 - 2024-03-31 411,120 $11,585,000 76,281
   RAYMOND JAMES & ASSOCIATES 1074 - 2024-03-31 410,430 $11,566,000 121,334
   LEVEL FOUR ADVISORY SERVICES LLC 22 - 2024-03-31 402,371 $11,492,000 13,762
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 438 - 2024-03-31 401,085 $11,303,000 286,279
   US FINANCIAL ADVISORS LLC 10 - 2024-03-31 367,445 $10,355,000 15,885
   GM Advisory Group Inc. 29 - 2024-03-31 365,590 $10,302,000 34,777
   Envestnet Portfolio Solutions Inc. 231 - 2024-03-31 349,671 $9,854,000 6,209
   THRIVENT FINANCIAL FOR LUTHERANS 647 - 2024-03-31 320,011 $9,018,000 6,100
   Kingsview Wealth Management LLC 99 - 2024-03-31 308,438 $8,692,000 12,262
   Tilson Financial Group Inc. 6 - 2024-03-31 306,826 $8,646,000 295,225
   Capasso Planning Partners LLC 5 - 2024-03-31 306,336 $8,632,000 10,052
   TSFG LLC 11 - 2024-03-31 303,651 $8,557,000 71,180
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 703 - 2024-03-31 300,000 $8,454,000 12,000
   BMS Financial Advisors LLC 4 - 2023-06-30 294,180 $8,322,000 285,872
   Salomon & Ludwin LLC 36 - 2024-03-31 287,721 $8,107,000 237,848
   COMERICA BANK 498 - 2024-03-31 286,423 $8,071,000 47,479
   Krasney Financial LLC 22 - 2024-03-31 273,011 $7,693,000 30,236
   Equita Financial Network Inc. 13 - 2024-03-31 231,266 $6,517,000 60,509
   IHT Wealth Management LLC 79 - 2024-03-31 228,109 $6,428,000 13,508
   BAILARD BIEHL & KAISER INC 121 - 2024-03-31 219,638 $6,189,000 9,262
   TRANSAMERICA FINANCIAL ADVISORS, INC. 37 - 2024-03-31 212,037 $5,976,000 153,679
   Key Financial Inc 17 - 2024-03-31 201,215 $5,670,000 18,566
   Auour Investments LLC 13 - 2024-03-31 189,258 $5,333,000 2,119
   Rockefeller Capital Management L.P. 674 - 2024-03-31 187,535 $5,176,000 167,904
   COMMONWEALTH EQUITY SERVICES LLC. 1155 - 2024-03-31 179,102 $5,047,000 5,634
   Western Wealth Management LLC 61 - 2024-03-31 159,926 $4,507,000 9,658
   Eldridge Investment Advisors Inc. 23 - 2024-03-31 156,575 $4,412,000 36,100
   Integrated Capital Management Inc. 13 - 2024-03-31 142,146 $4,006,000 30,617
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 877 - 2024-03-31 140,323 $3,954,000 23,898
   BAYSTATE WEALTH MANAGEMENT LLC 37 - 2023-12-31 128,923 $3,682,000 1,584
   PNC FINANCIAL SERVICES GROUP INC 755 - 2024-03-31 118,150 $3,329,000 29,621
   SYNOVUS FINANCIAL CORP 262 - 2024-03-31 116,804 $3,292,000 1,065
   Financial Advocates Investment Management 123 - 2024-03-31 116,449 $3,279,000 16,320
   MULTIFINANCIAL SECURITIES CORP 666 - 2024-03-31 99,268 $2,797,000 29,119
   Narus Financial Partners LLC 18 - 2024-03-31 92,838 $2,616,000 7,197
   Mutual Advisors LLC 243 - 2024-03-31 79,577 $2,242,000 5,304
   Cornerstone Wealth Management LLC 122 - 2024-03-31 79,418 $2,238,000 4,139
   Atria Wealth Solutions Inc. 594 - 2024-03-31 78,422 $2,210,000 4,826
   PRIVATE TRUST CO NA 91 - 2024-03-31 76,805 $2,164,000 9,558
   Sowell Financial Services LLC 236 - 2024-03-31 71,452 $2,014,000 126
   Gerber Kawasaki Wealth & Investment Management 108 - 2024-03-31 63,527 $1,790,000 608
   GenWealth Group Inc. 34 - 2024-03-31 61,084 $1,721,000 12,378
   BANK OF NEW YORK MELLON CORP 2838 - 2024-03-31 60,955 $1,718,000 16,342
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 854 - 2024-03-31 56,807 $1,601,000 824
   Hobart Private Capital LLC 37 - 2024-03-31 54,907 $1,547,000 1,327
   Gateway Wealth Partners LLC 55 - 2024-03-31 51,459 $1,450,000 4,806
   BLUE CREEK INVESTMENT PARTNERS LLC 106 - 2024-03-31 50,485 $1,423,000 7,454
   HILL ISLAND FINANCIAL LLC 22 - 2024-03-31 50,467 $1,422,000 10,065
   Collaborative Wealth Managment Inc. 34 - 2024-03-31 49,644 $1,399,000 1,888
   Onyx Bridge Wealth Group LLC 76 - 2024-03-31 48,164 $1,326,000 13,323
   Orion Portfolio Solutions LLC 968 - 2024-03-31 36,245 $1,021,000 5,059
   L.M. KOHN & COMPANY 79 - 2024-03-31 34,647 $976,000 920
   Vertex Planning Partners LLC 48 - 2024-03-31 34,075 $960,000 18,550
   NAPATREE CAPITAL LLC 34 - 2024-03-31 34,522 $950,000 8,349
   Twin Peaks Wealth Advisors LLC 44 - 2024-03-31 32,076 $904,000 8,133
   Americana Partners LLC 186 - 2024-03-31 30,729 $866,000 14,062
   MORNINGSTAR INVESTMENT SERVICES, INC. 198 - 2024-03-31 30,636 $864,000 1,853
  100 Records found
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