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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
   TECTONIC ADVISORS LLC 59 - 2024-03-31 218,825 $4,867,000 0
   MACKENZIE FINANCIAL CORP 596 - 2024-03-31 173,005 $3,848,000 0
   Towneley Capital Management Inc / DE 29 - 2024-03-31 32,592 $725,000 0
   One + One Wealth Management LLC 63 - 2024-03-31 22,029 $490,000 0
   CARDIFF PARK ADVISORS LLC 180 - 2024-03-31 18,435 $410,000 0
   CLIENT 1ST ADVISORY GROUP LLC 81 - 2024-03-31 14,067 $313,000 0
   BANK OF MONTREAL /CAN/ 2458 - 2024-03-31 11,911 $269,000 0
   HM PAYSON & CO 345 - 2023-12-31 11,381 $264,000 0
   Hartland & Co. LLC 682 - 2024-03-31 3,205 $70,000 0
   TSFG LLC 277 - 2024-03-31 2,118 $47,000 0
   Cape Investment Advisory Inc. 420 - 2023-12-31 1,526 $35,000 0
   Steward Partners Investment Advisory LLC 2347 - 2024-03-31 1,316 $29,000 0
   WETZEL INVESTMENT ADVISORS INC. 543 - 2024-03-31 434 $9,000 0
   TOWER RESEARCH CAPITAL LLC 3957 - 2024-03-31 421 $9,000 0
   Householder Group Estate & Retirement Specialist L 881 - 2024-03-31 314 $7,000 0
   TUCKER ASSET MANAGEMENT LLC 574 - 2023-12-31 252 $6,000 0
   Emerald Investment Partners LLC 441 - 2024-03-31 268 $6,000 0
   Sunbelt Securities Inc. 1476 - 2024-03-31 111 $2,000 0
   Sachetta LLC 788 - 2024-03-31 68 $2,000 0
   ANCORA ADVISORS, LLC 1527 - 2024-03-31 36 $1,000 0
   Pacifica Partners Inc. 481 - 2024-03-31 45 $1,000 0
   Bradley & Co. Private Wealth Management LLC 166 - 2024-03-31 0 $0 0
   PROEQUITIES INC. 5609 - 2024-03-31 0 $0 0
   Larson Financial Group LLC 1881 - 2024-03-31 15 $0 0

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results