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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 6 - 2024-03-31 3,843,827 $85,487,000 -621,134
   STATE STREET CORP 1856 - 2024-03-31 1,729,319 $38,460,000 -186,691
   ENVESTNET ASSET MANAGEMENT INC 1322 - 2024-03-31 617,338 $13,730,000 -422,890
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 26 - 2024-03-31 412,235 $9,168,000 -42,197
   Peak Financial Management Inc. 21 - 2024-03-31 263,939 $5,870,000 -2,012
   BANK OF AMERICA CORP /DE/ 2876 - 2024-03-31 251,271 $5,588,000 -62,160
   WELLS FARGO & CO/MN 2006 - 2024-03-31 209,118 $4,651,000 -47,835
   Blueprint Investment Partners LLC 26 - 2024-03-31 165,434 $3,679,000 -159,626
   Envestnet Portfolio Solutions Inc. 545 - 2024-03-31 122,767 $2,730,000 -37,995
   Baron Financial Group LLC 22 - 2024-03-31 111,885 $2,488,000 -9,025
   Money Design Co.Ltd. 68 - 2024-03-31 111,645 $2,483,000 -27,815
   STIFEL FINANCIAL CORP 1940 - 2024-03-31 65,770 $1,463,000 -105
   MML INVESTORS SERVICES LLC 1244 - 2024-03-31 60,413 $1,344,000 -35,894
   Advisor Group Holdings Inc. 2069 - 2024-03-31 58,285 $1,296,000 -86,685
   Atria Wealth Solutions Inc. 821 - 2024-03-31 54,910 $1,221,000 -9,805
   SYKON CAPITAL LLC 68 - 2024-03-31 47,771 $1,062,000 -111,256
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 101 - 2024-03-31 33,816 $752,000 -300
   ROYAL BANK OF CANADA 3256 - 2024-03-31 30,953 $688,000 -28,750
   Snowden Capital Advisors LLC 654 - 2024-03-31 27,631 $615,000 -298
   OPPENHEIMER & CO INC 1014 - 2024-03-31 21,169 $471,000 -82
   COMMONWEALTH EQUITY SERVICES LLC. 2855 - 2024-03-31 20,482 $456,000 -962
   Sebold Capital Management Inc. 47 - 2024-03-31 17,474 $389,000 -47
   MARINER WEALTH ADVISORS, LLC 2335 - 2024-03-31 15,137 $337,000 -259
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 684 - 2024-03-31 13,773 $306,000 -7,821
   SeaCrest Wealth Management LLC 451 - 2024-03-31 13,023 $290,000 -663
   J P MORGAN CHASE & CO 4033 - 2024-03-31 12,652 $281,000 -643
   FTB Advisors Inc. 448 - 2024-03-31 12,195 $271,000 -79,839
   4Thought Financial Group Inc. 38 - 2024-03-31 11,899 $265,000 -339
   Altiora Financial Group LLC 79 - 2024-03-31 10,097 $225,000 -9,267
   Tennessee Valley Asset Management Partners 123 - 2024-03-31 9,597 $213,000 -1,453
   HPM Partners LLC 2100 - 2024-03-31 9,023 $201,000 -134
   COMERICA BANK 2362 - 2024-03-31 7,629 $170,000 -50,794
   Colonial Trust Co / SC 672 - 2024-03-31 849 $19,000 -824
   AMERIVEST INVESTMENT MANAGEMENT LLC 286 - 2023-06-30 791 $18,000 -46
   Newbridge Financial Services Group Inc. 623 - 2024-03-31 830 $18,000 -351
   BLAIR WILLIAM & CO/IL 1678 - 2024-03-31 713 $16,000 -45
   Goss Wealth Management LLC 2780 - 2024-03-31 554 $12,000 -2,908
   Nelson Van Denburg & Campbell Wealth Management Gr 1833 - 2024-03-31 494 $11,000 -150
   FMR LLC 4631 - 2024-03-31 35 $1,000 -597
   Impact Partnership Wealth LLC 635 - 2024-03-31 56 $1,000 -5
  40 Records found
  1    
  Page 1 of 1
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