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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  
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 375 - 2024-03-31 2,872,986 $83,633,000 -2,598
   ST GERMAIN D J CO INC 3 - 2024-03-31 2,715,123 $79,037,000 -297,134
   Flaharty Asset Management LLC 17 - 2024-03-31 627,986 $18,281,000 -23,527
   FINANCIAL ENGINES ADVISORS L.L.C. 68 - 2024-03-31 477,802 $13,909,000 -350,298
   Private Advisor Group LLC 220 - 2024-03-31 414,524 $12,067,000 -24,973
   MML INVESTORS SERVICES LLC 366 - 2024-03-31 393,983 $11,469,000 -33,709
   Financial Gravity Wealth Inc. 14 - 2024-03-31 318,757 $9,279,000 -3,552,695
   J P MORGAN CHASE & CO 2243 - 2024-03-31 248,819 $7,243,000 -6,923
   ROYAL BANK OF CANADA 1790 - 2024-03-31 207,321 $6,035,000 -56,110
   THRIVENT FINANCIAL FOR LUTHERANS 761 - 2024-03-31 204,957 $5,966,000 -482,756
   Melone Private Wealth LLC 11 - 2024-03-31 192,313 $5,598,000 -576
   Hennion & Walsh Asset Management Inc. 107 - 2024-03-31 141,089 $4,107,000 -42,683
   MARINER WEALTH ADVISORS, LLC 866 - 2024-03-31 120,379 $3,504,000 -54,074
   Eldridge Investment Advisors Inc. 29 - 2024-03-31 107,640 $3,133,000 -46,213
   VALMARK ADVISERS INC 130 - 2024-03-31 101,627 $2,958,000 -1,318
   Bridgeworth LLC - 2023-12-31 92,652 $2,725,000 -188,156
   ENVESTNET ASSET MANAGEMENT INC 2420 - 2024-03-31 86,566 $2,520,000 -38,123
   JANE STREET GROUP LLC 2036 - 2024-03-31 83,016 $2,417,000 -129,232
   Merit Financial Group LLC 253 - 2024-03-31 77,011 $2,198,000 -7,394
   Optas LLC 32 - 2024-03-31 67,355 $1,961,000 -573
   David Kennon Inc 23 - 2024-03-31 63,014 $1,834,000 -3,183
   FINANCIAL LIFE ADVISORS 24 - 2024-03-31 43,397 $1,263,000 -30,910
   Hobart Private Capital LLC 41 - 2024-03-31 32,312 $941,000 -96,934
   Advisor Resource Council 68 - 2024-03-31 28,496 $838,000 -188,576
   Laraway Financial Inc 64 - 2024-03-31 18,078 $526,000 -1,264
   Jackson Creek Investment Advisors LLC 243 - 2024-03-31 17,900 $521,000 -3,066
   NATIONAL ASSET MANAGEMENT, INC. 824 - 2024-03-31 16,906 $466,000 -13,000
   National Wealth Management Group LLC 90 - 2024-03-31 12,919 $376,000 -1,258
   Ascent Group LLC 437 - 2024-03-31 9,915 $289,000 -27
   Detalus Advisors LLC 122 - 2024-03-31 9,156 $267,000 -37,108
   CREATIVE PLANNING 2379 - 2024-03-31 8,694 $253,000 -89
   PROSPERA FINANCIAL SERVICES 910 - 2023-12-31 8,500 $250,000 -7,030
   B.O.S.S. Retirement Advisors LLC 116 - 2024-03-31 7,951 $234,000 -1,892
   Security Financial Services INC. 177 - 2024-03-31 7,355 $214,000 -1,332
   Householder Group Estate & Retirement Specialist L 347 - 2024-03-31 3,368 $98,000 -478
   NBC SECURITIES INC. 1866 - 2024-03-31 154 $4,000 -20,023
   PROEQUITIES INC. 4616 - 2024-03-31 0 $0 -428
   WELLS FARGO & CO/MN 6237 - 2024-03-31 0 $0 -2,679
  38 Records found
  1    
  Page 1 of 1
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