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Get Institutions for : 
Spdr Barclays Capital Tips Etf (IPE)  
$25.34 0.04 (0.16%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 229    18
Total shares held : 
 34,421,123  
% of shares held : 
 15.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -50  
Amount of shares held : 
 -2,405,545  
% of shares held change : 
   -1.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.62  
Last Quarter's Ending Price : 
 $25.57  
Last Quarter's Average Price : 
 $25.03  
Change from last quarter's     
avg. price to the last closing  : 
0.31 (1.24%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 866,015
 2.52%
 
Increased Positions :
64
 2,894,208
 8.41%
 
Unchanged Positions :
52
 862,573
 2.51%
 
Decreased Positions :
96
-4,702,401
-13.66%
 
Closed Positions :
35
-1,463,367
-4.25%
 
Guru Positions :
0
 0%
 
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
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 44 - 2024-03-31 3,536,643 $90,609,000 -132,625
   LPL FINANCIAL CORP 605 - 2024-03-31 1,624,271 $41,614,000 -187,821
   PURE FINANCIAL ADVISORS, INC. 24 - 2024-03-31 1,189,760 $30,482,000 -9,896
   HPM Partners LLC 267 - 2024-03-31 899,700 $23,050,000 -206,807
   AMERIVEST INVESTMENT MANAGEMENT LLC 50 - 2023-06-30 833,488 $21,537,000 -107,248
   BANK OF AMERICA CORP /DE/ 1892 - 2024-03-31 818,055 $20,959,000 -743,081
   MORGAN STANLEY 2953 - 2024-03-31 591,006 $15,142,000 -158,264
   ENVESTNET ASSET MANAGEMENT INC 1442 - 2024-03-31 448,357 $11,487,000 -35,468
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2014 - 2024-03-31 368,308 $9,436,000 -26,566
   TIAA FSB 173 - 2023-06-30 352,109 $9,098,000 -2,800
   Greenline Partners LLC 19 - 2024-03-31 326,870 $8,374,000 -106,286
   Foundations Investment Advisors LLC 85 - 2024-03-31 319,619 $8,189,000 -16,494
   Mosley Wealth Management 2 - 2024-03-31 317,309 $8,129,000 -32,726
   WELLS FARGO & CO/MN 1678 - 2024-03-31 313,026 $8,020,000 -13,201
   TIAA TRUST NATIONAL ASSOCIATION 198 - 2024-03-31 276,851 $7,093,000 -23,753
   GOLDMAN SACHS GROUP INC/ 2421 - 2024-03-31 233,114 $5,972,000 -58,442
   BANK OF NEW YORK MELLON CORP 2279 - 2024-03-31 214,173 $5,487,000 -26,407
   Collaborative Wealth Managment Inc. 12 - 2024-03-31 179,884 $4,609,000 -4,443
   PHILLIPS FINANCIAL MANAGEMENT LLC 56 - 2024-03-31 174,170 $4,462,000 -5,021
   ST GERMAIN D J CO INC 98 - 2024-03-31 173,465 $4,444,000 -79,940
   Integrity Wealth Solutions LLC 9 - 2024-03-31 153,455 $3,932,000 -12,871
   BB&T CORP 979 - 2024-03-31 151,972 $3,894,000 -5,204
   IFG Advisory LLC 116 - 2024-03-31 136,781 $3,504,000 -641
   Private Advisor Group LLC 605 - 2024-03-31 129,710 $3,323,000 -2,704
   CAPE COD FIVE CENTS SAVINGS BANK 73 - 2024-03-31 127,527 $3,267,000 -7,000
   JANE STREET GROUP LLC 1810 - 2024-03-31 113,432 $2,906,000 -84,652
   ROYAL BANK OF CANADA 2258 - 2024-03-31 113,204 $2,900,000 -64,042
   UBS Group AG 2768 - 2024-03-31 98,486 $2,523,000 -76,397
   Wealthcare Advisory Partners LLC 201 - 2024-03-31 97,989 $2,510,000 -402
   AMERIPRISE FINANCIAL INC 2695 - 2024-03-31 96,150 $2,463,000 -76,255
   SIGNATURE SECURITIES GROUP CORPORATION 39 - 2024-03-31 93,235 $2,389,000 -17,670
   SigFig Wealth Management LLC 75 - 2024-03-31 86,632 $2,240,000 -6,950
   MML INVESTORS SERVICES LLC 1060 - 2024-03-31 74,810 $1,917,000 -2,609
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1303 - 2024-03-31 73,420 $1,881,000 -7,610
   Geneos Wealth Management Inc. 282 - 2024-03-31 62,436 $1,600,000 -896
   CITADEL ADVISORS LLC 2621 - 2024-03-31 61,149 $1,567,000 -70,104
   BUSEY TRUST CO 154 - 2024-03-31 60,193 $1,542,000 -8,246
   CWM LLC 747 - 2024-03-31 50,396 $1,291,000 -8,912
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 317 - 2024-03-31 47,525 $1,218,000 -435
   FINANCEWARE, INC. 26 - 2024-03-31 47,086 $1,206,000 -2,506
   FINANCIAL NETWORK 1328 - 2024-03-31 47,044 $1,205,000 -462
   City State Bank 50 - 2024-03-31 45,355 $1,162,000 -12,225
   Northwest Capital Management Inc 45 - 2024-03-31 44,352 $1,136,000 -5,524
   COMMONWEALTH EQUITY SERVICES LLC. 2154 - 2024-03-31 43,121 $1,105,000 -4,481
   Southland Equity Partners LLC 60 - 2024-03-31 39,846 $1,021,000 -1,283
   Resonant Capital Advisors LLC 151 - 2024-03-31 36,381 $932,000 -2
   Bridge Advisory LLC 58 - 2024-03-31 35,778 $917,000 -11,945
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 147 - 2024-03-31 35,077 $899,000 -11,855
   Resources Investment Advisors Inc. 566 - 2024-03-31 31,602 $810,000 -11,524
   PFG Advisors 336 - 2024-03-31 26,906 $689,000 -4,159
   Hobart Private Capital LLC 45 - 2024-03-31 26,695 $684,000 -942
   Global Retirement Partners LLC 452 - 2024-03-31 26,480 $678,000 -528
   RWM Asset Management LLC 85 - 2024-03-31 25,959 $665,000 -1,926
   KWB Wealth 73 - 2024-03-31 25,680 $658,000 -21,942
   McAdam LLC 148 - 2024-03-31 25,361 $650,000 -2,214
   CREATIVE PLANNING 1653 - 2024-03-31 25,259 $647,000 -360
   WARREN AVERETT ASSET MANAGEMENT, LLC 442 - 2024-03-31 23,726 $608,000 -2,180
   Kestra Advisory Services LLC 1546 - 2024-03-31 22,982 $589,000 -14,041
   Navalign LLC 83 - 2024-03-31 21,425 $549,000 -82,752
   Gerber Kawasaki Wealth & Investment Management 166 - 2024-03-31 21,346 $547,000 -8,131
   Vise Technologies Inc. 191 - 2024-03-31 21,218 $544,000 -10,674
   MERCER GLOBAL ADVISORS INC /ADV 1232 - 2024-03-31 21,082 $540,000 -3,016
   NORTHWEST WEALTH MANAGEMENT LLC 93 - 2024-03-31 19,688 $504,000 -1,329
   Larson Financial Group LLC 244 - 2024-03-31 19,095 $489,000 -789
   ALTFEST L J & CO INC 199 - 2024-03-31 19,006 $487,000 -191,150
   SAVANT CAPITAL MANAGEMENT INC 783 - 2024-03-31 16,731 $429,000 -578
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 159 - 2024-03-31 16,589 $425,000 -1,248
   Fifth Third Securities Inc. 203 - 2024-03-31 16,129 $413,000 -6,511
   Accel Wealth Management 127 - 2024-03-31 15,745 $403,000 -921
   MARINER WEALTH ADVISORS, LLC 2216 - 2024-03-31 15,311 $392,000 -10,025
   JNBA FINANCIAL ADVISORS 150 - 2024-03-31 14,589 $374,000 -3,218
   DRIVE WEALTH MANAGEMENT LLC 177 - 2024-03-31 13,919 $357,000 -5,151
   PEAPACK GLADSTONE FINANCIAL CORP 556 - 2024-03-31 12,650 $324,000 -3,892
   TOWNSQUARE CAPITAL LLC 999 - 2024-03-31 11,974 $307,000 -7,029
   OneAscent Financial Services LLC 288 - 2024-03-31 11,599 $297,000 -3,174
   Western Wealth Management LLC 519 - 2024-03-31 11,241 $288,000 -7,622
   Horst & Graben Wealth Management LLC 114 - 2024-03-31 11,228 $288,000 -226
   STIFEL FINANCIAL CORP 2926 - 2024-03-31 11,220 $287,000 -252
   Trilogy Capital Inc. 259 - 2024-03-31 11,174 $286,000 -5,945
   CoreCap Advisors LLC 486 - 2023-12-31 10,686 $273,000 -103
   Priebe Wealth Holdings LLC 43 - 2024-03-31 10,330 $265,000 -30,913
   COMERICA SECURITIESINC. 390 - 2023-09-30 10,470 $260,000 -38
   Stratos Wealth Partners LTD. 1157 - 2024-03-31 9,759 $250,000 -2,692
   HB Wealth Management LLC 721 - 2024-03-31 9,556 $245,000 -1,889
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1479 - 2024-03-31 9,319 $239,000 -18,168
   H D Vest Advisory Services 1492 - 2024-03-31 8,413 $216,000 -6,248
   Ameliora Wealth Management Ltd. 89 - 2024-03-31 7,780 $199,000 -969
   HANSON MCCLAIN, INC. 866 - 2024-03-31 5,977 $153,000 -98
   Princeton Global Asset Management LLC 178 - 2024-03-31 5,383 $138,000 -2,346
   Spire Wealth Management 1022 - 2024-03-31 3,473 $89,000 -3,934
   Householder Group Estate & Retirement Specialist L 379 - 2024-03-31 3,247 $83,000 -1,979
   Newbridge Financial Services Group Inc. 341 - 2024-03-31 2,710 $69,000 -2,631
   WFA of San Diego LLC 158 - 2023-09-30 2,275 $57,000 -35
   Winch Advisory Services LLC 154 - 2024-03-31 1,852 $47,000 -10,990
   Coppell Advisory Solutions LLC 591 - 2023-12-31 1,278 $33,000 -126
   BARCLAYS PLC 3787 - 2024-03-31 800 $20,000 -14
   Pineridge Advisors LLC 238 - 2024-03-31 641 $16,000 -17
   Covestor Ltd 1411 - 2024-03-31 513 $13,000 -33
   Spartan Planning & Wealth Management 170 - 2023-12-31 296 $8,000 -36,766
   PROEQUITIES INC. 1776 - 2024-03-31 327 $8,000 -200
  100 Records found
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