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Get Institutions for : 
SPDR Series Trust (ITR)  
$32.50 0.02 (0.06%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 425    3
Total shares held : 
 175,904,065  
% of shares held : 
 19.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 12,771,967  
% of shares held change : 
   1.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.20  
Last Quarter's Ending Price : 
 $32.83  
Last Quarter's Average Price : 
 $31.78  
Change from last quarter's     
avg. price to the last closing  : 
0.72 (2.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 3,200,915
 1.82%
 
Increased Positions :
175
 21,874,486
 12.44%
 
Unchanged Positions :
71
 11,368,892
 6.46%
 
Decreased Positions :
142
-11,438,496
-6.5%
 
Closed Positions :
34
-864,938
-0.49%
 
Guru Positions :
2
67,585
 0.04%
 
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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 73 - 2024-03-31 30,913,540 $1,010,564,000 -189,998
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 32 - 2024-03-31 12,487,778 $408,225,000 -418,566
   CREATIVE PLANNING 48 - 2024-03-31 7,203,825 $235,493,000 -82,520
   AMERIVEST INVESTMENT MANAGEMENT LLC 11 - 2023-06-30 5,734,575 $184,137,000 -318,366
   MORGAN STANLEY 1258 - 2024-03-31 2,809,849 $91,854,000 -300,569
   EASTERN BANK 5 - 2024-03-31 1,983,457 $64,839,000 -169,371
   CAPITAL ADVISORS INC/OK 15 - 2024-03-31 1,958,391 $64,020,000 -16,504
   Migdal Insurance & Financial Holdings Ltd. 53 - 2024-03-31 800,259 $26,160,000 -90,064
   ADVISORS CAPITAL MANAGEMENT LLC 69 - 2024-03-31 766,348 $25,052,000 -453,231
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 286 - 2024-03-31 731,259 $23,905,000 -6,225,271
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 22 - 2024-03-31 599,326 $19,592,000 -2,210
   PARK AVENUE SECURITIES LLC 71 - 2024-03-31 516,370 $16,880,000 -302,513
   Flaharty Asset Management LLC 20 - 2024-03-31 441,942 $14,447,000 -17,813
   Financial Gravity Wealth Inc. 6 - 2024-03-31 419,207 $13,704,000 -4,659,954
   CLARK CAPITAL MANAGEMENT GROUP INC 154 - 2024-03-31 396,525 $12,962,000 -36,473
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 694 - 2024-03-31 387,938 $12,682,000 -36,000
   J P MORGAN CHASE & CO 1971 - 2024-03-31 357,960 $11,702,000 -728,911
   Garrett Investment Advisors LLC 16 - 2024-03-31 341,435 $11,162,000 -28,238
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 406 - 2024-03-31 328,030 $10,723,000 -123,045
   OLD MISSION CAPITAL LLC 68 - 2024-03-31 294,097 $9,614,000 -38,176
   Orion Portfolio Solutions LLC 207 - 2024-03-31 282,718 $9,242,000 -13,171
   CONFLUENCE INVESTMENT MANAGEMENT LLC 109 - 2024-03-31 246,764 $8,067,000 -14,224
   Flagstone Financial Management 12 - 2024-03-31 229,744 $7,510,000 -391,721
   APPLETON PARTNERS INC/MA 58 - 2024-03-31 228,012 $7,454,000 -2,008
   FLAGSHIP HARBOR ADVISORS LLC 45 - 2024-03-31 209,158 $6,837,000 -103
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 807 - 2024-03-31 205,000 $6,701,000 -58,000
   PROFFITT & GOODSON INC 19 - 2024-03-31 196,826 $6,434,000 -438
   WEALTHSOURCE PARTNERS LLC 42 - 2023-12-31 191,214 $6,278,000 -21,174
   Vermillion & White Wealth Management Group LLC 3 - 2024-03-31 190,107 $6,215,000 -4,828
   ZACKS INVESTMENT MANAGEMENT 188 - 2024-03-31 181,640 $5,938,000 -52,446
   Allianz Investment Management U.S. LLC 12 - 2024-03-31 181,622 $5,937,000 -562,222
   Integrated Capital Management Inc. 8 - 2024-03-31 177,974 $5,818,000 -124,792
   FINANCIAL ENGINES ADVISORS L.L.C. 104 - 2024-03-31 173,717 $5,679,000 -4,063
   Cetera Investment Advisers 295 - 2024-03-31 168,496 $5,508,000 -51,567
   BARTLETT & CO. WEALTH MANAGEMENT LLC 136 - 2024-03-31 166,824 $5,453,000 -265
   ARGI INVESTMENT SERVICES, LLC 86 - 2022-12-31 167,184 $5,321,000 -48,206
   GoalVest Advisory LLC 7 - 2024-03-31 158,542 $5,183,000 -62,546
   Aquire Wealth Advisors LLC 8 - 2024-03-31 158,239 $5,173,000 -638
   HNP Capital LLC 15 - 2023-03-31 148,778 $4,834,000 -23,878
   EP WEALTH ADVISORS, INC. 184 - 2024-03-31 130,117 $4,254,000 -9,648
   ALPS ADVISERS INC 255 - 2024-03-31 124,050 $4,055,000 -270
   Envestnet Portfolio Solutions Inc. 445 - 2024-03-31 119,585 $3,909,000 -71,645
   Snowden Capital Advisors LLC 209 - 2024-03-31 118,513 $3,874,000 -23,900
   RDA Financial Network 18 - 2024-03-31 116,540 $3,810,000 -637
   Adams Wealth Management 21 - 2023-12-31 112,961 $3,709,000 -21,701
   Systelligence LLC 39 - 2024-03-31 113,300 $3,704,000 -49
   Hofer & Associates. Inc 13 - 2024-03-31 101,032 $3,303,000 -56,408
   Relative Value Partners Group LLC 83 - 2024-03-31 100,336 $3,302,000 -5,406
   Merit Financial Group LLC 201 - 2024-03-31 99,902 $3,234,000 -42,597
   CSM Advisors LLC 78 - 2024-03-31 98,900 $3,233,000 -7,700
   NSI Retail Advisors LLC 17 - 2024-03-31 98,900 $3,233,000 -7,700
   FSB PREMIER WEALTH MANAGEMENT INC. 19 - 2024-03-31 85,028 $2,780,000 -7,655
   TrueWealth Advisors LLC 22 - 2024-03-31 82,169 $2,686,000 -9,519
   Consolidated Portfolio Review Corp 47 - 2024-03-31 74,392 $2,432,000 -554
   Stratos Wealth Advisors LLC 171 - 2024-03-31 73,451 $2,401,000 -32,982
   CI Private Wealth LLC 952 - 2024-03-31 71,164 $2,326,000 -9,896
   STEPHENS INC /AR/ 403 - 2024-03-31 67,998 $2,223,000 -289
   Atria Wealth Solutions Inc. 592 - 2024-03-31 67,858 $2,218,000 -13,165
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 585 - 2024-03-31 67,585 $2,209,000 -1,016
   BANK OF NEW YORK MELLON CORP 2712 - 2024-03-31 66,563 $2,176,000 -46,640
   SIGNALPOINT ASSET MANAGEMENT, LLC 35 - 2024-03-31 65,080 $2,127,000 -29,672
   KC Investment Advisors LLC 13 - 2024-03-31 64,645 $2,113,000 -2,946
   CFS Investment Advisory Services LLC 51 - 2024-03-31 63,652 $2,081,000 -71,376
   Arete Wealth Advisors LLC 126 - 2024-03-31 62,243 $2,035,000 -9,252
   River Street Advisors LLC 18 - 2024-03-31 60,454 $1,976,000 -411
   Wealthcare Advisory Partners LLC 240 - 2024-03-31 57,865 $1,892,000 -899
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1319 - 2024-03-31 56,448 $1,845,000 -2,570
   Probity Advisors Inc. 50 - 2024-03-31 54,965 $1,797,000 -35,543
   MGO Private Wealth LLC 20 - 2024-03-31 54,420 $1,779,000 -9,460
   Trilogy Capital Inc. 139 - 2024-03-31 54,394 $1,778,000 -10,161
   COURIER CAPITAL CORP 144 - 2024-03-31 52,467 $1,715,000 -9,916
   Vectors Research Management LLC 55 - 2024-03-31 52,004 $1,700,000 -11,000
   Kowal Investment Group LLC 40 - 2024-03-31 50,591 $1,654,000 -16,828
   HPM Partners LLC 1065 - 2024-03-31 49,557 $1,620,000 -13,386
   BLB&B ADVISORS LLC 98 - 2024-03-31 48,144 $1,574,000 -4,891
   STATE STREET CORP 3185 - 2024-03-31 45,025 $1,472,000 -274,561
   COMERICA BANK 1347 - 2024-03-31 42,916 $1,403,000 -2,205
   CAPTRUST FINANCIAL ADVISORS 968 - 2024-03-31 41,735 $1,364,000 -47,759
   WHITTIER TRUST CO 313 - 2024-03-31 40,784 $1,333,000 -1,780
   US BANCORP 990 - 2024-03-31 40,263 $1,316,000 -5,329
   Rockefeller Capital Management L.P. 1160 - 2024-03-31 39,677 $1,297,000 -3,667
   Impact Partnership Wealth LLC 24 - 2024-03-31 39,355 $1,287,000 -1,993
   IFP Advisors Inc 337 - 2023-12-31 37,563 $1,233,000 -40,987
   Insight Advisors LLC/ PA 76 - 2024-03-31 37,339 $1,221,000 -121
   FLOW TRADERS U.S. LLC 272 - 2024-03-31 34,890 $1,141,000 -140,364
   BIP Wealth LLC 80 - 2024-03-31 34,192 $1,118,000 -9,533
   BKA Wealth Consulting Inc. 15 - 2024-03-31 33,165 $1,084,000 -319
   Accurate Wealth Management LLC 77 - 2024-03-31 33,472 $1,074,000 -24,687
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 88 - 2024-03-31 31,862 $1,042,000 -10,791
   TOWNSQUARE CAPITAL LLC 648 - 2024-03-31 31,004 $1,014,000 -9,004
   Cresset Asset Management LLC 1008 - 2024-03-31 28,064 $917,000 -1
   Latitude Advisors LLC 33 - 2024-03-31 27,743 $907,000 -3,824
   Vestmark Advisory Solutions Inc. 325 - 2024-03-31 27,722 $906,000 -101,860
   Gerber Kawasaki Wealth & Investment Management 141 - 2024-03-31 25,676 $839,000 -7,462
   Clarity Capital Partners LLC 45 - 2024-03-31 25,538 $835,000 -17
   Marion Wealth Management 76 - 2024-03-31 25,420 $831,000 -1,841
   Legacy CG LLC 38 - 2024-03-31 24,595 $804,000 -6,252
   Beacon Pointe Advisors LLC 763 - 2024-03-31 23,054 $754,000 -404
   Integrated Advisors Network LLC 364 - 2024-03-31 22,337 $730,000 -571
   TWO SIGMA SECURITIES LLC 357 - 2024-03-31 21,646 $708,000 -23,073
  100 Records found
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