Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Brcly Captl Mrtg Bkd (MBG)  
$21.37 0.03 (0.14%) as of 4:30 Fri 5/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 182    3
Total shares held : 
 207,120,192  
% of shares held : 
 36.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 6,500,107  
% of shares held change : 
   1.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.54  
Last Quarter's Ending Price : 
 $22.07  
Last Quarter's Average Price : 
 $21.02  
Change from last quarter's     
avg. price to the last closing  : 
0.35 (1.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 2,167,493
 1.05%
 
Increased Positions :
73
 9,429,759
 4.55%
 
Unchanged Positions :
21
 1,827,602
 0.88%
 
Decreased Positions :
63
-3,275,821
-1.58%
 
Closed Positions :
22
-1,821,324
-0.88%
 
Guru Positions :
1
11,499
 0.01%
 
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
   STATE STREET CORP 1549 - 2024-03-31 3,114,104 $67,638,000 -24,741
   MORGAN STANLEY 2228 - 2024-03-31 1,389,825 $30,187,000 -177,758
   Private Advisor Group LLC 135 - 2024-03-31 913,857 $19,849,000 -2,841
   ST GERMAIN D J CO INC 47 - 2024-03-31 687,462 $14,932,000 -88,913
   BSC PRIVATE WEALTH MANAGEMENT LLC 17 - 2024-03-31 654,872 $14,224,000 -9,077
   MARINER WEALTH ADVISORS, LLC 466 - 2024-03-31 539,161 $11,711,000 -43,223
   Carr Financial Group Corp 8 - 2024-03-31 473,767 $10,290,000 -10,916
   AE Wealth Management LLC 236 - 2024-03-31 358,987 $7,797,000 -37,936
   AMERIVEST INVESTMENT MANAGEMENT LLC 73 - 2023-06-30 330,905 $7,250,000 -22,754
   HANSON MCCLAIN, INC. 187 - 2024-03-31 258,079 $5,605,000 -8,925
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2277 - 2024-03-31 233,214 $5,065,000 -19,706
   Redwood Financial Network Corp 3 - 2024-03-31 160,074 $3,477,000 -12,318
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 341 - 2024-03-31 150,671 $3,273,000 -117,210
   RETIREMENT CAPITAL STRATEGIES 22 - 2024-03-31 141,939 $3,083,000 -466,781
   Integrated Wealth Concepts LLC 451 - 2024-03-31 111,162 $2,414,000 -44,579
   Willow Creek Wealth Management Inc. 41 - 2023-12-31 107,994 $2,383,000 -8,587
   GPS Wealth Strategies Group LLC 60 - 2024-03-31 96,022 $2,086,000 -290
   Vertex Planning Partners LLC 27 - 2024-03-31 89,400 $1,942,000 -931
   Arden Trust Co 62 - 2024-03-31 83,781 $1,820,000 -27,450
   ROYAL BANK OF CANADA 2637 - 2024-03-31 76,791 $1,668,000 -4,804
   Merit Financial Group LLC 304 - 2024-03-31 73,594 $1,566,000 -11,657
   WELLS FARGO & CO/MN 2804 - 2024-03-31 63,249 $1,374,000 -448,789
   EXCHANGE CAPITAL MANAGEMENT INC 103 - 2024-03-31 62,747 $1,363,000 -165
   Bell Investment Advisors Inc 48 - 2024-03-31 53,854 $1,170,000 -2,091
   Concord Wealth Partners 92 - 2024-03-31 53,064 $1,153,000 -19,181
   Trilogy Capital Inc. 149 - 2024-03-31 51,310 $1,114,000 -3,472
   JPL Wealth Management LLC 67 - 2024-03-31 45,584 $990,000 -5,473
   FirstPurpose Wealth LLC 51 - 2024-03-31 46,785 $990,000 -814
   DFPG INVESTMENTS INC. 234 - 2023-12-31 44,400 $975,000 -4,491
   Fort Point Capital Partners LLC 119 - 2024-03-31 44,580 $968,000 -6,085
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1744 - 2024-03-31 44,448 $965,000 -97,876
   Financial Advocates Investment Management 331 - 2024-03-31 36,941 $876,000 -12,326
   Columbus Macro LLC 104 - 2024-03-31 40,001 $869,000 -1
   WAGNER CAPITAL MANAGEMENT CORP 181 - 2024-03-31 33,560 $729,000 -2,938
   BAKER TILLY FINANCIAL LLC 167 - 2024-03-31 32,918 $715,000 -34,165
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1381 - 2024-03-31 32,686 $710,000 -19,019
   Vise Technologies Inc. 159 - 2024-03-31 30,925 $672,000 -10,807
   THRIVENT FINANCIAL FOR LUTHERANS 2096 - 2024-03-31 26,935 $585,000 -4,382
   Ascent Group LLC 360 - 2024-03-31 22,572 $490,000 -17
   HNP Capital LLC 105 - 2023-03-31 21,612 $479,000 -411
   MULTIFINANCIAL SECURITIES CORP 1766 - 2024-03-31 17,781 $386,000 -878
   Stratos Wealth Advisors LLC 515 - 2024-03-31 17,462 $379,000 -15,874
   Garrett Investment Advisors LLC 203 - 2024-03-31 15,887 $345,000 -23,167
   True North Advisors LLC 131 - 2024-03-31 15,669 $340,000 -313,817
   One Wealth Management Investment & Advisory Servic 90 - 2024-03-31 14,465 $314,000 -15,682
   ROCKLAND TRUST CO 248 - 2024-03-31 13,757 $299,000 -5,391
   FIXED INCOME SECURITIES INC 1048 - 2024-03-31 13,658 $297,000 -694
   RFG Advisory Group LLC 629 - 2024-03-31 12,484 $271,000 -9,744
   Capital Investment Advisors LLC 528 - 2024-03-31 11,341 $246,000 -28
   COURIER CAPITAL CORP 347 - 2024-03-31 9,436 $205,000 -2,092
   CREATIVE FINANCIAL DESIGNS INC /ADV 756 - 2024-03-31 2,042 $44,000 -1,500
   US BANCORP 2771 - 2024-03-31 1,900 $41,000 -573
   Aptus Capital Advisors LLC 927 - 2024-03-31 1,299 $28,000 -193
   CITADEL ADVISORS LLC 5247 - 2024-03-31 1,304 $28,000 -14,713
   GRADIENT INVESTMENTS LLC 519 - 2024-03-31 1,013 $22,000 -119
   GUARDIAN WEALTH ADVISORS LLC / NC 374 - 2024-03-31 622 $14,000 -862
   PRINCIPAL SECURITIES INC. 2289 - 2024-03-31 439 $10,000 -1,583
   PROEQUITIES INC. 1695 - 2024-03-31 456 $10,000 -5,683
   HORIZON BANCORP /IN/ 200 - 2024-03-31 277 $6,000 -100
   Steward Partners Investment Advisory LLC 3208 - 2024-03-31 139 $3,000 -130
   ATTICUS WEALTH MANAGEMENT LLC 470 - 2024-03-31 74 $2,000 -17
  61 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us