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Get Institutions for : 
Spdr Barclays Short Term Treasury (SPTS)  
$29.48 0.02 (0.07%) as of 4:30 Fri 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 337    7
Total shares held : 
 164,191,607  
% of shares held : 
 53.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -35  
Amount of shares held : 
 -11,869,147  
% of shares held change : 
   -3.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 7,553,296
 4.6%
 
Increased Positions :
104
 13,283,772
 8.09%
 
Unchanged Positions :
40
 1,725,638
 1.05%
 
Decreased Positions :
146
-29,040,435
-17.69%
 
Closed Positions :
40
-3,665,780
-2.23%
 
Guru Positions :
1
48,119,539
 29.31%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   LPL FINANCIAL CORP 171 - 2024-03-31 7,113,663 $205,727,000 -2,315,602
   ROYAL BANK OF CANADA 442 - 2024-03-31 4,124,660 $119,285,000 -1,898,566
   BANK OF AMERICA CORP /DE/ 885 - 2024-03-31 3,557,112 $102,872,000 -918,787
   ENVESTNET ASSET MANAGEMENT INC 447 - 2024-03-31 3,504,298 $101,344,000 -2,683,688
   ARGI INVESTMENT SERVICES, LLC 11 - 2022-12-31 2,789,348 $80,584,000 -341,447
   GM Advisory Group Inc. 4 - 2024-03-31 2,518,426 $72,833,000 -34,535
   HPM Partners LLC 121 - 2024-03-31 2,439,031 $70,537,000 -81,839
   EVERGREEN CAPITAL MANAGEMENT LLC 5 - 2024-03-31 2,002,492 $57,912,000 -156,303
   Private Advisor Group LLC 48 - 2024-03-31 1,908,348 $55,189,000 -1,179,187
   AMERIPRISE FINANCIAL INC 924 - 2024-03-31 1,347,113 $39,049,000 -594,821
   BB&T CORP 280 - 2024-03-31 1,333,436 $38,563,000 -600,913
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 222 - 2024-03-31 1,158,781 $33,512,000 -122,234
   BANK OF NOVA SCOTIA / 242 - 2024-03-31 802,200 $23,216,000 -200,485
   RICHARD BERNSTEIN ADVISORS LLC 34 - 2024-03-31 681,747 $19,716,000 -40,952
   Brookstone Capital Management 79 - 2024-03-31 587,325 $16,985,000 -40,139
   AE Wealth Management LLC 147 - 2024-03-31 561,776 $16,247,000 -806,471
   TELEMUS CAPITAL LLC 20 - 2023-12-31 476,892 $13,854,000 -62,586
   RFP Financial Group LLC 4 - 2024-03-31 420,056 $12,149,000 -2,583
   Better Money Decisions LLC 3 - 2024-03-31 383,263 $11,084,000 -17,800
   Wescott Financial Advisory Group LLC 14 - 2024-03-31 364,523 $10,542,000 -1,388
   Equitable Holdings Inc. 153 - 2024-03-31 336,396 $9,729,000 -8,357
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 821 - 2024-03-31 329,712 $9,535,000 -113,492
   Private Wealth Advisors LLC 7 - 2024-03-31 313,049 $9,053,000 -14,832
   STIFEL FINANCIAL CORP 892 - 2024-03-31 283,116 $8,188,000 -57,781
   Oakmont Partners LLC 102 - 2024-03-31 282,840 $8,180,000 -174,634
   Tilson Financial Group Inc. 7 - 2024-03-31 270,291 $7,817,000 -222,725
   Stratos Wealth Partners LTD. 164 - 2024-03-31 262,000 $7,577,000 -221,941
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 772 - 2024-03-31 252,000 $7,288,000 -11,400
   Gladstone Institutional Advisory LLC 62 - 2024-03-31 239,971 $6,940,000 -37,385
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 634 - 2024-03-31 213,895 $6,186,000 -40,847
   First Affirmative Financial Network 2 - 2024-03-31 203,407 $5,883,000 -1,737
   Meridian Financial Partners LLC 3 - 2024-03-31 202,095 $5,800,000 -43,781
   Money Design Co.Ltd. 47 - 2024-03-31 199,318 $5,764,000 -17,789
   Cetera Investment Advisers 285 - 2024-03-31 198,221 $5,733,000 -91,110
   Strategic Financial Group LLC - 2023-12-31 191,945 $5,576,000 -4,750
   MECHANICS BANK TRUST DEPARTMENT 40 - 2024-03-31 177,805 $5,142,000 -7,875
   RAYMOND JAMES & ASSOCIATES 1558 - 2024-03-31 176,210 $5,096,000 -633,501
   Trilogy Capital Inc. 71 - 2024-03-31 168,294 $4,867,000 -62,835
   MARINER WEALTH ADVISORS, LLC 753 - 2024-03-31 163,520 $4,729,000 -4,972
   THEORY FINANCIAL LLC 8 - 2024-03-31 158,525 $4,585,000 -8,809
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 51 - 2024-03-31 150,252 $4,345,000 -1,508,931
   H D Vest Advisory Services 336 - 2024-03-31 149,619 $4,327,000 -15,640
   MML INVESTORS SERVICES LLC 723 - 2024-03-31 143,483 $4,150,000 -1,667
   Impact Partnership Wealth LLC 12 - 2024-03-31 136,530 $3,948,000 -150,963
   SigFig Wealth Management LLC 61 - 2024-03-31 123,373 $3,639,000 -11,303
   Vivaldi Capital Management LLC 25 - 2024-03-31 126,030 $3,625,000 -671
   COMMONWEALTH EQUITY SERVICES LLC. 1418 - 2024-03-31 115,413 $3,338,000 -31,037
   Fullen Financial Group 16 - 2023-03-31 108,334 $3,164,000 -900
   Tempus Wealth Planning LLC 13 - 2024-03-31 104,909 $3,034,000 -65,760
   Prime Capital Investment Advisors LLC 283 - 2024-03-31 100,558 $2,908,000 -3,631
   PROEQUITIES INC. 122 - 2024-03-31 99,991 $2,892,000 -916
   Balentine LLC 85 - 2024-03-31 87,907 $2,542,000 -93,791
   SENTINEL PENSION ADVISORS INC 29 - 2024-03-31 83,864 $2,425,000 -3,274
   TPG Financial Advisors LLC 23 - 2023-12-31 81,940 $2,377,000 -8,534
   Tidemark LLC 19 - 2024-03-31 79,191 $2,290,000 -3,454
   PINNACLE FINANCIAL PARTNERS INC 208 - 2024-03-31 78,006 $2,256,000 -45,367
   Destiny Capital Corp/CO 15 - 2024-03-31 73,803 $2,134,000 -29,225
   Modern Wealth Management LLC 75 - 2024-03-31 73,670 $2,119,000 -2,033
   GREAT VALLEY ADVISOR GROUP INC. 267 - 2024-03-31 71,707 $2,074,000 -4,370
   CX Institutional 194 - 2024-03-31 68,789 $1,988,000 -478,443
   TOWNSQUARE CAPITAL LLC 472 - 2024-03-31 67,874 $1,963,000 -933
   Resources Investment Advisors Inc. 350 - 2024-03-31 65,367 $1,890,000 -531
   JT Stratford LLC 71 - 2024-03-31 63,796 $1,845,000 -39,087
   Bridgeworth LLC - 2023-12-31 61,968 $1,800,000 -181,431
   IHT Wealth Management LLC 284 - 2024-03-31 61,148 $1,768,000 -875
   J P MORGAN CHASE & CO 3050 - 2024-03-31 60,311 $1,747,000 -28,836
   Atria Wealth Solutions Inc. 704 - 2024-03-31 54,814 $1,585,000 -60,924
   GeoWealth Management LLC 212 - 2024-03-31 53,730 $1,554,000 -46,869
   WRAPMANAGER INC 59 - 2024-03-31 52,249 $1,511,000 -25,736
   Astoria Portfolio Advisors LLC. 28 - 2024-03-31 52,456 $1,507,000 -21,056
   L.M. KOHN & COMPANY 51 - 2024-03-31 49,413 $1,429,000 -371
   IFP Advisors Inc 312 - 2023-12-31 47,994 $1,394,000 -37,239
   COMERICA BANK 1373 - 2024-03-31 45,897 $1,327,000 -12,851
   Simplicity WealthLLC 455 - 2024-03-31 44,109 $1,276,000 -8,450
   Lifeworks Advisors LLC 81 - 2024-03-31 43,884 $1,269,000 -10,120
   FLAGSHIP HARBOR ADVISORS LLC 228 - 2024-03-31 39,675 $1,147,000 -19,170
   RAYMOND JAMES TRUST CO 435 - 2024-03-31 39,060 $1,130,000 -2,579
   BUCKINGHAM ASSET MANAGEMENT, LLC 325 - 2024-03-31 36,355 $1,051,000 -70,575
   WJ Wealth Management LLC 43 - 2024-03-31 36,316 $1,050,000 -7,400
   Kohmann Bosshard Financial Services LLC 76 - 2024-03-31 36,030 $1,042,000 -3,188
   PROVENCE WEALTH MANAGEMENT GROUP 41 - 2023-12-31 33,518 $974,000 -382
   Horan Securities Inc. 21 - 2024-03-31 32,454 $939,000 -1,082
   True Link Financial Advisors LLC 30 - 2024-03-31 29,600 $856,000 -6,900
   Winch Advisory Services LLC 47 - 2024-03-31 28,080 $812,000 -73
   Ausdal Financial Partners Inc. 196 - 2024-03-31 27,903 $807,000 -2,861
   Western Wealth Management LLC 265 - 2024-03-31 27,400 $792,000 -7,825
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 118 - 2024-03-31 26,273 $760,000 -27,875
   PRIVATE TRUST CO NA 272 - 2024-03-31 25,923 $750,000 -1,365
   EVENSKY & KATZ INC 59 - 2024-03-31 24,612 $699,000 -86,214
   Integrated Advisors Network LLC 388 - 2024-03-31 22,827 $660,000 -1,500
   Treynor Bancshares Inc. 53 - 2024-03-31 22,307 $645,000 -511
   Foundations Investment Advisors LLC 415 - 2024-03-31 21,819 $631,000 -554
   BetterWealth LLC 32 - 2024-03-31 21,290 $616,000 -4,487
   Moisand Fitzgerald Tamayo LLC 64 - 2024-03-31 20,752 $600,000 -19,170
   AMERIVEST INVESTMENT MANAGEMENT LLC 116 - 2023-06-30 20,779 $598,000 -7,415
   Traction Financial Partners LLC 28 - 2024-03-31 20,123 $579,000 -10,114
   Sowell Financial Services LLC 431 - 2024-03-31 19,663 $569,000 -1,692
   WISCONSIN CAPITAL MANAGEMENT LLC 39 - 2024-03-31 19,300 $558,000 -2,000
   WEALTHSOURCE PARTNERS LLC 302 - 2023-12-31 18,691 $543,000 -649
   Fiduciary Group LLC 179 - 2024-03-31 18,658 $540,000 -70
  100 Records found
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