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Get Institutions for : 
Spdr Db Int Gov Bd (WIP)  
$38.66 0.04 (0.1%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    8
Total shares held : 
4,792,034  
% of shares held : 
7.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-82,076  
% of shares held change : 
  -0.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$41.29  
Last Quarter's Ending Price : 
$39.98  
Last Quarter's Average Price
$40.16  
Change from last quarter's     
avg. price to the last closing  : 
1.50 (3.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 138,077
 2.88%
 
Increased Positions :
24
 472,101
 9.85%
 
Unchanged Positions :
15
 45,513
 0.95%
 
Decreased Positions :
25
-386,883
-8.07%
 
Closed Positions :
14
-305,371
-6.37%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   STATE STREET CORP 1654 - 2024-03-31 1,419,347 $56,745,000 -317,513
   GenTrust LLC 31 - 2024-03-31 240,957 $9,633,000 -19,860
   MORGAN STANLEY 3375 - 2024-03-31 226,809 $9,068,000 -126,696
   BANK OF AMERICA CORP /DE/ 2965 - 2024-03-31 123,666 $4,944,000 -2,618
   UBS Group AG 2322 - 2024-03-31 106,476 $4,257,000 -27,555
   LPL FINANCIAL CORP 2063 - 2024-03-31 84,933 $3,396,000 -20,799
   HOYLECOHEN LLC 95 - 2024-03-31 73,226 $2,928,000 -36,144
   WINDHAM CAPITAL MANAGEMENT, LLC 14 - 2024-03-31 61,141 $2,444,000 -1,090
   Aspect Partners LLC 29 - 2024-03-31 22,171 $886,000 -1,112
   Calton & Associates Inc. 86 - 2024-03-31 13,965 $558,000 -1,140
   Massey Quick & Co. LLC 217 - 2024-03-31 11,440 $457,000 -2,977
   Empirical Asset Management LLC 123 - 2024-03-31 11,170 $447,000 -831
   Kestra Advisory Services LLC 1754 - 2024-03-31 10,661 $426,000 -589
   4Thought Financial Group Inc. 34 - 2024-03-31 7,496 $300,000 -145
   INVESCO LTD 3432 - 2024-03-31 6,946 $278,000 -2,310
   Private Advisor Group LLC 1908 - 2024-03-31 6,723 $269,000 -383
   Millburn Ridgefield Corp 58 - 2024-03-31 3,085 $123,000 -310
   TRANSAMERICA FINANCIAL ADVISORS, INC. 335 - 2024-03-31 311 $13,000 -90
   FTB Advisors Inc. 1526 - 2024-03-31 298 $12,000 -570
   NBC SECURITIES INC. 2051 - 2024-03-31 50 $1,000 -115

  20 Records found
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  Page 1 of 1
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