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Get Institutions for : 
Spdr Bofa Merrill Lynch Crossover Corporate Bond (XOVR)  
$23.24 0.07 (0.3%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    46
Total shares held : 
 96,552,179  
% of shares held : 
 93.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   87  
Amount of shares held : 
 36,043,748  
% of shares held change : 
   34.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.13  
Last Quarter's Ending Price : 
 $23.38  
Last Quarter's Average Price : 
 $22.59  
Change from last quarter's     
avg. price to the last closing  : 
0.65 (2.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
70
 30,865,794
 31.97%
 
Increased Positions :
98
 22,036,806
 22.82%
 
Unchanged Positions :
26
 787,354
 0.82%
 
Decreased Positions :
57
-14,564,710
-15.08%
 
Closed Positions :
24
-2,294,142
-2.38%
 
Guru Positions :
1
1,196,282
 1.24%
 
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
   SEI INVESTMENTS CO 35 - 2024-03-31 14,177,243 $332,597,000 -3,905,298
   WELLS FARGO & CO/MN 300 - 2024-03-31 8,024,338 $188,251,000 -20,678
   NEPC LLC 14 - 2024-03-31 3,268,945 $76,689,000 -730,724
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 180 - 2024-03-31 2,244,488 $52,656,000 -29,616
   Municipal Employees Retirement System of Michigan 23 - 2024-03-31 2,241,710 $52,590,000 -921,286
   BANK OF AMERICA CORP /DE/ 1689 - 2024-03-31 1,164,598 $27,321,000 -3,712,398
   Atlas Private Wealth Advisors 5 - 2024-03-31 827,645 $19,417,000 -675,619
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 318 - 2024-03-31 661,459 $15,518,000 -63,530
   ING INVESTMENT MANAGEMENT LLC 545 - 2024-03-31 547,147 $12,836,000 -22,040
   Hilltop Partners LLC 6 - 2024-03-31 529,940 $12,432,000 -129,199
   THRIVENT FINANCIAL FOR LUTHERANS 615 - 2024-03-31 424,464 $9,958,000 -198,572
   CFG ASSET MANAGEMENT LLC 27 - 2024-03-31 416,799 $9,778,000 -4,811
   BB&T CORP 636 - 2024-03-31 412,481 $9,677,000 -50,696
   HART & PATTERSON FINANCIAL GROUP LLC 9 - 2024-03-31 304,850 $7,152,000 -74,838
   PMFM INC. 22 - 2024-03-31 276,199 $6,437,000 -1,430
   AIRE ADVISORS LLC 24 - 2024-03-31 251,577 $5,904,000 -2,709
   Crestmont Private Wealth LLC 10 - 2024-03-31 247,983 $5,818,000 -7,629
   PROVISE MANAGEMENT GROUP LLC 59 - 2024-03-31 242,683 $5,693,000 -64,530
   MANUFACTURERES LIFE INSURANCE CO 1147 - 2024-03-31 233,332 $5,474,000 -1,617
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1281 - 2024-03-31 163,859 $3,844,000 -93,347
   AE Wealth Management LLC 379 - 2024-03-31 139,915 $3,282,000 -173,944
   COMMONWEALTH EQUITY SERVICES LLC. 1520 - 2024-03-31 120,835 $2,835,000 -116,361
   MCF Advisors LLC 38 - 2024-03-31 116,044 $2,722,000 -1,669
   ROYAL BANK OF CANADA 2330 - 2024-03-31 111,893 $2,626,000 -33,508
   OHE FINANCIAL INC 56 - 2024-03-31 107,153 $2,514,000 -31,514
   Private Advisor Group LLC 742 - 2024-03-31 98,849 $2,319,000 -50,299
   Nelson Van Denburg & Campbell Wealth Management Gr 144 - 2024-03-31 97,941 $2,298,000 -124,474
   Impact Partnership Wealth LLC 19 - 2024-03-31 76,800 $1,802,000 -20,885
   SHEETS SMITH & ASSOCIATES INC 115 - 2024-03-31 73,830 $1,732,000 -488
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1010 - 2024-03-31 71,188 $1,670,000 -16,242
   FirstPurpose Wealth LLC 24 - 2024-03-31 70,484 $1,626,000 -103
   Atria Wealth Solutions Inc. 707 - 2024-03-31 67,273 $1,578,000 -84,588
   Constant Guidance Financial LLC 19 - 2024-03-31 67,526 $1,565,000 -32,638
   STOCK YARDS BANK & TRUST CO 196 - 2024-03-31 66,269 $1,555,000 -32,951
   Bell Investment Advisors Inc 40 - 2024-03-31 60,206 $1,412,000 -1,258
   Optas LLC 43 - 2024-03-31 60,082 $1,409,000 -163
   Hennion & Walsh Asset Management Inc. 336 - 2024-03-31 60,001 $1,408,000 -19,284
   Herold Advisors Inc. 86 - 2024-03-31 59,047 $1,385,000 -110
   Lantern Wealth Advisors LLC 28 - 2024-03-31 59,047 $1,385,000 -110
   Stonebridge Financial Planning Group LLC 42 - 2024-03-31 58,311 $1,368,000 -5,967
   BURNS WEALTH MANAGEMENT, INC. 244 - 2024-03-31 53,258 $1,249,000 -24,141
   Stratos Wealth Partners LTD. 594 - 2024-03-31 48,143 $1,129,000 -7,762
   Delta Investment Management LLC 65 - 2024-03-31 45,253 $1,062,000 -697
   HIGHTOWER ADVISORS, LLC 1747 - 2024-03-31 44,693 $1,046,000 -47,094
   Brown Financial Advisory 15 - 2024-03-31 43,384 $1,018,000 -3,103
   Trilogy Capital Inc. 153 - 2024-03-31 41,920 $983,000 -3,313
   Vantage Financial Partners LLC 49 - 2024-03-31 39,771 $933,000 -248
   CENTAURUS FINANCIAL INC. 261 - 2024-03-31 38,887 $912,000 -1,117
   Collaborative Wealth Managment Inc. 59 - 2024-03-31 33,879 $795,000 -938
   SCHRODER INVESTMENT MANAGEMENT GROUP 1004 - 2024-03-31 30,210 $709,000 -79,041
   Feltz Wealth PLAN Inc. 180 - 2024-03-31 26,541 $623,000 -497
   Jackson Creek Investment Advisors LLC 242 - 2024-03-31 22,286 $523,000 -3,782
   BP WEALTH MANAGEMENT LLC 465 - 2024-03-31 21,895 $514,000 -2,454
   NATIONAL ASSET MANAGEMENT, INC. 851 - 2024-03-31 19,753 $443,000 -13,888
   GPS Wealth Strategies Group LLC 172 - 2024-03-31 18,091 $424,000 -402
   Teamwork Financial Advisors LLC 128 - 2024-03-31 15,952 $374,000 -12,927
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 822 - 2024-03-31 15,023 $352,000 -1,184
   MONECO Advisors LLC 284 - 2024-03-31 14,981 $351,000 -6,666
   Envestnet Portfolio Solutions Inc. 1278 - 2024-03-31 14,898 $350,000 -1,922
   Financial Advocates Investment Management 543 - 2024-03-31 14,667 $344,000 -320
   INSTRUMENTAL WEALTH LLC - 2023-12-31 13,945 $325,000 -22
   Vise Technologies Inc. 284 - 2024-03-31 13,168 $309,000 -1,856
   Gladstone Institutional Advisory LLC 533 - 2024-03-31 12,596 $296,000 -1,617
   Orion Portfolio Solutions LLC 1497 - 2024-03-31 11,369 $267,000 -11,053
   FSA Advisors Inc. 110 - 2024-03-31 10,919 $256,000 -2,121
   NAPATREE CAPITAL LLC 102 - 2024-03-31 10,740 $248,000 -18
   HRT FINANCIAL LLC 1590 - 2024-03-31 9,860 $231,000 -12,465
   Coppell Advisory Solutions Corp. 256 - 2024-03-31 8,687 $204,000 -20,973
   BENJAMIN EDWARDS INC 356 - 2024-03-31 7,260 $170,000 -406
   WFA of San Diego LLC 100 - 2023-09-30 5,393 $121,000 -833
   IFP Advisors Inc 1212 - 2023-12-31 4,362 $102,000 -10,707
   Geneos Wealth Management Inc. 845 - 2024-03-31 4,308 $101,000 -5,223
   HARBOUR INVESTMENTS INC. 1138 - 2023-12-31 4,235 $99,000 -827
   WHITTIER TRUST CO 803 - 2024-03-31 3,895 $91,000 -555
   Aptus Capital Advisors LLC 824 - 2024-03-31 3,494 $82,000 -412
   Qube Research & Technologies Ltd 2911 - 2024-03-31 3,197 $75,000 -16,615
   Householder Group Estate & Retirement Specialist L 649 - 2024-03-31 994 $23,000 -1,353
   Financial Gravity Wealth Inc. 831 - 2024-03-31 66 $2,000 -868
   Tidemark LLC 651 - 2024-03-31 27 $1,000 -435
  79 Records found
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