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Get Institutions for : 
Spdr Brcly Cap Intrmd Trm (ITE)  
$27.79 0.00 (0.00%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 291    12
Total shares held : 
138,870,744  
% of shares held : 
14.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  26  
Amount of shares held : 
546,317  
% of shares held change : 
  0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$27.32  
Last Quarter's Ending Price : 
$28.56  
Last Quarter's Average Price
$27.75  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,999,462
 1.44%
 
Increased Positions :
110
 14,005,185
 10.09%
 
Unchanged Positions :
40
 7,579,758
 5.46%
 
Decreased Positions :
96
-12,258,658
-8.83%
 
Closed Positions :
33
-3,199,672
-2.3%
 
Guru Positions :
1
38,937
 0.03%
 
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
   V Wealth ManagementLLC 113 *Closed 2023-09-30 0 $0 -79,551
   GUARDIAN WEALTH ADVISORS LLC / NC 452 *Closed 2024-03-31 0 $0 -497
   SHEETS SMITH & ASSOCIATES INC 398 *Closed 2024-03-31 0 $0 -4,500
   Crane Advisory LLC 42 *Closed 2024-03-31 0 $0 -8,927
   Mach-1 Financial Group Inc. 87 *Closed 2024-03-31 0 $0 -8,318
   RFG Advisory Group LLC 727 *Closed 2024-03-31 0 $0 -13,924
   Strategic Advocates LLC 148 *Closed 2024-03-31 0 $0 -11,360
   HOWE & RUSLING INC 392 *Closed 2024-03-31 0 $0 -73
   Flagship Private Wealth LLC 91 *Closed 2024-03-31 0 $0 -7,984
   TWO SIGMA SECURITIES LLC 1881 *Closed 2024-03-31 0 $0 -73,875
   Hartland & Co. LLC 1523 *Closed 2024-03-31 0 $0 -383
   Beirne Wealth Consulting Services LLC 135 *Closed 2024-03-31 0 $0 -7,365
   SageView Advisory Group LLC 657 *Closed 2024-03-31 0 $0 -22,733
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 877 *Closed 2024-03-31 0 $0 -62
   Outlook Wealth Advisors LLC 275 *Closed 2024-03-31 0 $0 -14,232
   Redhawk Wealth Advisors Inc. 321 *Closed 2024-03-31 0 $0 -140,539
   HRT FINANCIAL LLC 2462 *Closed 2024-03-31 0 $0 -48,259
   HM PAYSON & CO 995 *Closed 2023-12-31 0 $0 -101
   Advisory Alpha LLC 395 *Closed 2024-03-31 0 $0 -7,307
   ORG Partners LLC 820 *Closed 2024-03-31 0 $0 -1,848
   BESSEMER GROUP INC 2150 *Closed 2024-03-31 0 $0 -203
   LINCOLN NATIONAL CORP 1221 *Closed 2024-03-31 0 $0 -8,204
   Buckingham Strategic Partners 640 *Closed 2024-03-31 0 $0 -32,256
   Leading Edge Financial Planning LLC 59 *Closed 2024-03-31 0 $0 -9,843
   AdvisorNet Financial Inc 2311 *Closed 2024-03-31 0 $0 -1
   CLEAR INVESTMENT RESEARCH LLC 257 *Closed 2024-03-31 0 $0 -16,949
   SimpliFi Inc. 40 *Closed 2024-03-31 0 $0 -251,076
   Capital Financial Planning LLC 100 *Closed 2023-09-30 0 $0 -10,292
   Balboa Wealth Partners 268 *Closed 2024-03-31 0 $0 -10,033
   ISLAY CAPITAL MANAGEMENT LLC 219 *Closed 2024-03-31 0 $0 -198
   Headlands Technologies LLC 1400 *Closed 2024-03-31 0 $0 -15,474
   West Wealth Group LLC 101 *Closed 2024-03-31 0 $0 -12,608
   ZEKE CAPITAL ADVISORS, LLC 552 *Closed 2022-12-31 0 $0 -11,069
   FULTON BREAKEFIELD BROENNIMAN LLC 185 *Closed 2024-03-31 0 $0 -8,096
   Ford Financial Group Inc. 52 *Closed 2023-03-31 0 $0 -41,973
   KARLINSKI ANDREW C 126 *Closed 2022-12-31 0 $0 -30,377
   KWB Wealth 133 *Closed 2024-03-31 0 $0 -7,929
   Presidio Capital Management LLC 53 *Closed 2024-03-31 0 $0 -10,356
   CULLEN FROST BANKERS INC 1028 *Closed 2024-03-31 0 $0 -292
   GTS SECURITIES LLC 1767 *Closed 2024-03-31 0 $0 -99,775

  40 Records found
  1    
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