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Get Institutions for : 
Spdr Bofa Merrill Lynch Crossover Corporate Bond (XOVR)  
$23.10 0.06 (0.26%) as of 4:30 Wed 5/29


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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  : 
0.51 (2.26%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Raleigh Capital Management Inc. 936 *Closed 2024-03-31 0 $0 -682
   ADVISORY SERVICES NETWORK, LLC 1896 *Closed 2024-03-31 0 $0 -965
   Vestmark Advisory Solutions Inc. 537 *Closed 2024-03-31 0 $0 -389,682
   Patriot Financial Group Insurance Agency LLC 479 *Closed 2024-03-31 0 $0 -9,233
   Inscription Capital LLC 199 *Closed 2024-03-31 0 $0 -34,323
   Accurate Wealth Management LLC 288 *Closed 2024-03-31 0 $0 -10,004
   Rockbridge Investment Management LCC 281 *Closed 2024-03-31 0 $0 -924
   Meridian Wealth Management LLC 307 *Closed 2024-03-31 0 $0 -36,285
   Focused Wealth Management Inc 413 *Closed 2024-03-31 0 $0 -316
   ODell Group LLC 177 *Closed 2024-03-31 0 $0 -21
   Glass Jacobson Investment Advisors llc 733 *Closed 2024-03-31 0 $0 -6,259
   West Wealth Group LLC 96 *Closed 2024-03-31 0 $0 -24,671
   Kingdom Financial Group LLC. 64 *Closed 2024-03-31 0 $0 -9,468
   JANE STREET GROUP LLC 5791 *Closed 2024-03-31 0 $0 -50,000
   EXCHANGE TRADED CONCEPTS LLC 1359 *Closed 2024-03-31 0 $0 -255
   FMR LLC 5478 *Closed 2024-03-31 0 $0 -1
   VERITABLE LP 730 *Closed 2023-09-30 0 $0 -30,000
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 505 *Closed 2024-03-31 0 $0 -400,000
   USAdvisors Wealth Management LLC 144 *Closed 2024-03-31 0 $0 -29,964
   Mid-American Wealth Advisory Group Inc. 51 *Closed 2024-03-31 0 $0 -9,605
   Ford Financial Group Inc. 57 *Closed 2023-03-31 0 $0 -47,141
   OLD MISSION CAPITAL LLC 1193 *Closed 2024-03-31 0 $0 -15,204
   KARLINSKI ANDREW C 125 *Closed 2022-12-31 0 $0 -10,831
   Clear Creek Financial Management LLC 432 *Closed 2024-03-31 0 $0 -8,670
   InterOcean Capital Group LLC 493 *Closed 2024-03-31 0 $0 -8,730
   Annapolis Financial Services LLC 478 *Closed 2024-03-31 0 $0 -1,223
   CAPITAL ADVISORS INC/OK 318 *Closed 2024-03-31 0 $0 -493,056
   Perennial Investment Advisors LLC 357 *Closed 2024-03-31 0 $0 -11,252

  28 Records found
  1    
  Page 1 of 1
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