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Get Institutions for : 
Spdr Blackstone High Income Etf (HYBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    8
Total shares held : 
3,318,566  
% of shares held : 
77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  20  
Amount of shares held : 
586,064  
% of shares held change : 
  13.6%  
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 :
12
 320,026
 9.64%
 
Increased Positions :
21
 475,069
 14.32%
 
Unchanged Positions :
5
 274,070
 8.26%
 
Decreased Positions :
9
-71,260
-2.15%
 
Closed Positions :
4
-137,771
-4.15%
 
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
   RFG HOLDINGS INC. 4 - 2024-03-31 685,087 $19,443,000 189,731
   Royal Harbor Partners LLC 6 - 2024-03-31 474,076 $13,454,000 5,556
   UBS Group AG 1438 - 2024-03-31 458,345 $13,008,000 378,062
   Luken Investment Analytics LLC 4 - 2024-03-31 400,515 $11,367,000 20,401
   ENVESTNET ASSET MANAGEMENT INC 1962 - 2024-03-31 177,178 $5,028,000 31,020
   Equitable Holdings Inc. 333 - 2024-03-31 109,809 $3,116,000 42,518
   LPL FINANCIAL CORP 2207 - 2024-03-31 99,213 $2,816,000 28,320
   AE Wealth Management LLC 444 - 2024-03-31 87,415 $2,481,000 271
   Auour Investments LLC 28 - 2024-03-31 86,226 $2,447,000 13,232
   HORIZON INVESTMENTS, LLC/SC 150 - 2024-03-31 78,962 $2,211,000 31
   Orion Portfolio Solutions LLC 661 - 2024-03-31 70,147 $1,991,000 319
   RAYMOND JAMES & ASSOCIATES 2260 - 2024-03-31 58,650 $1,664,000 39,750
   JANE STREET GROUP LLC 2683 - 2024-03-31 48,668 $1,381,000 48,668
   HIGHTOWER ADVISORS, LLC 1672 - 2024-03-31 42,762 $1,210,000 25,204
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1622 - 2024-03-31 40,401 $1,147,000 1,539
   ADVISORY SERVICES NETWORK, LLC 659 - 2024-03-31 37,527 $1,065,000 2,536
   Envestnet Portfolio Solutions Inc. 859 - 2024-03-31 33,056 $938,000 17,426
   HANOVER ADVISORS INC 25 - 2024-03-31 33,006 $937,000 6,680
   SHEETS SMITH & ASSOCIATES INC 174 - 2024-03-31 30,292 $860,000 7,847
   Collaborative Wealth Managment Inc. 64 - 2024-03-31 26,056 $739,000 9,284
   L & S ADVISORS INC 167 - 2024-03-31 25,526 $724,000 960
   Great Lakes Retirement Inc. 157 - 2024-03-31 21,895 $621,000 7,446
   Centennial Wealth Advisory LLC 48 - 2024-03-31 21,292 $604,000 461
   Arete Wealth Advisors LLC 296 - 2024-03-31 16,862 $479,000 7
   Goss Wealth Management LLC 1545 - 2024-03-31 12,210 $347,000 2,210
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2830 - 2024-03-31 10,508 $298,000 322
   BluePath Capital Management LLC 101 - 2024-03-31 9,081 $258,000 9,081
   Coppell Advisory Solutions LLC 236 - 2023-12-31 8,679 $244,000 8,679
   Householder Group Estate & Retirement Specialist L 234 - 2024-03-31 7,540 $214,000 1,901

  29 Records found
  1    
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