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Get Institutions for : 
Spdr Brcly Cap Int Trs Bon (BWX)  
$21.91 0.04 (0.18%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    4
Total shares held : 
 28,627,024  
% of shares held : 
 78.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 734,248  
% of shares held change : 
   2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.97  
Last Quarter's Ending Price : 
 $23.18  
Last Quarter's Average Price : 
 $21.83  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (0.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,050,859
 3.67%
 
Increased Positions :
46
 4,662,848
 16.29%
 
Unchanged Positions :
25
 512,319
 1.79%
 
Decreased Positions :
42
-1,503,837
-5.25%
 
Closed Positions :
21
-3,475,622
-12.14%
 
Guru Positions :
0
 0%
 
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
   MANUFACTURERES LIFE INSURANCE CO 173 - 2024-03-31 6,233,028 $138,605,000 127,418
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 589 - 2024-03-31 4,694,153 $104,398,000 57,829
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 6 - 2024-03-31 3,843,827 $85,487,000 -621,134
   MORGAN STANLEY 1951 - 2024-03-31 1,800,627 $40,046,000 198,148
   STATE STREET CORP 1856 - 2024-03-31 1,729,319 $38,460,000 -186,691
   Checchi Capital Advisers LLC 4 - 2024-03-31 1,332,327 $29,631,000 49,295
   CREATIVE PLANNING 270 - 2024-03-31 890,038 $19,794,000 85,786
   ENVESTNET ASSET MANAGEMENT INC 1322 - 2024-03-31 617,338 $13,730,000 -422,890
   LPL FINANCIAL CORP 1266 - 2024-03-31 496,940 $11,052,000 45,984
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 26 - 2024-03-31 412,235 $9,168,000 -42,197
   FINANCIAL ENGINES ADVISORS L.L.C. 91 - 2024-03-31 315,409 $7,015,000 38,938
   Peak Financial Management Inc. 21 - 2024-03-31 263,939 $5,870,000 -2,012
   BANK OF AMERICA CORP /DE/ 2876 - 2024-03-31 251,271 $5,588,000 -62,160
   FINANCIAL NETWORK 595 - 2024-03-31 245,482 $5,460,000 8,492
   TECTONIC ADVISORS LLC 59 - 2024-03-31 218,825 $4,867,000 0
   WELLS FARGO & CO/MN 2006 - 2024-03-31 209,118 $4,651,000 -47,835
   UBS Group AG 2301 - 2024-03-31 196,667 $4,374,000 7,060
   AMERIPRISE FINANCIAL INC 2396 - 2024-03-31 188,108 $4,183,000 55,340
   MACKENZIE FINANCIAL CORP 596 - 2024-03-31 173,005 $3,848,000 0
   Upper Left Wealth Management LLC 12 - 2024-03-31 168,110 $3,739,000 81,563
   Blueprint Investment Partners LLC 26 - 2024-03-31 165,434 $3,679,000 -159,626
   Envestnet Portfolio Solutions Inc. 545 - 2024-03-31 122,767 $2,730,000 -37,995
   Spartan Planning & Wealth Management 12 - 2023-12-31 112,565 $2,609,000 70,033
   Baron Financial Group LLC 22 - 2024-03-31 111,885 $2,488,000 -9,025
   Money Design Co.Ltd. 68 - 2024-03-31 111,645 $2,483,000 -27,815
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 534 - 2024-03-31 111,486 $2,479,000 10,782
   Cetera Investment Advisers 594 - 2024-03-31 102,729 $2,285,000 4,479
   RENAISSANCE TECHNOLOGIES LLC 2037 - 2024-03-31 88,900 $1,977,000 9,300
   Jenkins Wealth 17 - 2022-12-31 85,635 $1,921,000 2,047
   Auour Investments LLC 34 - 2024-03-31 76,112 $1,693,000 4,276
   Quent Capital LLC 69 - 2024-03-31 72,559 $1,614,000 3,651
   STIFEL FINANCIAL CORP 1940 - 2024-03-31 65,770 $1,463,000 -105
   CoreCap Advisors LLC 211 *New 2023-12-31 58,132 $1,348,000 58,132
   MML INVESTORS SERVICES LLC 1244 - 2024-03-31 60,413 $1,344,000 -35,894
   JANE STREET GROUP LLC 2757 - 2024-03-31 58,561 $1,302,000 58,561
   Advisor Group Holdings Inc. 2069 - 2024-03-31 58,285 $1,296,000 -86,685
   Euro Pacific Asset Management LLC 44 - 2024-03-31 54,880 $1,243,000 3,619
   Walkner Condon Financial Advisors LLC 83 - 2024-03-31 55,371 $1,229,000 5,900
   Atria Wealth Solutions Inc. 821 - 2024-03-31 54,910 $1,221,000 -9,805
   PNC FINANCIAL SERVICES GROUP INC 1103 - 2024-03-31 51,852 $1,153,000 2,762
   SYKON CAPITAL LLC 68 - 2024-03-31 47,771 $1,062,000 -111,256
   CI Private Wealth LLC 1332 - 2024-03-31 41,008 $912,000 1,614
   PURE FINANCIAL ADVISORS, INC. 152 - 2024-03-31 40,954 $911,000 138
   Kestra Advisory Services LLC 1340 - 2024-03-31 37,761 $840,000 14,230
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 101 - 2024-03-31 33,816 $752,000 -300
   Towneley Capital Management Inc / DE 29 - 2024-03-31 32,592 $725,000 0
   Golden State Equity Partners 131 *New 2023-12-31 31,174 $723,000 31,174
   ROYAL BANK OF CANADA 3256 - 2024-03-31 30,953 $688,000 -28,750
   Legacy Wealth Asset Management LLC 174 - 2024-03-31 28,545 $635,000 918
   Snowden Capital Advisors LLC 654 - 2024-03-31 27,631 $615,000 -298
   JONES FINANCIAL COMPANIES LLLP 314 - 2024-03-31 26,635 $592,000 773
   RAYMOND JAMES & ASSOCIATES 2946 - 2024-03-31 26,021 $579,000 1,708
   Fifth Third Securities Inc. 183 - 2024-03-31 24,849 $553,000 2,529
   Sawtooth Asset Management Inc. 649 *New 2023-12-31 22,611 $524,000 22,611
   One + One Wealth Management LLC 63 - 2024-03-31 22,029 $490,000 0
   Vontobel Holding Ltd. 791 - 2024-03-31 21,701 $483,000 -507
   OPPENHEIMER & CO INC 1014 - 2024-03-31 21,169 $471,000 -82
   COMMONWEALTH EQUITY SERVICES LLC. 2855 - 2024-03-31 20,482 $456,000 -962
   CITIGROUP INC 2817 - 2024-03-31 19,970 $444,000 3,936
   CARDIFF PARK ADVISORS LLC 180 - 2024-03-31 18,435 $410,000 0
   KISTLERTIFFANY COMPANIES, LLC 227 *New 2023-06-30 18,143 $409,000 18,143
   MULTIFINANCIAL SECURITIES CORP 1738 - 2024-03-31 18,061 $402,000 8,506
   ECLECTIC ASSOCIATES INC /ADV 63 - 2024-03-31 17,853 $397,000 1,496
   PRUDENTIAL FINANCIAL INC 2249 - 2024-03-31 17,558 $390,000 441
   Sebold Capital Management Inc. 47 - 2024-03-31 17,474 $389,000 -47
   SILVER OAK SECURITIES Inc 271 - 2024-03-31 16,154 $359,000 58
   MARINER WEALTH ADVISORS, LLC 2335 - 2024-03-31 15,137 $337,000 -259
   Arete Wealth Advisors LLC 336 - 2024-03-31 14,739 $328,000 2,393
   CLIENT 1ST ADVISORY GROUP LLC 81 - 2024-03-31 14,067 $313,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 684 - 2024-03-31 13,773 $306,000 -7,821
   SeaCrest Wealth Management LLC 451 - 2024-03-31 13,023 $290,000 -663
   J P MORGAN CHASE & CO 4033 - 2024-03-31 12,652 $281,000 -643
   FTB Advisors Inc. 448 - 2024-03-31 12,195 $271,000 -79,839
   BANK OF MONTREAL /CAN/ 2458 - 2024-03-31 11,911 $269,000 0
   RPg Family Wealth Advisory LLC 111 *New 2024-03-31 11,999 $267,000 11,999
   4Thought Financial Group Inc. 38 - 2024-03-31 11,899 $265,000 -339
   HM PAYSON & CO 345 - 2023-12-31 11,381 $264,000 0
   BTS ASSET MANAGEMENT, INC. 22 - 2024-03-31 11,764 $262,000 1,203
   CITADEL ADVISORS LLC 4358 - 2024-03-31 11,394 $253,000 11,394
   PRINCIPAL SECURITIES INC. 931 - 2024-03-31 10,916 $243,000 1,598
   Covestor Ltd 114 - 2024-03-31 10,521 $234,000 1,031
   Altiora Financial Group LLC 79 - 2024-03-31 10,097 $225,000 -9,267
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1503 - 2024-03-31 9,955 $221,000 6,724
   Tennessee Valley Asset Management Partners 123 - 2024-03-31 9,597 $213,000 -1,453
   Simplicity WealthLLC 1059 *New 2024-03-31 9,242 $206,000 9,242
   HPM Partners LLC 2100 - 2024-03-31 9,023 $201,000 -134
   COMERICA BANK 2362 - 2024-03-31 7,629 $170,000 -50,794
   Coppell Advisory Solutions LLC 311 - 2023-12-31 6,038 $140,000 711
   United Community Bank 252 - 2024-03-31 3,877 $86,000 836
   Hartland & Co. LLC 682 - 2024-03-31 3,205 $70,000 0
   First National Bank of South Miami 180 - 2023-06-30 2,393 $54,000 22
   TSFG LLC 277 - 2024-03-31 2,118 $47,000 0
   RICHARDSON FINANCIAL SERVICES INC. 272 - 2024-03-31 1,586 $35,000 109
   Cape Investment Advisory Inc. 420 - 2023-12-31 1,526 $35,000 0
   HANSON MCCLAIN, INC. 1519 *New 2024-03-31 1,412 $31,000 1,412
   Steward Partners Investment Advisory LLC 2347 - 2024-03-31 1,316 $29,000 0
   Colonial Trust Co / SC 672 - 2024-03-31 849 $19,000 -824
   AMERIVEST INVESTMENT MANAGEMENT LLC 286 - 2023-06-30 791 $18,000 -46
   Newbridge Financial Services Group Inc. 623 - 2024-03-31 830 $18,000 -351
   Global Retirement Partners LLC 1887 - 2024-03-31 725 $16,000 1
  100 Records found
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