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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%
 
            Charting Not Avaliable

  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
   Zega Financial LLC 9 - 2024-03-31 257,865 $7,318,000 -3,569
   Hedeker Wealth Management Group LLC 19 - 2024-03-31 209,903 $5,957,000 -6,275
   ENVESTNET ASSET MANAGEMENT INC 1962 - 2024-03-31 177,178 $5,028,000 31,020
   Advisor Group Holdings Inc. 1130 - 2024-03-31 152,666 $4,333,000 -43,806
   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
   HARBOR ADVISORY CORP /MA/ 42 - 2024-03-31 84,058 $2,386,000 0
   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
   VIRTU FINANCIAL LLC 126 *New 2023-12-31 56,024 $1,576,000 56,024
   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 0
   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
   Cooper Financial Group 189 - 2024-03-31 20,399 $579,000 -607
   Arete Wealth Advisors LLC 296 - 2024-03-31 16,862 $479,000 7
   THOMPSON DAVIS & CO. INC. 43 *New 2024-03-31 15,700 $446,000 15,700
   CWM LLC 1177 - 2024-03-31 15,274 $433,000 -229
   Marshall Financial Group LLC 133 - 2024-03-31 14,575 $414,000 -71
   NovaPoint Capital LLC 103 - 2024-03-31 12,874 $365,000 -289
   Coppell Advisory Solutions Corp. 181 *New 2024-03-31 12,601 $358,000 12,601
   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
   COMERICA BANK 2209 - 2024-03-31 8,687 $247,000 -2,135
   Coppell Advisory Solutions LLC 236 - 2023-12-31 8,679 $244,000 8,679
   REDMONT WEALTH ADVISORS LLC 61 - 2024-03-31 8,439 $240,000 -13
   LPF Advisors LLC 25 - 2024-03-31 7,831 $222,000 -523
   Archford Capital Strategies LLC 242 *New 2024-03-31 7,709 $219,000 7,709
   Householder Group Estate & Retirement Specialist L 234 - 2024-03-31 7,540 $214,000 1,901
   Atlantic Trust LLC 166 - 2024-03-31 4,555 $129,000 0
   VisionPoint Advisory Group LLC 355 *New 2024-03-31 900 $26,000 900
   CREATIVE FINANCIAL DESIGNS INC /ADV 974 - 2024-03-31 677 $19,000 0
   IFP Advisors Inc 1990 *New 2023-12-31 522 $15,000 522
   HANSON MCCLAIN, INC. 1993 *New 2024-03-31 462 $13,000 462
   J P MORGAN CHASE & CO 5160 *New 2024-03-31 150 $4,000 150
   OLD MISSION CAPITAL LLC 949 *Closed 2024-03-31 0 $0 -20,818
   MULTIFINANCIAL SECURITIES CORP 2402 *Closed 2024-03-31 0 $0 -54,870
   FMR LLC 5355 *Closed 2024-03-31 0 $0 -170
   Fortitude Family Office LLC 1032 *Closed 2024-03-31 0 $0 -1,959
   MORGAN STANLEY 7467 *New 2024-03-31 1 $0 1
   Clear Point Advisors Inc. 502 *Closed 2024-03-31 0 $0 -9
   Beacon Harbor Wealth Advisors Inc. 74 *Closed 2024-03-31 0 $0 -44,142
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 839 *Closed 2024-03-31 0 $0 -95
   PROEQUITIES INC. 9629 - 2024-03-31 0 $0 0
   3EDGE Asset Management LP 70 *Closed 2024-03-31 0 $0 -51,373

  60 Records found
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