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Get Institutions for : 
Spdr Brcly Captl Mrtg Bkd (MBG)  
$21.45 0.08 (0.37%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 182    3
Total shares held : 
 207,120,192  
% of shares held : 
 36.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 6,500,107  
% of shares held change : 
   1.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.54  
Last Quarter's Ending Price : 
 $22.07  
Last Quarter's Average Price : 
 $21.02  
Change from last quarter's     
avg. price to the last closing  : 
0.43 (2.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 2,167,493
 1.05%
 
Increased Positions :
73
 9,429,759
 4.55%
 
Unchanged Positions :
21
 1,827,602
 0.88%
 
Decreased Positions :
63
-3,275,821
-1.58%
 
Closed Positions :
22
-1,821,324
-0.88%
 
Guru Positions :
1
11,499
 0.01%
 
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
   FINANCIAL ENGINES ADVISORS L.L.C. 2 - 2024-03-31 167,346,786 $3,634,772,000 6,703,952
   LPL FINANCIAL CORP 167 - 2024-03-31 9,557,773 $207,595,000 756,210
   TOWNSQUARE CAPITAL LLC 8 - 2024-03-31 5,367,747 $116,587,000 627,625
   STATE STREET CORP 1549 - 2024-03-31 3,114,104 $67,638,000 -24,741
   CONFLUENCE INVESTMENT MANAGEMENT LLC 51 - 2024-03-31 2,581,084 $56,061,000 261,033
   BANK OF AMERICA CORP /DE/ 1366 - 2024-03-31 1,973,784 $42,871,000 302,535
   STIFEL FINANCIAL CORP 354 - 2024-03-31 1,826,568 $39,673,000 1,513,194
   AMERIPRISE FINANCIAL INC 922 - 2024-03-31 1,806,912 $39,272,000 154,552
   J P MORGAN CHASE & CO 1378 - 2024-03-31 1,523,122 $33,082,000 143,387
   CWM LLC 135 - 2024-03-31 1,520,529 $33,026,000 132,777
   Zurich Insurance Group Ltd/FI 93 - 2024-03-31 1,482,295 $32,181,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 172 *New 2024-03-31 1,422,583 $30,899,000 1,422,583
   MORGAN STANLEY 2228 - 2024-03-31 1,389,825 $30,187,000 -177,758
   CX Institutional 14 - 2024-03-31 1,380,799 $29,960,000 169,408
   BLACKROCK INC. 2820 - 2024-03-31 1,075,457 $23,359,000 567,729
   BENJAMIN F. EDWARDS & COMPANY INC. 75 - 2024-03-31 934,346 $20,294,000 900,311
   Private Advisor Group LLC 135 - 2024-03-31 913,857 $19,849,000 -2,841
   KWB Wealth 8 - 2024-03-31 802,314 $17,426,000 58,840
   Leicht Financial Planning & Wealth Management Inc. 6 - 2024-03-31 725,428 $15,756,000 50,036
   ST GERMAIN D J CO INC 47 - 2024-03-31 687,462 $14,932,000 -88,913
   BSC PRIVATE WEALTH MANAGEMENT LLC 17 - 2024-03-31 654,872 $14,224,000 -9,077
   FINANCIAL LIFE ADVISORS 5 - 2024-03-31 641,114 $13,925,000 58,538
   Advisor Group Holdings Inc. 571 - 2024-03-31 584,749 $12,700,000 565,209
   Equitable Holdings Inc. 127 - 2024-03-31 569,718 $12,374,000 77,243
   MARINER WEALTH ADVISORS, LLC 466 - 2024-03-31 539,161 $11,711,000 -43,223
   Carr Financial Group Corp 8 - 2024-03-31 473,767 $10,290,000 -10,916
   Krasney Financial LLC 9 - 2024-03-31 455,899 $9,902,000 83,193
   Prime Capital Investment Advisors LLC 139 - 2024-03-31 410,341 $8,913,000 394,016
   Stokes Family Office LLC 23 - 2024-03-31 388,942 $8,448,000 26,997
   FLAGSHIP HARBOR ADVISORS LLC 40 - 2024-03-31 378,540 $8,222,000 57
   Forum Financial Management LP 43 *New 2024-03-31 359,515 $7,809,000 359,515
   AE Wealth Management LLC 236 - 2024-03-31 358,987 $7,797,000 -37,936
   Astoria Portfolio Advisors LLC. 9 - 2024-03-31 355,674 $7,494,000 31,643
   Checchi Capital Advisers LLC 53 - 2024-03-31 335,741 $7,292,000 3,774
   AMERIVEST INVESTMENT MANAGEMENT LLC 73 - 2023-06-30 330,905 $7,250,000 -22,754
   Certified Advisory Corp 28 - 2024-03-31 308,508 $6,701,000 25,068
   Stratos Wealth Partners LTD. 190 - 2024-03-31 305,078 $6,626,000 294,898
   Kingsview Wealth Management LLC 146 - 2024-03-31 281,521 $6,115,000 218
   We Are One Seven LLC 79 *New 2024-03-31 274,211 $5,956,000 274,211
   Chesapeake Wealth Management 9 - 2024-03-31 271,819 $5,904,000 5,740
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 73 - 2024-03-31 259,972 $5,647,000 3,740
   HANSON MCCLAIN, INC. 187 - 2024-03-31 258,079 $5,605,000 -8,925
   Baird Financial Group Inc. 644 - 2024-03-31 243,126 $5,281,000 38,433
   Mutual Advisors LLC 123 - 2024-03-31 239,251 $5,197,000 8,214
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2277 - 2024-03-31 233,214 $5,065,000 -19,706
   Portside Wealth Group LLC 26 - 2024-03-31 206,344 $4,482,000 7,944
   Tidemark LLC 8 - 2024-03-31 200,749 $4,360,000 54,649
   U.S. Capital Wealth Advisors LLC 138 - 2024-03-31 194,077 $4,215,000 46,275
   TSFG LLC 29 - 2024-03-31 192,053 $4,171,000 184,137
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 39 - 2024-03-31 189,969 $4,126,000 7,907
   Detalus Advisors LLC 15 - 2024-03-31 187,297 $4,068,000 66,631
   ENVESTNET ASSET MANAGEMENT INC 2121 - 2024-03-31 183,039 $3,976,000 92,127
   Redwood Financial Network Corp 3 - 2024-03-31 160,074 $3,477,000 -12,318
   BENJAMIN EDWARDS INC 33 - 2024-03-31 152,804 $3,319,000 150,158
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 341 - 2024-03-31 150,671 $3,273,000 -117,210
   Kestra Advisory Services LLC 678 - 2024-03-31 148,396 $3,223,000 98,400
   Western Wealth Management LLC 82 - 2024-03-31 143,217 $3,111,000 12,039
   RETIREMENT CAPITAL STRATEGIES 22 - 2024-03-31 141,939 $3,083,000 -466,781
   EASTERN BANK 107 - 2024-03-31 139,528 $3,031,000 0
   Sharkey Howes & Javer 37 - 2024-03-31 136,498 $2,965,000 32,621
   Dynamic Advisors Solutions LLC 249 - 2024-03-31 131,702 $2,861,000 589
   Keystone Financial Group 58 - 2024-03-31 118,137 $2,566,000 17,382
   OLD MISSION CAPITAL LLC 197 - 2024-03-31 114,982 $2,497,000 114,982
   Seed Wealth Management Inc. 9 - 2024-03-31 115,120 $2,475,000 24,190
   Integrated Wealth Concepts LLC 451 - 2024-03-31 111,162 $2,414,000 -44,579
   Willow Creek Wealth Management Inc. 41 - 2023-12-31 107,994 $2,383,000 -8,587
   Collaborative Wealth Managment Inc. 26 - 2024-03-31 108,544 $2,358,000 20,493
   GUIDANCE CAPITAL INC 22 - 2024-03-31 100,993 $2,128,000 31,040
   Vermillion & White Wealth Management Group LLC 14 *New 2024-03-31 97,268 $2,113,000 97,268
   GPS Wealth Strategies Group LLC 60 - 2024-03-31 96,022 $2,086,000 -290
   ALESCO ADVISORS LLC 62 - 2024-03-31 90,005 $1,955,000 0
   Vertex Planning Partners LLC 27 - 2024-03-31 89,400 $1,942,000 -931
   BOLTWOOD CAPITAL MANAGEMENT 51 - 2024-03-31 85,725 $1,862,000 0
   Arden Trust Co 62 - 2024-03-31 83,781 $1,820,000 -27,450
   Derbend Asset Management 24 - 2024-03-31 82,986 $1,802,000 21,137
   ROYAL BANK OF CANADA 2637 - 2024-03-31 76,791 $1,668,000 -4,804
   COMMONWEALTH EQUITY SERVICES LLC. 1902 - 2024-03-31 73,627 $1,599,000 9,508
   Merit Financial Group LLC 304 - 2024-03-31 73,594 $1,566,000 -11,657
   JANE STREET GROUP LLC 2569 - 2024-03-31 70,108 $1,523,000 70,108
   Diversify Advisory Services LLC 184 - 2024-03-31 69,588 $1,496,000 0
   Northwest Capital Management Inc 38 - 2024-03-31 64,523 $1,401,000 8
   SageView Advisory Group LLC 153 *New 2024-03-31 45,071 $1,390,000 45,071
   WELLS FARGO & CO/MN 2804 - 2024-03-31 63,249 $1,374,000 -448,789
   EXCHANGE CAPITAL MANAGEMENT INC 103 - 2024-03-31 62,747 $1,363,000 -165
   OmniStar Financial Group Inc. 21 *New 2024-03-31 58,994 $1,281,000 58,994
   Centennial Wealth Advisory LLC 31 - 2024-03-31 58,415 $1,269,000 13,199
   Bell Investment Advisors Inc 48 - 2024-03-31 53,854 $1,170,000 -2,091
   NORDEN GROUP LLC 99 *New 2024-03-31 53,404 $1,160,000 53,404
   Concord Wealth Partners 92 - 2024-03-31 53,064 $1,153,000 -19,181
   Financial Network Wealth Advisors LLC 20 - 2024-03-31 52,711 $1,145,000 106
   Cetera Investment Advisers 850 - 2024-03-31 51,718 $1,123,000 5,716
   Trilogy Capital Inc. 149 - 2024-03-31 51,310 $1,114,000 -3,472
   Strategic Blueprint LLC 230 - 2024-03-31 50,965 $1,107,000 492
   VALMARK ADVISERS INC 251 - 2024-03-31 50,299 $1,092,000 2,776
   Alliance Wealth Advisors LLC /UT 83 - 2024-03-31 46,536 $1,011,000 2,567
   JPL Wealth Management LLC 67 - 2024-03-31 45,584 $990,000 -5,473
   FirstPurpose Wealth LLC 51 - 2024-03-31 46,785 $990,000 -814
   DFPG INVESTMENTS INC. 234 - 2023-12-31 44,400 $975,000 -4,491
   Fort Point Capital Partners LLC 119 - 2024-03-31 44,580 $968,000 -6,085
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1744 - 2024-03-31 44,448 $965,000 -97,876
  100 Records found
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