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Get Institutions for : 
Spdr Brcly Cap 1-3 Mnth Tb (BIL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 904    30
Total shares held : 
 226,441,550  
% of shares held : 
 25.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -37  
Amount of shares held : 
 29,852,062  
% of shares held change : 
   3.32%  
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 :
105
 9,876,742
 4.36%
 
Increased Positions :
314
 54,988,571
 24.28%
 
Unchanged Positions :
104
 3,762,765
 1.66%
 
Decreased Positions :
381
-31,663,758
-13.98%
 
Closed Positions :
75
-3,349,493
-1.48%
 
Guru Positions :
2
108,602
 0.05%
 
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
   BANK OF AMERICA CORP /DE/ 126 - 2023-12-31 16,501,805 $1,508,100,000 1,627,211
   MORGAN STANLEY 150 - 2023-12-31 15,446,169 $1,411,625,000 -697,060
   ENVESTNET ASSET MANAGEMENT INC 32 - 2023-12-31 13,817,600 $1,262,790,000 9,494,876
   LPL FINANCIAL CORP 36 - 2023-12-31 9,232,372 $843,746,000 679,699
   WELLS FARGO & CO/MN 114 - 2023-12-31 7,157,207 $654,097,000 1,586,604
   UBS Group AG 91 - 2023-12-31 6,738,141 $615,799,000 137,957
   CAPTRUST FINANCIAL ADVISORS 5 - 2023-12-31 6,473,064 $591,573,000 -2,748,417
   BB&T CORP 16 - 2023-12-31 6,113,945 $558,753,000 770,288
   Advisor Group Holdings Inc. 12 - 2023-12-31 5,129,634 $468,863,000 1,634,626
   ROYAL BANK OF CANADA 172 - 2023-12-31 4,861,131 $444,259,000 264,590
   Capital Wealth Planning LLC 9 - 2023-12-31 4,572,118 $417,846,000 -742,329
   STIFEL FINANCIAL CORP 43 - 2023-12-31 4,388,543 $401,069,000 -368,712
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 179 *New 2023-12-31 4,154,045 $379,638,000 4,154,045
   AMERIPRISE FINANCIAL INC 238 - 2023-12-31 3,247,620 $296,217,000 -1,365,201
   NORDEN GROUP LLC 4 - 2024-03-31 4,606,491 $295,138,000 3,180,237
   FINANCIAL NETWORK 8 - 2023-12-31 2,288,638 $209,159,000 1,437,050
   SEI INVESTMENTS CO 54 - 2023-12-31 2,270,571 $207,513,000 670,691
   Beacon Capital Management Inc. 1 - 2024-03-31 2,222,691 $203,198,000 -15,668,512
   Cetera Investment Advisers 6 - 2023-12-31 2,079,381 $190,035,000 1,676,898
   AE Wealth Management LLC 12 - 2023-12-31 2,067,189 $189,665,000 -1,198,897
   CWM LLC 24 - 2024-03-31 1,889,274 $173,435,000 -181,938
   EAGLE CAPITAL MANAGEMENT LLC 26 - 2023-12-31 1,843,323 $168,461,000 -135,157
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 4 - 2023-12-31 1,794,025 $163,948,000 -305,783
   OPPENHEIMER ASSET MANAGEMENT INC 2 - 2023-12-31 1,762,182 $161,046,000 1,036
   Howard Capital Management Inc. 3 - 2023-12-31 1,495,732 $136,695,000 1,365,372
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 92 - 2023-12-31 1,489,170 $136,095,000 -180,394
   Foundations Investment Advisors LLC 4 - 2023-12-31 1,479,284 $135,236,000 -191,674
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66 - 2023-12-31 1,472,728 $134,593,000 999,282
   Capital Investment Advisory Services LLC 1 - 2023-12-31 1,385,003 $126,575,000 -183,397
   SANDHILL CAPITAL PARTNERS LLC 1 - 2023-12-31 1,372,439 $125,427,000 936,339
   RAYMOND JAMES & ASSOCIATES 198 - 2023-12-31 1,321,333 $120,757,000 187,108
   Atria Wealth Solutions Inc. 8 - 2023-12-31 1,186,350 $108,420,000 899,785
   Sollinda Capital Management LLC 1 - 2023-12-31 1,137,694 $103,974,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 35 - 2023-12-31 1,044,267 $95,436,000 -642,218
   MBL Wealth LLC 1 - 2023-12-31 1,009,684 $92,275,000 110,273
   PIERSHALE FINANCIAL GROUP, INC. 1 - 2023-06-30 981,076 $90,082,000 -300,463
   Fortis Group Advisors LLC 1 - 2023-12-31 959,274 $88,081,000 0
   CWA Asset Management Group LLC 2 - 2023-12-31 932,049 $85,180,000 -145,202
   Envestnet Portfolio Solutions Inc. 48 - 2023-12-31 927,040 $84,722,000 541,807
   Ameritas Advisory Services LLC 1 - 2023-12-31 917,645 $83,867,000 859,333
   CREATIVE PLANNING 91 - 2023-12-31 872,299 $79,719,000 100,684
   RENAISSANCE TECHNOLOGIES LLC 182 - 2023-12-31 849,100 $77,599,000 299,500
   Benchmark Investment Advisors LLC 2 *New 2023-12-31 832,553 $76,087,000 832,553
   BCJ Capital Management LLC 2 - 2023-12-31 832,193 $76,054,000 -236,104
   Cypress Capital LLC 1 - 2023-12-31 809,249 $73,957,000 -17,332
   ADVISORY SERVICES NETWORK, LLC 5 - 2023-12-31 801,267 $73,228,000 91,737
   Comprehensive Portfolio Management LLC 9 - 2023-12-31 795,425 $72,694,000 13,453
   Oakmont Partners LLC 4 - 2023-12-31 707,634 $64,671,000 130,680
   Second Half Financial Partners LLC 1 - 2023-12-31 695,415 $63,554,000 686,778
   Twelve Points Wealth Management LLC 1 - 2024-03-31 682,707 $62,672,000 399,053
   Private Advisor Group LLC 32 - 2023-12-31 681,699 $62,300,000 -47,391
   AXXCESS WEALTH MANAGEMENT LLC 7 - 2023-12-31 672,725 $61,480,000 23,036
   MERCER GLOBAL ADVISORS INC /ADV 87 - 2023-12-31 660,622 $60,374,000 26,275
   GOLDMAN SACHS GROUP INC/ 899 - 2023-12-31 647,986 $59,219,000 643,610
   DiMeo Schneider & Associates L.L.C. 1 - 2023-12-31 645,059 $58,952,000 270,298
   POLEN CAPITAL MANAGEMENT INC 43 *New 2023-12-31 606,590 $55,436,000 606,590
   ATRIA INVESTMENTS LLC 13 - 2023-12-31 598,120 $54,662,000 213,955
   Baird Financial Group Inc. 193 - 2023-12-31 591,995 $54,102,000 -290,284
   MARINER WEALTH ADVISORS, LLC 156 - 2023-12-31 581,991 $53,188,000 -228,776
   WESTWOOD HOLDINGS GROUP INC 96 - 2023-12-31 564,739 $51,612,000 -38,913
   EQIS CAPITAL MANAGEMENT, INC. 1 - 2023-12-31 560,603 $51,233,000 128,302
   Impact Partnership Wealth LLC 1 - 2023-12-31 560,072 $51,185,000 -340,467
   Capital Asset Advisory Services LLC 7 - 2024-03-31 558,266 $51,081,000 39,506
   COMMONWEALTH EQUITY SERVICES LLC. 207 - 2023-12-31 551,308 $50,384,000 -227,270
   CENTAURUS FINANCIAL INC. 2 - 2023-12-31 544,456 $49,758,000 184,020
   Equitable Holdings Inc. 37 - 2023-12-31 510,979 $46,698,000 -645,111
   Brookstone Capital Management 21 - 2024-03-31 506,375 $46,485,000 4,424
   Jenkins Wealth 1 *New 2022-12-31 505,520 $46,240,000 505,520
   Global Retirement Partners LLC 6 - 2023-12-31 496,431 $45,468,000 -58,188
   Banco Santander S.A. 22 - 2023-12-31 495,889 $45,319,000 -14,845
   MULTIFINANCIAL SECURITIES CORP 28 - 2023-12-31 494,770 $45,217,000 378,883
   CITIGROUP INC 342 - 2023-12-31 486,687 $44,478,000 58,296
   HSBC HOLDINGS PLC 425 - 2023-12-31 484,010 $44,234,000 0
   Orion Portfolio Solutions LLC 31 - 2023-12-31 473,316 $43,299,000 334,539
   EP WEALTH ADVISORS, INC. 49 - 2023-12-31 470,767 $43,023,000 104,729
   Moloney Securities Asset Management LLC 1 - 2023-12-31 470,340 $42,984,000 470,340
   Acorns Advisers LLC 11 - 2023-12-31 465,327 $42,526,000 5,204
   SPROTT INC. 6 - 2023-12-31 459,233 $41,969,000 45,917
   Synergy Financial Management LLC 1 - 2024-03-31 455,536 $41,818,000 395,855
   TECTONIC ADVISORS LLC 5 - 2023-12-31 432,193 $39,498,000 28,620
   Abich Financial Wealth Management LLC 1 - 2023-12-31 424,258 $38,773,000 0
   Delta Investment Management LLC 1 - 2023-12-31 420,892 $38,465,000 -360,950
   STATE BANK & TRUST - 2023-12-31 417,803 $38,183,000 377,924
   One Capital Management LLC 21 - 2023-12-31 397,075 $36,289,000 113,012
   STONEBRIDGE ADVISORS LLC 3 - 2024-03-31 390,864 $35,881,000 390,864
   MML INVESTORS SERVICES LLC 142 - 2023-12-31 387,392 $35,404,000 43,798
   HIGHTOWER ADVISORS, LLC 320 - 2023-12-31 386,250 $35,271,000 -361,234
   Tranquilli Financial Advisor LLC 1 *New 2023-12-31 384,761 $35,163,000 384,761
   Parkwood LLC 2 *New 2023-12-31 379,000 $34,637,000 379,000
   IWAMOTO KONG & CO INC 4 - 2023-12-31 371,238 $33,927,000 13,053
   Auour Investments LLC - 2023-12-31 369,947 $33,917,000 13,777
   Sawtooth Asset Management Inc. 19 - 2023-12-31 369,763 $33,793,000 173,115
   THRIVENT FINANCIAL FOR LUTHERANS 313 - 2023-12-31 368,410 $33,669,000 9,023
   12th Street Asset Management Company LLC 5 - 2023-12-31 359,288 $32,835,000 31,524
   Bleakley Financial Group LLC - 2023-12-31 357,803 $32,700,000 174,241
   BRASADA CAPITAL MANAGEMENT LP 1 - 2023-12-31 355,841 $32,520,000 -151,685
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 163 - 2023-12-31 349,277 $31,920,000 -770,042
   Northstar Group Inc. 3 - 2024-03-31 346,349 $31,795,000 17,483
   Bridgewealth Advisory Group LLC 1 - 2024-03-31 344,761 $31,649,000 123,148
   SCHARF INVESTMENTS, LLC 26 - 2024-03-31 343,686 $31,550,000 315,296
  100 Records found
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