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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
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 179 *New 2023-12-31 4,154,045 $379,638,000 4,154,045
   Benchmark Investment Advisors LLC 2 *New 2023-12-31 832,553 $76,087,000 832,553
   POLEN CAPITAL MANAGEMENT INC 43 *New 2023-12-31 606,590 $55,436,000 606,590
   Jenkins Wealth 1 *New 2022-12-31 505,520 $46,240,000 505,520
   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
   W. E. Donoghue & Co. LLC 3 *New 2023-12-31 243,246 $22,230,000 243,246
   COMMERCE BANK N A/MO 120 *New 2023-12-31 235,273 $21,502,000 235,273
   CAPITAL WORLD INVESTORS 441 *New 2023-12-31 217,515 $19,879,000 217,515
   IMCCHICAGO, LLC 21 *New 2024-03-31 193,720 $17,783,000 193,720
   Simplicity WealthLLC 42 *New 2024-03-31 185,618 $17,040,000 185,618
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 116 *New 2023-12-31 175,023 $15,995,000 175,023
   Running Point Capital Advisors LLC 3 *New 2023-12-31 112,943 $10,322,000 112,943
   ARGI INVESTMENT SERVICES, LLC 56 *New 2022-12-31 85,753 $7,844,000 85,753
   Client First Capital LLC 9 *New 2024-03-31 80,860 $7,423,000 80,860
   Ascendant Capital Management LLC 1 *New 2023-03-31 67,000 $6,152,000 67,000
   3EDGE Asset Management LP 16 *New 2023-12-31 56,507 $5,164,000 56,507
   CAPITAL RESEARCH GLOBAL INVESTORS 391 *New 2023-12-31 49,019 $4,480,000 49,019
   Upper Left Wealth Management LLC 7 *New 2024-03-31 46,821 $4,298,000 46,821
   Capital Wealth Alliance LLC *New 2023-12-31 40,977 $3,745,000 40,977
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 17 *New 2023-12-31 40,824 $3,731,000 40,824
   PFG FINANCIAL ADVISORS 45 *New 2024-03-31 37,970 $3,486,000 37,970
   Farmers & Merchants Trust Co of Chambersburg PA 22 *New 2024-03-31 36,902 $3,388,000 36,902
   COLONY GROUP, LLC 288 *New 2023-12-31 35,104 $3,208,000 35,104
   Sanford Advisory Services LLC 28 *New 2022-12-31 32,319 $2,956,000 32,319
   Savior LLC 2 *New 2023-12-31 28,559 $2,610,000 28,559
   SFMG, LLC 62 *New 2023-12-31 24,008 $2,194,000 24,008
   Shore Point Advisors LLC 16 *New 2023-12-31 22,844 $2,088,000 22,844
   St. James Investment Advisors LLC 4 *New 2022-12-31 22,733 $2,079,000 22,733
   Quarry LP 19 *New 2023-12-31 21,850 $1,997,000 21,850
   Kraft Davis & Associates LLC 42 *New 2023-12-31 19,201 $1,762,000 19,201
   CLS INVESTMENT FIRM LLC 526 *New 2022-12-31 19,151 $1,752,000 19,151
   Simplify Asset Management Inc. 43 *New 2023-12-31 18,835 $1,721,000 18,835
   Humankind Investments LLC 32 *New 2023-12-31 18,000 $1,645,000 18,000
   Annandale Capital LLC 62 *New 2023-12-31 17,500 $1,599,000 17,500
   Pioneer Wealth Management Group 23 *New 2024-03-31 12,512 $1,149,000 12,512
   Marion Wealth Management 68 *New 2024-03-31 10,990 $1,009,000 10,990
   Precision Wealth Strategies LLC 21 *New 2023-12-31 10,028 $916,000 10,028
   TAP Consulting LLC 106 *New 2024-03-31 9,728 $893,000 9,728
   Vienna Asset Management LLC 27 *New 2023-12-31 9,696 $886,000 9,696
   One + One Wealth Management LLC 45 *New 2024-03-31 9,542 $876,000 9,542
   SANDY SPRING BANK *New 2023-12-31 9,473 $866,000 9,473
   FirstPurpose Wealth LLC 59 *New 2024-03-31 9,373 $858,000 9,373
   BURNS WEALTH MANAGEMENT, INC. 280 *New 2023-12-31 8,908 $814,000 8,908
   Operose Advisors LLC 36 *New 2023-12-31 8,443 $772,000 8,443
   BBK Capital Partners LLC 125 *New 2023-12-31 8,024 $733,000 8,024
   Kowal Investment Group LLC 81 *New 2024-03-31 7,768 $713,000 7,768
   WILEY BROS.-AINTREE CAPITAL LLC 208 *New 2024-03-31 7,727 $709,000 7,727
   River Wealth Advisors LLC 127 *New 2023-12-31 7,595 $694,000 7,595
   Wealth Management Solutions LLC 23 *New 2023-09-30 7,480 $687,000 7,480
   Mosley Wealth Management 35 *New 2024-03-31 7,414 $681,000 7,414
   Aurora Investment Managers LLC. 41 *New 2024-03-31 6,421 $589,000 6,421
   Hamilton Capital Management Inc. 57 *New 2023-12-31 5,771 $527,000 5,771
   Castle Rock Wealth Management LLC 145 *New 2023-12-31 5,284 $483,000 5,284
   OneAscent Wealth Management LLC 75 *New 2024-03-31 5,221 $479,000 5,221
   EVERGREEN CAPITAL MANAGEMENT LLC 433 *New 2023-12-31 5,231 $478,000 5,231
   TRANSCEND WEALTH COLLECTIVE LLC 319 *New 2023-12-31 4,972 $454,000 4,972
   Beacon Financial Advisory LLC *New 2023-12-31 4,744 $434,000 4,744
   Confluence Wealth Services Inc. 233 *New 2024-03-31 4,469 $410,000 4,469
   Pinnacle Family Advisors LLC 67 *New 2023-12-31 4,400 $402,000 4,400
   MADISON ASSET MANAGEMENT LLC 298 *New 2023-12-31 4,371 $399,000 4,371
   InterOcean Capital Group LLC 326 *New 2023-12-31 4,248 $388,000 4,248
   Canvas Wealth Advisors LLC 89 *New 2024-03-31 4,222 $387,000 4,222
   OHE FINANCIAL INC 184 *New 2023-12-31 4,102 $375,000 4,102
   PARKSIDE FINANCIAL BANK & TRUST 219 *New 2023-12-31 4,100 $375,000 4,100
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 104 *New 2023-12-31 4,106 $375,000 4,106
   Steel Peak Wealth Management LLC 317 *New 2024-03-31 4,069 $374,000 4,069
   HB Wealth Management LLC 548 *New 2023-12-31 3,888 $355,000 3,888
   Bordeaux Wealth Advisors LLC 79 *New 2023-12-31 3,352 $306,000 3,352
   Mill Creek Capital Advisors LLC 192 *New 2023-12-31 3,219 $294,000 3,219
   ARGUS INVESTORS COUNSEL INC 97 *New 2024-03-31 3,120 $286,000 3,120
   APEX INVESTMENT SERVICES, INC. 47 *New 2023-12-31 2,855 $261,000 2,855
   Alliance Wealth Advisors LLC /UT 214 *New 2023-12-31 2,832 $259,000 2,832
   Fonville Wealth Management LLC 81 *New 2024-03-31 2,802 $257,000 2,802
   One Day In July LLC 111 *New 2024-03-31 2,780 $255,000 2,780
   White Lighthouse Investment Management Inc. *New 2023-12-31 2,769 $253,000 2,769
   Scissortail Wealth Management LLC 130 *New 2023-12-31 2,714 $249,000 2,714
   Quaker Wealth Management LLC 43 *New 2023-12-31 2,622 $240,000 2,622
   Adams Wealth Management 87 *New 2023-12-31 2,629 $240,000 2,629
   WOODWARD DIVERSIFIED CAPITAL LLC 133 *New 2023-12-31 2,586 $236,000 2,586
   360 Financial Inc. 75 *New 2023-12-31 2,402 $220,000 2,402
   CITIZENS FINANCIAL GROUP INC/RI 373 *New 2023-12-31 2,405 $220,000 2,405
   PERSONAL CFO SOLUTIONS LLC 463 *New 2023-12-31 2,412 $220,000 2,412
   Life Planning Partners Inc 56 *New 2023-12-31 2,384 $218,000 2,384
   Pointe Capital Management LLC 139 *New 2023-12-31 2,363 $216,000 2,363
   Pensionmark Financial Group LLC 356 *New 2023-12-31 2,352 $215,000 2,352
   MISSION WEALTH MANAGEMENT LLC 513 *New 2023-12-31 2,315 $212,000 2,315
   HAVERFORD TRUST CO 356 *New 2023-12-31 2,273 $208,000 2,273
   LAKE STREET FINANCIAL LLC 305 *New 2024-03-31 2,202 $202,000 2,202
   Cottage Street Advisors LLC 91 *New 2024-03-31 2,185 $201,000 2,185
   FAYEZ SAROFIM & CO 281 *New 2023-12-31 2,200 $201,000 2,200
   RSM US WEALTH MANAGEMENT LLC 590 *New 2023-12-31 2,199 $201,000 2,199
   GODSEY & GIBB ASSOCIATES 110 *New 2024-03-31 1,835 $168,000 1,835
   Crewe Advisors LLC 102 *New 2023-12-31 996 $91,000 996
   PACIFIC CAPITAL WEALTH ADVISORS INC 110 *New 2023-12-31 763 $70,000 763
   MATHER GROUP, INC. 839 *New 2024-03-31 638 $58,000 638
   BESSEMER GROUP INC 1374 *New 2023-12-31 425 $39,000 425
   SYM FINANCIAL CORPORATION 153 *New 2023-12-31 346 $32,000 346
   New Republic Capital LLC 201 *New 2023-12-31 300 $27,000 300
   GoalVest Advisory LLC 261 *New 2024-03-31 245 $22,000 245
  100 Records found
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