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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
   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
   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
   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
   Cetera Investment Advisers 6 - 2023-12-31 2,079,381 $190,035,000 1,676,898
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 66 - 2023-12-31 1,472,728 $134,593,000 999,282
   SANDHILL CAPITAL PARTNERS LLC 1 - 2023-12-31 1,372,439 $125,427,000 936,339
   Atria Wealth Solutions Inc. 8 - 2023-12-31 1,186,350 $108,420,000 899,785
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 39 - 2024-03-31 1,061,823 $97,475,000 17,556
   MBL Wealth LLC 2 - 2024-03-31 1,056,657 $97,001,000 46,973
   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
   Oakmont Partners LLC 5 - 2024-03-31 831,234 $76,307,000 123,600
   ADVISORY SERVICES NETWORK, LLC 5 - 2023-12-31 801,267 $73,228,000 91,737
   STATE BANK & TRUST 5 - 2024-03-31 728,432 $66,870,000 310,629
   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
   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
   ATRIA INVESTMENTS LLC 13 - 2023-12-31 598,120 $54,662,000 213,955
   EQIS CAPITAL MANAGEMENT, INC. 1 - 2023-12-31 560,603 $51,233,000 128,302
   Capital Asset Advisory Services LLC 7 - 2024-03-31 558,266 $51,081,000 39,506
   CENTAURUS FINANCIAL INC. 2 - 2023-12-31 544,456 $49,758,000 184,020
   Brookstone Capital Management 21 - 2024-03-31 506,375 $46,485,000 4,424
   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
   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
   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
   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
   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
   J P MORGAN CHASE & CO 1376 - 2023-12-31 308,105 $28,158,000 159,352
   RFG Advisory Group LLC 16 - 2024-03-31 300,988 $27,631,000 115,414
   BEACON FINANCIAL GROUP 3 - 2023-12-31 292,383 $26,721,000 3,903
   H D Vest Advisory Services 53 - 2023-12-31 281,896 $25,762,000 196,369
   ZACKS INVESTMENT MANAGEMENT 87 - 2023-12-31 277,471 $25,358,000 20,503
   MANAGED ASSET PORTFOLIOS LLC 10 - 2023-12-31 270,967 $24,764,000 76,492
   PRUDENTIAL FINANCIAL INC 403 - 2023-12-31 256,995 $23,487,000 42,729
   Miracle Mile Advisors LLC 42 - 2024-03-31 252,794 $23,207,000 83,228
   WEALTH BUILDERS 5 - 2023-12-31 251,432 $22,978,000 56,893
   Hibernia Wealth Partners LLC 1 - 2023-12-31 249,964 $22,844,000 96,752
   SPINNAKER TRUST 15 - 2023-12-31 243,083 $22,215,000 5,373
   Strategic Wealth Partners Ltd. 3 - 2023-03-31 238,464 $21,896,000 165,879
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 9 - 2023-12-31 235,001 $21,477,000 91,230
   EverSource Wealth Advisors LLC 7 - 2023-12-31 229,478 $20,972,000 67,818
   FLC Capital Advisors 5 - 2023-12-31 224,344 $20,503,000 216,406
   Cresset Asset Management LLC 120 - 2023-12-31 222,444 $20,329,000 20,114
   USA Financial Portformulas Corp 8 - 2023-12-31 221,190 $20,215,000 220,806
   Kestra Advisory Services LLC 122 - 2023-12-31 216,741 $19,808,000 119,941
   Arete Wealth Advisors LLC 10 - 2023-12-31 205,540 $18,784,000 92,883
   Bricktown Capital LLC 8 - 2024-03-31 203,373 $18,670,000 198,373
   Belpointe Asset Management LLC 9 - 2023-12-31 201,128 $18,381,000 102,792
   Strategic Financial Concepts LLC 1 - 2024-03-31 198,867 $18,256,000 185,352
   BANK OF MONTREAL /CAN/ 715 - 2023-12-31 195,586 $17,953,000 12,134
   Frontier Asset Management LLC 3 - 2023-12-31 195,708 $17,886,000 183,825
   Rockefeller Capital Management L.P. 322 - 2023-12-31 185,914 $16,991,000 30,553
   STRATEGIC ADVISORS LLC 6 - 2024-03-31 179,789 $16,505,000 456
   NDWM LLC 3 - 2024-03-31 174,191 $15,991,000 1,819
   EXCHANGE TRADED CONCEPTS LLC 79 - 2024-03-31 172,653 $15,850,000 121,487
   G&S Capital LLC 1 - 2024-03-31 169,129 $15,526,000 36,504
   Jacobi Capital Management LLC 8 - 2023-12-31 165,470 $15,122,000 2,822
   MOULTON WEALTH MANAGEMENT INC 3 - 2024-03-31 163,024 $14,966,000 14,001
   CORNERSTONE INVESTMENT PARTNERS LLC 32 - 2023-12-31 161,719 $14,779,000 20,121
   Strategic Investment Advisors / MI 10 - 2024-03-31 157,296 $14,440,000 6,922
   ALTFEST L J & CO INC 14 - 2024-03-31 156,818 $14,396,000 12,456
   Steward Partners Investment Advisory LLC 125 - 2023-12-31 147,346 $13,466,000 57,711
   DBK Financial Counsel LLC 1 - 2024-03-31 143,360 $13,160,000 12,930
   TELEMUS CAPITAL LLC 23 - 2023-12-31 143,621 $13,126,000 63,041
   Ausdal Financial Partners Inc. 10 - 2024-03-31 139,388 $12,796,000 6,432
   CONTINUUM WEALTH ADVISORS LLC 5 - 2023-12-31 137,771 $12,591,000 35,516
   TITLEIST ASSET MANAGEMENT LLC 7 - 2023-12-31 137,424 $12,559,000 34,345
   Syntegra Private Wealth Group LLC 13 - 2023-12-31 137,203 $12,539,000 120,107
   Fortis Capital Advisors LLC 4 - 2023-12-31 134,671 $12,308,000 94,076
  100 Records found
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