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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
   MORGAN STANLEY 150 - 2023-12-31 15,446,169 $1,411,625,000 -697,060
   CAPTRUST FINANCIAL ADVISORS 5 - 2023-12-31 6,473,064 $591,573,000 -2,748,417
   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
   AMERIPRISE FINANCIAL INC 238 - 2023-12-31 3,247,620 $296,217,000 -1,365,201
   Beacon Capital Management Inc. 1 - 2024-03-31 2,222,691 $203,198,000 -15,668,512
   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
   Foundations Investment Advisors LLC 4 - 2023-12-31 1,479,284 $135,236,000 -191,674
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 107 - 2024-03-31 1,391,873 $127,774,000 -97,297
   RAYMOND JAMES & ASSOCIATES 267 - 2024-03-31 1,048,329 $96,237,000 -273,004
   Sollinda Capital Management LLC 1 - 2024-03-31 1,000,068 $91,806,000 -137,626
   PIERSHALE FINANCIAL GROUP, INC. 1 - 2023-06-30 981,076 $90,082,000 -300,463
   CWA Asset Management Group LLC 2 - 2023-12-31 932,049 $85,180,000 -145,202
   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
   Capital Investment Advisory Services LLC 1 - 2024-03-31 758,741 $69,652,000 -626,262
   Private Advisor Group LLC 32 - 2023-12-31 681,699 $62,300,000 -47,391
   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
   Impact Partnership Wealth LLC 1 - 2023-12-31 560,072 $51,185,000 -340,467
   COMMONWEALTH EQUITY SERVICES LLC. 207 - 2023-12-31 551,308 $50,384,000 -227,270
   Equitable Holdings Inc. 37 - 2023-12-31 510,979 $46,698,000 -645,111
   Banco Santander S.A. 22 - 2023-12-31 495,889 $45,319,000 -14,845
   Global Retirement Partners LLC 8 - 2024-03-31 452,270 $41,518,000 -44,161
   Delta Investment Management LLC 1 - 2023-12-31 420,892 $38,465,000 -360,950
   HIGHTOWER ADVISORS, LLC 320 - 2023-12-31 386,250 $35,271,000 -361,234
   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
   GeoWealth Management LLC 2 - 2023-12-31 340,324 $31,103,000 -448,657
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 70 - 2023-12-31 312,842 $28,572,000 -20,724
   Mutual Advisors LLC 11 - 2023-12-31 306,418 $28,004,000 -69,648
   PARTNERS CAPITAL INVESTMENT GROUP LLP 29 - 2023-12-31 296,739 $27,119,000 -53
   EAGLE ROCK INVESTMENT COMPANY LLC 2 - 2024-03-31 275,029 $25,248,000 -22,845
   Trilogy Capital Inc. 21 - 2024-03-31 272,177 $24,986,000 -44,414
   St. Louis Financial Planners Asset Management LLC 1 - 2024-03-31 267,046 $24,419,000 -10,250
   Fort Point Capital Partners LLC 4 - 2023-12-31 264,118 $24,138,000 -279,920
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 288 - 2024-03-31 257,630 $23,650,000 -25,971
   Full Sail Capital LLC 18 - 2023-12-31 256,404 $23,433,000 -135,574
   UDINE WEALTH MANAGEMENT INC. 1 - 2024-03-31 254,038 $23,321,000 -3,882
   Winch Advisory Services LLC 4 - 2023-12-31 236,232 $21,589,000 -73,124
   Financial & Tax Architects LLC - 2023-12-31 233,231 $21,315,000 -6,029
   McNamara Financial Services Inc. 7 - 2024-03-31 227,259 $20,862,000 -31,588
   ST. JAMES INVESTMENT COMPANY, LLC 16 - 2023-12-31 201,753 $18,438,000 -119,932
   Aptus Capital Advisors LLC 43 - 2023-12-31 191,979 $17,545,000 -6,173
   MILLENNIUM MANAGEMENT LLC 1045 - 2023-12-31 191,485 $17,500,000 -112,623
   STABLEFORD CAPITAL II LLC 1 - 2024-03-31 190,470 $17,485,000 -2,272
   Berkshire Money Management Inc. 11 - 2023-12-31 188,043 $17,185,000 -3,413
   Deane Retirement Strategies Inc. 1 - 2024-03-31 185,947 $17,069,000 -75,917
   Standard Life Aberdeen plc 432 - 2023-12-31 185,471 $16,950,000 -6,556
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 41 - 2023-12-31 184,916 $16,899,000 -482,649
   BANK OF NEW YORK MELLON CORP 1673 - 2024-03-31 181,913 $16,700,000 -17,315
   GTS SECURITIES LLC 41 - 2023-12-31 178,698 $16,331,000 -803,701
   TRUENORTH, INC. 1 - 2024-03-31 174,420 $16,012,000 -38,107
   Private Wealth Group LLC 2 - 2024-03-31 164,300 $15,083,000 -11,825
   AGF MANAGEMENT LTD 174 - 2023-12-31 164,063 $14,994,000 -351,310
   Wealthfront Advisers LLC 106 - 2024-03-31 158,244 $14,527,000 -22,135
   TITAN CAPITAL MANAGEMENT, LLC /CA 3 - 2023-12-31 157,364 $14,381,000 -4,804
   HANSON MCCLAIN, INC. 95 - 2024-03-31 153,289 $14,072,000 -8,876
   COMERICA BANK 301 - 2023-12-31 153,183 $13,999,000 -8,964
   Beacon Pointe Advisors LLC 138 - 2023-12-31 149,139 $13,630,000 -53,150
   Altiora Financial Group LLC 6 - 2024-03-31 147,102 $13,504,000 -3,798
   Park Edge Advisors LLC 3 - 2024-03-31 140,576 $12,905,000 -48,569
   Astor Investment Management LLC 8 - 2023-12-31 136,896 $12,511,000 -132,275
   McGuire Investment Group LLC 18 - 2024-03-31 134,894 $12,383,000 -88,950
   FSC Wealth Advisors LLC 4 - 2024-03-31 130,864 $12,013,000 -4,313
   Focused Wealth Management Inc 12 - 2023-12-31 130,193 $11,898,000 -99,446
   SYKON CAPITAL LLC 3 - 2023-12-31 128,561 $11,749,000 -435,304
   SHUFRO ROSE & CO LLC 24 - 2023-12-31 127,495 $11,707,000 -821
   TMD Wealth Management LLC 8 - 2023-12-31 125,939 $11,510,000 -20,007
   Integrated Wealth Concepts LLC 133 - 2023-12-31 120,780 $11,038,000 -37,876
   Integrated Advisors Network LLC 29 - 2023-12-31 120,669 $11,028,000 -280,868
   Lakewood Asset Management LLC 1 - 2024-03-31 114,178 $10,482,000 -7,957
   HPM Partners LLC - 2023-12-31 114,473 $10,462,000 -24,486
   AJ WEALTH STRATEGIES LLC 39 - 2023-06-30 113,534 $10,425,000 -958,331
   MORGAN DEMPSEY CAPITAL MANAGEMENT LLC - 2023-12-31 112,981 $10,325,000 -6,701
   Treasure Coast Financial Planning 5 - 2024-03-31 109,846 $10,084,000 -2,129
   STERLING INVESTMENT MANAGEMENT, INC. 3 - 2024-03-31 109,481 $10,050,000 -6,915
   NATIONAL ASSET MANAGEMENT, INC. 74 - 2023-12-31 109,846 $10,039,000 -89,382
   Concord Wealth Partners 12 - 2023-12-31 107,549 $9,829,000 -5,955
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 3 - 2023-12-31 105,421 $9,634,000 -416,834
   Coombe Bender & Co LLC 3 - 2023-12-31 104,987 $9,595,000 -2,104
   NATIONAL BANK OF CANADA /FI/ 507 - 2023-12-31 104,491 $9,548,000 -527,334
   Richard W. Paul & Associates LLC - 2023-12-31 104,392 $9,540,000 -43,982
   Clear Creek Financial Management LLC 12 - 2024-03-31 103,069 $9,462,000 -3,608
   Teamwork Financial Advisors LLC 27 - 2024-03-31 100,896 $9,262,000 -177,341
   Lumbard Investment Counseling LLC 1 - 2023-12-31 100,486 $9,183,000 -466
   Verdence Capital Advisors LLC 18 - 2024-03-31 99,471 $9,131,000 -10,043
   L.M. KOHN & COMPANY 8 - 2024-03-31 98,921 $9,081,000 -28,913
   LOWERY THOMAS LLC 3 - 2023-12-31 99,355 $9,080,000 -10,846
   CX Institutional 60 - 2024-03-31 98,387 $9,023,000 -69,220
   We Are One Seven LLC 36 - 2023-12-31 98,271 $8,981,000 -16,457
   NorthCrest Asset Manangement LLC 97 - 2024-03-31 97,213 $8,924,000 -16,540
   COMERICA SECURITIESINC. 35 - 2023-09-30 95,667 $8,784,000 -27,547
   ROUNDVIEW CAPITAL LLC 28 - 2023-12-31 95,287 $8,708,000 -4,749
   HILLTOP HOLDINGS INC. 16 - 2023-12-31 93,730 $8,566,000 -48,723
   Lifestyle Asset Management Inc. 5 - 2024-03-31 91,158 $8,368,000 -1,707
  100 Records found
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