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Get Institutions for : 
Spdr Bloomberg Barclays 312 Month Tbill Etf (BILS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 211    9
Total shares held : 
 19,390,723  
% of shares held : 
 16.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 1,180,619  
% of shares held change : 
   0.98%  
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 :
26
 333,635
 1.72%
 
Increased Positions :
93
 3,397,098
 17.52%
 
Unchanged Positions :
23
 376,587
 1.94%
 
Decreased Positions :
69
-2,051,348
-10.58%
 
Closed Positions :
17
-498,766
-2.57%
 
Guru Positions :
1
3,946
 0.02%
 
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/ 563 - 2023-12-31 1,974,069 $195,670,000 405,834
   CWM LLC 25 - 2024-03-31 1,684,629 $167,486,000 -52,400
   LPL FINANCIAL CORP 193 - 2023-12-31 1,497,071 $148,390,000 198,668
   HM PAYSON & CO 7 - 2023-12-31 1,170,653 $116,035,000 187,081
   RENAISSANCE TECHNOLOGIES LLC 203 - 2023-12-31 749,600 $74,300,000 251,500
   Advisor Group Holdings Inc. 157 - 2023-12-31 736,704 $73,023,000 -10,353
   AJ WEALTH STRATEGIES LLC 7 - 2023-06-30 682,188 $67,850,000 15,347
   AMERIPRISE FINANCIAL INC 660 - 2023-12-31 671,293 $65,889,000 115,333
   PARTNERS CAPITAL INVESTMENT GROUP LLP 16 - 2023-12-31 628,400 $62,287,000 142,657
   Fortis Group Advisors LLC 2 *New 2023-12-31 604,176 $60,182,000 604,176
   ENVESTNET ASSET MANAGEMENT INC 546 - 2023-12-31 602,241 $59,694,000 173,517
   Proficio Capital Partners LLC 3 - 2023-12-31 567,742 $56,294,000 -86,405
   COLDSTREAM CAPITAL MANAGEMENT INC 18 - 2023-12-31 451,187 $44,722,000 96,012
   Sargent Investment Group LLC 1 - 2023-12-31 391,674 $38,823,000 67,403
   ROYAL BANK OF CANADA 834 - 2023-12-31 352,124 $34,903,000 114,087
   STEPHENS INC /AR/ 39 - 2023-12-31 307,641 $30,493,000 23,289
   CWA Asset Management Group LLC 9 - 2023-12-31 248,974 $24,678,000 110,096
   COMMONWEALTH EQUITY SERVICES LLC. 400 - 2023-12-31 242,572 $24,044,000 30,515
   Altiora Financial Group LLC 4 - 2024-03-31 226,368 $22,506,000 24,043
   PECAUT & CO. 3 - 2023-12-31 224,892 $22,291,000 4,373
   RAYMOND JAMES & ASSOCIATES 696 - 2023-12-31 222,622 $22,066,000 85,395
   BB&T CORP 391 - 2023-12-31 208,325 $20,649,000 130,465
   EPOCH INVESTMENT PARTNERS INC. 211 - 2023-12-31 204,255 $20,246,000 68,333
   Waldron LP 23 - 2023-12-31 198,303 $19,655,000 -24,278
   NDWM LLC 2 - 2024-03-31 183,452 $18,239,000 -1,237
   GeoWealth Management LLC 8 - 2023-12-31 179,843 $17,826,000 -714
   PETREDIS INVESTMENT ADVISORS LLC 11 - 2023-12-31 170,604 $16,910,000 -83,663
   IAMS WEALTH MANAGEMENT LLC 1 - 2024-03-31 159,942 $15,895,000 32,723
   Kelman-Lazarov Inc. 8 - 2023-12-31 154,951 $15,359,000 3,287
   CHOATE INVESTMENT ADVISORS 24 - 2023-12-31 152,827 $15,148,000 54,348
   TMD Wealth Management LLC 5 - 2023-12-31 147,414 $14,612,000 -21,970
   Peak Asset Management LLC 10 - 2023-12-31 133,065 $13,189,000 8,563
   Delos Wealth Advisors LLC 1 - 2023-12-31 130,864 $12,971,000 6,804
   CENTAURUS FINANCIAL INC. 17 - 2023-12-31 129,127 $12,799,000 41,835
   Oakmont Partners LLC 49 - 2023-12-31 128,714 $12,758,000 -27,529
   Integrated Wealth Concepts LLC 116 - 2023-12-31 125,377 $12,427,000 50,562
   WARREN AVERETT ASSET MANAGEMENT, LLC 37 - 2023-12-31 123,162 $12,208,000 -679
   AlphaCore Capital LLC 12 - 2023-12-31 123,027 $12,194,000 -2,563
   Legacy CG LLC 8 - 2023-12-31 120,871 $11,981,000 16,798
   UBS Group AG 1350 - 2023-12-31 120,701 $11,964,000 99,834
   HPM Partners LLC - 2023-12-31 114,225 $11,322,000 -691,336
   FINANCIAL NETWORK 316 - 2023-12-31 113,369 $11,237,000 -19,668
   Beacon Capital Management Inc. 21 - 2024-03-31 110,577 $10,948,000 -10,385
   Treasure Coast Financial Planning 3 - 2023-12-31 106,125 $10,519,000 -2,044
   PROSPERA FINANCIAL SERVICES 59 - 2023-12-31 100,228 $9,935,000 -37,846
   FLAGSHIP HARBOR ADVISORS LLC 29 - 2024-03-31 98,072 $9,750,000 -94,166
   Austin Wealth Management LLC 11 - 2023-12-31 93,792 $9,312,000 10,577
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 778 - 2023-12-31 93,180 $9,236,000 -26,624
   EP WEALTH ADVISORS, INC. 113 - 2023-12-31 90,278 $8,948,000 -208
   PORTLAND GLOBAL ADVISORS LLC 24 *New 2023-12-31 88,236 $8,746,000 88,236
   Private Advisor Group LLC 290 - 2023-12-31 83,959 $8,322,000 3,087
   Strategic Wealth Partners Ltd. 13 *New 2023-03-31 80,544 $8,023,000 80,544
   Equitable Holdings Inc. 176 - 2023-12-31 74,564 $7,391,000 4,819
   Atlas Private Wealth Advisors 16 *New 2023-12-31 73,798 $7,316,000 73,798
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 446 - 2023-12-31 73,673 $7,302,000 70,693
   MONEY CONCEPTS CAPITAL CORP 40 - 2023-12-31 71,893 $7,126,000 2,970
   Kestra Advisory Services LLC 354 - 2023-12-31 69,526 $6,891,000 10,442
   Financial Advocates Investment Management 58 - 2023-12-31 65,310 $6,474,000 8,613
   Stratos Wealth Partners LTD. 199 - 2024-03-31 64,529 $6,416,000 23,138
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 59,225 $5,870,000 -131,098
   SMITHFIELD TRUST CO 51 - 2023-12-31 57,280 $5,678,000 0
   CoreCap Advisors LLC 57 - 2023-12-31 56,036 $5,554,000 14,927
   JANNEY MONTGOMERY SCOTT LLC 689 - 2023-12-31 55,921 $5,543,000 18,059
   Priebe Wealth Holdings LLC 6 - 2024-03-31 51,977 $5,168,000 8,117
   KINGFISHER CAPITAL LLC 25 - 2023-12-31 51,323 $5,087,000 -1,073
   Goss Wealth Management LLC 345 - 2023-12-31 50,433 $5,000,000 -35,823
   Rockefeller Capital Management L.P. 634 - 2023-12-31 50,146 $4,970,000 35,676
   ST GERMAIN D J CO INC 90 - 2024-03-31 49,828 $4,954,000 -1,279
   Eagle Bay Advisors LLC 6 *New 2023-12-31 47,204 $4,679,000 47,204
   ATRIA INVESTMENTS LLC 323 - 2023-12-31 45,998 $4,559,000 23,693
   MML INVESTORS SERVICES LLC 640 - 2023-12-31 45,910 $4,551,000 -2,892
   Ronald Blue Trust Inc. 62 - 2023-12-31 44,964 $4,471,000 38,591
   QUADRANT CAPITAL GROUP LLC 37 *New 2023-12-31 45,000 $4,460,000 45,000
   Trinity Legacy Partners LLC 26 - 2023-12-31 44,592 $4,420,000 -417
   Curi Capital 43 - 2023-12-31 44,388 $4,400,000 2,015
   GYL Financial Synergies LLC 76 - 2023-12-31 40,915 $4,055,000 -3,930
   Auour Investments LLC - 2023-12-31 40,635 $4,039,000 414
   Cetera Investment Advisers 554 - 2023-12-31 36,915 $3,659,000 14,168
   Carr Financial Group Corp - 2023-12-31 36,359 $3,604,000 -18,932
   Private Portfolio Partners LLC 29 - 2023-12-31 34,616 $3,431,000 9,661
   IFP Advisors Inc 133 - 2023-12-31 34,543 $3,424,000 4,212
   Vectors Research Management LLC 24 - 2023-12-31 33,391 $3,349,000 -1,354
   COURIER CAPITAL CORP 91 - 2024-03-31 32,824 $3,263,000 -734
   Pine Valley Investments Ltd Liability Co 87 - 2023-12-31 32,247 $3,196,000 10,270
   Onyx Bridge Wealth Group LLC 32 - 2023-12-31 29,337 $2,908,000 3,728
   STUDIO INVESTMENT MANAGEMENT LLC 42 - 2023-12-31 28,910 $2,866,000 -3,424
   Orion Portfolio Solutions LLC 469 - 2023-12-31 28,304 $2,808,000 7,962
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1012 - 2023-12-31 27,293 $2,705,000 2,717
   DB Wealth Management Group LLC 15 - 2023-12-31 26,986 $2,675,000 -4,624
   TOWNSQUARE CAPITAL LLC 361 - 2023-12-31 26,391 $2,616,000 898
   WealthTrust Asset Management LLC 11 - 2023-12-31 25,073 $2,485,000 -5,737
   Schwab Charitable Fund - 2023-12-31 24,634 $2,442,000 9,633
   Smartleaf Asset Management LLC 37 - 2023-12-31 24,209 $2,399,000 0
   Alpha Financial Partners LLC 10 - 2023-12-31 24,098 $2,389,000 -1,533
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 900 - 2024-03-31 22,257 $2,213,000 8,260
   Total Clarity Wealth Management Inc. - 2023-12-31 20,640 $2,046,000 -2,149
   MULTIFINANCIAL SECURITIES CORP 502 - 2023-12-31 20,306 $2,013,000 9,561
   Stratos Wealth Advisors LLC 193 - 2024-03-31 20,207 $2,009,000 -4,412
   Ameritas Advisory Services LLC 180 - 2023-12-31 19,790 $1,963,000 -29,843
   Belpointe Asset Management LLC 129 - 2023-12-31 17,839 $1,768,000 -37,716
  100 Records found
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