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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
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 546 - 2023-12-31 602,241 $59,694,000 173,517
   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
   COMMONWEALTH EQUITY SERVICES LLC. 401 - 2024-03-31 264,614 $26,308,000 22,042
   CWA Asset Management Group LLC 9 - 2023-12-31 248,974 $24,678,000 110,096
   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
   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
   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
   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
   Integrated Wealth Concepts LLC 116 - 2023-12-31 125,377 $12,427,000 50,562
   UBS Group AG 1350 - 2023-12-31 120,701 $11,964,000 99,834
   Treasure Coast Financial Planning 3 - 2024-03-31 108,024 $10,740,000 1,899
   Austin Wealth Management LLC 11 - 2023-12-31 93,792 $9,312,000 10,577
   Ronald Blue Trust Inc. - 2024-03-31 84,413 $8,392,000 39,449
   Financial Advocates Investment Management - 2024-03-31 78,879 $7,842,000 13,569
   Equitable Holdings Inc. 176 - 2023-12-31 74,564 $7,391,000 4,819
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 446 - 2023-12-31 73,673 $7,302,000 70,693
   Kestra Advisory Services LLC 354 - 2023-12-31 69,526 $6,891,000 10,442
   Stratos Wealth Partners LTD. 199 - 2024-03-31 64,529 $6,416,000 23,138
   CoreCap Advisors LLC 57 - 2023-12-31 56,036 $5,554,000 14,927
   Priebe Wealth Holdings LLC 6 - 2024-03-31 51,977 $5,168,000 8,117
   Rockefeller Capital Management L.P. 634 - 2023-12-31 50,146 $4,970,000 35,676
   Auour Investments LLC - 2024-03-31 48,728 $4,845,000 8,093
   One Day In July LLC 34 - 2024-03-31 48,650 $4,837,000 45,568
   ATRIA INVESTMENTS LLC 323 - 2023-12-31 45,998 $4,559,000 23,693
   Curi Capital 43 - 2023-12-31 44,388 $4,400,000 2,015
   Cetera Investment Advisers 554 - 2023-12-31 36,915 $3,659,000 14,168
   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
   Onyx Bridge Wealth Group LLC - 2024-03-31 33,321 $3,310,000 3,984
   Pine Valley Investments Ltd Liability Co 87 - 2023-12-31 32,247 $3,196,000 10,270
   Orion Portfolio Solutions LLC 469 - 2023-12-31 28,304 $2,808,000 7,962
   TOWNSQUARE CAPITAL LLC 361 - 2023-12-31 26,391 $2,616,000 898
   Schwab Charitable Fund - 2023-12-31 24,634 $2,442,000 9,633
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 900 - 2024-03-31 22,257 $2,213,000 8,260
   MULTIFINANCIAL SECURITIES CORP 502 - 2023-12-31 20,306 $2,013,000 9,561
   H D Vest Advisory Services 567 - 2023-12-31 16,478 $1,633,000 6,052
   PARSONS CAPITAL MANAGEMENT INC/RI 182 - 2024-03-31 15,175 $1,509,000 140
   STIFEL FINANCIAL CORP 1884 - 2023-12-31 14,643 $1,451,000 8,939
   Smart Money Group LLC - 2024-03-31 14,599 $1,451,000 2,068
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 14,586 $1,450,000 2,851
   Capital Advisors Ltd. LLC 73 - 2024-03-31 14,549 $1,446,000 1,089
   MARINER WEALTH ADVISORS, LLC 1224 - 2023-12-31 14,260 $1,413,000 14,260
   SHEETS SMITH & ASSOCIATES INC 115 - 2023-09-30 12,600 $1,253,000 1,100
   APEX INVESTMENT SERVICES, INC. 38 - 2024-03-31 10,635 $1,057,000 8,009
   PFG Advisors 266 - 2023-12-31 10,149 $1,006,000 4,399
   MERIDIAN MANAGEMENT CO 50 - 2024-03-31 10,062 $1,000,000 538
   Anson Capital Inc. 19 - 2023-12-31 10,023 $994,000 654
   Arete Wealth Advisors LLC 266 - 2023-12-31 9,464 $938,000 73
   Beacon Wealthcare LLC 11 - 2024-03-31 8,958 $891,000 47
   Western Wealth Management LLC 246 - 2024-03-31 8,905 $885,000 2,260
   IHT Wealth Management LLC 432 - 2023-12-31 8,450 $838,000 2,650
   HIGHTOWER ADVISORS, LLC 1894 - 2023-12-31 8,404 $832,000 1,247
   Waterloo Capital L.P. 157 - 2023-12-31 8,091 $802,000 3,303
   PUTNAM FL INVESTMENT MANAGEMENT CO - 2024-03-31 7,825 $778,000 250
   Stonebridge Financial Planning Group LLC 63 - 2023-12-31 7,502 $744,000 2,102
   Coastal Investment Advisors Inc. 162 - 2024-03-31 7,102 $706,000 305
   BAKER TILLY FINANCIAL LLC 205 - 2023-12-31 6,864 $680,000 377
   Vertex Planning Partners LLC 76 - 2023-12-31 5,453 $541,000 23
   WOLVERINE TRADING LLC 686 - 2023-12-31 5,147 $510,000 5,147
   NavPoint Financial Inc. 34 - 2024-03-31 4,406 $438,000 100
   LWMG LLC - 2024-03-31 4,227 $420,000 36
   Dynamic Advisors Solutions LLC 708 - 2024-03-31 3,499 $348,000 927
   COMERICA BANK 2035 - 2023-12-31 3,458 $343,000 1,207
   MONECO Advisors LLC 291 - 2024-03-31 3,365 $335,000 1,171
   OROURKE & COMPANY Inc 111 - 2024-03-31 3,243 $322,000 92
   JACOBSON & SCHMITT ADVISORS LLC 56 - 2023-12-31 2,841 $282,000 141
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 2,500 $248,000 2,500
   TWO SIGMA SECURITIES LLC 817 - 2023-12-31 2,211 $219,000 2,211
   PFG Investments LLC 906 - 2024-03-31 2,033 $202,000 9
   US BANCORP 2285 - 2023-12-31 1,127 $112,000 30
   MORGAN STANLEY 5917 - 2023-12-31 554 $55,000 54
   Parallel Advisors LLC 1424 - 2023-12-31 507 $50,000 4
   BANK OF MONTREAL /CAN/ 3097 - 2023-12-31 312 $31,000 226

  89 Records found
  1    
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