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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
   CWM LLC 25 - 2024-03-31 1,684,629 $167,486,000 -52,400
   Advisor Group Holdings Inc. 157 - 2023-12-31 736,704 $73,023,000 -10,353
   Proficio Capital Partners LLC - 2024-03-31 309,087 $30,308,000 -258,655
   Fortis Group Advisors LLC - 2024-03-31 274,262 $27,267,000 -329,914
   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
   TMD Wealth Management LLC 5 - 2023-12-31 147,414 $14,612,000 -21,970
   RAYMOND JAMES & ASSOCIATES 1008 - 2024-03-31 131,923 $13,116,000 -90,699
   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
   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
   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
   Legacy CG LLC 9 - 2024-03-31 91,628 $9,110,000 -29,243
   EP WEALTH ADVISORS, INC. 113 - 2023-12-31 90,278 $8,948,000 -208
   Oakmont Partners LLC 106 - 2024-03-31 79,827 $7,936,000 -48,887
   Private Advisor Group LLC - 2024-03-31 75,272 $7,483,000 -8,687
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - 2023-12-31 59,225 $5,870,000 -131,098
   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
   ST GERMAIN D J CO INC 90 - 2024-03-31 49,828 $4,954,000 -1,279
   MML INVESTORS SERVICES LLC 640 - 2023-12-31 45,910 $4,551,000 -2,892
   GYL Financial Synergies LLC 76 - 2023-12-31 40,915 $4,055,000 -3,930
   JANNEY MONTGOMERY SCOTT LLC 903 - 2024-03-31 34,595 $3,439,000 -21,326
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1343 - 2024-03-31 34,441 $3,424,000 -58,739
   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
   STUDIO INVESTMENT MANAGEMENT LLC 42 - 2023-12-31 28,910 $2,866,000 -3,424
   Carr Financial Group Corp 22 - 2024-03-31 28,761 $2,859,000 -7,598
   DB Wealth Management Group LLC 15 - 2023-12-31 26,986 $2,675,000 -4,624
   Alpha Financial Partners LLC 10 - 2023-12-31 24,098 $2,389,000 -1,533
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1157 - 2024-03-31 23,536 $2,340,000 -3,757
   MONEY CONCEPTS CAPITAL CORP 126 - 2024-03-31 23,315 $2,318,000 -48,578
   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
   Fortis Capital Advisors LLC 22 - 2023-12-31 17,839 $1,768,000 -37,716
   MCF Advisors LLC 64 - 2024-03-31 14,332 $1,425,000 -2,184
   Smartleaf Asset Management LLC - 2024-03-31 13,792 $1,367,000 -10,417
   Advance Capital Management Inc. 36 - 2024-03-31 13,677 $1,360,000 -38,600
   WJ Wealth Management LLC 40 - 2024-03-31 13,610 $1,353,000 -9,661
   Kohmann Bosshard Financial Services LLC 69 - 2024-03-31 13,136 $1,306,000 -22
   Total Clarity Wealth Management Inc. 70 - 2024-03-31 11,866 $1,180,000 -8,774
   Jacobi Capital Management LLC 168 - 2023-12-31 11,708 $1,160,000 -4,872
   Clear Creek Financial Management LLC 132 - 2024-03-31 11,366 $1,130,000 -867
   Atria Wealth Solutions Inc. 832 - 2023-12-31 10,580 $1,049,000 -3,388
   RiverTree Advisors LLC 23 - 2024-03-31 9,364 $931,000 -4,186
   Values First Advisors Inc. 55 - 2024-03-31 8,965 $891,000 -3,159
   WAGNER CAPITAL MANAGEMENT CORP 179 - 2024-03-31 7,534 $749,000 -972
   JANE STREET GROUP LLC 3544 - 2023-12-31 7,310 $725,000 -39,395
   True Wealth Design LLC 97 - 2023-12-31 7,297 $723,000 -713
   Sound Financial Strategies Group LLC 11 - 2023-12-31 7,219 $716,000 -4,076
   Northwest Capital Management Inc 61 - 2024-03-31 6,956 $692,000 -503
   PRIVATE TRUST CO NA 318 - 2024-03-31 6,340 $630,000 -203
   ADVISORY SERVICES NETWORK, LLC 805 - 2023-12-31 6,288 $623,000 -150
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3767 - 2023-12-31 5,055 $501,000 -20,396
   PEKIN SINGER STRAUSS ASSET MANAGEMENT - 2024-03-31 4,994 $497,000 -2,030
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 738 - 2023-12-31 4,702 $466,000 -3,807
   Wealthcare Advisory Partners LLC 562 - 2024-03-31 4,321 $430,000 -1,603
   WealthTrust Asset Management LLC - 2024-03-31 4,318 $429,000 -20,755
   Geneos Wealth Management Inc. - 2024-03-31 4,235 $421,000 -40
   LEUCADIA NATIONAL CORP -- Notable Guru -- 837 - 2023-12-31 3,946 $391,000 -1,000
   Castleview Partners LLC 90 - 2023-12-31 3,723 $369,000 -231
   AE Wealth Management LLC 1611 - 2023-12-31 3,534 $352,000 -540
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 184 - 2023-12-31 3,536 $351,000 -63,232
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 3,524 $350,000 -700
   Portside Wealth Group LLC 259 - 2024-03-31 3,260 $324,000 -548
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 3,210 $319,000 -436
   Worth Asset Management LLC 85 - 2024-03-31 3,088 $307,000 -865
   Nemes Rush Group LLC 140 - 2023-12-31 3,078 $305,000 -1,000
   Trinity Legacy Partners LLC 83 - 2024-03-31 2,929 $291,000 -41,663
   Arrowroot Family Office LLC 105 - 2023-12-31 2,827 $280,000 -778
   AlphaQ Advisors LLC - 2024-03-31 2,625 $261,000 -775
   GREAT VALLEY ADVISOR GROUP INC. 622 - 2023-12-31 2,495 $247,000 -467
   FINANCIAL ARCHITECTS INC 288 - 2023-06-30 2,475 $246,000 -2,755
   CREATIVE PLANNING 2244 - 2023-12-31 2,453 $243,000 -325
   NBC SECURITIES INC. 700 - 2024-03-31 2,255 $224,000 -4,511
   Farther Finance Advisors LLC 886 - 2023-12-31 770 $76,000 -237
   WELLS FARGO & CO/MN 4879 - 2023-12-31 249 $25,000 -6,419
   PROEQUITIES INC. - 2024-03-31 219 $22,000 -141
   HARBOUR INVESTMENTS INC. 1904 - 2023-12-31 180 $18,000 -382
   J P MORGAN CHASE & CO 5018 - 2023-12-31 133 $13,000 -22

  85 Records found
  1    
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