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Get Institutions for : 
Spdr Brcly Cap Int Trs Bon (BWX)  
$21.60 0.01 (0.05%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 130    4
Total shares held : 
 28,627,024  
% of shares held : 
 78.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 734,248  
% of shares held change : 
   2.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.97  
Last Quarter's Ending Price : 
 $23.18  
Last Quarter's Average Price : 
 $21.83  
Change from last quarter's     
avg. price to the last closing  : 
0.23 (1.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 1,050,859
 3.67%
 
Increased Positions :
46
 4,662,848
 16.29%
 
Unchanged Positions :
25
 512,319
 1.79%
 
Decreased Positions :
42
-1,503,837
-5.25%
 
Closed Positions :
21
-3,475,622
-12.14%
 
Guru Positions :
0
 0%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MANUFACTURERES LIFE INSURANCE CO 163 - 2023-12-31 6,105,610 $141,528,000 2,796,338
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 529 - 2023-12-31 4,636,324 $107,470,000 60,034
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 5 - 2023-12-31 4,464,961 $103,498,000 543,101
   STATE STREET CORP 1765 - 2023-12-31 1,916,010 $44,413,000 268,627
   MORGAN STANLEY 2026 - 2023-12-31 1,602,479 $37,145,000 50,165
   Checchi Capital Advisers LLC 4 - 2023-12-31 1,283,032 $29,741,000 -180,478
   ENVESTNET ASSET MANAGEMENT INC 929 - 2023-12-31 1,040,228 $24,112,000 415,324
   CREATIVE PLANNING 247 - 2023-12-31 804,252 $18,643,000 44,189
   Adviser Investments LLC 86 *New 2023-12-31 508,087 $11,777,000 508,087
   LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC 18 - 2023-12-31 454,432 $10,534,000 -117,347
   LPL FINANCIAL CORP 1221 - 2023-12-31 450,956 $10,453,000 -29,774
   Blueprint Investment Partners LLC 12 - 2023-12-31 325,060 $7,535,000 174,352
   BANK OF AMERICA CORP /DE/ 2637 - 2023-12-31 313,431 $7,265,000 -49,495
   FINANCIAL ENGINES ADVISORS L.L.C. 89 - 2023-12-31 276,471 $6,409,000 -213,512
   Peak Financial Management Inc. 20 - 2023-12-31 265,951 $6,165,000 -11,563
   WELLS FARGO & CO/MN 1816 - 2023-12-31 256,953 $5,956,000 8,030
   FINANCIAL NETWORK 533 - 2023-12-31 236,990 $5,493,000 14,076
   TECTONIC ADVISORS LLC 49 - 2023-12-31 218,825 $5,072,000 0
   UBS Group AG 2106 - 2023-12-31 189,607 $4,395,000 -156
   MACKENZIE FINANCIAL CORP 599 - 2023-12-31 173,005 $4,010,000 0
   Envestnet Portfolio Solutions Inc. 409 - 2023-12-31 160,762 $3,726,000 -10,101
   SYKON CAPITAL LLC 18 *New 2023-12-31 159,027 $3,686,000 159,027
   Advisor Group Holdings Inc. 1471 - 2023-12-31 144,970 $3,360,000 -26,160
   Money Design Co.Ltd. 66 - 2023-12-31 139,460 $3,233,000 2,924
   AMERIPRISE FINANCIAL INC 2581 - 2023-12-31 132,768 $3,077,000 995
   Baron Financial Group LLC - 2023-12-31 120,910 $2,803,000 -21,535
   Spartan Planning & Wealth Management 12 - 2023-12-31 112,565 $2,609,000 70,033
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 506 - 2023-12-31 100,704 $2,334,000 1,778
   NATIXIS ASSET MANAGEMENT ADVISORS LP 968 *New 2023-12-31 99,085 $2,296,000 99,085
   Cetera Investment Advisers 745 - 2023-12-31 98,250 $2,277,000 -8,370
   MML INVESTORS SERVICES LLC 947 - 2023-12-31 96,307 $2,232,000 37,961
   FTB Advisors Inc. 197 - 2023-12-31 92,034 $2,133,000 78,542
   Upper Left Wealth Management LLC - 2023-12-31 86,547 $2,006,000 -3,048
   Jenkins Wealth 17 - 2022-12-31 85,635 $1,921,000 2,047
   RENAISSANCE TECHNOLOGIES LLC 2003 - 2023-12-31 79,600 $1,845,000 34,200
   OLD MISSION CAPITAL LLC 298 *New 2023-12-31 73,743 $1,709,000 73,743
   Auour Investments LLC - 2023-12-31 71,836 $1,603,000 4,274
   Quent Capital LLC 66 - 2023-12-31 68,908 $1,597,000 -317,350
   STIFEL FINANCIAL CORP 1852 - 2023-12-31 65,875 $1,527,000 2,570
   Atria Wealth Solutions Inc. 695 - 2023-12-31 64,715 $1,500,000 -13,618
   ROYAL BANK OF CANADA 2845 - 2023-12-31 59,703 $1,383,000 24,199
   COMERICA BANK 1371 - 2023-12-31 58,423 $1,354,000 44,151
   CoreCap Advisors LLC 211 *New 2023-12-31 58,132 $1,348,000 58,132
   Euro Pacific Asset Management LLC 46 - 2023-12-31 51,261 $1,211,000 -2,777
   Walkner Condon Financial Advisors LLC - 2023-12-31 49,471 $1,147,000 -27,809
   PNC FINANCIAL SERVICES GROUP INC 1080 - 2023-12-31 49,090 $1,138,000 3,898
   HANCOCK HOLDING CO 293 - 2023-12-31 48,188 $1,117,000 19,113
   CI Private Wealth LLC 1314 - 2023-12-31 39,394 $913,000 -24,252
   PURE FINANCIAL ADVISORS, INC. 152 - 2024-03-31 40,954 $911,000 138
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 93 - 2023-12-31 34,116 $791,000 -6,406
   Towneley Capital Management Inc / DE 29 - 2023-12-31 32,592 $755,000 0
   Golden State Equity Partners 131 *New 2023-12-31 31,174 $723,000 31,174
   Snowden Capital Advisors LLC 564 - 2023-12-31 27,929 $647,000 0
   Legacy Wealth Asset Management LLC 174 - 2024-03-31 28,545 $635,000 918
   JONES FINANCIAL COMPANIES LLLP 231 - 2023-12-31 25,862 $599,000 -1,726
   RAYMOND JAMES & ASSOCIATES 2852 - 2023-12-31 24,313 $564,000 -1,846
   Fifth Third Securities Inc. 183 - 2024-03-31 24,849 $553,000 2,529
   Kestra Advisory Services LLC 1465 - 2023-12-31 23,531 $545,000 -20,770
   CULLEN FROST BANKERS INC 364 *New 2023-12-31 22,991 $533,000 22,991
   Sawtooth Asset Management Inc. 649 *New 2023-12-31 22,611 $524,000 22,611
   Vontobel Holding Ltd. 848 - 2023-12-31 22,208 $515,000 76
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 607 - 2023-12-31 21,594 $501,000 9,878
   COMMONWEALTH EQUITY SERVICES LLC. 2651 - 2023-12-31 21,444 $497,000 189
   OPPENHEIMER & CO INC 966 - 2023-12-31 21,251 $493,000 664
   One + One Wealth Management LLC 63 - 2024-03-31 22,029 $490,000 0
   CARDIFF PARK ADVISORS LLC 158 - 2023-12-31 18,435 $427,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2315 - 2023-12-31 17,804 $413,000 -4,536
   KISTLERTIFFANY COMPANIES, LLC 227 *New 2023-06-30 18,143 $409,000 18,143
   PRUDENTIAL FINANCIAL INC 2221 - 2023-12-31 17,117 $397,000 1,125
   Sebold Capital Management Inc. 47 - 2024-03-31 17,474 $389,000 -47
   ECLECTIC ASSOCIATES INC /ADV 59 - 2023-12-31 16,357 $379,000 450
   SILVER OAK SECURITIES Inc 332 - 2023-12-31 16,096 $373,000 540
   CITIGROUP INC 2745 - 2023-12-31 16,034 $372,000 -2,516
   MARINER WEALTH ADVISORS, LLC 2185 - 2023-12-31 15,396 $357,000 647
   CLIENT 1ST ADVISORY GROUP LLC 71 - 2023-12-31 14,067 $326,000 0
   J P MORGAN CHASE & CO 3916 - 2023-12-31 13,295 $308,000 -263
   SeaCrest Wealth Management LLC 451 - 2024-03-31 13,023 $290,000 -663
   Arete Wealth Advisors LLC 566 - 2023-12-31 12,346 $286,000 159
   4Thought Financial Group Inc. 32 - 2023-12-31 12,238 $284,000 -313
   BANK OF MONTREAL /CAN/ 2410 - 2023-12-31 11,911 $279,000 -395,408
   BB&T CORP 2313 *New 2023-12-31 11,791 $273,000 11,791
   HM PAYSON & CO 345 - 2023-12-31 11,381 $264,000 0
   Tennessee Valley Asset Management Partners 108 *New 2023-12-31 11,050 $256,000 11,050
   BTS ASSET MANAGEMENT, INC. 22 *New 2023-12-31 10,561 $245,000 10,561
   Rehmann Capital Advisory Group 490 *New 2023-12-31 10,402 $241,000 10,402
   MERCER GLOBAL ADVISORS INC /ADV 1751 - 2023-12-31 10,040 $233,000 -1,565
   Altiora Financial Group LLC 79 - 2024-03-31 10,097 $225,000 -9,267
   MULTIFINANCIAL SECURITIES CORP 1580 - 2023-12-31 9,555 $221,000 20
   Covestor Ltd 109 - 2023-12-31 9,490 $220,000 839
   PRINCIPAL SECURITIES INC. 894 - 2023-12-31 9,318 $216,000 0
   HPM Partners LLC - 2023-12-31 9,157 $212,000 9,157
   Coppell Advisory Solutions LLC 311 - 2023-12-31 6,038 $140,000 711
   Goss Wealth Management LLC 2023 - 2023-12-31 3,462 $80,000 2,714
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1872 - 2023-12-31 3,231 $75,000 -2,742
   Hartland & Co. LLC 650 - 2023-12-31 3,205 $74,000 0
   United Community Bank 271 - 2023-12-31 3,041 $70,000 46
   First National Bank of South Miami 180 - 2023-06-30 2,393 $54,000 22
   Qube Research & Technologies Ltd 2893 - 2023-12-31 2,220 $51,000 2,220
   TSFG LLC 277 - 2024-03-31 2,118 $47,000 0
   Colonial Trust Co / SC 542 - 2023-12-31 1,673 $39,000 862
  100 Records found
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