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Get Institutions for : 
Spdr Brcly Cap Int Trs Bon (BWX)  
$21.78 0.07 (0.32%) as of 4:30 Fri 5/24


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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  : 
0.05 (0.23%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CoreCap Advisors LLC 211 *New 2023-12-31 58,132 $1,348,000 58,132
   Golden State Equity Partners 131 *New 2023-12-31 31,174 $723,000 31,174
   Sawtooth Asset Management Inc. 649 *New 2023-12-31 22,611 $524,000 22,611
   KISTLERTIFFANY COMPANIES, LLC 227 *New 2023-06-30 18,143 $409,000 18,143
   RPg Family Wealth Advisory LLC 111 *New 2024-03-31 11,999 $267,000 11,999
   Simplicity WealthLLC 1059 *New 2024-03-31 9,242 $206,000 9,242
   HANSON MCCLAIN, INC. 1519 *New 2024-03-31 1,412 $31,000 1,412
   COUNTRY TRUST BANK 271 *New 2024-03-31 173 $4,000 173
   Aptus Capital Advisors LLC 1087 *New 2024-03-31 186 $4,000 186
   SYSTM Wealth Solutions LLC 871 *New 2024-03-31 128 $3,000 128
   Atlantic Trust Group LLC 2720 *New 2024-03-31 74 $2,000 74
   BALLAST ADVISORS LLC 170 *New 2024-03-31 30 $1,000 30
   Salomon & Ludwin LLC 804 *New 2024-03-31 66 $1,000 66
   Farther Finance Advisors LLC 3686 *New 2024-03-31 15 $0 15
  14 Records found
  1    
  Page 1 of 1
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