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Get Institutions for : 
Spdr Barclays Capital Issuer Scored Corporate Bond (CBND)  
$28.37 0.16 (0.57%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    7
Total shares held : 
 37,561,831  
% of shares held : 
 41.74%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 4,673,121  
% of shares held change : 
   5.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.29  
Last Quarter's Ending Price : 
 $29.41  
Last Quarter's Average Price : 
 $28.01  
Change from last quarter's     
avg. price to the last closing  : 
0.36 (1.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 439,809
 1.17%
 
Increased Positions :
56
 7,161,809
 19.07%
 
Unchanged Positions :
13
 4,013,781
 10.69%
 
Decreased Positions :
32
-1,224,387
-3.26%
 
Closed Positions :
9
-1,704,110
-4.54%
 
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
   Adviser Investments LLC 5 - 2023-12-31 12,697,673 $373,439,000 2,524,010
   Financial Gravity Wealth Inc. 24 - 2023-12-31 3,871,452 $102,385,000 0
   LPL FINANCIAL CORP 329 - 2023-12-31 2,875,584 $84,571,000 540,667
   ST GERMAIN D J CO INC 3 - 2024-03-31 2,715,123 $79,037,000 -297,134
   BANK OF AMERICA CORP /DE/ 1055 - 2023-12-31 2,053,976 $60,407,000 1,218,581
   CX Institutional 7 - 2024-03-31 1,185,902 $34,469,000 137,611
   Congress Wealth Management LLC / DE / 36 - 2024-03-31 1,137,452 $33,111,000 15,287
   Procyon Private Wealth Partners LLC 5 *New 2024-03-31 861,841 $25,088,000 861,841
   FINANCIAL ENGINES ADVISORS L.L.C. 57 - 2023-12-31 828,100 $24,354,000 599,446
   AE Wealth Management LLC 184 - 2023-12-31 833,970 $24,310,000 151,253
   Gerber Kawasaki Wealth & Investment Management 22 - 2023-12-31 715,675 $21,048,000 139,319
   THRIVENT FINANCIAL FOR LUTHERANS 424 - 2023-12-31 687,713 $20,226,000 -48,388
   Flaharty Asset Management LLC 16 - 2023-12-31 651,513 $19,161,000 -42,179
   AMERIPRISE FINANCIAL INC 1420 - 2023-12-31 521,073 $15,342,000 -91,541
   Polaris Wealth Advisers LLC 37 *New 2023-09-30 472,888 $13,042,000 472,888
   Private Advisor Group LLC 190 - 2023-12-31 439,497 $12,926,000 5,778
   MML INVESTORS SERVICES LLC 316 - 2023-12-31 427,692 $12,578,000 -8,232
   GREAT VALLEY ADVISOR GROUP INC. 60 - 2023-12-31 420,923 $12,379,000 250,350
   MORGAN STANLEY 3261 - 2023-12-31 359,454 $10,572,000 56,599
   RAYMOND JAMES & ASSOCIATES 1297 - 2024-03-31 266,803 $7,767,000 16,651
   ROYAL BANK OF CANADA 1612 - 2023-12-31 263,431 $7,748,000 170,578
   J P MORGAN CHASE & CO 2207 - 2023-12-31 255,742 $7,522,000 68,223
   ARKANSAS FINANCIAL GROUP INC. 21 - 2024-03-31 248,752 $7,241,000 50,585
   CWM LLC 357 - 2024-03-31 235,356 $6,851,000 5,253
   Good Life Advisors LLC 35 - 2023-12-31 221,237 $6,507,000 177
   MILESTONE ASSET MANAGEMENT LLC 13 *New 2024-03-31 214,875 $6,255,000 214,875
   JANE STREET GROUP LLC 1290 - 2023-12-31 212,248 $6,242,000 212,248
   Melone Private Wealth LLC 10 - 2023-12-31 192,889 $5,673,000 12,602
   MARINER WEALTH ADVISORS, LLC 672 - 2023-12-31 174,453 $5,131,000 627
   Geneos Wealth Management Inc. - 2023-12-31 163,546 $4,810,000 53,825
   Eldridge Investment Advisors Inc. 22 - 2023-12-31 153,853 $4,525,000 88,586
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 812 - 2024-03-31 152,761 $4,447,000 127,353
   FLAGSHIP HARBOR ADVISORS LLC 81 - 2024-03-31 150,253 $4,374,000 12,622
   Hennion & Walsh Asset Management Inc. 107 - 2024-03-31 141,089 $4,107,000 -42,683
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1250 - 2024-03-31 137,285 $3,996,000 125,431
   ShoreHaven Wealth Partners LLC 13 - 2023-12-31 126,211 $3,712,000 61,378
   ENVESTNET ASSET MANAGEMENT INC 2092 - 2023-12-31 124,689 $3,667,000 -71,248
   RFG Advisory Group LLC 140 *New 2024-03-31 117,960 $3,434,000 117,960
   VALMARK ADVISERS INC 121 - 2023-12-31 102,945 $3,028,000 50,209
   OLD MISSION CAPITAL LLC 204 - 2023-12-31 96,783 $2,846,000 96,783
   Mutual Advisors LLC 201 - 2023-12-31 96,224 $2,830,000 67,779
   Bridgeworth LLC - 2023-12-31 92,652 $2,725,000 -188,156
   Merit Financial Group LLC 170 *New 2023-12-31 84,405 $2,482,000 84,405
   Keystone Wealth Services LLC 28 - 2024-03-31 83,763 $2,438,000 4,504
   KWB Wealth 40 - 2024-03-31 76,096 $2,215,000 43,810
   Breakwater Capital Group 52 - 2024-03-31 72,026 $2,097,000 1,867
   Optas LLC 32 - 2024-03-31 67,355 $1,961,000 -573
   David Kennon Inc - 2023-12-31 66,197 $1,947,000 -2,680
   Tidemark LLC 18 - 2023-12-31 64,013 $1,883,000 0
   Golden State Equity Partners 61 - 2023-12-31 56,338 $1,657,000 40,465
   SCHRODER INVESTMENT MANAGEMENT GROUP 877 - 2023-12-31 53,773 $1,581,000 -1,665
   CAPTRUST FINANCIAL ADVISORS 1098 - 2023-12-31 45,440 $1,336,000 6,984
   FINANCIAL LIFE ADVISORS 24 - 2024-03-31 43,397 $1,263,000 -30,910
   Change Path LLC 223 - 2023-12-31 40,641 $1,195,000 4,428
   Quadrant Private Wealth Management LLC 76 - 2023-12-31 40,604 $1,194,000 13,990
   Jacobi Capital Management LLC 176 - 2023-12-31 37,962 $1,116,000 5,823
   Kingdom Financial Group LLC. 23 - 2023-12-31 37,875 $1,114,000 10,874
   WEALTHSOURCE PARTNERS LLC 187 - 2023-12-31 37,408 $1,100,000 13,784
   Kathleen S. Wright Associates Inc. 42 - 2024-03-31 37,694 $1,097,000 762
   COMMONWEALTH EQUITY SERVICES LLC. 2072 - 2023-12-31 37,225 $1,095,000 -3,845
   Financial Advocates Investment Management 286 - 2023-12-31 34,517 $1,015,000 1,154
   Hobart Private Capital LLC 41 - 2024-03-31 32,312 $941,000 -96,934
   NATIONAL ASSET MANAGEMENT, INC. 573 - 2023-12-31 29,906 $880,000 13,000
   CI Private Wealth LLC 1330 - 2023-12-31 29,577 $870,000 0
   Intercontinental Wealth Advisors LLC 113 - 2023-06-30 29,577 $854,000 0
   Advisor Resource Council 68 - 2024-03-31 28,496 $838,000 -188,576
   BEACON FINANCIAL GROUP 162 *New 2023-12-31 27,788 $817,000 27,788
   Donald L. Hagan LLC 61 - 2024-03-31 25,639 $746,000 14,010
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2930 *New 2023-12-31 24,931 $733,000 24,931
   Strategic Investment Advisors / MI 140 *New 2024-03-31 24,381 $710,000 24,381
   Arete Wealth Advisors LLC 318 - 2023-12-31 24,123 $709,000 24,123
   TRANSAMERICA FINANCIAL ADVISORS, INC. 143 - 2023-12-31 23,724 $698,000 1,557
   Jackson Creek Investment Advisors LLC 212 - 2023-12-31 20,966 $617,000 391
   Advisor Group Holdings Inc. 2994 - 2023-12-31 20,276 $596,000 2,353
   Laraway Financial Inc 59 - 2023-12-31 19,342 $569,000 -193
   Nelson Van Denburg & Campbell Wealth Management Gr 322 *New 2023-12-31 18,452 $543,000 18,452
   Vertex Planning Partners LLC 80 - 2023-12-31 17,784 $523,000 2,909
   Keystone Financial Group 163 - 2023-12-31 14,998 $441,000 477
   National Wealth Management Group LLC 75 - 2023-12-31 14,177 $417,000 3,294
   PRINCIPAL SECURITIES INC. 669 - 2023-12-31 14,099 $415,000 0
   DFPG INVESTMENTS INC. 450 - 2023-12-31 14,160 $414,000 2,860
   Perennial Investment Advisors LLC 205 - 2023-12-31 12,774 $376,000 -102,232
   AIRE ADVISORS LLC 100 *New 2023-12-31 12,514 $368,000 12,514
   Coppell Advisory Solutions LLC 183 - 2023-12-31 12,395 $365,000 10,935
   Tennessee Valley Asset Management Partners 93 *New 2024-03-31 12,136 $353,000 12,136
   CITIGROUP INC 2783 - 2023-12-31 11,699 $344,000 1,619
   Rockefeller Capital Management L.P. 1429 - 2023-12-31 11,491 $338,000 0
   Belpointe Asset Management LLC 487 *New 2023-12-31 11,402 $335,000 11,402
   Atria Wealth Solutions Inc. 1439 - 2023-12-31 10,838 $319,000 -1,538
   Centurion Wealth Management LLC *New 2023-12-31 10,168 $299,000 10,168
   B.O.S.S. Retirement Advisors LLC 208 - 2023-12-31 9,843 $289,000 160
   Ascent Group LLC 427 *New 2023-12-31 9,942 $287,000 9,942
   Cornerstone Retirement Group Inc. 26 - 2023-09-30 10,123 $279,000 0
   Detalus Advisors LLC 122 - 2024-03-31 9,156 $267,000 -37,108
   NEUBERGER BERMAN GROUP LLC 1673 *New 2023-12-31 8,952 $263,000 8,952
   CREATIVE PLANNING 2195 - 2023-12-31 8,783 $258,000 741
   PROSPERA FINANCIAL SERVICES 910 - 2023-12-31 8,500 $250,000 -7,030
   FINANCIAL NETWORK 2374 - 2023-12-31 8,319 $245,000 -134
   Arlington Financial Advisors LLC 67 *New 2024-03-31 8,264 $241,000 8,264
   JANNEY MONTGOMERY SCOTT LLC 2354 - 2023-12-31 7,997 $235,000 -1,804
  100 Records found
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