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Get Institutions for : 
Spdr Barclays Capital Issuer Scored Corporate Bond (CBND)  
$28.77 0.04 (0.14%) as of 4:30 Thu 5/16


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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  : 
0.76 (2.71%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Adviser Investments LLC 5 - 2024-03-31 12,955,011 $377,120,000 257,338
   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
   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
   GREAT VALLEY ADVISOR GROUP INC. 48 - 2024-03-31 571,465 $16,636,000 150,542
   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
   Geneos Wealth Management Inc. 64 - 2024-03-31 261,907 $7,624,000 98,361
   ARKANSAS FINANCIAL GROUP INC. 21 - 2024-03-31 248,752 $7,241,000 50,585
   Good Life Advisors LLC 32 - 2024-03-31 243,854 $7,099,000 22,617
   CWM LLC 357 - 2024-03-31 235,356 $6,851,000 5,253
   JANE STREET GROUP LLC 1290 - 2023-12-31 212,248 $6,242,000 212,248
   MARINER WEALTH ADVISORS, LLC 672 - 2023-12-31 174,453 $5,131,000 627
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1250 - 2024-03-31 137,285 $3,996,000 125,431
   COMMONWEALTH EQUITY SERVICES LLC. 1338 - 2024-03-31 130,887 $3,810,000 93,662
   ShoreHaven Wealth Partners LLC 17 - 2024-03-31 128,769 $3,748,000 2,558
   OLD MISSION CAPITAL LLC 204 - 2023-12-31 96,783 $2,846,000 96,783
   Keystone Wealth Services LLC 28 - 2024-03-31 83,763 $2,438,000 4,504
   Jacobi Capital Management LLC 87 - 2024-03-31 81,074 $2,360,000 43,112
   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
   Golden State Equity Partners 61 - 2023-12-31 56,338 $1,657,000 40,465
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1985 - 2024-03-31 56,040 $1,631,000 48,372
   Advisor Group Holdings Inc. 1887 - 2024-03-31 53,277 $1,551,000 33,001
   CAPTRUST FINANCIAL ADVISORS 1098 - 2023-12-31 45,440 $1,336,000 6,984
   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
   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
   Financial Advocates Investment Management 303 - 2024-03-31 35,771 $1,041,000 1,254
   NATIONAL ASSET MANAGEMENT, INC. 573 - 2023-12-31 29,906 $880,000 13,000
   CI Private Wealth LLC 1353 - 2024-03-31 29,579 $861,000 2
   Donald L. Hagan LLC 61 - 2024-03-31 25,639 $746,000 14,010
   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
   Vertex Planning Partners LLC 80 - 2023-12-31 17,784 $523,000 2,909
   CITIGROUP INC 2723 - 2024-03-31 17,732 $516,000 6,033
   Keystone Financial Group 192 - 2024-03-31 16,138 $470,000 1,140
   PRINCIPAL SECURITIES INC. 723 - 2024-03-31 14,817 $431,000 718
   National Wealth Management Group LLC 75 - 2023-12-31 14,177 $417,000 3,294
   DFPG INVESTMENTS INC. 450 - 2023-12-31 14,160 $414,000 2,860
   Coppell Advisory Solutions LLC 183 - 2023-12-31 12,395 $365,000 10,935
   Belpointe Asset Management LLC 523 - 2024-03-31 12,442 $362,000 1,040
   CREATIVE PLANNING 2195 - 2023-12-31 8,783 $258,000 741
   Slagle Financial LLC 105 - 2023-12-31 15,432 $227,000 7,164
   PRIVATE TRUST CO NA 603 - 2024-03-31 7,699 $224,000 283
   Wedmont Private Capital 551 - 2024-03-31 7,388 $213,000 95
   FMR LLC 3498 - 2023-12-31 1,243 $37,000 939
   Global Retirement Partners LLC 1758 - 2024-03-31 744 $22,000 32
   PNC FINANCIAL SERVICES GROUP INC 3374 - 2024-03-31 751 $22,000 151
   Financial Advisory Service Inc. 413 - 2024-03-31 232 $7,000 2
   CREATIVE FINANCIAL DESIGNS INC /ADV 1338 - 2024-03-31 137 $4,000 137
  59 Records found
  1    
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