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Get Institutions for : 
Spdr Ssga Fixed Income Sector Rotation Etf (FISR)  
$25.22 0.04 (0.16%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    7
Total shares held : 
 7,432,773  
% of shares held : 
 82.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 1,070,334  
% of shares held change : 
   11.89%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.46  
Last Quarter's Ending Price : 
 $26.02  
Last Quarter's Average Price : 
 $25.00  
Change from last quarter's     
avg. price to the last closing  : 
0.22 (0.88%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 407,047
 5.48%
 
Increased Positions :
20
 875,935
 11.78%
 
Unchanged Positions :
7
 45,564
 0.61%
 
Decreased Positions :
15
-157,972
-2.13%
 
Closed Positions :
1
-54,676
-0.74%
 
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
   LPL FINANCIAL CORP 518 - 2023-12-31 1,815,934 $47,242,000 215,721
   ENVESTNET ASSET MANAGEMENT INC 784 - 2023-12-31 1,277,393 $33,231,000 27,792
   Envestnet Portfolio Solutions Inc. 111 - 2023-12-31 871,914 $22,683,000 255,159
   Aspire Private Capital LLC 2 - 2024-03-31 820,715 $21,035,000 40,074
   AE Wealth Management LLC 309 - 2023-12-31 558,052 $14,325,000 232,205
   Hibernia Wealth Partners LLC 4 *New 2023-12-31 338,267 $8,800,000 338,267
   PARK AVENUE SECURITIES LLC 156 - 2024-03-31 268,951 $6,893,000 20,605
   GeoWealth Management LLC 51 - 2023-12-31 232,695 $6,054,000 36,340
   Raleigh Capital Management Inc. 3 - 2023-12-31 226,607 $5,895,000 -1,031
   HIGHTOWER ADVISORS, LLC 939 - 2023-12-31 199,255 $5,183,000 14,955
   AXXCESS WEALTH MANAGEMENT LLC 128 - 2023-12-31 185,875 $4,836,000 -9,305
   Goss Wealth Management LLC 525 - 2023-12-31 110,805 $2,862,000 -4,781
   MULTIFINANCIAL SECURITIES CORP 510 - 2023-12-31 75,757 $1,971,000 -11,232
   Advisor Group Holdings Inc. 1872 - 2023-12-31 75,089 $1,953,000 -53,372
   Good Life Advisors LLC - 2024-03-31 73,426 $1,882,000 -746
   Argent Trust Co 205 - 2023-12-31 69,444 $1,807,000 -8,525
   Balboa Wealth Partners 33 - 2023-12-31 53,227 $1,385,000 2,151
   Walkner Condon Financial Advisors LLC 84 - 2024-03-31 47,700 $1,223,000 13,689
   Change Path LLC 233 - 2023-12-31 42,708 $1,111,000 -1,478
   HARBOUR INVESTMENTS INC. 354 - 2023-12-31 39,666 $1,032,000 5,175
   JANE STREET GROUP LLC 3232 - 2023-12-31 36,977 $962,000 18,523
   Cetera Investment Advisers 1145 - 2023-12-31 35,334 $919,000 -1,802
   CITADEL ADVISORS LLC 3291 - 2023-12-31 26,083 $679,000 26,083
   VisionPoint Advisory Group LLC 85 - 2023-12-31 24,417 $635,000 6,960
   Atria Wealth Solutions Inc. 1076 - 2023-12-31 24,169 $629,000 374
   Quadcap Wealth Management LLC 184 - 2023-12-31 21,865 $569,000 0
   Merit Financial Group LLC 497 - 2023-12-31 19,301 $502,000 4,954
   FINANCIAL NETWORK 1995 - 2023-12-31 16,545 $430,000 5,538
   Empirical Asset Management LLC 108 - 2023-12-31 15,774 $410,000 126
   RAYMOND JAMES & ASSOCIATES 3173 - 2024-03-31 15,243 $391,000 2,782
   Outlook Wealth Advisors LLC 167 *New 2024-03-31 15,209 $390,000 15,209
   Aveo Capital Partners LLC 232 - 2023-12-31 14,805 $385,000 1,256
   Austin Private Wealth LLC 147 - 2024-03-31 14,470 $367,000 6,577
   Signal Advisors Wealth LLC 211 - 2024-03-31 13,912 $357,000 708
   MARIPAU WEALTH MANAGEMENT LLC 70 - 2023-12-31 13,204 $344,000 -45
   Private Advisor Group LLC - 2024-03-31 10,925 $280,000 -21
   Capital Asset Advisory Services LLC 261 *New 2024-03-31 10,636 $269,000 10,636
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4563 *New 2023-12-31 10,108 $263,000 10,108
   True Vision MN LLC *New 2024-03-31 10,318 $257,000 10,318
   PUPLAVA FINANCIAL SERVICES INC 94 - 2024-03-31 9,585 $246,000 1,681
   Family Wealth Group LLC 78 - 2023-12-31 9,396 $244,000 0
   HBW Advisory Services LLC 275 - 2024-03-31 8,676 $226,000 0
   Castleview Partners LLC 138 - 2023-12-31 7,805 $203,000 -3,866
   Richard W. Paul & Associates LLC - 2023-12-31 5,844 $152,000 2,512
   Farther Finance Advisors LLC 876 - 2023-12-31 3,011 $78,000 -2,063
   RICHARDSON FINANCIAL SERVICES INC. *New 2024-03-31 3,148 $74,000 3,148
   Global Retirement Partners LLC 1289 - 2024-03-31 2,445 $63,000 75
   Smartleaf Asset Management LLC - 2024-03-31 601 $16,000 -21
   Tidemark LLC 422 - 2023-12-31 376 $10,000 0
   WELLS FARGO & CO/MN 5272 *New 2023-12-31 187 $5,000 187
   Frazier Financial Advisors LLC 616 - 2023-12-31 101 $3,000 0
   UBS Group AG 6574 - 2023-12-31 107 $3,000 -2,011
   Covestor Ltd 2001 - 2023-12-31 36 $1,000 -20
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Truadvice LLC 237 *Closed 2023-09-30 0 $0 -36,235
   MORGAN STANLEY 7284 *New 2023-12-31 1 $0 1
   VIRTU FINANCIAL LLC 2058 *Closed 2023-12-31 0 $0 -18,360
   KARLINSKI ANDREW C 226 *Closed 2022-12-31 0 $0 -79
  58 Records found
  1    
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