Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Barclays Investment Grade Floating Rate (FLRN)  
$30.75 0.00 (0.00%) as of 4:30 Mon 5/6


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 304    9
Total shares held : 
 55,743,489  
% of shares held : 
 71.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -39  
Amount of shares held : 
 -501,509  
% of shares held change : 
   -0.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.58  
Last Quarter's Ending Price : 
 $30.59  
Last Quarter's Average Price : 
 $30.61  
Change from last quarter's     
avg. price to the last closing  : 
0.14 (0.46%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 366,000
 0.66%
 
Increased Positions :
100
 7,319,011
 13.13%
 
Unchanged Positions :
51
 516,049
 0.93%
 
Decreased Positions :
130
-6,216,917
-11.15%
 
Closed Positions :
32
-1,969,603
-3.53%
 
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
   FINANCEWARE, INC. 7 *New 2024-03-31 441,205 $13,602,000 441,205
   JANNEY MONTGOMERY SCOTT LLC 1305 *New 2024-03-31 46,921 $1,447,000 46,921
   Roger Wittlin Investment Advisory LLC 24 *New 2024-03-31 34,924 $1,077,000 34,924
   SimpliFi Inc. 20 *New 2024-03-31 33,561 $1,035,000 33,561
   HARTLINE INVESTMENT CORP/ 191 *New 2024-03-31 18,483 $570,000 18,483
   STIFEL FINANCIAL CORP 2591 *New 2023-12-31 15,291 $468,000 15,291
   SMITH CHAS P & ASSOCIATES PA CPAS 101 *New 2024-03-31 13,714 $423,000 13,714
   Crabel Capital Management LLC 84 *New 2023-12-31 13,000 $398,000 13,000
   RMR Wealth Builders 185 *New 2024-03-31 11,871 $366,000 11,871
   COLONY GROUP, LLC 638 *New 2023-12-31 11,633 $356,000 11,633
   BEECH HILL ADVISORS INC 89 *New 2024-03-31 9,744 $300,000 9,744
   Cito Capital Group LLC 138 *New 2023-12-31 9,000 $275,000 9,000
   NATIONAL ASSET MANAGEMENT, INC. 1109 *New 2023-12-31 8,629 $264,000 8,629
   J.W. COLE ADVISORS INC. *New 2024-03-31 8,412 $259,000 8,412
   Ethos Financial Group LLC 187 *New 2023-12-31 8,015 $245,000 8,015
   Jackson Hole Capital Partners LLC 201 *New 2023-12-31 4,384 $134,000 4,384
   MATHER GROUP, INC. 741 *New 2024-03-31 2,879 $88,000 2,879
   Future Financial Wealth Managment LLC 226 *New 2024-03-31 2,200 $68,000 2,200
   Capital Analysts Inc. 690 *New 2023-12-31 1,300 $40,000 1,300
   WOODMONT INVESTMENT COUNSEL LLC 312 *New 2024-03-31 972 $30,000 972
   Bell Investment Advisors Inc 474 *New 2023-12-31 418 $13,000 418
   Hartland & Co. LLC 1040 *New 2023-12-31 344 $11,000 344
   AlphaCore Capital LLC 334 *New 2023-12-31 171 $5,000 171
   ANGELES WEALTH MANAGEMENT LLC 251 *New 2023-12-31 161 $5,000 161
   SCBT FINANCIAL CORP 544 *New 2023-12-31 78 $2,000 78
   Mascoma Wealth Management LLC 428 *New 2024-03-31 27 $1,000 27
   SRS Capital Advisors Inc. 1190 *New 2023-12-31 45 $1,000 45
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 133 *New 2022-12-31 0 $0 0
  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us