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My Recent Searches
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Spdr Barclays Investment Grade Floating Rate (FLRN) |
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$30.75 0.00 (0.00%) as of 4:30 Mon 5/6
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Download |
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Institutional
Holders
Total
Institutions:
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304 9 |
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Total
shares held :
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55,743,489 |
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% of shares
held :
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71.1% |
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Changes In:
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New/increased
positions vs
old/decreased
positions :
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-39 |
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Amount
of shares held :
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-501,509 |
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% of shares
held change :
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-0.64% |
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Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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$30.58 |
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Last
Quarter's Ending
Price :
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$30.59 |
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Last
Quarter's Average
Price :
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$30.61 |
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Change
from last quarter's
avg. price
to the last closing :
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0.14 (0.46%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HARBOR ADVISORY CORP /MA/ |
14 |
- |
2024-03-31 |
242,425 |
$7,474,000 |
0 |
|
PICTET ASSET MANAGEMENT SA |
893 |
- |
2023-06-30 |
70,555 |
$2,165,000 |
0 |
|
Wright Fund Managment LLC |
49 |
- |
2024-03-31 |
69,100 |
$2,130,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3388 |
- |
2023-12-31 |
42,115 |
$1,288,000 |
0 |
|
VANTAGE INVESTMENT PARTNERS, LLC |
53 |
- |
2024-03-31 |
24,607 |
$759,000 |
0 |
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Eagle Capital Management LLC |
31 |
- |
2024-03-31 |
24,110 |
$743,000 |
0 |
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GILLESPIE ROBINSON & GRIMM INC |
58 |
- |
2024-03-31 |
23,147 |
$714,000 |
0 |
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MONTAG A & ASSOCIATES INC |
272 |
- |
2023-12-31 |
22,161 |
$678,000 |
0 |
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NTV ASSET MANAGEMENT LLC |
157 |
- |
2023-12-31 |
16,550 |
$506,000 |
0 |
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GSB Wealth Management LLC |
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- |
2024-03-31 |
10,805 |
$333,000 |
0 |
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Vista Wealth Management Group LLC |
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- |
2024-03-31 |
10,719 |
$330,000 |
0 |
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CHATHAM CAPITAL GROUP INC |
168 |
- |
2024-03-31 |
10,000 |
$308,000 |
0 |
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SHEETS SMITH & ASSOCIATES INC |
273 |
- |
2023-09-30 |
9,855 |
$303,000 |
0 |
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Simplify Asset Management Inc. |
88 |
- |
2023-12-31 |
9,267 |
$283,000 |
0 |
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NAPLES GLOBAL ADVISORS LLC |
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- |
2024-03-31 |
8,955 |
$276,000 |
0 |
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KMG FIDUCIARY PARTNERS LLC |
212 |
- |
2024-03-31 |
8,750 |
$270,000 |
0 |
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Miracle Mile Advisors LLC |
439 |
- |
2024-03-31 |
8,156 |
$251,000 |
0 |
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Curtis Advisory Group LLC |
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- |
2024-03-31 |
7,659 |
$236,000 |
0 |
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Pensionmark Financial Group LLC |
344 |
- |
2023-12-31 |
7,422 |
$227,000 |
0 |
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Capital Investment Advisory Services LLC |
503 |
- |
2024-03-31 |
5,721 |
$176,000 |
0 |
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Laurel Wealth Advisors LLC |
224 |
- |
2023-12-31 |
3,246 |
$99,000 |
0 |
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BALDWIN BROTHERS INC/MA |
291 |
- |
2024-03-31 |
2,700 |
$83,000 |
0 |
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DEUTSCHE BANK AG |
3273 |
- |
2023-12-31 |
2,210 |
$68,000 |
0 |
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Rosenberg Matthew Hamilton |
455 |
- |
2024-03-31 |
1,300 |
$40,000 |
0 |
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PROEQUITIES INC. |
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- |
2024-03-31 |
1,047 |
$32,000 |
0 |
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Semmax Financial Advisors Inc. |
172 |
- |
2023-12-31 |
865 |
$27,000 |
0 |
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Atlantic Trust LLC |
277 |
- |
2023-12-31 |
811 |
$25,000 |
0 |
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TOTH FINANCIAL ADVISORY CORP |
369 |
- |
2024-03-31 |
805 |
$25,000 |
0 |
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Archer Investment Corp |
508 |
- |
2023-12-31 |
643 |
$20,000 |
0 |
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CALDWELL SUTTER CAPITAL INC. |
489 |
- |
2024-03-31 |
561 |
$17,000 |
0 |
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FTB Advisors Inc. |
1532 |
- |
2024-03-31 |
346 |
$11,000 |
0 |
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BROWN BROTHERS HARRIMAN & CO |
951 |
- |
2023-12-31 |
300 |
$9,000 |
0 |
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Center for Financial Planning Inc. |
420 |
- |
2024-03-31 |
292 |
$9,000 |
0 |
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Roble Belko & Company Inc |
247 |
- |
2024-03-31 |
260 |
$8,000 |
0 |
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Burleson & Company LLC |
276 |
- |
2022-12-31 |
201 |
$6,000 |
0 |
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AllSquare Wealth Management LLC |
416 |
- |
2023-12-31 |
200 |
$6,000 |
0 |
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Sound Income Strategies LLC |
923 |
- |
2024-03-31 |
174 |
$5,000 |
0 |
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BESSEMER GROUP INC |
1828 |
- |
2023-12-31 |
138 |
$4,000 |
0 |
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Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
44 |
$1,000 |
0 |
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Gs Investments Inc. |
126 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
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Parallel Advisors LLC |
2945 |
- |
2023-12-31 |
32 |
$1,000 |
0 |
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Financial Gravity Wealth Inc. |
585 |
- |
2023-12-31 |
21 |
$1,000 |
0 |
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GUARDIAN WEALTH ADVISORS LLC / NC |
429 |
- |
2023-12-31 |
32 |
$1,000 |
0 |
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Sachetta LLC |
1086 |
- |
2024-03-31 |
0 |
$0 |
0 |
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FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
133 |
*New |
2022-12-31 |
0 |
$0 |
0 |
|
Values First Advisors Inc. |
169 |
- |
2024-03-31 |
6 |
$0 |
0 |
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Larson Financial Group LLC |
|
- |
2024-03-31 |
16 |
$0 |
0 |
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47 Records found
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1
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