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Get Institutions for : 
Spdr Barclays Investment Grade Floating Rate (FLRN)  
$30.75 0.00 (0.00%) as of 4:30 Mon 5/6


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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  
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            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
   Eagle Capital Management LLC 31 - 2024-03-31 24,110 $743,000 0
   GILLESPIE ROBINSON & GRIMM INC 58 - 2024-03-31 23,147 $714,000 0
   MONTAG A & ASSOCIATES INC 272 - 2023-12-31 22,161 $678,000 0
   NTV ASSET MANAGEMENT LLC 157 - 2023-12-31 16,550 $506,000 0
   GSB Wealth Management LLC - 2024-03-31 10,805 $333,000 0
   Vista Wealth Management Group LLC - 2024-03-31 10,719 $330,000 0
   CHATHAM CAPITAL GROUP INC 168 - 2024-03-31 10,000 $308,000 0
   SHEETS SMITH & ASSOCIATES INC 273 - 2023-09-30 9,855 $303,000 0
   Simplify Asset Management Inc. 88 - 2023-12-31 9,267 $283,000 0
   NAPLES GLOBAL ADVISORS LLC - 2024-03-31 8,955 $276,000 0
   KMG FIDUCIARY PARTNERS LLC 212 - 2024-03-31 8,750 $270,000 0
   Miracle Mile Advisors LLC 439 - 2024-03-31 8,156 $251,000 0
   Curtis Advisory Group LLC - 2024-03-31 7,659 $236,000 0
   Pensionmark Financial Group LLC 344 - 2023-12-31 7,422 $227,000 0
   Capital Investment Advisory Services LLC 503 - 2024-03-31 5,721 $176,000 0
   Laurel Wealth Advisors LLC 224 - 2023-12-31 3,246 $99,000 0
   BALDWIN BROTHERS INC/MA 291 - 2024-03-31 2,700 $83,000 0
   DEUTSCHE BANK AG 3273 - 2023-12-31 2,210 $68,000 0
   Rosenberg Matthew Hamilton 455 - 2024-03-31 1,300 $40,000 0
   PROEQUITIES INC. - 2024-03-31 1,047 $32,000 0
   Semmax Financial Advisors Inc. 172 - 2023-12-31 865 $27,000 0
   Atlantic Trust LLC 277 - 2023-12-31 811 $25,000 0
   TOTH FINANCIAL ADVISORY CORP 369 - 2024-03-31 805 $25,000 0
   Archer Investment Corp 508 - 2023-12-31 643 $20,000 0
   CALDWELL SUTTER CAPITAL INC. 489 - 2024-03-31 561 $17,000 0
   FTB Advisors Inc. 1532 - 2024-03-31 346 $11,000 0
   BROWN BROTHERS HARRIMAN & CO 951 - 2023-12-31 300 $9,000 0
   Center for Financial Planning Inc. 420 - 2024-03-31 292 $9,000 0
   Roble Belko & Company Inc 247 - 2024-03-31 260 $8,000 0
   Burleson & Company LLC 276 - 2022-12-31 201 $6,000 0
   AllSquare Wealth Management LLC 416 - 2023-12-31 200 $6,000 0
   Sound Income Strategies LLC 923 - 2024-03-31 174 $5,000 0
   BESSEMER GROUP INC 1828 - 2023-12-31 138 $4,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 44 $1,000 0
   Gs Investments Inc. 126 - 2023-12-31 30 $1,000 0
   Parallel Advisors LLC 2945 - 2023-12-31 32 $1,000 0
   Financial Gravity Wealth Inc. 585 - 2023-12-31 21 $1,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 429 - 2023-12-31 32 $1,000 0
   Sachetta LLC 1086 - 2024-03-31 0 $0 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 133 *New 2022-12-31 0 $0 0
   Values First Advisors Inc. 169 - 2024-03-31 6 $0 0
   Larson Financial Group LLC - 2024-03-31 16 $0 0

  47 Records found
  1    
  Page 1 of 1
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