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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 517 - 2023-12-31 3,291,884 $100,649,000 -161,872
   WELLS FARGO & CO/MN 509 - 2023-12-31 2,662,510 $81,446,000 -218,733
   KEYBANK NATIONAL ASSOCIATION/OH 82 - 2023-12-31 1,932,859 $59,126,000 -295,565
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,826,927 $55,886,000 -296,640
   VALMARK ADVISERS INC 26 - 2023-12-31 1,816,158 $55,556,000 -182,652
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 32 - 2023-12-31 1,703,450 $52,109,000 -84,154
   MORGAN STANLEY 1757 - 2023-12-31 1,578,160 $48,276,000 -965,166
   BANK OF AMERICA CORP /DE/ 1313 - 2023-12-31 1,275,340 $39,013,000 -232,751
   ENVESTNET ASSET MANAGEMENT INC 801 - 2023-12-31 1,045,009 $31,967,000 -152,143
   UBS Group AG 920 - 2023-12-31 956,268 $29,252,000 -109,289
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 179 - 2023-12-31 867,478 $26,536,000 -175,353
   McMahon Financial Advisors LLC 4 - 2024-03-31 781,485 $24,093,000 -281,066
   Towercrest Capital Management 7 - 2023-12-31 784,802 $24,007,000 -40,071
   Astor Investment Management LLC 3 - 2024-03-31 766,626 $23,635,000 -27,414
   HIGHTOWER ADVISORS, LLC 442 - 2023-12-31 716,888 $21,921,000 -16,868
   Advisor Group Holdings Inc. 561 - 2023-12-31 527,192 $16,131,000 -358,349
   THRIVENT FINANCIAL FOR LUTHERANS 549 - 2023-12-31 387,949 $11,867,000 -22,746
   Cherry Tree Wealth Management LLC - 2024-03-31 373,425 $11,513,000 -13,322
   Ameliora Wealth Management Ltd. 3 - 2024-03-31 362,584 $11,178,000 -4,059
   RAYMOND JAMES & ASSOCIATES 1113 - 2024-03-31 346,853 $10,693,000 -12,621
   CWM LLC 288 - 2024-03-31 320,446 $9,879,000 -43,413
   Prime Capital Investment Advisors LLC - 2023-12-31 295,723 $9,046,000 -3,520
   COURIER CAPITAL CORP 42 - 2024-03-31 287,810 $8,873,000 -6,313
   Kohmann Bosshard Financial Services LLC 25 - 2024-03-31 276,483 $8,524,000 -65,229
   Baird Financial Group Inc. 498 - 2023-12-31 276,805 $8,467,000 -13,659
   DEAN C H & ASSOCIATES INC 8 - 2023-12-31 266,868 $8,163,000 -9,136
   BEACON FINANCIAL GROUP 23 - 2023-12-31 248,669 $7,607,000 -10,824
   Outlook Wealth Advisors LLC 9 - 2024-03-31 233,637 $7,203,000 -4,414
   CFG ASSET MANAGEMENT LLC 45 - 2023-12-31 231,321 $7,076,000 -5,660
   ALESCO ADVISORS LLC 34 - 2023-12-31 230,398 $7,048,000 -43,912
   COMMONWEALTH EQUITY SERVICES LLC. 956 - 2024-03-31 226,972 $6,998,000 -30,213
   ATRIA INVESTMENTS LLC 243 - 2023-12-31 204,763 $6,264,000 -49,973
   Calton & Associates Inc. 6 - 2024-03-31 199,728 $6,158,000 -2,225
   APPLETON PARTNERS INC/MA 68 - 2024-03-31 197,178 $6,079,000 -7,221
   Capital Investment Advisors LLC 115 - 2024-03-31 194,105 $5,984,000 -7,931
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 675 - 2024-03-31 186,705 $5,756,000 -78,873
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1056 - 2024-03-31 185,672 $5,724,000 -703
   MARINER WEALTH ADVISORS, LLC 652 - 2023-12-31 179,244 $5,483,000 -12,321
   TERRIL BROTHERS INC. 16 - 2024-03-31 167,190 $5,154,000 -24,350
   GUARANTY TRUST CO OF MISSOURI /MO/ 137 - 2024-03-31 154,748 $4,771,000 -12,143
   WJ Wealth Management LLC 17 - 2024-03-31 150,786 $4,649,000 -3,910
   AE Wealth Management LLC 619 - 2023-12-31 149,241 $4,591,000 -350,971
   Legacy Capital Group California Inc. 6 - 2023-12-31 148,883 $4,554,000 -7,699
   CREATIVE PLANNING 590 - 2023-12-31 147,084 $4,499,000 -168,632
   FINANCIAL ARCHITECTS INC 33 - 2023-06-30 140,483 $4,311,000 -13,453
   Cetera Investment Advisers 498 - 2023-12-31 137,995 $4,221,000 -3,784
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV - 2024-03-31 131,196 $4,045,000 -4,442
   PARSONS CAPITAL MANAGEMENT INC/RI 86 - 2024-03-31 126,579 $3,902,000 -1,692
   Sowell Financial Services LLC - 2024-03-31 124,155 $3,828,000 -1,611
   PROSPERA FINANCIAL SERVICES 187 - 2023-12-31 122,630 $3,751,000 -24,258
   TELEMUS CAPITAL LLC 79 - 2023-12-31 114,503 $3,503,000 -5,575
   Old Port Advisors 14 - 2023-09-30 107,563 $3,304,000 -13,669
   ST GERMAIN D J CO INC 105 - 2024-03-31 101,426 $3,127,000 -2,050
   WEBSTERROGERS FINANCIAL ADVISORS LLC 21 - 2023-12-31 100,234 $3,066,000 -50,525
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 97,434 $3,004,000 -399
   Better Money Decisions LLC 13 - 2024-03-31 94,968 $2,928,000 -250
   PREVAIL INNOVATIVE WEALTH ADVISORS LLC 18 - 2023-12-31 95,229 $2,913,000 -7,460
   SCOTIA CAPITAL INC. 307 - 2023-12-31 94,703 $2,897,000 -3,796
   Wela Strategies LLC 19 - 2024-03-31 82,769 $2,552,000 -5,648
   Tradewinds Capital Management LLC 17 - 2024-03-31 80,793 $2,491,000 -672,676
   CI Private Wealth LLC 969 - 2023-12-31 69,882 $2,138,000 -11,146
   Resources Investment Advisors Inc. 305 - 2023-12-31 67,932 $2,078,000 -18,374
   Pictet Asset Management Holding SA 886 - 2023-12-31 64,665 $1,978,000 -5,890
   FIRST NATIONAL CORP /MA/ /ADV 48 - 2024-03-31 60,743 $1,858,000 -673
   Elevated Capital Advisors LLC 58 - 2024-03-31 60,111 $1,853,000 -8,986
   Norway Savings Bank 51 - 2024-03-31 55,588 $1,714,000 -20,283
   Range Financial Group LLC 31 - 2024-03-31 54,087 $1,668,000 -5,369
   IHT Wealth Management LLC 271 - 2023-12-31 51,562 $1,577,000 -2,400
   FIRST TRUST ADVISORS LP 1823 - 2023-12-31 51,125 $1,564,000 -4,389
   Atria Wealth Solutions Inc. 716 - 2023-12-31 47,007 $1,438,000 -43,521
   BANK OF NEW YORK MELLON CORP 3020 - 2024-03-31 40,400 $1,246,000 -4,307
   YHB INVESTMENT ADVISORS, INC. 139 - 2024-03-31 40,236 $1,240,000 -95
   McBroom & Associates LLC 23 - 2024-03-31 37,850 $1,167,000 -922
   CHESLEY TAFT & ASSOCIATES LLC/IL 175 - 2024-03-31 37,000 $1,141,000 -7,145
   VISTA INVESTMENT MANAGEMENT 62 - 2023-12-31 35,899 $1,098,000 -13,282
   H D Vest Advisory Services 693 - 2023-12-31 33,995 $1,040,000 -1,073
   Legacy Capital Wealth Partners LLC 73 - 2023-12-31 33,763 $1,033,000 -167
   OAK HARBOR WEALTH PARTNERS LLC 74 - 2024-03-31 32,394 $999,000 -655
   NBC SECURITIES INC. 232 - 2024-03-31 32,131 $991,000 -670
   Advisor Resource Council 52 - 2024-03-31 32,315 $989,000 -260,092
   Fernwood Investment Management LLC 81 - 2023-12-31 32,000 $979,000 -8,000
   TRANSAMERICA FINANCIAL ADVISORS, INC. 112 - 2023-12-31 31,795 $973,000 -3,761
   Uncommon Cents Investing LLC 105 - 2024-03-31 28,155 $868,000 -595
   J P MORGAN CHASE & CO 3445 - 2023-12-31 26,108 $799,000 -5,628
   HARBOUR INVESTMENTS INC. 432 - 2023-12-31 24,201 $740,000 -282
   AXXCESS WEALTH MANAGEMENT LLC 424 - 2023-12-31 23,058 $705,000 -11,762
   Summit Place Financial Advisors LLC - 2024-03-31 22,600 $697,000 -3,000
   TRITONPOINT WEALTH LLC 175 - 2024-03-31 20,700 $656,000 -735
   ALBION FINANCIAL GROUP /UT 129 - 2024-03-31 19,910 $614,000 -3,685
   COLONY GROUP LLC 527 - 2023-09-30 18,933 $582,000 -5,123
   Marion Wealth Management 84 - 2024-03-31 18,796 $579,000 -2,099
   ROCK POINT ADVISORS LLC 59 - 2023-12-31 17,995 $550,000 -5,975
   Laraway Financial Inc 61 - 2023-12-31 17,690 $541,000 -392
   Strategic Wealth Partners Ltd. 173 - 2023-03-31 16,462 $501,000 -801
   LINCOLN NATIONAL CORP - 2024-03-31 16,191 $499,000 -198
   Geneos Wealth Management Inc. - 2024-03-31 15,908 $490,000 -3,259
   Tactive Advisors LLC 44 - 2023-12-31 15,931 $487,000 -5,406
   REUTER JAMES WEALTH MANAGEMENT LLC 69 - 2023-12-31 15,603 $477,000 -3,044
   Strategic Financial Group LLC - 2023-12-31 15,565 $476,000 -1,000
   BerganKDV Wealth Management LLC 172 - 2023-06-30 14,297 $439,000 -2,131
  100 Records found
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