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Get Institutions for : 
Spdr Nuveen S&p High Yield Municipal Bond (HYMB)  
$25.21 0.01 (0.04%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 311    11
Total shares held : 
 80,695,696  
% of shares held : 
 37.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   61  
Amount of shares held : 
 18,584,294  
% of shares held change : 
   8.68%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $23.60  
Last Quarter's Ending Price : 
 $25.30  
Last Quarter's Average Price : 
 $24.16  
Change from last quarter's     
avg. price to the last closing  : 
1.05 (4.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
42
 6,326,400
 7.84%
 
Increased Positions :
133
 17,345,897
 21.5%
 
Unchanged Positions :
53
 973,184
 1.21%
 
Decreased Positions :
83
-4,538,189
-5.62%
 
Closed Positions :
31
-549,814
-0.68%
 
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
   GOLDMAN SACHS GROUP INC/ 392 - 2023-12-31 8,708,461 $220,324,000 5,823,825
   FMR LLC 709 - 2023-12-31 8,645,443 $218,730,000 9,664
   SEI INVESTMENTS CO 59 - 2023-12-31 7,541,677 $190,805,000 986,580
   BANK OF AMERICA CORP /DE/ 695 - 2023-12-31 5,410,481 $136,885,000 1,682,931
   RAYMOND JAMES & ASSOCIATES 189 - 2023-12-31 4,965,634 $125,631,000 52,349
   WELLS FARGO & CO/MN 382 - 2023-12-31 4,905,968 $124,121,000 645,238
   EXCHANGE TRADED CONCEPTS LLC 1 - 2024-03-31 3,258,311 $83,706,000 1,004,521
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 7 - 2023-12-31 2,893,653 $73,209,000 -128,066
   ENVESTNET ASSET MANAGEMENT INC 484 - 2023-12-31 2,818,787 $71,315,000 426,430
   LPL FINANCIAL CORP 402 - 2023-12-31 2,716,518 $68,728,000 519,723
   GRIMES & COMPANY INC 11 - 2024-03-31 2,216,797 $56,950,000 -28,758
   MORGAN STANLEY 1824 - 2023-12-31 1,790,967 $45,311,000 699,179
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 80 - 2023-12-31 1,312,081 $33,196,000 -996,627
   Revolve Wealth Partners LLC 4 - 2024-03-31 927,730 $23,833,000 136,817
   AMERIPRISE FINANCIAL INC 1212 - 2023-12-31 867,784 $21,940,000 253,843
   UBS Group AG 1148 - 2023-12-31 695,696 $17,601,000 218,907
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 534 - 2023-12-31 683,381 $17,290,000 64,799
   Private Ocean LLC 13 - 2024-03-31 625,909 $16,080,000 -94,067
   Wright Fund Managment LLC - 2023-12-31 601,500 $15,218,000 601,500
   WASHINGTON TRUST BANK 29 - 2023-12-31 554,833 $14,037,000 495,768
   MERCER GLOBAL ADVISORS INC /ADV 257 - 2023-12-31 503,022 $12,726,000 32,777
   EMPIRICAL FINANCIAL SERVICES, LLC 48 - 2023-12-31 490,073 $12,399,000 -49,969
   Capital Asset Advisory Services LLC 33 - 2024-03-31 431,641 $10,903,000 -9,854
   AXXCESS WEALTH MANAGEMENT LLC 68 - 2023-12-31 428,766 $10,848,000 -11,575
   WCG Wealth Advisors LLC 40 - 2023-12-31 426,640 $10,794,000 -53,076
   Betterment LLC 72 - 2023-12-31 389,320 $9,850,000 344,110
   STIFEL FINANCIAL CORP 777 - 2023-12-31 388,821 $9,837,000 120,850
   Advisor Group Holdings Inc. 836 - 2023-12-31 373,611 $9,451,000 147,096
   Capital Analysts Inc. 47 - 2023-12-31 365,239 $9,241,000 364,299
   Carnick & Kubik Group LLC 43 - 2024-03-31 343,695 $8,830,000 72,214
   ROYAL BANK OF CANADA 1562 - 2023-12-31 324,041 $8,199,000 -419,725
   SAGE ADVISORY SERVICES, LTD.CO. 18 - 2023-12-31 320,205 $8,101,000 284,725
   Parkside Investments LLC 33 - 2024-03-31 310,975 $7,989,000 -103,478
   Stratos Wealth Partners LTD. 160 - 2024-03-31 299,580 $7,696,000 -12,195
   HIGHTOWER ADVISORS, LLC 782 - 2023-12-31 303,434 $7,674,000 7,833
   MARINER WEALTH ADVISORS, LLC 561 - 2023-12-31 293,114 $7,416,000 237,059
   BANK OF NEW YORK MELLON CORP 2164 - 2023-12-31 292,477 $7,400,000 51,440
   CONFLUENCE INVESTMENT MANAGEMENT LLC 111 - 2024-03-31 265,304 $6,816,000 132,585
   Collaborative Wealth Managment Inc. 3 - 2023-12-31 262,651 $6,645,000 16,549
   CAPITAL INSIGHT PARTNERS LLC 22 - 2024-03-31 244,876 $6,291,000 12,081
   MATHER GROUP, INC. 81 - 2024-03-31 243,266 $6,155,000 -466
   M&T BANK CORP 382 - 2023-12-31 235,500 $5,958,000 123,420
   Streettalk Advisors LLC 55 - 2023-12-31 229,117 $5,797,000 -37,132
   Vishria Bird Financial Group LLC *New 2023-12-31 225,168 $5,697,000 225,168
   Syntegra Private Wealth Group LLC 18 - 2023-12-31 219,245 $5,547,000 -9,130
   COMMONWEALTH EQUITY SERVICES LLC. 1029 - 2023-12-31 217,615 $5,506,000 168,385
   Atlantic Trust Group LLC 380 *New 2023-12-31 207,651 $5,254,000 207,651
   Integrated Wealth Concepts LLC 234 - 2023-12-31 198,496 $5,022,000 35,499
   High Net Worth Advisory Group LLC 14 - 2024-03-31 194,922 $5,008,000 66
   CX Institutional 109 - 2024-03-31 182,885 $4,698,000 -379
   J P MORGAN CHASE & CO 2487 - 2023-12-31 185,176 $4,685,000 41,909
   Sargent Bickham Lagudis LLC 54 - 2022-12-31 94,870 $4,646,000 5,269
   RFG Advisory Group LLC 114 - 2024-03-31 178,680 $4,590,000 1,713
   HTLF Bank 49 - 2023-12-31 181,382 $4,589,000 0
   OLD NATIONAL BANCORP /IN/ 156 - 2024-03-31 178,360 $4,582,000 59,936
   Erickson Financial Group LLC 10 - 2023-12-31 175,584 $4,442,000 19,489
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 769 - 2023-12-31 170,691 $4,318,000 141,283
   Garrett Investment Advisors LLC 39 - 2024-03-31 163,411 $4,198,000 3,922
   Prime Capital Investment Advisors LLC *New 2023-12-31 164,850 $4,171,000 164,850
   RENAISSANCE TECHNOLOGIES LLC 1478 - 2023-12-31 161,700 $4,091,000 161,700
   DUBUQUE BANK & TRUST CO 51 - 2023-09-30 167,163 $3,982,000 4,887
   THRIVENT FINANCIAL FOR LUTHERANS 928 - 2023-12-31 147,040 $3,720,000 -32,997
   Harbor Group Inc. 18 - 2024-03-31 144,499 $3,712,000 -3,651
   AE Wealth Management LLC 692 - 2023-12-31 143,765 $3,619,000 48,236
   MML INVESTORS SERVICES LLC 742 - 2023-12-31 140,557 $3,556,000 11,402
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 756 - 2024-03-31 138,403 $3,556,000 -66,205
   Lido Advisors LLC 284 - 2023-12-31 140,020 $3,543,000 2,883
   RIVERSEDGE ADVISORS LLC 22 - 2023-12-31 137,734 $3,485,000 -66,383
   Chemistry Wealth Management LLC 22 - 2024-03-31 133,109 $3,420,000 860
   Legacy Financial Advisors Inc. 25 *New 2023-12-31 129,878 $3,286,000 129,878
   Quotient Wealth Partners LLC 72 - 2023-12-31 129,336 $3,272,000 0
   Apollon Wealth Management LLC 167 - 2023-12-31 128,776 $3,258,000 68,100
   BENJAMIN F. EDWARDS & COMPANY INC. 255 - 2023-12-31 125,121 $3,166,000 37,049
   Prentice Wealth Management LLC 17 - 2024-03-31 117,120 $3,009,000 52,920
   Equitable Holdings Inc. 312 - 2023-12-31 113,802 $2,879,000 35,396
   OLD MISSION CAPITAL LLC 205 - 2023-12-31 111,859 $2,830,000 70,430
   KESTRA PRIVATE WEALTH SERVICES LLC 279 - 2023-12-31 111,773 $2,828,000 90,548
   Perigon Wealth Management LLC 183 - 2023-12-31 111,140 $2,812,000 1,407
   Pineridge Advisors LLC - 2023-12-31 110,353 $2,792,000 0
   Executive Wealth Management LLC - 2023-12-31 106,711 $2,700,000 12,776
   Farther Finance Advisors LLC 101 - 2023-12-31 103,704 $2,624,000 89,366
   Schonfeld Strategic Advisors LLC 659 - 2023-12-31 100,259 $2,537,000 100,259
   Beacon Pointe Advisors LLC 424 - 2023-12-31 98,924 $2,503,000 -2,478
   Traveka Wealth LLC 21 - 2024-03-31 95,098 $2,443,000 -3,030
   KWMG LLC 91 - 2024-03-31 92,938 $2,388,000 11,244
   MONTICELLO WEALTH MANAGEMENT LLC 80 - 2023-12-31 92,925 $2,351,000 -538,945
   CABANA LLC 3 *New 2023-12-31 92,372 $2,337,000 92,372
   Orcam Financial Group 6 - 2023-12-31 91,518 $2,315,000 544
   Jordan Park Group LLC 28 - 2023-12-31 85,943 $2,174,000 -1,847
   Melone Private Wealth LLC 21 - 2023-12-31 85,738 $2,169,000 -13,765
   Thrive Wealth Management LLC 29 - 2024-03-31 82,849 $2,128,000 -149,515
   Running Point Capital Advisors LLC 27 - 2023-12-31 83,346 $2,109,000 -75,358
   McAdam LLC 77 - 2023-12-31 81,706 $2,067,000 3,316
   Oakwell Private Wealth Management LLC 18 - 2023-12-31 81,596 $2,064,000 1,421
   Rockefeller Capital Management L.P. 900 - 2023-12-31 80,407 $2,034,000 58,244
   GYL Financial Synergies LLC 124 - 2023-12-31 78,993 $1,999,000 27,838
   CITADEL ADVISORS LLC 2330 - 2023-12-31 77,299 $1,956,000 77,299
   FINANCIAL NETWORK 976 - 2023-12-31 76,069 $1,925,000 30,123
   JANNEY MONTGOMERY SCOTT LLC 1114 *New 2023-12-31 76,034 $1,924,000 76,034
   Cetera Investment Advisers 814 - 2023-12-31 75,892 $1,920,000 18,322
  100 Records found
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