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Get Institutions for : 
Spdr Nuveen S&p High Yield Municipal Bond (HYMB)  
$25.35 0.19 (0.76%) as of 4:30 Fri 5/3


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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  : 
1.19 (4.93%)  




 
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
   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
   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
   MORGAN STANLEY 1824 - 2023-12-31 1,790,967 $45,311,000 699,179
   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
   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
   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
   BANK OF NEW YORK MELLON CORP 1973 - 2024-03-31 374,865 $9,630,000 82,388
   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
   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
   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
   M&T BANK CORP 382 - 2023-12-31 235,500 $5,958,000 123,420
   Vishria Bird Financial Group LLC 16 - 2024-03-31 225,771 $5,800,000 603
   COMMONWEALTH EQUITY SERVICES LLC. 1029 - 2023-12-31 217,615 $5,506,000 168,385
   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
   HTLF Bank 52 - 2024-03-31 183,938 $4,725,000 2,556
   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
   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
   Garrett Investment Advisors LLC 39 - 2024-03-31 163,411 $4,198,000 3,922
   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
   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
   Lido Advisors LLC 284 - 2023-12-31 140,020 $3,543,000 2,883
   Chemistry Wealth Management LLC 22 - 2024-03-31 133,109 $3,420,000 860
   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
   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
   KWMG LLC 91 - 2024-03-31 92,938 $2,388,000 11,244
   Orcam Financial Group 6 - 2023-12-31 91,518 $2,315,000 544
   McAdam LLC 78 - 2024-03-31 87,997 $2,261,000 6,291
   Oakwell Private Wealth Management LLC 20 - 2024-03-31 86,992 $2,235,000 5,396
   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
   Cetera Investment Advisers 814 - 2023-12-31 75,892 $1,920,000 18,322
   Tennessee Valley Asset Management Partners 34 - 2024-03-31 74,629 $1,917,000 2,277
   Baird Financial Group Inc. 943 - 2023-12-31 75,729 $1,916,000 41,507
   DRAVO BAY LLC 18 - 2023-12-31 74,292 $1,880,000 13,305
   WEALTH MANAGEMENT RESOURCES INC. 22 - 2024-03-31 70,216 $1,804,000 1,943
   Private Advisor Group LLC 850 - 2023-12-31 65,332 $1,653,000 23,075
   Manhattan West Asset Management LLC 67 - 2023-12-31 60,824 $1,539,000 12,194
   ATRIA INVESTMENTS LLC 726 - 2023-12-31 58,013 $1,468,000 58,013
   DOHJ LLC 63 - 2024-03-31 56,906 $1,462,000 16,756
   Sebold Capital Management Inc. 25 - 2024-03-31 48,926 $1,257,000 20,969
   RAYMOND JAMES TRUST CO 422 - 2024-03-31 46,284 $1,189,000 2,185
   Breakwater Capital Group 84 - 2024-03-31 43,853 $1,127,000 1,093
   LINCOLN NATIONAL CORP 429 - 2023-12-31 43,580 $1,103,000 5,972
   Tortoise Investment Management LLC 103 - 2023-12-31 43,330 $1,096,000 11,310
   QP WEALTH MANAGEMENT LLC 18 - 2023-09-30 45,803 $1,091,000 2,085
   Kestra Advisory Services LLC 1081 - 2023-12-31 42,542 $1,076,000 16,201
   Beta Wealth Group Inc. 34 - 2023-12-31 41,556 $1,051,000 468
   Financial Advocates Investment Management 276 - 2023-12-31 41,012 $1,038,000 19,622
   Steward Partners Investment Advisory LLC 707 - 2023-12-31 40,766 $1,031,000 11,072
   DROMS STRAUSS ADVISORS INC /MO/ /ADV 36 - 2023-12-31 40,715 $1,030,000 28,776
   REGAL INVESTMENT ADVISORS, LLC 223 - 2023-12-31 40,298 $1,020,000 6,723
   Wealthcare Advisory Partners LLC 378 - 2024-03-31 36,906 $948,000 7,773
   FLAGSHIP HARBOR ADVISORS LLC 269 - 2024-03-31 34,658 $890,000 7,085
   Advisory Alpha LLC - 2023-12-31 30,372 $768,000 3,013
   SUMMIT INVESTMENT ADVISORS INC 680 - 2023-12-31 29,460 $745,000 5,449
   Family Asset Management LLC 53 - 2023-12-31 26,982 $683,000 23,534
   MODERA WEALTH MANAGEMENT, LLC 338 - 2023-12-31 26,522 $671,000 26,522
   VanderPol Investments L.L.C. 17 - 2024-03-31 25,688 $660,000 12,642
   Syverson Strege & Co 34 - 2023-12-31 25,717 $651,000 6,142
   MBL Wealth LLC 110 - 2024-03-31 25,256 $649,000 2,536
   Alta Wealth Advisors LLC 69 - 2023-12-31 25,445 $644,000 11,681
   H D Vest Advisory Services 886 - 2023-12-31 24,916 $630,000 1,362
   Integrity Wealth Solutions LLC 56 - 2024-03-31 22,911 $589,000 165
   Retirement Investment Advisors Inc. 37 - 2023-12-31 18,380 $465,000 7,172
   Insight Wealth Strategies LLC 138 - 2024-03-31 17,609 $452,000 70
   Qube Research & Technologies Ltd 2026 - 2023-12-31 17,431 $441,000 14,793
   TRUENORTH, INC. 66 - 2024-03-31 17,050 $438,000 3,200
   Missouri Trust & Investment Co 91 - 2023-12-31 16,250 $411,000 8,250

  100 Records found
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