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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES & ASSOCIATES 206 - 2024-03-31 4,915,589 $126,281,000 -50,045
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 7 - 2023-12-31 2,893,653 $73,209,000 -128,066
   GRIMES & COMPANY INC 11 - 2024-03-31 2,216,797 $56,950,000 -28,758
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 80 - 2023-12-31 1,312,081 $33,196,000 -996,627
   Private Ocean LLC 13 - 2024-03-31 625,909 $16,080,000 -94,067
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 607 - 2024-03-31 608,245 $15,626,000 -75,136
   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
   ROYAL BANK OF CANADA 1562 - 2023-12-31 324,041 $8,199,000 -419,725
   SAGE ADVISORY SERVICES, LTD.CO. 15 - 2024-03-31 318,465 $8,181,000 -1,740
   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
   MATHER GROUP, INC. 81 - 2024-03-31 243,266 $6,155,000 -466
   Streettalk Advisors LLC 55 - 2023-12-31 229,117 $5,797,000 -37,132
   Syntegra Private Wealth Group LLC 18 - 2023-12-31 219,245 $5,547,000 -9,130
   CX Institutional 109 - 2024-03-31 182,885 $4,698,000 -379
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 756 - 2024-03-31 138,403 $3,556,000 -66,205
   RIVERSEDGE ADVISORS LLC 22 - 2023-12-31 137,734 $3,485,000 -66,383
   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
   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
   Wedmont Private Capital 94 - 2024-03-31 74,205 $1,884,000 -5,528
   BP WEALTH MANAGEMENT LLC 252 - 2023-12-31 71,287 $1,804,000 -861
   CAPE COD FIVE CENTS SAVINGS BANK 87 - 2023-12-31 69,054 $1,747,000 -134,024
   BRAGG FINANCIAL ADVISORS INC 174 - 2023-12-31 64,846 $1,641,000 -6,911
   HART & PATTERSON FINANCIAL GROUP LLC 32 - 2024-03-31 58,927 $1,514,000 -1,429
   AFT, FORSYTH & COMPANY, INC. 32 - 2023-12-31 57,400 $1,452,000 -350
   HSBC HOLDINGS PLC 1277 - 2023-12-31 56,119 $1,420,000 -12,621
   BLAIR WILLIAM & CO/IL 760 - 2023-12-31 55,140 $1,395,000 -4,370
   SevenBridge Financial Group LLC - 2023-12-31 54,683 $1,383,000 -238
   MONTICELLO WEALTH MANAGEMENT LLC 88 - 2024-03-31 53,487 $1,374,000 -39,438
   COLONY GROUP LLC 387 - 2023-09-30 56,423 $1,344,000 -798
   TOWNSQUARE CAPITAL LLC 527 - 2023-12-31 50,894 $1,288,000 -31,609
   Perfromance Wealth Partners LLC - 2023-12-31 50,161 $1,269,000 -28,815
   CREATIVE PLANNING 1144 - 2023-12-31 46,942 $1,188,000 -6,232
   BROWN WEALTH MANAGEMENT LLC 34 - 2023-12-31 46,602 $1,179,000 -2,486
   Ausdal Financial Partners Inc. 159 - 2024-03-31 44,305 $1,138,000 -8,658
   Burt Wealth Advisors 38 - 2024-03-31 43,052 $1,106,000 -8,027
   GREAT VALLEY ADVISOR GROUP INC. 334 - 2023-12-31 41,068 $1,039,000 -181,150
   JOURNEY STRATEGIC WEALTH LLC 59 - 2023-12-31 40,733 $1,031,000 -6,154
   PRIVATE TRUST CO NA 218 - 2024-03-31 39,077 $1,004,000 -538
   Tradewinds Capital Management LLC 34 - 2024-03-31 38,265 $983,000 -3,800
   ACT Advisors LLC. 19 - 2024-03-31 36,681 $942,000 -630
   KRAEMATON INVESTMENT ADVISORS INC 32 - 2023-12-31 35,347 $894,000 -7,145
   Laurel Wealth Advisors Inc. 244 - 2022-12-31 17,901 $877,000 -797
   OneAscent Financial Services LLC 131 - 2024-03-31 33,489 $860,000 -408
   Legacy Financial Strategies LLC 50 - 2024-03-31 32,708 $840,000 -2,357
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1858 - 2024-03-31 31,764 $816,000 -138,927
   Pallas Capital Advisors LLC 226 - 2024-03-31 31,773 $816,000 -1
   WAGNER CAPITAL MANAGEMENT CORP 172 - 2024-03-31 30,445 $782,000 -638
   Inspire Advisors LLC 118 - 2023-12-31 30,391 $769,000 -499
   MidWestOne Financial Group Inc. 169 - 2023-12-31 29,997 $759,000 -8,614
   COLDSTREAM CAPITAL MANAGEMENT INC 358 - 2023-12-31 29,862 $756,000 -586
   Orion Portfolio Solutions LLC 1054 - 2023-12-31 29,950 $754,000 -2,344
   Meeder Advisory Services Inc. - 2023-12-31 29,668 $751,000 -2,967
   James J. Burns & Company LLC 48 - 2024-03-31 27,077 $688,000 -47,872
   Accurate Wealth Management LLC 117 - 2024-03-31 26,192 $663,000 -841
   OHE FINANCIAL INC 148 - 2023-12-31 26,155 $662,000 -524
   ERTS Wealth Advisors LLC 37 - 2024-03-31 25,601 $658,000 -8,417
   SAXON INTERESTS INC. 90 - 2024-03-31 22,755 $585,000 -3,009
   FC Advisory LLC 57 - 2024-03-31 22,743 $584,000 -43
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1133 - 2023-12-31 22,910 $580,000 -65,947
   Pensionmark Financial Group LLC 205 - 2023-12-31 22,297 $564,000 -18,700
   Everhart Financial Group Inc. 102 - 2023-12-31 22,194 $562,000 -2,085
   TRUST POINT INC. 269 - 2024-03-31 20,980 $539,000 -67,287
   Stablepoint Partners LLC 169 - 2024-03-31 20,993 $539,000 -992
   CITIGROUP INC 2528 - 2023-12-31 21,252 $538,000 -9,990
   Stratos Wealth Advisors LLC 448 - 2024-03-31 20,394 $524,000 -49
   ADVISORY SERVICES NETWORK, LLC 886 - 2023-12-31 20,369 $515,000 -262
   Weitzel Financial Services Inc. 24 - 2024-03-31 19,522 $498,000 -1,541
   Curtis Advisory Group LLC 61 - 2023-12-31 18,358 $464,000 -661
   DFPG INVESTMENTS INC. 426 - 2023-12-31 18,190 $457,000 -437
   BCS Wealth Management 151 - 2024-03-31 16,455 $423,000 -232
   BB&T CORP 2064 - 2023-12-31 16,143 $408,000 -24,789
   BerganKDV Wealth Management LLC 183 - 2023-06-30 15,916 $398,000 -247
   IHT Wealth Management LLC 676 - 2023-12-31 15,434 $390,000 -70,071
   Avenue 1 Advisors LLC 66 - 2024-03-31 15,138 $389,000 -14,662
   Mutual Advisors LLC 735 - 2023-12-31 14,816 $375,000 -14,102
   Resources Investment Advisors Inc. 834 - 2023-12-31 14,626 $370,000 -7,229
   Emerald Investment Partners LLC - 2023-12-31 14,162 $358,000 -815
   Hennion & Walsh Asset Management Inc. 648 - 2024-03-31 13,897 $357,000 -25,261
   COMERICA BANK 2036 - 2023-12-31 13,545 $343,000 -6,571
   Kingsview Wealth Management LLC 728 - 2023-12-31 13,281 $336,000 -774
   NAPLES GLOBAL ADVISORS LLC 339 - 2023-12-31 12,264 $310,000 -850
   EAGLE WEALTH STRATEGIES LLC 70 - 2024-03-31 11,990 $306,000 -9,051
   ARGI INVESTMENT SERVICES, LLC 367 - 2022-12-31 6,102 $299,000 -11,211
   TRITONPOINT WEALTH LLC 262 - 2024-03-31 10,533 $290,000 -921
   Strategic Financial Planning Inc. 31 - 2024-03-31 11,287 $290,000 -1,560
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 177 - 2024-03-31 11,290 $290,000 -113
   FREEDOM WEALTH ALLIANCE LLC 32 - 2023-09-30 11,681 $278,000 -809
   Smith Anglin Financial LLC 149 - 2024-03-31 10,391 $267,000 -5,772
   GILL CAPITAL PARTNERS LLC 95 - 2023-12-31 10,158 $257,000 -1,222
   Altus Wealth Group LLC 115 - 2023-12-31 10,120 $256,000 -250
  100 Records found
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