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Get Institutions for : 
Spdr Barclays Capital Tips Etf (IPE)  
$25.43 0.05 (0.2%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 229    18
Total shares held : 
 34,421,123  
% of shares held : 
 15.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -50  
Amount of shares held : 
 -2,405,545  
% of shares held change : 
   -1.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.62  
Last Quarter's Ending Price : 
 $25.57  
Last Quarter's Average Price : 
 $25.03  
Change from last quarter's     
avg. price to the last closing  : 
0.40 (1.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 866,015
 2.52%
 
Increased Positions :
64
 2,894,208
 8.41%
 
Unchanged Positions :
52
 862,573
 2.51%
 
Decreased Positions :
96
-4,702,401
-13.66%
 
Closed Positions :
35
-1,463,367
-4.25%
 
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
   LINCOLN NATIONAL CORP 5 - 2024-03-31 8,350,188 $213,932,000 258,667
   GREAT VALLEY ADVISOR GROUP INC. 18 - 2024-03-31 1,190,327 $30,496,000 270,866
   HPM Partners LLC - 2023-12-31 1,106,507 $28,293,000 356,862
   Valtinson Bruner Financial Planning LLC 1 - 2024-03-31 599,926 $15,370,000 230,125
   Willow Creek Wealth Management Inc. 15 - 2023-12-31 559,721 $14,312,000 37,466
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 624 - 2024-03-31 378,519 $9,698,000 335,917
   JANNEY MONTGOMERY SCOTT LLC 592 - 2024-03-31 323,777 $8,295,000 60,981
   GOLDMAN SACHS GROUP INC/ 2270 - 2023-12-31 291,556 $7,455,000 223,351
   Prentice Wealth Management LLC 13 - 2024-03-31 277,253 $7,103,000 10,492
   APEX INVESTMENT SERVICES, INC. 16 - 2024-03-31 275,856 $7,067,000 11,381
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 960 - 2024-03-31 270,794 $6,938,000 15,661
   Advisor Group Holdings Inc. 889 - 2024-03-31 251,689 $6,448,000 38,492
   Rinkey Investments 12 - 2024-03-31 224,399 $5,749,000 6,208
   Treasure Coast Financial Planning 9 - 2024-03-31 223,322 $5,722,000 237
   JANE STREET GROUP LLC 1470 - 2023-12-31 198,084 $5,065,000 11,661
   Aquire Wealth Advisors LLC 11 - 2023-12-31 188,369 $4,817,000 6,063
   ERn Financial LLC 35 - 2024-03-31 187,711 $4,809,000 3,768
   UBS Group AG 2091 - 2023-12-31 174,883 $4,472,000 13,343
   J P MORGAN CHASE & CO 2565 - 2024-03-31 159,708 $4,092,000 41,500
   ARGI INVESTMENT SERVICES, LLC 106 - 2022-12-31 147,553 $3,801,000 137,633
   Insight Advisors LLC/ PA 27 - 2024-03-31 117,092 $3,000,000 5,015
   GRIES FINANCIAL LLC 33 - 2023-12-31 110,804 $2,833,000 5,541
   SEABRIDGE INVESTMENT ADVISORS LLC 48 - 2024-03-31 107,680 $2,759,000 3,401
   Allen Capital Group LLC 65 - 2024-03-31 93,074 $2,385,000 4,203
   Keystone Financial Group 60 - 2024-03-31 92,560 $2,371,000 5,884
   FLOW TRADERS U.S. LLC 191 - 2023-12-31 86,915 $2,222,000 86,915
   Verde Capital Management 22 - 2024-03-31 86,714 $2,222,000 4,125
   FINANCIAL ENGINES ADVISORS L.L.C. 137 - 2023-12-31 86,071 $2,201,000 40,045
   Security Financial Services INC. 48 - 2024-03-31 72,025 $1,845,000 8,463
   BIP Wealth LLC 70 - 2024-03-31 53,930 $1,382,000 4,071
   Goss Wealth Management LLC 817 - 2023-12-31 50,726 $1,296,000 17,589
   FINANCIAL NETWORK 1254 - 2023-12-31 47,506 $1,215,000 1,483
   Detalus Advisors LLC 41 - 2024-03-31 44,165 $1,132,000 4,415
   FULTON BREAKEFIELD BROENNIMAN LLC 82 - 2024-03-31 43,544 $1,116,000 18,130
   Wealth Advisory Solutions LLC 64 - 2024-03-31 39,246 $1,005,000 39,246
   Ascent Group LLC 258 - 2023-12-31 38,898 $991,000 8,343
   CFS Investment Advisory Services LLC 80 - 2023-12-31 37,953 $970,000 1,303
   Kestra Advisory Services LLC 1145 - 2023-12-31 37,023 $947,000 5,219
   LEVEL FOUR ADVISORY SERVICES LLC 307 - 2023-12-31 36,229 $926,000 4,244
   RAYMOND JAMES & ASSOCIATES 2628 - 2024-03-31 35,789 $917,000 9,434
   Jacobi Capital Management LLC 254 - 2024-03-31 27,600 $707,000 8,637
   Ridgewood Investments LLC 92 - 2024-03-31 26,126 $669,000 2,179
   Equitable Holdings Inc. 683 - 2023-12-31 25,804 $660,000 7,328
   Auour Investments LLC 48 - 2024-03-31 23,081 $591,000 1,062
   Good Life Advisors LLC 238 - 2024-03-31 20,611 $528,000 111
   Leading Edge Financial Planning LLC 30 - 2024-03-31 19,811 $508,000 1,050
   EFFICIENT ADVISORS, LLC 61 - 2024-03-31 15,457 $396,000 10
   FIXED INCOME SECURITIES INC 1005 - 2023-12-31 13,227 $338,000 343
   Coombe Bender & Co LLC 61 - 2024-03-31 13,015 $333,000 19
   NWAM LLC 437 - 2024-03-31 11,515 $291,000 792
   Financial Strategies Group Inc. 67 - 2024-03-31 11,278 $287,000 61
   Vertex Planning Partners LLC 137 - 2023-12-31 9,901 $253,000 1,506
   Patriot Financial Group Insurance Agency LLC 405 - 2024-03-31 9,832 $252,000 1,075
   Ellis Investment Partners LLC 200 - 2024-03-31 8,880 $228,000 52
   TRANSATLANTIQUE PRIVATE WEALTH LLC 205 - 2023-12-31 8,333 $213,000 8,333
   Sharkey Howes & Javer 119 - 2024-03-31 8,136 $208,000 8,136
   US BANCORP 2058 - 2024-03-31 6,985 $179,000 39
   Baldrige Asset Management LLC 144 - 2023-03-31 3,787 $101,000 400
   Fairway Wealth LLC 52 - 2024-03-31 3,675 $94,000 2
   CITIGROUP INC 3446 - 2024-03-31 3,392 $87,000 1,107
   PRIVATE TRUST CO NA 948 - 2024-03-31 3,084 $79,000 80
   Coastal Investment Advisors Inc. 516 - 2024-03-31 2,727 $70,000 2,727
   Farther Finance Advisors LLC 980 - 2023-12-31 2,360 $60,000 2,270
   BLAIR WILLIAM & CO/IL 1596 - 2024-03-31 1,752 $45,000 170
   Nelson Van Denburg & Campbell Wealth Management Gr 1303 - 2024-03-31 1,626 $42,000 1,438
   HARBOUR INVESTMENTS INC. 1736 - 2023-12-31 1,035 $26,000 71
   Sargent Bickham Lagudis LLC 741 - 2022-12-31 302 $8,000 302
  67 Records found
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