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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
   Eldridge Investment Advisors Inc. 70 - 2024-03-31 46,768 $1,198,000 0
   Financial Gravity Wealth Inc. 242 - 2023-12-31 4,275 $769,000 0
   FIRST NATIONAL CORP /MA/ /ADV 103 - 2024-03-31 19,735 $505,000 0
   Qube Research & Technologies Ltd 1966 - 2023-12-31 19,192 $491,000 0
   Solutions 4 Wealth Ltd 26 - 2024-03-31 13,540 $347,000 0
   Benchmark Wealth Management LLC 40 - 2024-03-31 12,347 $316,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 361 - 2024-03-31 12,288 $314,000 0
   Cordant Inc. 33 - 2024-03-31 9,765 $250,000 0
   Banco Santander S.A. 394 - 2024-03-31 9,548 $245,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1125 - 2024-03-31 8,706 $223,000 0
   WealthCollab LLC 55 - 2024-03-31 8,464 $217,000 0
   Yoder Wealth Management Inc. 90 - 2024-03-31 8,300 $213,000 0
   Robertson Stephens Wealth Management LLC 419 - 2023-12-31 8,292 $212,000 0
   Prosperity Planning Inc. 71 - 2024-03-31 7,882 $202,000 0
   S.A. Mason LLC 184 - 2024-03-31 5,240 $134,000 0
   IFP Advisors Inc 1192 - 2023-12-31 4,152 $106,000 0
   PRINCIPAL SECURITIES INC. 1382 - 2024-03-31 2,855 $73,000 0
   Transcendent Capital Group LLC 131 - 2024-03-31 2,398 $61,000 0
   Stonehage Fleming Financial Services Holdings Ltd 172 - 2023-12-31 2,240 $57,000 0
   Smartleaf Asset Management LLC 569 - 2024-03-31 1,988 $51,000 0
   ADIRONDACK TRUST CO 270 - 2024-03-31 1,131 $29,000 0
   VisionPoint Advisory Group LLC 384 - 2024-03-31 723 $19,000 0
   Migdal Insurance & Financial Holdings Ltd. 306 - 2024-03-31 649 $17,000 0
   Ruedi Wealth Management Inc. 136 - 2024-03-31 602 $15,000 0
   Investors Research Corp 658 - 2024-03-31 569 $15,000 0
   Aspire Private Capital LLC 443 - 2024-03-31 256 $7,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 955 - 2024-03-31 243 $6,000 0
   BARTLETT & CO. LLC 1031 - 2023-12-31 243 $6,000 0
   Sound Income Strategies LLC 884 - 2024-03-31 234 $6,000 0
   Cape Investment Advisory Inc. 757 - 2023-12-31 224 $6,000 0
   WASHINGTON TRUST CO 758 - 2024-03-31 170 $4,000 0
   TOWER RESEARCH CAPITAL LLC 5096 - 2023-12-31 100 $3,000 0
   Washington Trust Advisors Inc. 627 - 2024-03-31 107 $3,000 0
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 781 - 2023-12-31 84 $2,000 0
   Sunbelt Securities Inc. 1501 - 2024-03-31 88 $2,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 536 - 2023-12-31 26 $1,000 0
   Atlantic Trust LLC 422 - 2024-03-31 33 $1,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1751 - 2024-03-31 10 $0 0
   Retirement Group LLC 825 - 2024-03-31 1 $0 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 1039 - 2024-03-31 1 $0 0
   CFG ASSET MANAGEMENT LLC 467 - 2024-03-31 5 $0 0
   Parallel Advisors LLC 3421 *Closed 2024-03-31 0 $0 0
   Team Financial Group LLC 223 - 2023-12-31 1 $0 0

  43 Records found
  1    
  Page 1 of 1
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