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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
   KWMG LLC 128 *Closed 2024-03-31 0 $0 -12,494
   PROSPERA FINANCIAL SERVICES 1050 *Closed 2023-12-31 0 $0 -492,711
   EverSource Wealth Advisors LLC 2556 *Closed 2023-12-31 0 $0 -69
   NATIONAL ASSET MANAGEMENT, INC. 1407 *Closed 2023-12-31 0 $0 -8,249
   CREATIVE FINANCIAL DESIGNS INC /ADV 1608 *Closed 2024-03-31 0 $0 -303
   JOHNSON FINANCIAL GROUP, INC. 868 *Closed 2023-12-31 0 $0 -1
   Private Portfolio Partners LLC 280 *Closed 2024-03-31 0 $0 -8,844
   Tempus Wealth Planning LLC 194 *Closed 2024-03-31 0 $0 -57,320
   Running Point Capital Advisors LLC 159 *Closed 2023-12-31 0 $0 -30
   BANK OF MONTREAL /CAN/ 3416 *Closed 2023-12-31 0 $0 -388,151
   TWO SIGMA SECURITIES LLC 1656 *Closed 2023-12-31 0 $0 -14,630
   Focused Wealth Management Inc 313 *Closed 2024-03-31 0 $0 -8
   Coppell Advisory Solutions Corp. 707 *Closed 2023-03-31 0 $0 -1,404
   Sawtooth Asset Management Inc. 1090 *Closed 2023-12-31 0 $0 -8,610
   Gateway Wealth Partners LLC 243 *Closed 2023-12-31 0 $0 -18,462
   Strategic Investment Solutions Inc. /IL 721 *Closed 2023-12-31 0 $0 -153
   Beacon Capital Management Inc. 47 *Closed 2024-03-31 0 $0 -2,099
   SANDY SPRING BANK 1230 *Closed 2024-03-31 0 $0 -91
   NOMURA ASSET MANAGEMENT CO LTD 1659 *Closed 2023-12-31 0 $0 -10,000
   Integrated Wealth Concepts LLC 1600 *Closed 2023-12-31 0 $0 -30,040
   ORG Partners LLC 845 *Closed 2024-03-31 0 $0 -1,718
   RMB CAPITAL MANAGEMENT LLC 531 *Closed 2023-12-31 0 $0 -8,570
   Intrua Financial LLC 342 *Closed 2023-03-31 0 $0 -12,543
   VERITABLE LP 757 *Closed 2023-09-30 0 $0 -26,440
   ADVISORY SERVICES NETWORK, LLC 3580 *Closed 2024-03-31 0 $0 -124
   Kohmann Bosshard Financial Services LLC 203 *Closed 2024-03-31 0 $0 -13,242
   GRADIENT INVESTMENTS LLC 1852 *Closed 2024-03-31 0 $0 -188
   MULTIFINANCIAL SECURITIES CORP 1792 *Closed 2023-12-31 0 $0 -14,772
   FINANCIAL COUNSELORS INC 590 *Closed 2024-03-31 0 $0 -10,257
   Parallel Advisors LLC 3421 *Closed 2024-03-31 0 $0 0
   Strategic Advocates LLC 178 *Closed 2024-03-31 0 $0 -12,721
   KARLINSKI ANDREW C 245 *Closed 2022-12-31 0 $0 -31
   Blueprint Investment Partners LLC 151 *Closed 2023-12-31 0 $0 -129,754

  33 Records found
  1    
  Page 1 of 1
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