Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Brcly Cap Intrmd Trm (ITE)  
$27.54 0.04 (0.15%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 291    12
Total shares held : 
 138,870,744  
% of shares held : 
 14.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 546,317  
% of shares held change : 
   0.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $27.32  
Last Quarter's Ending Price : 
 $28.56  
Last Quarter's Average Price : 
 $27.75  
Change from last quarter's     
avg. price to the last closing  : 
0.21 (0.76%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,999,462
 1.44%
 
Increased Positions :
110
 14,005,185
 10.09%
 
Unchanged Positions :
40
 7,579,758
 5.46%
 
Decreased Positions :
96
-12,258,658
-8.83%
 
Closed Positions :
33
-3,199,672
-2.3%
 
Guru Positions :
1
42,080
 0.03%
 
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
   LPL FINANCIAL CORP 38 - 2023-12-31 28,004,410 $799,806,000 1,520,976
   FINANCIAL ENGINES ADVISORS L.L.C. 21 - 2023-12-31 27,989,846 $799,390,000 425,471
   Municipal Employees Retirement System of Michigan 3 - 2024-03-31 26,424,332 $744,638,000 20,446,705
   AMERIPRISE FINANCIAL INC 354 - 2023-12-31 6,123,049 $174,944,000 9,451
   ENVESTNET ASSET MANAGEMENT INC 352 - 2023-12-31 4,282,681 $122,313,000 177,120
   Merit Financial Group LLC 5 - 2023-12-31 4,160,010 $118,810,000 3,585,095
   UBS Group AG 413 - 2023-12-31 3,550,155 $101,392,000 -62,536
   Congress Wealth Management LLC / DE / 7 - 2024-03-31 3,513,213 $99,002,000 140,327
   STATE STREET CORP 1379 - 2023-12-31 3,067,638 $87,612,000 339,674
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 185 - 2023-12-31 2,290,415 $65,414,000 1,937,968
   CWM LLC 61 - 2024-03-31 2,184,009 $61,545,000 255,706
   STEPHENS GROUP ASSET MANAGEMENT LLC 9 - 2024-03-31 2,068,985 $58,304,000 28,174
   GLOBALT Investments LLC / GA 12 - 2023-12-31 1,972,952 $56,347,000 0
   Private Advisor Group LLC 43 - 2023-12-31 1,811,876 $51,747,000 -1,546
   J P MORGAN CHASE & CO 1125 - 2023-12-31 1,656,940 $47,322,000 208,595
   CX Institutional 3 - 2024-03-31 1,527,990 $43,011,000 187,230
   SENTINEL PENSION ADVISORS INC 4 - 2023-12-31 1,202,767 $34,351,000 63,693
   Goss Wealth Management LLC 75 - 2023-12-31 1,187,755 $33,708,000 104,553
   OBrien Wealth Partners LLC 5 - 2024-03-31 1,178,397 $33,207,000 39,385
   AE Wealth Management LLC 136 - 2023-12-31 1,064,739 $30,185,000 22,868
   MORGAN STANLEY 2260 - 2023-12-31 1,033,176 $29,508,000 -1,596,433
   HIGHTOWER ADVISORS, LLC 396 - 2023-12-31 925,754 $26,426,000 71,424
   GREAT VALLEY ADVISOR GROUP INC. 18 - 2023-12-31 884,275 $25,255,000 121,107
   PORTLAND GLOBAL ADVISORS LLC 6 - 2023-12-31 877,591 $25,064,000 107,982
   BANK OF MONTREAL /CAN/ 617 - 2023-12-31 869,809 $24,863,000 -521,705
   ROYAL BANK OF CANADA 1025 - 2023-12-31 864,039 $24,678,000 155,899
   Advisor Group Holdings Inc. 408 - 2023-12-31 856,056 $24,451,000 -705,645
   Wela Strategies LLC 2 - 2024-03-31 862,111 $24,294,000 62,648
   WELLS FARGO & CO/MN 1009 - 2023-12-31 792,602 $22,637,000 488,921
   BANK OF AMERICA CORP /DE/ 1729 - 2023-12-31 769,430 $21,975,000 111,284
   Resources Investment Advisors Inc. 60 - 2023-12-31 731,085 $20,880,000 143,060
   Leicht Financial Planning & Wealth Management Inc. 2 - 2023-12-31 719,638 $20,553,000 -40,639
   BB&T CORP 394 - 2023-12-31 709,109 $20,252,000 144,933
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 205 - 2023-12-31 704,864 $20,131,000 -3,394,723
   PARK AVENUE SECURITIES LLC 59 - 2024-03-31 696,626 $19,631,000 78,386
   NewEdge Wealth LLC 60 *New 2023-12-31 635,200 $18,141,000 635,200
   MATHER GROUP, INC. 34 - 2024-03-31 626,763 $17,900,000 -8,802
   Astoria Portfolio Advisors LLC. 3 - 2024-03-31 647,157 $17,842,000 42,613
   Arcadia Wealth Management LLC - 2023-12-31 574,725 $16,414,000 8,670
   Migdal Insurance & Financial Holdings Ltd. 65 - 2023-12-31 563,776 $16,101,000 119,678
   CoreCap Advisors LLC 17 - 2023-12-31 554,293 $15,831,000 47,685
   Flagstone Financial Management - 2023-12-31 552,536 $15,780,000 5,168
   Steward Partners Investment Advisory LLC 113 - 2023-12-31 506,041 $14,453,000 -21,867
   FLAGSHIP HARBOR ADVISORS LLC 20 - 2024-03-31 498,625 $14,051,000 -3,923
   S. R. Schill & Associates 6 - 2024-03-31 496,965 $14,004,000 15,418
   Hobbs Group Advisors LLC 4 - 2023-12-31 482,777 $13,788,000 0
   Cetera Investment Advisers 181 - 2023-12-31 457,988 $13,080,000 -10,741
   Arjuna Capital 4 - 2023-12-31 457,861 $13,077,000 -28,709
   Trilogy Capital Inc. 41 - 2024-03-31 455,163 $12,826,000 53,760
   STIFEL FINANCIAL CORP 687 - 2023-12-31 442,136 $12,627,000 87,715
   Willow Creek Wealth Management Inc. 17 - 2023-12-31 432,372 $12,349,000 391,116
   FINANCIAL NETWORK 304 - 2023-12-31 422,955 $12,080,000 -903
   Global Retirement Partners LLC 41 - 2023-12-31 408,643 $11,630,000 7,011
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 438 - 2024-03-31 401,085 $11,303,000 286,279
   LEVEL FOUR ADVISORY SERVICES LLC 22 - 2023-12-31 388,609 $11,099,000 -9,828
   MARINER WEALTH ADVISORS, LLC 446 - 2023-12-31 386,420 $11,036,000 257,821
   Comprehensive Wealth Management LLC 3 - 2023-12-31 358,058 $10,226,000 -3,491
   US FINANCIAL ADVISORS LLC 8 - 2023-12-31 351,560 $10,041,000 11,130
   Envestnet Portfolio Solutions Inc. 213 - 2023-12-31 343,462 $9,809,000 181,697
   Equitable Holdings Inc. 143 - 2023-12-31 338,034 $9,654,000 136,965
   Waterloo Capital L.P. 13 - 2023-12-31 334,839 $9,563,000 280,819
   GM Advisory Group Inc. 29 - 2023-12-31 330,813 $9,448,000 -25,638
   RETIREMENT PLANNING GROUP 21 *New 2024-03-31 331,708 $9,348,000 331,708
   THRIVENT FINANCIAL FOR LUTHERANS 631 - 2023-12-31 313,911 $8,966,000 41,771
   TSFG LLC 11 - 2024-03-31 303,651 $8,557,000 71,180
   Capasso Planning Partners LLC - 2023-12-31 296,284 $8,462,000 112,000
   Kingsview Wealth Management LLC 93 - 2023-12-31 296,176 $8,459,000 18,017
   BMS Financial Advisors LLC 4 - 2023-06-30 294,180 $8,322,000 285,872
   RAYMOND JAMES & ASSOCIATES 1218 - 2023-12-31 289,096 $8,257,000 3,093
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 288,000 $8,225,000 -30,000
   One Day In July LLC 19 *New 2023-12-31 280,379 $8,008,000 280,379
   IFG Advisory LLC 30 - 2023-12-31 280,032 $7,998,000 29,648
   Krasney Financial LLC 22 - 2024-03-31 273,011 $7,693,000 30,236
   Dentgroup LLC 3 - 2024-03-31 256,771 $7,236,000 -12,031
   SimpliFi Inc. - 2023-12-31 251,076 $6,912,000 0
   PSI Advisors LLC 8 - 2023-12-31 241,649 $6,901,000 -6,122
   COMERICA BANK 543 - 2023-12-31 238,944 $6,824,000 -33,061
   Beacon Bridge Wealth Partners LLC 10 - 2023-12-31 221,604 $6,329,000 -94,217
   Impact Partnership Wealth LLC 10 - 2023-12-31 219,781 $6,277,000 153,268
   IHT Wealth Management LLC 82 - 2023-12-31 214,601 $6,129,000 193,185
   BAILARD BIEHL & KAISER INC 121 - 2023-12-31 210,376 $6,008,000 61,189
   Asset Management Resources LLC - 2023-12-31 208,580 $5,957,000 -64,443
   Vermillion & White Wealth Management Group LLC 5 - 2023-12-31 205,181 $5,860,000 0
   Integrated Wealth Concepts LLC 217 - 2023-12-31 202,581 $5,786,000 20,840
   EIGHT 31 FINANCIAL LLC 5 - 2023-12-31 199,118 $5,687,000 0
   Auour Investments LLC - 2023-12-31 187,139 $5,304,000 564
   Certified Advisory Corp 33 - 2023-12-31 184,769 $5,277,000 -1,567
   Key Financial Inc 16 *New 2023-12-31 182,649 $5,216,000 182,649
   COMMONWEALTH EQUITY SERVICES LLC. 1084 - 2023-12-31 173,468 $4,954,000 15,373
   Equita Financial Network Inc. 17 - 2023-12-31 170,757 $4,877,000 -5,288
   True Wealth Design LLC 13 - 2023-12-31 165,443 $4,725,000 48,646
   ST GERMAIN D J CO INC 95 - 2024-03-31 166,192 $4,683,000 -78,131
   Western Wealth Management LLC 70 - 2023-12-31 150,268 $4,292,000 97,595
   Redhawk Wealth Advisors Inc. 33 *New 2023-12-31 140,539 $4,014,000 140,539
   Integrated Capital Management Inc. 13 - 2024-03-31 142,146 $4,006,000 30,617
   Kestra Advisory Services LLC 537 - 2023-12-31 135,706 $3,876,000 -3,243
   BAYSTATE WEALTH MANAGEMENT LLC 37 - 2023-12-31 128,923 $3,682,000 1,584
   Eldridge Investment Advisors Inc. 27 *New 2023-12-31 120,475 $3,441,000 120,475
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 899 - 2023-12-31 116,425 $3,325,000 -80,368
   SYNOVUS FINANCIAL CORP 236 - 2023-12-31 115,739 $3,306,000 -2,032,979
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us