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Get Institutions for : 
Spdr Brcly Cap Intrmd Trm (ITE)  
$27.73 0.06 (0.22%) as of 4:30 Fri 5/10


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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  : 
0.02 (0.07%)  




 
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 :
2
81,017
 0.06%
 
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
   NewEdge Wealth LLC 60 *New 2023-12-31 635,200 $18,141,000 635,200
   RETIREMENT PLANNING GROUP 21 *New 2024-03-31 331,708 $9,348,000 331,708
   HTLF Bank 39 *New 2024-03-31 215,938 $6,085,000 215,938
   Redhawk Wealth Advisors Inc. 33 *New 2023-12-31 140,539 $4,014,000 140,539
   Eldridge Investment Advisors Inc. 27 *New 2023-12-31 120,475 $3,441,000 120,475
   Visionary Wealth Advisors 136 *New 2023-12-31 86,202 $2,462,000 86,202
   TPG Financial Advisors LLC 25 *New 2023-12-31 74,209 $2,108,000 74,209
   OmniStar Financial Group Inc. 27 *New 2024-03-31 36,144 $1,019,000 36,144
   WALLER FINANCIAL PLANNING GROUP INC 38 *New 2024-03-31 33,806 $953,000 33,806
   Heritage Financial Services LLC 38 *New 2023-12-31 33,253 $950,000 33,253
   Strategic Investment Advisors / MI 118 *New 2024-03-31 31,456 $886,000 31,456
   MORNINGSTAR INVESTMENT SERVICES, INC. 243 *New 2023-12-31 28,783 $823,000 28,783
   Black Diamond Financial LLC 60 *New 2023-12-31 22,307 $637,000 22,307
   Americana Partners LLC *New 2023-12-31 16,667 $476,000 16,667
   Headlands Technologies LLC 151 *New 2023-12-31 15,474 $442,000 15,474
   Independent Advisor Alliance 463 *New 2023-12-31 15,228 $435,000 15,228
   Private Wealth Group LLC 48 *New 2024-03-31 14,614 $412,000 14,614
   West Wealth Group LLC 56 *New 2023-12-31 12,608 $360,000 12,608
   THOMPSON DAVIS & CO. INC. 56 *New 2024-03-31 12,500 $352,000 12,500
   TOWNSQUARE CAPITAL LLC 913 *New 2023-12-31 10,664 $305,000 10,664
   Wealthcare Advisory Partners LLC 663 *New 2024-03-31 10,729 $302,000 10,729
   Balboa Wealth Partners 167 *New 2023-12-31 10,033 $287,000 10,033
   Good Life Advisors LLC 388 *New 2024-03-31 8,817 $248,000 8,817
   Diversified LLC 154 *New 2024-03-31 8,072 $227,000 8,072
   LongView Wealth Management 163 *New 2024-03-31 7,775 $219,000 7,775
   Jacobi Capital Management LLC 435 *New 2023-12-31 7,564 $216,000 7,564
   Strategic Financial Concepts LLC 285 *New 2024-03-31 7,449 $210,000 7,449
   Beirne Wealth Consulting Services LLC 138 *New 2023-12-31 7,365 $210,000 7,365
   Advisory Alpha LLC *New 2023-12-31 7,307 $209,000 7,307
   Brooklyn FI LLC 54 *New 2024-03-31 7,184 $202,000 7,184
   KISTLERTIFFANY COMPANIES, LLC 365 *New 2023-06-30 4,420 $125,000 4,420
   SHEETS SMITH & ASSOCIATES INC 331 *New 2023-09-30 4,500 $124,000 4,500
   Venturi Wealth Management LLC 417 *New 2024-03-31 3,470 $98,000 3,470
   VisionPoint Advisory Group LLC 196 *New 2023-12-31 3,122 $89,000 3,122
   Tortoise Investment Management LLC 366 *New 2023-12-31 1,615 $46,000 1,615
   NBT BANK N A /NY 426 *New 2024-03-31 985 $28,000 985
   Financial Connections Group Inc. *New 2024-03-31 500 $15,000 500
   GUARDIAN WEALTH ADVISORS LLC / NC 369 *New 2023-12-31 497 $14,000 497
   Ronald Blue Trust Inc. 1427 *New 2024-03-31 380 $11,000 380
   Hartland & Co. LLC 1042 *New 2023-12-31 383 $11,000 383
   Nelson Van Denburg & Campbell Wealth Management Gr 1912 *New 2024-03-31 331 $9,000 331
   Sage Mountain Advisors LLC 395 *New 2024-03-31 280 $8,000 280
   ISLAY CAPITAL MANAGEMENT LLC 179 *New 2023-12-31 198 $6,000 198
   BESSEMER GROUP INC 1728 *New 2023-12-31 203 $6,000 203
   HANSON INVESTMENT MANAGEMENT 441 *New 2024-03-31 168 $5,000 168
   HOWE & RUSLING INC 357 *New 2023-12-31 73 $2,000 73
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 740 *New 2023-12-31 62 $2,000 62
   Global Wealth Strategies & Associates 285 *New 2024-03-31 54 $2,000 54
   HARBOR INVESTMENT ADVISORY LLC 1216 *New 2024-03-31 38 $1,000 38
   Covestor Ltd 2614 *New 2023-12-31 9 $0 9
  50 Records found
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