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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 :
1
38,937
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UBS Group AG 413 - 2023-12-31 3,550,155 $101,392,000 -62,536
   MORGAN STANLEY 2260 - 2023-12-31 1,033,176 $29,508,000 -1,596,433
   BANK OF MONTREAL /CAN/ 617 - 2023-12-31 869,809 $24,863,000 -521,705
   GREAT VALLEY ADVISOR GROUP INC. 27 - 2024-03-31 855,373 $24,104,000 -28,902
   Advisor Group Holdings Inc. 366 - 2024-03-31 804,672 $22,676,000 -51,384
   MATHER GROUP, INC. 34 - 2024-03-31 626,763 $17,900,000 -8,802
   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
   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
   Arcadia Wealth Management LLC 5 - 2024-03-31 463,026 $13,076,000 -111,699
   FINANCIAL NETWORK 304 - 2023-12-31 422,955 $12,080,000 -903
   LEVEL FOUR ADVISORY SERVICES LLC 22 - 2023-12-31 388,609 $11,099,000 -9,828
   Resources Investment Advisors Inc. 136 - 2024-03-31 328,238 $9,250,000 -402,847
   Dentgroup LLC 3 - 2024-03-31 256,771 $7,236,000 -12,031
   COMERICA BANK 543 - 2023-12-31 238,944 $6,824,000 -33,061
   IFG Advisory LLC 47 - 2024-03-31 228,895 $6,450,000 -51,137
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1008 - 2024-03-31 222,132 $6,260,000 -2,068,283
   Asset Management Resources LLC - 2023-12-31 208,580 $5,957,000 -64,443
   Global Retirement Partners LLC 111 - 2024-03-31 195,302 $5,504,000 -213,341
   ST GERMAIN D J CO INC 95 - 2024-03-31 166,192 $4,683,000 -78,131
   Beacon Bridge Wealth Partners LLC 15 - 2024-03-31 142,597 $4,018,000 -79,007
   Kestra Advisory Services LLC 537 - 2023-12-31 135,706 $3,876,000 -3,243
   SYNOVUS FINANCIAL CORP 236 - 2023-12-31 115,739 $3,306,000 -2,032,979
   LIBRA WEALTH LLC 17 - 2024-03-31 111,081 $3,130,000 -4,495
   GTS SECURITIES LLC 305 - 2023-12-31 99,775 $2,850,000 -361,576
   GPS Wealth Strategies Group LLC 43 - 2024-03-31 89,794 $2,530,000 -3,815
   ADVISORY SERVICES NETWORK, LLC 408 - 2024-03-31 80,873 $2,279,000 -9,304
   TWO SIGMA SECURITIES LLC 124 - 2023-12-31 73,875 $2,110,000 -21,667
   Atria Wealth Solutions Inc. 584 - 2023-12-31 73,596 $2,102,000 -15,163
   Garrett Wealth Advisory Group LLC 18 - 2024-03-31 73,446 $2,070,000 -37,027
   Vantage Financial Partners LLC 31 - 2024-03-31 63,811 $1,798,000 -618
   Gerber Kawasaki Wealth & Investment Management 103 - 2023-12-31 62,919 $1,797,000 -2,757
   AMERIVEST INVESTMENT MANAGEMENT LLC 96 - 2023-06-30 62,864 $1,778,000 -3,033
   STEPHENS INC /AR/ 426 - 2023-12-31 61,217 $1,748,000 -2,280
   PSI Advisors LLC 35 - 2024-03-31 60,498 $1,705,000 -181,151
   TRANSAMERICA FINANCIAL ADVISORS, INC. 72 - 2023-12-31 58,358 $1,667,000 -1,962
   FIRST HEARTLAND CONSULTANTS INC 130 - 2024-03-31 57,039 $1,607,000 -947
   Moisand Fitzgerald Tamayo LLC 43 - 2024-03-31 49,714 $1,401,000 -58,342
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2727 - 2024-03-31 43,636 $1,230,000 -15,216
   Aspire Private Capital LLC 52 - 2024-03-31 41,796 $1,178,000 -80,403
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 676 - 2024-03-31 38,937 $1,097,000 -3,143
   Latitude Advisors LLC 28 - 2024-03-31 36,302 $1,023,000 -7,659
   Pathway Financial Advisors LLC 48 - 2024-03-31 33,342 $940,000 -1,560
   Lifeworks Advisors LLC 90 - 2024-03-31 32,834 $925,000 -1,038
   Arete Wealth Advisors LLC 276 - 2023-12-31 30,693 $877,000 -1,036
   Vontobel Holding Ltd. 624 - 2024-03-31 30,441 $858,000 -751
   Hilltop Partners LLC 40 - 2023-12-31 29,817 $852,000 -5,109
   Stratos Wealth Partners LTD. 718 - 2024-03-31 27,881 $786,000 -222,855
   Certus Wealth Management LLC 34 - 2024-03-31 27,310 $758,000 -2,022
   Perennial Investment Advisors LLC 140 - 2023-12-31 25,590 $731,000 -79,883
   Rede Wealth LLC 37 - 2024-03-31 25,857 $729,000 -44,997
   WCG Wealth Advisors LLC 224 - 2023-12-31 24,752 $707,000 -20,924
   Insight Advisors LLC/ PA 116 - 2024-03-31 24,184 $682,000 -1,604
   Advisor Resource Council 87 - 2024-03-31 23,600 $674,000 -264,453
   Apollon Financial LLC 74 - 2024-03-31 23,545 $663,000 -23,189
   H D Vest Advisory Services 950 - 2024-03-31 21,376 $602,000 -1,559
   RICHARDSON FINANCIAL SERVICES INC. 70 - 2024-03-31 20,906 $589,000 -389
   Coastal Capital Group Inc. 42 - 2023-06-30 20,096 $569,000 -2,523
   Rockefeller Capital Management L.P. 1308 - 2023-12-31 19,631 $561,000 -187,005
   Continuum Advisory LLC 265 - 2023-12-31 19,348 $553,000 -7,520
   BOLTWOOD CAPITAL MANAGEMENT 112 - 2024-03-31 18,400 $519,000 -425
   Ascent Group LLC 354 - 2023-12-31 16,907 $477,000 -44,618
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3521 - 2024-03-31 16,319 $460,000 -62,459
   EHRLICH FINANCIAL GROUP 58 - 2024-03-31 16,247 $458,000 -53,038
   Vertex Planning Partners LLC 90 - 2023-12-31 15,525 $443,000 -3,195
   Aveo Capital Partners LLC 237 - 2024-03-31 15,537 $431,000 -7,825
   TOWER RESEARCH CAPITAL LLC 1553 - 2023-12-31 13,977 $399,000 -5,366
   Capital Investment Advisors LLC 432 - 2024-03-31 14,090 $397,000 -7,581
   CITIGROUP INC 2875 - 2024-03-31 13,334 $376,000 -15
   Qube Research & Technologies Ltd 2141 - 2023-12-31 12,377 $353,000 -655
   AlphaStar Capital Management LLC 223 - 2024-03-31 12,087 $341,000 -1,411
   Austin Private Wealth LLC 157 - 2024-03-31 11,910 $333,000 -3,340
   Financial Enhancement Group LLC 105 - 2024-03-31 11,688 $323,000 -275
   MA Private Wealth 59 - 2024-03-31 11,220 $316,000 -12,156
   International Private Wealth Advisors LLC 63 - 2024-03-31 11,074 $312,000 -9,292
   Intrua Financial LLC 249 - 2023-03-31 10,415 $303,000 -2,185
   McAdam LLC 227 - 2024-03-31 10,725 $302,000 -432
   WAGNER CAPITAL MANAGEMENT CORP 265 - 2024-03-31 10,335 $291,000 -174
   GRADIENT INVESTMENTS LLC 264 - 2024-03-31 9,305 $262,000 -6,980
   Hutchens & Kramer Investment Management Group LLC 144 - 2024-03-31 7,567 $211,000 -554
   Pinnacle Wealth Management Group Inc. 97 - 2024-03-31 7,490 $211,000 -2,287
   IFP Advisors Inc 915 - 2023-12-31 7,091 $203,000 -14,811
   FTB Advisors Inc. 523 - 2024-03-31 6,548 $185,000 -12,219
   HARVEST GROUP WEALTH MANAGEMENT LLC 57 - 2023-03-31 2,802 $81,000 -61
   BLAIR WILLIAM & CO/IL 1531 - 2024-03-31 2,864 $81,000 -721
   Castleview Partners LLC 336 - 2024-03-31 1,979 $56,000 -190
   VisionPoint Advisory Group LLC 332 - 2024-03-31 1,120 $32,000 -2,002
   PROEQUITIES INC. 1581 - 2024-03-31 539 $15,000 -1,375
   VitalStone Financial LLC 260 - 2024-03-31 443 $12,000 -15
   Farther Finance Advisors LLC 1700 - 2023-12-31 271 $8,000 -83
   Smartleaf Asset Management LLC 882 - 2024-03-31 287 $8,000 -15
   SRS Capital Advisors Inc. 799 - 2023-12-31 276 $8,000 -1,781
   HORIZON BANCORP /IN/ 207 - 2024-03-31 194 $5,000 -71
   RFP Financial Group LLC 873 - 2024-03-31 6 $0 -4,735
   Covestor Ltd 2812 - 2024-03-31 3 $0 -6
   Sound Income Strategies LLC 1454 - 2024-03-31 4 $0 -206
  97 Records found
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