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Get Institutions for : 
Spdr Lehman Hyb Etf (JNK)  
$94.27 0.43 (0.46%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 499    23
Total shares held : 
 84,832,337  
% of shares held : 
 71.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 1,073,639  
% of shares held change : 
   0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $89.34  
Last Quarter's Ending Price : 
 $94.73  
Last Quarter's Average Price : 
 $91.30  
Change from last quarter's     
avg. price to the last closing  : 
2.97 (3.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,252,832
 1.48%
 
Increased Positions :
168
 14,811,885
 17.46%
 
Unchanged Positions :
112
 5,677,602
 6.69%
 
Decreased Positions :
174
-11,717,457
-13.81%
 
Closed Positions :
68
-3,273,621
-3.86%
 
Guru Positions :
2
402,285
 0.47%
 
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
   ANGELES INVESTMENT ADVISORS, LLC 12 *New 2023-12-31 315,500 $29,887,000 315,500
   Point72 Asset Management L.P. 305 *New 2023-12-31 302,900 $28,694,000 302,900
   ALLSTATE INVESTMENT MANAGEMENT CO 22 *New 2022-12-31 212,913 $19,162,000 212,913
   CAPSTONE INVESTMENT ADVISORS LLC 17 *New 2023-12-31 166,801 $15,801,000 166,801
   CIBC GLOBAL ASSET MANAGEMENT INC 289 *New 2023-12-31 87,981 $8,334,000 87,981
   PATHSTONE FAMILY OFFICE, LLC 205 *New 2023-09-30 85,142 $7,697,000 85,142
   Prosperity Financial Group Inc. 6 *New 2023-12-31 55,369 $5,245,000 55,369
   Advisors Preferred LLC *New 2023-12-31 54,841 $5,179,000 54,841
   CI Private Wealth LLC 740 *New 2023-12-31 44,133 $4,181,000 44,133
   Insight Wealth Strategies LLC 50 *New 2024-03-31 34,597 $3,294,000 34,597
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 874 *New 2024-03-31 26,099 $2,485,000 26,099
   Walkner Condon Financial Advisors LLC 52 *New 2024-03-31 25,944 $2,470,000 25,944
   Nilsine Partners LLC 98 *New 2024-03-31 20,273 $1,930,000 20,273
   Hibernia Wealth Partners LLC 16 *New 2023-12-31 17,191 $1,628,000 17,191
   BP WEALTH MANAGEMENT LLC 286 *New 2023-12-31 15,076 $1,428,000 15,076
   Ascendant Capital Management LLC 21 *New 2023-03-31 14,000 $1,299,000 14,000
   IMCCHICAGO, LLC 178 *New 2024-03-31 13,493 $1,285,000 13,493
   Advisory Alpha LLC *New 2023-12-31 7,840 $743,000 7,840
   FIRST AMERICAN TRUST CO 119 *New 2023-12-31 5,939 $563,000 5,939
   Outlook Wealth Advisors LLC 125 *New 2024-03-31 5,881 $560,000 5,881
   Adams Wealth Management 76 *New 2023-12-31 5,700 $540,000 5,700
   Streettalk Advisors LLC 265 *New 2023-12-31 5,206 $493,000 5,206
   Simplicity WealthLLC 747 *New 2024-03-31 5,097 $485,000 5,097
   KESTRA PRIVATE WEALTH SERVICES LLC 739 *New 2023-12-31 5,064 $480,000 5,064
   BOOTHBAY FUND MANAGEMENT LLC 805 *New 2023-12-31 4,600 $436,000 4,600
   Eagle Strategies LLC 175 *New 2024-03-31 4,476 $426,000 4,476
   BSW WEALTH PARTNERS 190 *New 2024-03-31 3,701 $352,000 3,701
   Fort Point Capital Partners LLC 215 *New 2023-12-31 3,664 $347,000 3,664
   Personal Capital Advisors Corp 377 *New 2022-12-31 3,431 $309,000 3,431
   Strategic Blueprint LLC 480 *New 2024-03-31 3,222 $307,000 3,222
   Future Financial Wealth Managment LLC 82 *New 2024-03-31 3,000 $286,000 3,000
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 420 *New 2023-12-31 2,747 $261,000 2,747
   SJA Financial Advisory LLC 37 *New 2023-12-31 2,672 $253,000 2,672
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 904 *New 2023-12-31 2,615 $248,000 2,615
   LOCKERMAN FINANCIAL GROUP INC. 88 *New 2024-03-31 2,441 $232,000 2,441
   ADVISORS CAPITAL MANAGEMENT LLC 431 *New 2023-12-31 2,414 $229,000 2,414
   Center For Asset Management LLC 95 *New 2024-03-31 2,302 $219,000 2,302
   BROWN ADVISORY HOLDINGS INC 1176 *New 2024-03-31 2,185 $208,000 2,185
   HPM Partners LLC *New 2023-12-31 2,192 $208,000 2,192
   Capital Asset Advisory Services LLC 308 *New 2024-03-31 2,196 $206,000 2,196
   NewEdge Wealth LLC 706 *New 2023-12-31 2,150 $204,000 2,150
   SHEETS SMITH & ASSOCIATES INC 317 *New 2023-09-30 1,688 $153,000 1,688
   EP WEALTH ADVISORS, INC. 787 *New 2023-12-31 1,078 $102,000 1,078
   SANDY SPRING BANK *New 2023-12-31 592 $56,000 592
   Emerald Investment Partners LLC *New 2023-12-31 576 $55,000 576
   Beaird Harris Wealth Management LLC 190 *New 2023-12-31 500 $47,000 500
   KESSLER INVESTMENT GROUP, LLC 95 *New 2024-03-31 346 $33,000 346
   MASSMUTUAL TRUST CO FSB/ADV 809 *New 2024-03-31 221 $21,000 221
   SCBT FINANCIAL CORP 425 *New 2023-12-31 192 $18,000 192
   SILVER OAK SECURITIES Inc 484 *New 2023-12-31 161 $15,000 161
   HOWE & RUSLING INC 325 *New 2023-12-31 115 $11,000 115
   Ahrens Investment Partners LLC 731 *New 2023-03-31 65 $6,000 65
   Colonial Trust Co / SC 835 *New 2023-12-31 47 $4,000 47
   First Capital Advisors Group LLC. 731 *New 2023-06-30 37 $3,000 37
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 179 *New 2023-12-31 32 $3,000 32
   FIRST UNITED BANK TRUST/ 404 *New 2023-12-31 30 $3,000 30
   Kozak & Associates Inc. 307 *New 2023-12-31 26 $2,000 26
   Legacy Bridge LLC 308 *New 2024-03-31 26 $2,000 26
  58 Records found
  1    
  Page 1 of 1
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