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Get Institutions for : 
Spdr Brcly Captl Mrtg Bkd (MBG)  
$21.06 0.05 (0.24%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 182    3
Total shares held : 
 207,120,192  
% of shares held : 
 36.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   13  
Amount of shares held : 
 6,500,107  
% of shares held change : 
   1.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.54  
Last Quarter's Ending Price : 
 $22.07  
Last Quarter's Average Price : 
 $21.02  
Change from last quarter's     
avg. price to the last closing  : 
0.04 (0.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 2,167,493
 1.05%
 
Increased Positions :
73
 9,429,759
 4.55%
 
Unchanged Positions :
21
 1,827,602
 0.88%
 
Decreased Positions :
63
-3,275,821
-1.58%
 
Closed Positions :
22
-1,821,324
-0.88%
 
Guru Positions :
1
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 1 - 2023-12-31 160,642,834 $3,545,388,000 2,374,284
   LPL FINANCIAL CORP 161 - 2023-12-31 8,801,563 $194,250,000 742,269
   TOWNSQUARE CAPITAL LLC 8 - 2023-12-31 4,740,122 $104,615,000 947,602
   STATE STREET CORP 1518 - 2023-12-31 3,138,845 $69,274,000 628,238
   CONFLUENCE INVESTMENT MANAGEMENT LLC 51 - 2024-03-31 2,581,084 $56,061,000 261,033
   BANK OF AMERICA CORP /DE/ 1354 - 2023-12-31 1,671,249 $36,884,000 180,107
   AMERIPRISE FINANCIAL INC 922 - 2023-12-31 1,652,360 $36,461,000 172,047
   MORGAN STANLEY 2104 - 2023-12-31 1,567,583 $34,597,000 267,188
   CWM LLC 135 - 2024-03-31 1,520,529 $33,026,000 132,777
   Zurich Insurance Group Ltd/FI 94 - 2023-12-31 1,482,295 $32,714,000 0
   HIRTLE CALLAGHAN & CO INC 16 - 2023-12-31 1,422,612 $31,397,000 100,498
   J P MORGAN CHASE & CO 1336 - 2023-12-31 1,379,735 $30,451,000 301,568
   CX Institutional 14 - 2024-03-31 1,380,799 $29,960,000 169,408
   Private Advisor Group LLC 126 - 2023-12-31 916,698 $20,232,000 -32,472
   KWB Wealth 8 - 2024-03-31 802,314 $17,426,000 58,840
   ST GERMAIN D J CO INC 47 - 2024-03-31 687,462 $14,932,000 -88,913
   Leicht Financial Planning & Wealth Management Inc. 5 - 2023-12-31 675,392 $14,906,000 -15,448
   BSC PRIVATE WEALTH MANAGEMENT LLC 17 *New 2023-12-31 663,949 $14,653,000 663,949
   FINANCIAL LIFE ADVISORS 5 - 2024-03-31 641,114 $13,925,000 58,538
   RETIREMENT CAPITAL STRATEGIES 5 - 2023-12-31 608,720 $13,434,000 608,720
   MARINER WEALTH ADVISORS, LLC 407 - 2023-12-31 582,384 $12,853,000 -49,796
   WELLS FARGO & CO/MN 1415 - 2023-12-31 512,038 $11,301,000 -86,565
   BLACKROCK INC. 3227 - 2023-12-31 507,728 $11,206,000 154,077
   Equitable Holdings Inc. 131 - 2023-12-31 492,475 $10,869,000 -50,785
   Carr Financial Group Corp - 2023-12-31 484,683 $10,697,000 92,511
   Krasney Financial LLC 9 - 2024-03-31 455,899 $9,902,000 83,193
   AE Wealth Management LLC 428 - 2023-12-31 396,923 $8,637,000 60,600
   FLAGSHIP HARBOR ADVISORS LLC 40 - 2024-03-31 378,540 $8,222,000 57
   Stokes Family Office LLC 23 - 2023-12-31 361,945 $7,988,000 -3,224
   Astoria Portfolio Advisors LLC. 9 - 2024-03-31 355,674 $7,494,000 31,643
   Checchi Capital Advisers LLC 48 - 2023-12-31 331,967 $7,327,000 99,938
   AMERIVEST INVESTMENT MANAGEMENT LLC 73 - 2023-06-30 330,905 $7,250,000 -22,754
   STIFEL FINANCIAL CORP 936 - 2023-12-31 313,374 $6,916,000 59,998
   Stratos Wealth Partners LTD. 190 - 2024-03-31 305,078 $6,626,000 294,898
   Comprehensive Wealth Management LLC 6 - 2023-12-31 291,567 $6,435,000 16,840
   Certified Advisory Corp 25 - 2023-12-31 283,440 $6,256,000 -12,521
   Kingsview Wealth Management LLC 131 - 2023-12-31 281,303 $6,208,000 1,089
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 267 - 2023-12-31 267,881 $5,912,000 -615,118
   HANSON MCCLAIN, INC. - 2023-12-31 267,004 $5,893,000 -7,710
   Chesapeake Wealth Management 8 - 2023-12-31 266,079 $5,872,000 -19,749
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 71 - 2023-12-31 256,232 $5,655,000 -461,190
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2260 - 2023-12-31 252,920 $5,582,000 -45,085
   Mutual Advisors LLC 119 - 2023-12-31 231,037 $5,099,000 231,037
   Baird Financial Group Inc. 683 *New 2023-12-31 204,693 $4,518,000 204,693
   Portside Wealth Group LLC 26 - 2024-03-31 206,344 $4,482,000 7,944
   TSFG LLC 29 - 2024-03-31 192,053 $4,171,000 184,137
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 39 - 2023-12-31 182,062 $4,018,000 -3,072
   Redwood Financial Network Corp 2 - 2023-12-31 172,392 $3,805,000 -4,986
   Integrated Wealth Concepts LLC 314 - 2023-12-31 155,741 $3,437,000 -21,673
   WEALTH BUILDERS 35 - 2023-12-31 153,884 $3,396,000 -8,008
   U.S. Capital Wealth Advisors LLC 161 - 2023-12-31 147,802 $3,262,000 46,304
   Tidemark LLC 11 - 2023-12-31 146,100 $3,224,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 937 - 2023-12-31 142,324 $3,141,000 16,252
   Meridian Wealth Management LLC 116 *New 2023-12-31 141,311 $3,119,000 141,311
   EASTERN BANK *New 2023-12-31 139,528 $3,079,000 139,528
   Sharkey Howes & Javer 37 - 2024-03-31 136,498 $2,965,000 32,621
   Western Wealth Management LLC 98 - 2023-12-31 131,178 $2,895,000 89,151
   Dynamic Advisors Solutions LLC 249 - 2024-03-31 131,702 $2,861,000 589
   Detalus Advisors LLC - 2023-12-31 120,666 $2,663,000 5,937
   Seed Wealth Management Inc. 9 - 2024-03-31 115,120 $2,475,000 24,190
   JAFFETILCHIN INVESTMENT PARTNERS LLC 71 *New 2023-12-31 110,953 $2,449,000 110,953
   Willow Creek Wealth Management Inc. 41 - 2023-12-31 107,994 $2,383,000 -8,587
   Keystone Financial Group 57 - 2023-12-31 100,755 $2,224,000 4,240
   GUIDANCE CAPITAL INC 22 - 2024-03-31 100,993 $2,128,000 31,040
   GPS Wealth Strategies Group LLC 56 - 2023-12-31 96,312 $2,126,000 -62,112
   ENVESTNET ASSET MANAGEMENT INC 2460 - 2023-12-31 90,912 $2,006,000 29,495
   Vertex Planning Partners LLC 22 - 2023-12-31 90,331 $1,994,000 9,224
   ALESCO ADVISORS LLC 61 - 2023-12-31 90,005 $1,986,000 1,860
   Collaborative Wealth Managment Inc. 25 - 2023-12-31 88,051 $1,943,000 31,399
   Merit Financial Group LLC 213 - 2023-12-31 85,251 $1,881,000 42,302
   BOLTWOOD CAPITAL MANAGEMENT 51 - 2024-03-31 85,725 $1,862,000 0
   Arden Trust Co 62 - 2024-03-31 83,781 $1,820,000 -27,450
   ROYAL BANK OF CANADA 2634 - 2023-12-31 81,595 $1,801,000 -641
   Concord Wealth Partners 68 - 2023-12-31 72,245 $1,594,000 -24,299
   BAKER TILLY FINANCIAL LLC 91 - 2023-12-31 67,083 $1,481,000 33,629
   COMMONWEALTH EQUITY SERVICES LLC. 1885 - 2023-12-31 64,119 $1,415,000 5,116
   Northwest Capital Management Inc 38 - 2024-03-31 64,523 $1,401,000 8
   Derbend Asset Management - 2023-12-31 61,849 $1,365,000 23,399
   EXCHANGE CAPITAL MANAGEMENT INC 103 - 2024-03-31 62,747 $1,363,000 -165
   Bell Investment Advisors Inc 46 - 2023-12-31 55,945 $1,235,000 -976
   Financial Advocates Investment Management 255 - 2023-12-31 49,267 $1,177,000 3,446
   Financial Network Wealth Advisors LLC 18 - 2023-12-31 52,605 $1,161,000 0
   JPL Wealth Management LLC 63 - 2023-12-31 51,057 $1,127,000 0
   Fort Point Capital Partners LLC 89 *New 2023-12-31 50,665 $1,118,000 50,665
   Trilogy Capital Inc. 149 - 2024-03-31 51,310 $1,114,000 -3,472
   Strategic Blueprint LLC - 2023-12-31 50,473 $1,114,000 17,620
   Kestra Advisory Services LLC 1065 - 2023-12-31 49,996 $1,103,000 25,776
   VALMARK ADVISERS INC 240 - 2023-12-31 47,523 $1,049,000 22,142
   Cetera Investment Advisers 1097 *New 2023-12-31 46,002 $1,015,000 46,002
   Centennial Wealth Advisory LLC 34 - 2023-12-31 45,216 $998,000 -15,178
   FirstPurpose Wealth LLC 51 - 2024-03-31 46,785 $990,000 -814
   DFPG INVESTMENTS INC. 234 - 2023-12-31 44,400 $975,000 -4,491
   Alliance Wealth Advisors LLC /UT 75 - 2023-12-31 43,969 $970,000 10,412
   Vise Technologies Inc. 119 - 2023-12-31 41,732 $921,000 10,053
   Visionary Wealth Advisors 238 - 2023-12-31 39,667 $875,000 -49,034
   Columbus Macro LLC 104 - 2024-03-31 40,001 $869,000 -1
   BENJAMIN F. EDWARDS & COMPANY INC. 541 - 2023-12-31 34,035 $751,000 12,855
   Global Retirement Partners LLC 398 - 2023-12-31 33,934 $741,000 3,433
   WAGNER CAPITAL MANAGEMENT CORP 181 - 2024-03-31 33,560 $729,000 -2,938
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1381 - 2024-03-31 32,686 $710,000 -19,019
  100 Records found
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