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Get Institutions for : 
Spdr Brcly Captl Mrtg Bkd (MBG)  
$21.31 0.08 (0.37%) as of 4:30 Fri 5/10


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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  : 
0.29 (1.38%)  




 
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 :
2
11,499
 0.01%
 
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
   BSC PRIVATE WEALTH MANAGEMENT LLC 17 *New 2023-12-31 663,949 $14,653,000 663,949
   Baird Financial Group Inc. 683 *New 2023-12-31 204,693 $4,518,000 204,693
   EASTERN BANK *New 2023-12-31 139,528 $3,079,000 139,528
   JAFFETILCHIN INVESTMENT PARTNERS LLC 71 *New 2023-12-31 110,953 $2,449,000 110,953
   OmniStar Financial Group Inc. 21 *New 2024-03-31 58,994 $1,281,000 58,994
   NORDEN GROUP LLC 99 *New 2024-03-31 53,404 $1,160,000 53,404
   Fort Point Capital Partners LLC 89 *New 2023-12-31 50,665 $1,118,000 50,665
   Cetera Investment Advisers 1097 *New 2023-12-31 46,002 $1,015,000 46,002
   Strategic Investment Advisors / MI 137 *New 2024-03-31 33,490 $727,000 33,490
   BB&T CORP 1918 *New 2023-12-31 22,899 $505,000 22,899
   Latitude Advisors LLC 105 *New 2024-03-31 16,056 $349,000 16,056
   SIMPLEX TRADING LLC 823 *New 2024-03-31 13,720 $297,000 13,720
   NATIONAL ASSET MANAGEMENT, INC. 1089 *New 2023-12-31 12,621 $279,000 12,621
   CFS Investment Advisory Services LLC 136 *New 2023-12-31 11,620 $256,000 11,620
   BARTLETT & CO. LLC 447 *New 2023-12-31 10,341 $229,000 10,341
   BARTLETT & CO. WEALTH MANAGEMENT LLC 448 *New 2023-12-31 10,341 $229,000 10,341
   Diversified LLC 157 *New 2024-03-31 10,288 $223,000 10,288
   Venturi Wealth Management LLC 399 *New 2024-03-31 5,546 $120,000 5,546
   ADVISORY SERVICES NETWORK, LLC 1800 *New 2023-12-31 3,234 $71,000 3,234
   GUARANTY TRUST CO OF MISSOURI /MO/ 766 *New 2024-03-31 2,752 $60,000 2,752
   RICHARDSON FINANCIAL SERVICES INC. 268 *New 2024-03-31 1,623 $35,000 1,623
   GUARDIAN WEALTH ADVISORS LLC / NC 331 *New 2023-12-31 1,484 $33,000 1,484
   NBT BANK N A /NY 430 *New 2024-03-31 1,234 $27,000 1,234
   SALEM INVESTMENT COUNSELORS INC 716 *New 2024-03-31 897 $19,000 897
   SRS Capital Advisors Inc. 840 *New 2023-12-31 270 $6,000 270
   Ronald Blue Trust Inc. 1822 *New 2024-03-31 80 $2,000 80
   Nelson Van Denburg & Campbell Wealth Management Gr 2376 *New 2024-03-31 67 $1,000 67
   Sage Mountain Advisors LLC 405 *New 2024-03-31 51 $1,000 51
   Global Wealth Strategies & Associates 318 *New 2024-03-31 66 $1,000 66
   BNP PARIBAS ARBITRAGE SA 3320 *New 2024-03-31 1 $0 1
   MATHER GROUP, INC. 1734 *New 2024-03-31 20 $0 20
  31 Records found
  1    
  Page 1 of 1
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