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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 :
1
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  
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            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 - 2024-03-31 9,557,773 $207,595,000 756,210
   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
   J P MORGAN CHASE & CO - 2024-03-31 1,523,122 $33,082,000 143,387
   CWM LLC 135 - 2024-03-31 1,520,529 $33,026,000 132,777
   CX Institutional 14 - 2024-03-31 1,380,799 $29,960,000 169,408
   BLACKROCK INC. - 2024-03-31 1,075,457 $23,359,000 567,729
   BENJAMIN F. EDWARDS & COMPANY INC. 75 - 2024-03-31 934,346 $20,294,000 900,311
   KWB Wealth 8 - 2024-03-31 802,314 $17,426,000 58,840
   Leicht Financial Planning & Wealth Management Inc. 6 - 2024-03-31 725,428 $15,756,000 50,036
   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
   Advisor Group Holdings Inc. - 2024-03-31 584,749 $12,700,000 565,209
   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
   Stokes Family Office LLC - 2024-03-31 388,942 $8,448,000 26,997
   FLAGSHIP HARBOR ADVISORS LLC 40 - 2024-03-31 378,540 $8,222,000 57
   Astoria Portfolio Advisors LLC. 9 - 2024-03-31 355,674 $7,494,000 31,643
   Checchi Capital Advisers LLC 53 - 2024-03-31 335,741 $7,292,000 3,774
   STIFEL FINANCIAL CORP 936 - 2023-12-31 313,374 $6,916,000 59,998
   Certified Advisory Corp - 2024-03-31 308,508 $6,701,000 25,068
   Stratos Wealth Partners LTD. 190 - 2024-03-31 305,078 $6,626,000 294,898
   Kingsview Wealth Management LLC - 2024-03-31 281,521 $6,115,000 218
   Chesapeake Wealth Management - 2024-03-31 271,819 $5,904,000 5,740
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 73 - 2024-03-31 259,972 $5,647,000 3,740
   Mutual Advisors LLC 123 - 2024-03-31 239,251 $5,197,000 8,214
   Portside Wealth Group LLC 26 - 2024-03-31 206,344 $4,482,000 7,944
   U.S. Capital Wealth Advisors LLC - 2024-03-31 194,077 $4,215,000 46,275
   TSFG LLC 29 - 2024-03-31 192,053 $4,171,000 184,137
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 39 - 2024-03-31 189,969 $4,126,000 7,907
   Detalus Advisors LLC 15 - 2024-03-31 187,297 $4,068,000 66,631
   BENJAMIN EDWARDS INC 33 - 2024-03-31 152,804 $3,319,000 150,158
   Western Wealth Management LLC 82 - 2024-03-31 143,217 $3,111,000 12,039
   Sharkey Howes & Javer 37 - 2024-03-31 136,498 $2,965,000 32,621
   Dynamic Advisors Solutions LLC 249 - 2024-03-31 131,702 $2,861,000 589
   Keystone Financial Group - 2024-03-31 118,137 $2,566,000 17,382
   Seed Wealth Management Inc. 9 - 2024-03-31 115,120 $2,475,000 24,190
   Collaborative Wealth Managment Inc. - 2024-03-31 108,544 $2,358,000 20,493
   GUIDANCE CAPITAL INC 22 - 2024-03-31 100,993 $2,128,000 31,040
   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
   Derbend Asset Management 24 - 2024-03-31 82,986 $1,802,000 21,137
   COMMONWEALTH EQUITY SERVICES LLC. 1902 - 2024-03-31 73,627 $1,599,000 9,508
   Northwest Capital Management Inc 38 - 2024-03-31 64,523 $1,401,000 8
   Centennial Wealth Advisory LLC 31 - 2024-03-31 58,415 $1,269,000 13,199
   Strategic Blueprint LLC 230 - 2024-03-31 50,965 $1,107,000 492
   Kestra Advisory Services LLC 1065 - 2023-12-31 49,996 $1,103,000 25,776
   VALMARK ADVISERS INC - 2024-03-31 50,299 $1,092,000 2,776
   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
   Global Retirement Partners LLC 407 - 2024-03-31 36,692 $797,000 2,758
   PRIVATE TRUST CO NA 287 - 2024-03-31 32,442 $705,000 13,145
   Measured Wealth Private Client Group LLC 71 - 2024-03-31 31,419 $682,000 3,493
   Donald L. Hagan LLC 64 - 2024-03-31 30,449 $661,000 4,881
   Householder Group Estate & Retirement Specialist L 120 - 2024-03-31 26,313 $572,000 1,549
   Apollon Wealth Management LLC 675 - 2024-03-31 24,389 $530,000 2,676
   Ascent Group LLC 349 - 2023-12-31 22,589 $489,000 22,589
   Spire Wealth Management 525 - 2024-03-31 22,058 $479,000 2,995
   Wallace Advisory Group LLC 83 - 2024-03-31 20,054 $443,000 303
   Wealthcare Advisory Partners LLC 569 - 2024-03-31 18,948 $412,000 3,877
   MULTIFINANCIAL SECURITIES CORP 1239 - 2023-12-31 18,659 $412,000 225
   FIXED INCOME SECURITIES INC 1023 - 2023-12-31 14,352 $317,000 688
   Brookstone Capital Management 745 - 2024-03-31 13,993 $304,000 67
   LEVEL FOUR ADVISORY SERVICES LLC 630 - 2023-12-31 12,646 $279,000 994
   RAYMOND JAMES & ASSOCIATES 3385 - 2024-03-31 12,370 $269,000 1,857
   ICA Group Wealth Management LLC 216 - 2023-12-31 12,144 $268,000 1,266
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- - 2024-03-31 11,499 $250,000 11,499
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 208 - 2024-03-31 10,815 $235,000 1,395
   CI Private Wealth LLC - 2024-03-31 10,642 $231,000 363
   FINANCIAL NETWORK 2418 - 2023-12-31 10,413 $230,000 10,413
   LINCOLN CAPITAL CORP 67 - 2024-03-31 10,444 $227,000 110
   Snider Financial Group 59 - 2024-03-31 9,238 $201,000 97
   Hexagon Capital Partners LLC 293 - 2024-03-31 4,981 $108,000 1,105
   Coastal Investment Advisors Inc. 526 - 2024-03-31 2,997 $65,000 2,997
   Financial Advisory Service Inc. 351 - 2024-03-31 2,056 $45,000 62
   Farther Finance Advisors LLC 1321 - 2023-12-31 945 $21,000 573
   Team Financial Group LLC 135 - 2023-12-31 278 $6,000 4
   BLAIR WILLIAM & CO/IL - 2024-03-31 170 $4,000 170
   PNC FINANCIAL SERVICES GROUP INC - 2024-03-31 79 $2,000 70
  84 Records found
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