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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Zurich Insurance Group Ltd/FI 94 - 2023-12-31 1,482,295 $32,714,000 0
   BOLTWOOD CAPITAL MANAGEMENT 51 - 2024-03-31 85,725 $1,862,000 0
   Tri-Star Advisors Inc. 9 - 2023-09-30 20,809 $433,000 0
   Next Capital Management LLC 92 - 2023-12-31 14,557 $321,000 0
   FOSTER & MOTLEY INC 322 - 2024-03-31 14,417 $313,000 0
   LOWE BROCKENBROUGH & CO INC 243 - 2023-12-31 12,000 $265,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC - 2024-03-31 10,341 $225,000 0
   Acorn Wealth Advisors LLC 191 - 2024-03-31 9,797 $213,000 0
   Sachetta LLC 147 - 2024-03-31 8,588 $190,000 0
   Capital Investment Advisory Services LLC 684 - 2024-03-31 1,795 $39,000 0
   OLD SECOND NATIONAL BANK OF AURORA 217 - 2023-12-31 1,725 $38,000 0
   SANDY SPRING BANK - 2023-12-31 1,744 $38,000 0
   VisionPoint Advisory Group LLC - 2024-03-31 888 $19,000 0
   IFP Advisors Inc 1984 - 2023-12-31 725 $16,000 0
   TD CAPITAL MANAGEMENT LLC - 2024-03-31 533 $12,000 0
   CITIGROUP INC 4192 - 2023-12-31 500 $11,000 0
   CAMBRIDGE TRUST CO 585 - 2023-12-31 400 $9,000 0
   TOWER RESEARCH CAPITAL LLC 4878 - 2023-12-31 239 $5,000 0
   Sunbelt Securities Inc. 1359 - 2024-03-31 242 $5,000 0
   Parallel Advisors LLC 3130 *Closed 2023-12-31 0 $0 0
   Values First Advisors Inc. 170 - 2024-03-31 13 $0 0

  21 Records found
  1    
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Free Registration Required For Full Results