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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
   Private Advisor Group LLC 135 - 2024-03-31 913,857 $19,849,000 -2,841
   ST GERMAIN D J CO INC 47 - 2024-03-31 687,462 $14,932,000 -88,913
   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
   Equitable Holdings Inc. 131 - 2023-12-31 492,475 $10,869,000 -50,785
   Carr Financial Group Corp 8 - 2024-03-31 473,767 $10,290,000 -10,916
   Stokes Family Office LLC 23 - 2023-12-31 361,945 $7,988,000 -3,224
   AMERIVEST INVESTMENT MANAGEMENT LLC 73 - 2023-06-30 330,905 $7,250,000 -22,754
   Certified Advisory Corp 25 - 2023-12-31 283,440 $6,256,000 -12,521
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 267 - 2023-12-31 267,881 $5,912,000 -615,118
   Chesapeake Wealth Management 8 - 2023-12-31 266,079 $5,872,000 -19,749
   HANSON MCCLAIN, INC. 187 - 2024-03-31 258,079 $5,605,000 -8,925
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2260 - 2023-12-31 252,920 $5,582,000 -45,085
   Redwood Financial Network Corp 3 - 2024-03-31 160,074 $3,477,000 -12,318
   Integrated Wealth Concepts LLC 314 - 2023-12-31 155,741 $3,437,000 -21,673
   Willow Creek Wealth Management Inc. 41 - 2023-12-31 107,994 $2,383,000 -8,587
   GPS Wealth Strategies Group LLC 60 - 2024-03-31 96,022 $2,086,000 -290
   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
   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
   Concord Wealth Partners 92 - 2024-03-31 53,064 $1,153,000 -19,181
   Trilogy Capital Inc. 149 - 2024-03-31 51,310 $1,114,000 -3,472
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1744 - 2024-03-31 44,448 $965,000 -97,876
   Financial Advocates Investment Management 331 - 2024-03-31 36,941 $876,000 -12,326
   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
   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
   THRIVENT FINANCIAL FOR LUTHERANS 1995 - 2023-12-31 31,317 $691,000 -278
   UBS Group AG 3751 - 2023-12-31 29,147 $643,000 -10,112
   HNP Capital LLC 105 - 2023-03-31 21,612 $479,000 -411
   Stratos Wealth Advisors LLC 515 - 2024-03-31 17,462 $379,000 -15,874
   Prime Capital Investment Advisors LLC - 2023-12-31 16,325 $360,000 -3,687
   CITADEL ADVISORS LLC 3919 - 2023-12-31 16,017 $353,000 -278,240
   Garrett Investment Advisors LLC 203 - 2024-03-31 15,887 $345,000 -23,167
   True North Advisors LLC 131 - 2024-03-31 15,669 $340,000 -313,817
   ROCKLAND TRUST CO 248 - 2024-03-31 13,757 $299,000 -5,391
   Perennial Investment Advisors LLC 255 - 2023-12-31 12,632 $279,000 -70,375
   RFG Advisory Group LLC 629 - 2024-03-31 12,484 $271,000 -9,744
   Vectors Research Management LLC 127 - 2023-12-31 11,528 $254,000 -2,382
   Capital Investment Advisors LLC 528 - 2024-03-31 11,341 $246,000 -28
   MML INVESTORS SERVICES LLC 2180 - 2023-12-31 11,010 $243,000 -30,088
   CI Private Wealth LLC 1994 - 2023-12-31 10,279 $227,000 -1
   COURIER CAPITAL CORP 347 - 2024-03-31 9,436 $205,000 -2,092
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1686 - 2023-12-31 5,656 $125,000 -2,179
   CREATIVE FINANCIAL DESIGNS INC /ADV 756 - 2024-03-31 2,042 $44,000 -1,500
   Aptus Capital Advisors LLC 707 - 2023-12-31 1,492 $33,000 -2,022
   GRADIENT INVESTMENTS LLC 519 - 2024-03-31 1,013 $22,000 -119
   PRINCIPAL SECURITIES INC. 2289 - 2024-03-31 439 $10,000 -1,583
   PROEQUITIES INC. 1695 - 2024-03-31 456 $10,000 -5,683
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 423 - 2023-12-31 410 $9,000 -678
   FMR LLC 4175 - 2023-12-31 302 $7,000 -1,876
   HORIZON BANCORP /IN/ 200 - 2024-03-31 277 $6,000 -100
   Steward Partners Investment Advisory LLC 2893 - 2023-12-31 269 $6,000 -622
   Rockbridge Investment Management LCC 519 - 2023-12-31 147 $3,000 -266
   Qube Research & Technologies Ltd 3354 - 2023-12-31 145 $3,000 -8,471
   ATTICUS WEALTH MANAGEMENT LLC 470 - 2024-03-31 74 $2,000 -17
   PNC FINANCIAL SERVICES GROUP INC 4425 - 2023-12-31 9 $0 -1,372
  61 Records found
  1    
  Page 1 of 1
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