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Get Institutions for : 
Spdr Ssga Multi Asset Real Return (RLY)  
$27.89 0.47 (1.67%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 88    8
Total shares held : 
 13,335,988  
% of shares held : 
 57.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -487,184  
% of shares held change : 
   -2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $26.46  
Last Quarter's Ending Price : 
 $27.22  
Last Quarter's Average Price : 
 $26.81  
Change from last quarter's     
avg. price to the last closing  : 
1.08 (4.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 1,488,720
 11.16%
 
Increased Positions :
41
 819,307
 6.14%
 
Unchanged Positions :
13
 323,601
 2.43%
 
Decreased Positions :
29
-2,014,569
-15.11%
 
Closed Positions :
13
-780,642
-5.85%
 
Guru Positions :
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
   COLONY GROUP, LLC 51 *New 2023-12-31 1,302,773 $35,461,000 1,302,773
   ENVESTNET ASSET MANAGEMENT INC 853 - 2023-12-31 1,042,047 $28,365,000 47,915
   Miracle Mile Advisors LLC 39 - 2024-03-31 1,006,910 $28,143,000 -113,816
   DAVIDSON D A & CO 71 - 2023-12-31 985,864 $26,835,000 40,794
   Corrigan Financial Inc. 7 - 2024-03-31 840,086 $23,480,000 599,703
   BANK OF AMERICA CORP /DE/ 1695 - 2023-12-31 841,132 $22,896,000 48,587
   First International Bank & Trust 3 *New 2024-03-31 814,580 $22,768,000 814,580
   Apollon Wealth Management LLC 32 - 2023-12-31 638,685 $17,385,000 206,545
   LPL FINANCIAL CORP 948 - 2023-12-31 627,995 $17,094,000 125,043
   HIGHTOWER ADVISORS, LLC 519 - 2023-12-31 627,579 $17,071,000 -42,522
   WELLS FARGO & CO/MN 1204 - 2023-12-31 588,294 $16,013,000 -179,041
   Capital Planning Advisors LLC 13 - 2023-12-31 411,212 $11,193,000 -85,881
   Trilogy Capital Inc. 45 *New 2024-03-31 378,882 $10,590,000 378,882
   MORGAN STANLEY 3264 - 2023-12-31 387,232 $10,540,000 60,163
   Harbor Group Inc. 15 - 2024-03-31 303,069 $8,471,000 9,597
   COLONY GROUP LLC 161 - 2023-09-30 298,622 $8,051,000 -19,751
   Visionary Wealth Advisors 43 - 2023-12-31 293,855 $7,999,000 -38,778
   Eldridge Investment Advisors Inc. 13 - 2023-12-31 288,734 $7,859,000 -1,749
   Curi Capital 34 - 2023-12-31 260,420 $7,089,000 22,654
   THRIVENT FINANCIAL FOR LUTHERANS 691 - 2023-12-31 257,960 $7,022,000 52,172
   Tilson Financial Group Inc. 11 - 2024-03-31 240,345 $6,718,000 11,434
   Fortress Wealth Management Inc. 10 - 2024-03-31 223,253 $6,240,000 17,961
   Auxano Advisors LLC 12 - 2023-12-31 182,378 $4,964,000 7,858
   Cornerstone Wealth Group LLC 61 - 2024-03-31 167,083 $4,670,000 -5,586
   TRUST POINT INC. 32 - 2024-03-31 146,461 $4,094,000 -88,903
   UBS Group AG 2210 - 2023-12-31 143,546 $3,907,000 -556,923
   DeDora Capital Inc. 21 - 2024-03-31 122,705 $3,430,000 -34,843
   Independent Family Office LLC 12 - 2023-12-31 123,120 $3,351,000 -27,400
   Retireful LLC 20 - 2024-03-31 117,901 $3,295,000 -12,584
   Advisor Group Holdings Inc. 1548 - 2023-12-31 108,723 $2,960,000 -6,877
   HBK SORCE ADVISORY LLC - 2023-12-31 103,634 $2,821,000 12,228
   MBE Wealth Management LLC 10 - 2024-03-31 82,857 $2,316,000 2,973
   REGAL INVESTMENT ADVISORS, LLC 147 - 2023-12-31 82,048 $2,233,000 1,882
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 929 - 2024-03-31 72,927 $2,038,000 -4,631
   CAPTRUST FINANCIAL ADVISORS 977 - 2023-12-31 62,652 $1,705,000 5,839
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1740 - 2024-03-31 58,147 $1,625,000 22,890
   Private Advisor Group LLC 911 - 2023-12-31 53,670 $1,461,000 -16,768
   Geneos Wealth Management Inc. - 2023-12-31 52,072 $1,417,000 752
   Twelve Points Wealth Management LLC 56 - 2024-03-31 44,995 $1,258,000 1,925
   QUANTITATIVE ADVANTAGE LLC 80 - 2023-03-31 43,618 $1,203,000 7,280
   SCOTIA CAPITAL INC. 431 - 2023-12-31 43,812 $1,193,000 -1,225
   Apollon Financial LLC 50 - 2023-12-31 40,247 $1,096,000 0
   RAYMOND JAMES & ASSOCIATES 2538 - 2024-03-31 37,690 $1,053,000 705
   GOFEN & GLOSSBERG LLC /IL/ 237 - 2022-12-31 36,304 $1,000,000 12,664
   WILEY BROS.-AINTREE CAPITAL LLC 175 *New 2024-03-31 30,361 $849,000 30,361
   ECLECTIC ASSOCIATES INC /ADV 44 - 2024-03-31 30,246 $845,000 -8,053
   BARNES PETTEY FINANCIAL ADVISORS LLC 32 - 2023-12-31 30,101 $819,000 289
   AVIANCE CAPITAL PARTNERS, LLC 171 - 2024-03-31 28,417 $794,000 -1,768
   Ellenbecker Investment Group 49 - 2024-03-31 28,167 $787,000 3,042
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 107 - 2023-12-31 27,689 $754,000 335
   Legacy Financial Group LLC 54 - 2024-03-31 26,873 $751,000 26,873
   PRIVATE CLIENT SERVICES LLC 48 - 2023-12-31 27,081 $737,000 0
   Register Financial Advisors LLC 67 - 2024-03-31 25,861 $723,000 1,534
   COMMONWEALTH EQUITY SERVICES LLC. 2371 - 2023-12-31 26,110 $711,000 5,392
   Horan Securities Inc. 29 - 2023-12-31 23,580 $642,000 2,778
   WCG Wealth Advisors LLC 237 - 2023-12-31 21,983 $598,000 -13,907
   CREATIVE FINANCIAL DESIGNS INC /ADV 223 - 2023-12-31 21,026 $572,000 -941
   CATALYST FINANCIAL PARTNERS LLC 109 *New 2024-03-31 17,670 $489,000 17,670
   CITADEL ADVISORS LLC 3655 *New 2023-12-31 17,407 $474,000 17,407
   IFG Advisory LLC 375 - 2023-12-31 17,163 $467,000 750
   FSC Wealth Advisors LLC 37 - 2024-03-31 16,216 $453,000 6,550
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3952 - 2023-12-31 16,011 $436,000 -3,649
   Orion Portfolio Solutions LLC 1267 - 2023-12-31 15,666 $424,000 3,627
   Veracity Capital LLC 145 - 2024-03-31 13,904 $389,000 818
   Keystone Financial Group 184 - 2023-12-31 13,954 $380,000 883
   Kestra Advisory Services LLC 1696 - 2023-12-31 13,683 $372,000 4,864
   NorthRock Partners LLC 235 - 2023-12-31 13,468 $367,000 -2,460
   Bank of Marin 94 - 2023-12-31 12,339 $336,000 -130
   Keebeck Wealth Management LLC 223 - 2023-12-31 11,110 $302,000 -8,310
   Shepherd Financial Partners LLC 183 - 2024-03-31 10,783 $301,000 7
   MULTIFINANCIAL SECURITIES CORP 1433 - 2023-12-31 10,757 $293,000 -200
   Cornerstone Wealth Management LLC 442 - 2024-03-31 9,772 $273,000 466
   JOHNSON FINANCIAL GROUP, INC. 271 - 2023-12-31 9,184 $250,000 0
   BANK OF MONTREAL /CAN/ 2521 - 2023-12-31 8,474 $232,000 0
   Cetera Investment Advisers 1958 - 2023-12-31 8,281 $225,000 91
   Betterment LLC 310 *New 2023-12-31 7,870 $214,000 7,870
   Fermata Advisors LLC 199 *New 2024-03-31 7,228 $202,000 7,228
   ROYAL BANK OF CANADA 4775 - 2023-12-31 4,832 $132,000 -983
   HARBOUR INVESTMENTS INC. 1120 - 2023-12-31 3,794 $103,000 -190
   COMERICA BANK 2692 - 2023-12-31 1,900 $52,000 -44
   ORG Partners LLC 453 - 2023-12-31 1,834 $50,000 801
   AYRSHIRE ASSOCIATES INC 346 - 2023-12-31 1,315 $36,000 0
   Coastal Investment Advisors Inc. 595 - 2024-03-31 1,159 $32,000 1,159
   Global Retirement Partners LLC 1730 - 2024-03-31 839 $23,000 -2,494
   Parallel Advisors LLC 1890 - 2023-12-31 763 $21,000 -2,244
   PRIVATE TRUST CO NA 1490 *New 2024-03-31 600 $17,000 600
   Steward Partners Investment Advisory LLC 2494 - 2023-12-31 602 $16,000 0
   Tradition Wealth Management LLC 913 - 2023-12-31 513 $14,000 0
   New England Capital Financial Advisors LLC 220 - 2023-12-31 434 $12,000 -730
   JNBA FINANCIAL ADVISORS 453 - 2024-03-31 404 $11,000 0
   Goss Wealth Management LLC 2779 - 2023-12-31 400 $11,000 0
   TD CAPITAL MANAGEMENT LLC 279 - 2023-12-31 413 $11,000 8
   US BANCORP 3302 - 2023-12-31 299 $8,000 -100
   PRINCIPAL SECURITIES INC. 2365 - 2023-12-31 257 $7,000 0
   FMR LLC 4219 - 2023-12-31 223 $6,000 223
   CREATIVE PLANNING 2737 *Closed 2023-12-31 0 $0 -13,598
   BENJAMIN F. EDWARDS & COMPANY INC. 2042 *Closed 2023-12-31 0 $0 -864
   NBC SECURITIES INC. 2180 *Closed 2024-03-31 0 $0 -68
   First Capital Advisors Group LLC. 936 *New 2023-06-30 1 $0 1
   LWMG LLC 90 *Closed 2023-12-31 0 $0 -394,497
  100 Records found
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