Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Series Trust Term Corporate Bond Etf (SCPB)  
$29.58 0.02 (0.07%) as of 4:30 Wed 4/24


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 524    13
Total shares held : 
 157,104,894  
% of shares held : 
 12.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -54  
Amount of shares held : 
 -10,859,007  
% of shares held change : 
   -0.84%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $29.19  
Last Quarter's Ending Price : 
 $29.78  
Last Quarter's Average Price : 
 $29.43  
Change from last quarter's     
avg. price to the last closing  : 
0.15 (0.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 1,525,798
 0.97%
 
Increased Positions :
181
 18,758,380
 11.94%
 
Unchanged Positions :
88
 3,739,254
 2.38%
 
Decreased Positions :
222
-29,816,186
-18.98%
 
Closed Positions :
46
-1,326,999
-0.84%
 
Guru Positions :
2
3,116,243
 1.98%
 
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
   CREATIVE PLANNING 22 - 2023-12-31 24,288,400 $723,309,000 3,186,219
   J P MORGAN CHASE & CO 527 - 2023-12-31 7,994,596 $238,079,000 7,744,339
   ENVESTNET ASSET MANAGEMENT INC 272 - 2023-12-31 5,842,879 $174,001,000 299,161
   VALMARK ADVISERS INC 8 - 2023-12-31 5,617,372 $167,285,000 294,773
   BANK OF AMERICA CORP /DE/ 642 - 2023-12-31 5,412,836 $161,194,000 -676,977
   MORGAN STANLEY 888 - 2023-12-31 5,213,256 $155,251,000 -1,243,746
   LPL FINANCIAL CORP 189 - 2023-12-31 5,096,641 $151,778,000 541,709
   Baird Financial Group Inc. 100 - 2023-12-31 3,411,776 $101,603,000 -98,684
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 174 - 2023-12-31 3,060,443 $91,140,000 -48,668
   ALLSTATE INVESTMENT MANAGEMENT CO 7 *New 2022-12-31 3,067,255 $90,116,000 3,067,255
   TIAA FSB 56 - 2023-06-30 2,796,586 $82,331,000 -575,443
   STATE STREET CORP 1454 - 2023-12-31 2,618,002 $77,964,000 147,530
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 2,219,669 $66,102,000 -204,628
   RIVERFRONT INVESTMENT GROUP, LLC 15 - 2023-12-31 2,213,786 $65,926,000 -44,924
   WELLS FARGO & CO/MN 588 - 2023-12-31 2,175,613 $64,790,000 280,544
   RENAISSANCE TECHNOLOGIES LLC 251 - 2023-12-31 2,094,300 $62,368,000 1,597,900
   UBS Group AG 585 - 2023-12-31 2,083,337 $62,042,000 -1,780,739
   YCMNET ADVISORS INC 10 - 2023-12-31 2,059,166 $61,322,000 -1,464,862
   LITMAN GREGORY ASSET MANAGEMENT LLC 5 - 2023-12-31 1,940,693 $57,794,000 -169,273
   GOLDMAN SACHS GROUP INC/ 928 - 2023-12-31 1,887,649 $56,214,000 -277,238
   MCF Advisors LLC 8 - 2024-03-31 1,815,678 $54,053,000 199,748
   PNC FINANCIAL SERVICES GROUP INC 254 - 2023-12-31 1,710,943 $50,952,000 77,514
   TOWNSQUARE CAPITAL LLC 25 - 2023-12-31 1,670,467 $49,747,000 -118,036
   AMERIPRISE FINANCIAL INC 806 - 2023-12-31 1,562,932 $46,557,000 -159,600
   ALLSTATE CORP 8 - 2023-12-31 1,551,615 $46,207,000 -521,140
   Rodgers & Associates LTD 6 - 2023-12-31 1,381,127 $41,130,000 -9,075
   Relative Value Partners Group LLC 13 - 2023-12-31 1,240,821 $36,952,000 -8,497
   Advisor Group Holdings Inc. 289 - 2023-12-31 1,182,272 $35,210,000 -535,392
   BAYSTATE WEALTH MANAGEMENT LLC 13 - 2023-12-31 1,150,949 $34,275,000 -180,175
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 3 - 2024-03-31 1,138,581 $33,896,000 114,222
   RED CEDAR INVESTMENT MANAGEMENT LLC 6 - 2024-03-31 1,084,357 $32,281,000 -67,137
   AE Wealth Management LLC 131 - 2023-12-31 1,062,387 $31,702,000 -122,649
   BANK OF NOVA SCOTIA / 214 - 2023-12-31 1,041,900 $31,001,000 233,160
   Concord Wealth Partners 1 - 2023-12-31 1,035,565 $30,839,000 -70,042
   Holt Capital Advisors L.L.C. dba Holt Capital Part 3 - 2023-12-31 1,017,101 $30,289,000 69,963
   STRATEGIC POINT INVESTMENT ADVISORS LLC 6 - 2023-12-31 970,347 $28,897,000 463,889
   Gemmer Asset Management LLC 9 - 2023-12-31 863,792 $25,724,000 -8,866
   Willow Creek Wealth Management Inc. 9 - 2023-12-31 863,285 $25,709,000 149,665
   Allspring Global Investments Holdings LLC 507 - 2024-03-31 847,800 $25,239,000 0
   ROYAL BANK OF CANADA 1003 - 2023-12-31 845,705 $25,185,000 27,025
   Flagstone Financial Management - 2023-12-31 802,849 $23,909,000 -12,220
   Walker Financial Services Inc. 2 - 2024-03-31 768,154 $22,868,000 29,948
   Strategic Wealth Partners Ltd. 4 - 2023-03-31 738,255 $21,874,000 143,777
   ARKANSAS FINANCIAL GROUP INC. 8 - 2024-03-31 728,852 $21,698,000 61,450
   CAPITAL WEALTH MANAGEMENT LLC 2 - 2024-03-31 718,366 $21,386,000 93,102
   CREATIVE FINANCIAL DESIGNS INC /ADV 8 - 2023-12-31 706,035 $21,026,000 -195,951
   Banco Santander S.A. 56 - 2023-12-31 697,236 $20,764,000 549,562
   BIP Wealth LLC 10 - 2023-12-31 687,629 $20,478,000 -74,012
   Cedar Mountain Advisors LLC 6 - 2024-03-31 672,572 $20,022,000 1,396
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 486 - 2023-12-31 667,445 $19,877,000 633
   Winthrop Capital Management LLC 2 - 2023-12-31 667,077 $19,866,000 0
   HUDSON VALLEY INVESTMENT ADVISORS INC 9 - 2024-03-31 645,112 $19,205,000 157,281
   Cherry Tree Wealth Management LLC 3 - 2023-12-31 630,648 $18,781,000 -16,927
   US BANCORP 306 - 2023-12-31 624,471 $18,597,000 28,694
   CoreCap Advisors LLC 15 - 2023-12-31 603,929 $17,985,000 118,167
   Strategic Financial Group LLC - 2023-12-31 597,611 $17,797,000 -40,695
   MARINER WEALTH ADVISORS, LLC 329 - 2023-12-31 594,601 $17,707,000 -250,236
   RAYMOND JAMES & ASSOCIATES 796 - 2023-12-31 590,922 $17,598,000 -48,882
   AMERIVEST INVESTMENT MANAGEMENT LLC 55 - 2023-06-30 588,587 $17,328,000 -26,847
   FINANCIAL NETWORK 215 - 2023-12-31 580,193 $17,278,000 -5,341
   Private Advisor Group LLC 150 - 2023-12-31 562,383 $16,748,000 34,429
   Occidental Asset Management LLC 5 - 2024-03-31 547,414 $16,297,000 70,741
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1715 - 2023-12-31 545,177 $16,235,000 -11,798,104
   MEIJI YASUDA LIFE INSURANCE CO 20 - 2023-12-31 530,500 $15,798,000 0
   SMITHFIELD TRUST CO 25 - 2023-12-31 527,809 $15,712,000 44,815
   BB&T CORP 479 - 2023-12-31 512,148 $15,252,000 52,115
   COHEN & STEERS INC 85 - 2023-12-31 502,348 $14,960,000 252,222
   Dynamic Advisors Solutions LLC 46 - 2024-03-31 479,921 $14,287,000 25,576
   Envestnet Portfolio Solutions Inc. 164 - 2023-12-31 475,237 $14,153,000 34,655
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 475,080 $14,148,000 -272,310
   Hardy Reed LLC *New 2023-12-31 466,852 $13,903,000 466,852
   Whitcomb & Hess Inc. 9 - 2024-03-31 463,812 $13,808,000 24,287
   Trilogy Capital Inc. 39 - 2024-03-31 459,805 $13,688,000 -1,735
   Coulter & Justus Financial Services LLC 4 - 2023-12-31 458,842 $13,664,000 -6,726
   WINDHAM CAPITAL MANAGEMENT, LLC 3 - 2023-12-31 411,542 $12,256,000 5,810
   Obsidian Personal Planning Solutions LLC 1 - 2023-12-31 402,982 $12,001,000 9,260
   BANK OF NEW YORK MELLON CORP 1894 - 2023-12-31 395,509 $11,778,000 -10,144
   RWM Asset Management LLC 12 - 2024-03-31 392,744 $11,692,000 -52,189
   Kingsview Wealth Management LLC 64 - 2023-12-31 387,901 $11,552,000 27,295
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 433 - 2024-03-31 385,004 $11,462,000 5,800
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 616 - 2023-12-31 382,821 $11,400,000 141,274
   M HOLDINGS SECURITIES, INC. 18 - 2023-12-31 382,631 $11,395,000 -1,980
   Cornerstone Management Inc. 8 - 2023-12-31 372,640 $11,097,000 2,221
   Kraft Davis & Associates LLC 8 - 2023-12-31 352,117 $10,509,000 -22,525
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 336,055 $10,008,000 -54,940
   H D Vest Advisory Services 165 - 2023-12-31 335,876 $10,002,000 43,033
   JANNEY MONTGOMERY SCOTT LLC 506 - 2023-12-31 333,780 $9,940,000 -30,288
   CWM LLC 293 - 2024-03-31 325,873 $9,701,000 131,203
   ROGCO LP 6 - 2023-12-31 325,181 $9,684,000 72,102
   HORIZON INVESTMENTS, LLC/SC 54 - 2023-12-31 318,681 $9,490,000 -57,868
   DEUTSCHE BANK AG 1019 - 2023-12-31 315,502 $9,396,000 31,000
   Geneos Wealth Management Inc. - 2023-12-31 309,899 $9,229,000 -36,677
   Great Point Wealth Advisors LLC - 2023-12-31 307,504 $9,157,000 -20,985
   Change Path LLC 41 - 2023-12-31 305,929 $9,111,000 1,858
   Elwood & Goetz Wealth Advisory Group LLC 14 - 2023-12-31 295,294 $8,794,000 1,690
   RFG Advisory Group LLC 55 - 2024-03-31 289,610 $8,622,000 92,411
   DLK Investment Management LLC 6 - 2024-03-31 285,971 $8,513,000 14,528
   ADVISORY SERVICES NETWORK, LLC 96 - 2023-12-31 281,301 $8,377,000 16,910
   CLARK CAPITAL MANAGEMENT GROUP INC 154 - 2023-12-31 278,407 $8,291,000 278,407
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 41 - 2023-12-31 277,884 $8,275,000 -24,900
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us