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Get Institutions for : 
Spdr Series Trust Term Corporate Bond Etf (SCPB)  
$29.63 0.06 (0.2%) as of 4:30 Fri 5/3


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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  : 
0.20 (0.68%)  




 
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
   LPL FINANCIAL CORP 189 - 2023-12-31 5,096,641 $151,778,000 541,709
   STATE STREET CORP 1454 - 2023-12-31 2,618,002 $77,964,000 147,530
   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
   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
   BANK OF NEW YORK MELLON CORP 1178 - 2024-03-31 1,324,341 $39,426,000 928,832
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 3 - 2024-03-31 1,138,581 $33,896,000 114,222
   BANK OF NOVA SCOTIA / 214 - 2023-12-31 1,041,900 $31,001,000 233,160
   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 - 2024-03-31 864,579 $25,739,000 787
   Willow Creek Wealth Management Inc. 9 - 2023-12-31 863,285 $25,709,000 149,665
   ROYAL BANK OF CANADA 1003 - 2023-12-31 845,705 $25,185,000 27,025
   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
   Banco Santander S.A. 56 - 2023-12-31 697,236 $20,764,000 549,562
   Cedar Mountain Advisors LLC 6 - 2024-03-31 672,572 $20,022,000 1,396
   HUDSON VALLEY INVESTMENT ADVISORS INC 9 - 2024-03-31 645,112 $19,205,000 157,281
   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
   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
   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
   Whitcomb & Hess Inc. 9 - 2024-03-31 463,812 $13,808,000 24,287
   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
   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
   Revisor Wealth Management LLC 2 - 2024-03-31 379,981 $11,314,000 262,274
   Cornerstone Management Inc. 8 - 2023-12-31 372,640 $11,097,000 2,221
   H D Vest Advisory Services 165 - 2023-12-31 335,876 $10,002,000 43,033
   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
   DEUTSCHE BANK AG 1019 - 2023-12-31 315,502 $9,396,000 31,000
   Change Path LLC 41 - 2023-12-31 305,929 $9,111,000 1,858
   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
   Sweet Financial Partners LLC 11 - 2024-03-31 267,636 $7,968,000 8,622
   COURIER CAPITAL CORP 47 - 2024-03-31 262,296 $7,809,000 2,286
   VISTA INVESTMENT MANAGEMENT 2 - 2023-12-31 256,246 $7,631,000 16,972
   CFG ASSET MANAGEMENT LLC 44 - 2023-12-31 242,755 $7,229,000 242,397
   TRUEFG LLC 10 - 2024-03-31 241,047 $7,176,000 17,098
   BAILARD BIEHL & KAISER INC 110 - 2023-12-31 228,954 $6,818,000 21,027
   CAPITAL INSIGHT PARTNERS LLC 21 - 2024-03-31 213,180 $6,346,000 8,486
   WRAPMANAGER INC 10 - 2023-12-31 210,546 $6,270,000 6,439
   Buck Wealth Strategies LLC - 2023-12-31 186,698 $5,560,000 7,589
   PFS INVESTMENTS INC. 214 - 2023-06-30 183,047 $5,389,000 13,604
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 714 - 2024-03-31 176,347 $5,250,000 45,436
   Auour Investments LLC - 2023-12-31 164,633 $4,909,000 1,211
   Parallel Advisors LLC 115 - 2023-12-31 156,040 $4,647,000 5,785
   Good Life Advisors LLC 45 - 2023-12-31 155,382 $4,627,000 2,076
   BARTLETT & CO. LLC 144 - 2023-12-31 151,582 $4,513,000 4,906
   BARTLETT & CO. WEALTH MANAGEMENT LLC 144 - 2023-12-31 151,582 $4,513,000 4,906
   Krasney Financial LLC 45 - 2024-03-31 144,813 $4,311,000 19,874
   CI Private Wealth LLC 749 - 2023-12-31 136,761 $4,073,000 45,170
   Impact Partnership Wealth LLC 14 - 2023-12-31 135,519 $4,036,000 135,519
   HIGHTOWER ADVISORS, LLC 1065 - 2023-12-31 134,541 $4,009,000 38,956
   Cetera Investment Advisers 519 - 2023-12-31 133,286 $3,969,000 27,265
   MULTIFINANCIAL SECURITIES CORP 336 - 2023-12-31 132,281 $3,939,000 32,824
   CLS INVESTMENT FIRM LLC 258 - 2022-12-31 132,452 $3,891,000 69,482
   PROSPERA FINANCIAL SERVICES 183 - 2023-12-31 130,386 $3,883,000 122,577
   Fullen Financial Group 14 - 2023-03-31 124,879 $3,705,000 146
   Parcion Private Wealth LLC 65 - 2024-03-31 120,673 $3,592,000 36,537
   Wayfinding Financial LLC 10 - 2023-12-31 118,703 $3,534,000 118,703
   Arete Wealth Advisors LLC 78 - 2023-12-31 116,691 $3,475,000 63,385
   N.E.W. Advisory Services LLC 39 - 2024-03-31 116,080 $3,456,000 2,121
   PFG Investments LLC 101 - 2024-03-31 112,962 $3,363,000 97,890
   Garrett Investment Advisors LLC 54 - 2024-03-31 111,705 $3,325,000 2,750
   Elevated Capital Advisors LLC 32 - 2024-03-31 101,355 $3,017,000 8,222
   ATRIA INVESTMENTS LLC 454 - 2023-12-31 99,735 $2,970,000 11,231
   PROEQUITIES INC. 104 - 2023-12-31 99,206 $2,954,000 5,222
   Stratos Wealth Partners LTD. 339 - 2024-03-31 98,923 $2,945,000 42,211
   Kovitz Investment Group Partners LLC 199 - 2023-12-31 98,508 $2,934,000 21,580
   GUGGENHEIM CAPITAL LLC 708 - 2023-12-31 97,317 $2,898,000 27,033
   Equitable Holdings Inc. 315 - 2023-12-31 96,450 $2,872,000 18,640
   STALEY CAPITAL ADVISERS INC 66 - 2023-12-31 95,165 $2,834,000 2,500
   Consolidated Portfolio Review Corp 37 - 2023-12-31 94,044 $2,801,000 2,973
   WHITTIER TRUST CO 245 - 2023-12-31 89,714 $2,671,000 1,347
   PARK AVENUE SECURITIES LLC 320 - 2024-03-31 89,552 $2,666,000 17,208
   Gladstone Institutional Advisory LLC 179 - 2023-12-31 87,288 $2,599,000 1,215
   Rockwood Wealth Management LLC 20 - 2024-03-31 85,991 $2,560,000 20,842
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 701 - 2023-12-31 85,659 $2,551,000 5,592
   CHANNEL WEALTH LLC 34 - 2024-03-31 85,468 $2,544,000 11,845
   DGS Capital Management LLC 17 - 2024-03-31 84,688 $2,521,000 3,767
   All Season Financial Advisors Inc. 16 - 2024-03-31 82,989 $2,471,000 57,280
   GOULD ASSET MANAGEMENT LLC /CA/ 26 - 2023-12-31 76,845 $2,288,000 1,825
  100 Records found
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