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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   TIAA FSB 56 - 2023-06-30 2,796,586 $82,331,000 -575,443
   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
   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
   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
   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
   Concord Wealth Partners 1 - 2023-12-31 1,035,565 $30,839,000 -70,042
   Flagstone Financial Management - 2023-12-31 802,849 $23,909,000 -12,220
   CREATIVE FINANCIAL DESIGNS INC /ADV 8 - 2023-12-31 706,035 $21,026,000 -195,951
   BIP Wealth LLC 10 - 2023-12-31 687,629 $20,478,000 -74,012
   Cherry Tree Wealth Management LLC 3 - 2023-12-31 630,648 $18,781,000 -16,927
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 578 - 2024-03-31 567,089 $16,882,000 -100,356
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1715 - 2023-12-31 545,177 $16,235,000 -11,798,104
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 475,080 $14,148,000 -272,310
   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
   RWM Asset Management LLC 12 - 2024-03-31 392,744 $11,692,000 -52,189
   M HOLDINGS SECURITIES, INC. 18 - 2023-12-31 382,631 $11,395,000 -1,980
   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
   JANNEY MONTGOMERY SCOTT LLC 506 - 2023-12-31 333,780 $9,940,000 -30,288
   HORIZON INVESTMENTS, LLC/SC 54 - 2023-12-31 318,681 $9,490,000 -57,868
   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
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 41 - 2023-12-31 277,884 $8,275,000 -24,900
   Systelligence LLC 26 - 2024-03-31 259,780 $7,734,000 -6,026
   FDX ADVISORS, INC. 39 - 2023-12-31 246,215 $7,332,000 -6,274
   EMPIRICAL FINANCIAL SERVICES, LLC 86 - 2023-12-31 230,016 $6,850,000 -13,270
   HILLTOP HOLDINGS INC. 22 - 2023-12-31 229,511 $6,835,000 -6,835
   Mascoma Wealth Management LLC - 2023-12-31 219,593 $6,539,000 -29,579
   HNP Capital LLC 10 - 2023-03-31 208,909 $6,190,000 -21,492
   MML INVESTORS SERVICES LLC 526 - 2023-12-31 206,281 $6,143,000 -3,889
   Martin Capital Partners LLC 23 - 2024-03-31 197,459 $5,878,000 -6,980
   Iron Financial LLC 10 - 2024-03-31 197,074 $5,867,000 -12,752
   DELTA ASSET MANAGEMENT LLC/TN 35 - 2023-12-31 188,410 $5,611,000 -951
   IHT Wealth Management LLC 93 - 2023-12-31 173,330 $5,162,000 -19,717
   STIFEL FINANCIAL CORP 1101 - 2023-12-31 165,949 $4,942,000 -5,408
   Probity Advisors Inc. 18 - 2023-12-31 160,938 $4,793,000 -116,941
   HIRTLE CALLAGHAN & CO INC 35 - 2023-12-31 158,525 $4,721,000 -118,622
   COMMONWEALTH EQUITY SERVICES LLC. 1121 - 2023-12-31 156,037 $4,647,000 -12,127
   CABOT MONEY MANAGEMENT INC 44 - 2023-12-31 155,901 $4,643,000 -173,635
   Rosenberg Matthew Hamilton 14 - 2024-03-31 155,957 $4,619,000 -491
   Vectors Research Management LLC 18 - 2023-12-31 8,446 $4,500,000 -159,023
   Richard W. Paul & Associates LLC - 2023-12-31 145,926 $4,346,000 -32,531
   JANE STREET GROUP LLC 1626 - 2023-12-31 142,610 $4,247,000 -533,907
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 31 - 2024-03-31 142,628 $4,246,000 -1,584,260
   Goss Wealth Management LLC 395 - 2023-12-31 142,116 $4,234,000 -8,802
   Eukles Asset Management 11 - 2023-12-31 137,365 $4,091,000 -7,095
   Ronna Sue Cohen 23 - 2024-03-31 137,155 $4,083,000 -1,091
   ADE LLC 9 - 2024-03-31 131,631 $3,919,000 -4,123
   PARSONS CAPITAL MANAGEMENT INC/RI 90 - 2024-03-31 124,469 $3,705,000 -1,830
   Kestra Advisory Services LLC 563 - 2023-12-31 122,027 $3,634,000 -5,769
   Coury Firm Asset Management LLC 5 - 2023-09-30 122,572 $3,594,000 -35,756
   Money Design Co.Ltd. 61 - 2024-03-31 120,194 $3,578,000 -71,805
   Thrive Capital Management LLC 12 - 2023-12-31 118,819 $3,538,000 -31,669
   Badgley Phelps Wealth Managers LLC 114 - 2023-12-31 116,200 $3,460,000 -317
   Merit Financial Group LLC 134 - 2023-12-31 114,209 $3,401,000 -23,612
   EAGLE GLOBAL ADVISORS LLC 92 - 2023-12-31 113,000 $3,365,000 -8,900
   RAYMOND JAMES & ASSOCIATES 1831 - 2024-03-31 112,457 $3,348,000 -478,465
   Compass Financial Group Inc. 16 - 2023-12-31 111,587 $3,323,000 -104,126
   Total Wealth Planning LLC 36 - 2024-03-31 109,351 $3,255,000 -8,954
   VisionPoint Advisory Group LLC 15 - 2023-12-31 109,202 $3,252,000 -99,515
   Continuum Advisory LLC 47 - 2023-12-31 103,889 $3,094,000 -3,153
   STEPHENS INC /AR/ 311 - 2023-12-31 102,041 $3,039,000 -23,459
   Steward Partners Investment Advisory LLC 397 - 2023-12-31 100,517 $2,993,000 -56,157
   Connectus Wealth LLC 209 - 2023-12-31 99,025 $2,949,000 -473,323
   Orin Green Financial LLC 16 - 2023-12-31 97,631 $2,907,000 -131
   Atria Wealth Solutions Inc. 483 - 2023-12-31 95,198 $2,835,000 -5,787
   All Terrain Financial Advisors LLC 21 - 2023-12-31 94,672 $2,819,000 -4,917
   Elwood & Goetz Wealth Advisory Group LLC 21 - 2024-03-31 91,526 $2,725,000 -203,768
   Portside Wealth Group LLC 52 - 2024-03-31 91,438 $2,722,000 -8,254
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 108 - 2024-03-31 90,118 $2,683,000 -381
   Ameritas Advisory Services LLC 141 - 2023-12-31 89,005 $2,651,000 -18,162
   Windward Private Wealth Management Inc. 17 - 2023-12-31 87,389 $2,602,000 -67,739
   ZACKS INVESTMENT MANAGEMENT 262 - 2023-12-31 85,370 $2,542,000 -2,250
   Financial Advocates Investment Management 142 - 2023-12-31 82,783 $2,465,000 -18,372
   TRANSATLANTIQUE PRIVATE WEALTH LLC 14 - 2023-12-31 81,288 $2,421,000 -6,227
   Wescott Financial Advisory Group LLC 46 - 2023-12-31 80,218 $2,389,000 -37,855
   Argent Trust Co 162 - 2023-12-31 79,924 $2,380,000 -113,195
   GREAT VALLEY ADVISOR GROUP INC. 221 - 2023-12-31 76,012 $2,263,000 -2,024
   RiverGlades Family Offices LLC 14 - 2023-12-31 75,342 $2,243,000 -1,000
   Larson Financial Group LLC 95 - 2023-12-31 72,497 $2,159,000 -2,632
  100 Records found
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