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Get Institutions for : 
Spdr Barclays Short Term Treasury (SPTS)  
$29.48 0.02 (0.07%) as of 4:30 Fri 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 337    7
Total shares held : 
 164,191,607  
% of shares held : 
 53.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -35  
Amount of shares held : 
 -11,869,147  
% of shares held change : 
   -3.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
47
 7,553,296
 4.6%
 
Increased Positions :
104
 13,283,772
 8.09%
 
Unchanged Positions :
40
 1,725,638
 1.05%
 
Decreased Positions :
146
-29,040,435
-17.69%
 
Closed Positions :
40
-3,665,780
-2.23%
 
Guru Positions :
1
48,119,539
 29.31%
 
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
   LPL FINANCIAL CORP 171 - 2024-03-31 7,113,663 $205,727,000 -2,315,602
   ROYAL BANK OF CANADA 332 - 2023-12-31 6,023,226 $174,975,000 -1,351,582
   BANK OF AMERICA CORP /DE/ 727 - 2023-12-31 4,475,899 $130,025,000 -5,099,565
   ARGI INVESTMENT SERVICES, LLC 11 - 2022-12-31 2,789,348 $80,584,000 -341,447
   UBS Group AG 512 - 2023-12-31 2,618,309 $76,062,000 -645,169
   HPM Partners LLC - 2023-12-31 2,520,870 $73,231,000 -113,312
   GM Advisory Group Inc. 4 - 2024-03-31 2,518,426 $72,833,000 -34,535
   MORGAN STANLEY 1442 - 2023-12-31 2,309,560 $67,093,000 -463,717
   EVERGREEN CAPITAL MANAGEMENT LLC 3 - 2023-12-31 2,158,795 $62,713,000 -277,422
   AMERIPRISE FINANCIAL INC 726 - 2023-12-31 1,941,934 $56,490,000 -1,365,409
   Private Advisor Group LLC 48 - 2024-03-31 1,908,348 $55,189,000 -1,179,187
   AE Wealth Management LLC 104 - 2023-12-31 1,368,247 $39,789,000 -823,645
   CAPE COD FIVE CENTS SAVINGS BANK 5 - 2023-12-31 1,361,823 $39,561,000 -1,150,511
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 222 - 2024-03-31 1,158,781 $33,512,000 -122,234
   BANK OF NOVA SCOTIA / 231 - 2023-12-31 1,002,685 $29,103,000 -42,620
   RICHARD BERNSTEIN ADVISORS LLC 34 - 2024-03-31 681,747 $19,716,000 -40,952
   Brookstone Capital Management 79 - 2024-03-31 587,325 $16,985,000 -40,139
   TELEMUS CAPITAL LLC 20 - 2023-12-31 476,892 $13,854,000 -62,586
   Change Path LLC 27 - 2023-12-31 440,066 $12,784,000 -26,980
   RFP Financial Group LLC 4 - 2024-03-31 420,056 $12,149,000 -2,583
   Better Money Decisions LLC 3 - 2024-03-31 383,263 $11,084,000 -17,800
   Wescott Financial Advisory Group LLC 14 - 2023-12-31 365,911 $10,630,000 -40,224
   Equitable Holdings Inc. 136 - 2023-12-31 344,753 $10,015,000 -6,792
   STIFEL FINANCIAL CORP 773 - 2023-12-31 340,897 $9,903,000 -73,852
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 821 - 2024-03-31 329,712 $9,535,000 -113,492
   Private Wealth Advisors LLC 7 - 2024-03-31 313,049 $9,053,000 -14,832
   Cetera Investment Advisers 265 - 2023-12-31 289,331 $8,405,000 -79,963
   Oakmont Partners LLC 102 - 2024-03-31 282,840 $8,180,000 -174,634
   Gladstone Institutional Advisory LLC 50 - 2023-12-31 277,356 $8,057,000 -20,463
   Tilson Financial Group Inc. 7 - 2024-03-31 270,291 $7,817,000 -222,725
   Stratos Wealth Partners LTD. 164 - 2024-03-31 262,000 $7,577,000 -221,941
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 772 - 2024-03-31 252,000 $7,288,000 -11,400
   FINANCIAL NETWORK 452 - 2023-12-31 235,315 $6,836,000 -61,418
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 634 - 2024-03-31 213,895 $6,186,000 -40,847
   First Affirmative Financial Network 2 - 2024-03-31 203,407 $5,883,000 -1,737
   Meridian Financial Partners LLC 3 - 2024-03-31 202,095 $5,800,000 -43,781
   Money Design Co.Ltd. 47 - 2024-03-31 199,318 $5,764,000 -17,789
   Strategic Financial Group LLC - 2023-12-31 191,945 $5,576,000 -4,750
   Balentine LLC 53 - 2023-12-31 181,698 $5,278,000 -45,239
   MECHANICS BANK TRUST DEPARTMENT 40 - 2024-03-31 177,805 $5,142,000 -7,875
   RAYMOND JAMES & ASSOCIATES 1558 - 2024-03-31 176,210 $5,096,000 -633,501
   MARINER WEALTH ADVISORS, LLC 685 - 2023-12-31 168,492 $4,895,000 -385,482
   Trilogy Capital Inc. 71 - 2024-03-31 168,294 $4,867,000 -62,835
   THEORY FINANCIAL LLC 7 - 2023-12-31 167,334 $4,861,000 -651
   COBBLESTONE CAPITAL ADVISORS LLC /NY/ 51 - 2024-03-31 150,252 $4,345,000 -1,508,931
   H D Vest Advisory Services 336 - 2024-03-31 149,619 $4,327,000 -15,640
   MML INVESTORS SERVICES LLC 676 - 2023-12-31 145,150 $4,217,000 -24,684
   SYNOVUS FINANCIAL CORP 212 - 2023-12-31 127,841 $3,714,000 -3,329,828
   Vivaldi Capital Management LLC 23 - 2023-12-31 126,701 $3,657,000 -1,796
   SigFig Wealth Management LLC 61 - 2024-03-31 123,373 $3,639,000 -11,303
   COMMONWEALTH EQUITY SERVICES LLC. 1418 - 2024-03-31 115,413 $3,338,000 -31,037
   Fullen Financial Group 16 - 2023-03-31 108,334 $3,164,000 -900
   Tempus Wealth Planning LLC 13 - 2024-03-31 104,909 $3,034,000 -65,760
   Prime Capital Investment Advisors LLC - 2023-12-31 104,189 $3,027,000 -9,309
   JT Stratford LLC 28 - 2023-12-31 102,883 $2,989,000 -21,317
   PROEQUITIES INC. 122 - 2024-03-31 99,991 $2,892,000 -916
   SENTINEL PENSION ADVISORS INC 26 - 2023-12-31 87,138 $2,531,000 -7,019
   Providence Capital Advisors LLC 66 - 2023-12-31 85,683 $2,489,000 -3,330
   TPG Financial Advisors LLC 23 - 2023-12-31 81,940 $2,377,000 -8,534
   PINNACLE FINANCIAL PARTNERS INC 208 - 2024-03-31 78,006 $2,256,000 -45,367
   Destiny Capital Corp/CO 15 - 2024-03-31 73,803 $2,134,000 -29,225
   GREAT VALLEY ADVISOR GROUP INC. 267 - 2024-03-31 71,707 $2,074,000 -4,370
   SRS Capital Advisors Inc. 60 - 2023-12-31 71,134 $2,066,000 -7,567
   TOWNSQUARE CAPITAL LLC 410 - 2023-12-31 68,807 $1,999,000 -44,486
   CX Institutional 194 - 2024-03-31 68,789 $1,988,000 -478,443
   Resources Investment Advisors Inc. 350 - 2024-03-31 65,367 $1,890,000 -531
   Bridgeworth LLC - 2023-12-31 61,968 $1,800,000 -181,431
   J P MORGAN CHASE & CO 3050 - 2024-03-31 60,311 $1,747,000 -28,836
   WRAPMANAGER INC 59 - 2024-03-31 52,249 $1,511,000 -25,736
   Astoria Portfolio Advisors LLC. 28 - 2024-03-31 52,456 $1,507,000 -21,056
   CITADEL ADVISORS LLC 2592 - 2023-12-31 50,077 $1,455,000 -12,051
   L.M. KOHN & COMPANY 51 - 2024-03-31 49,413 $1,429,000 -371
   IFP Advisors Inc 312 - 2023-12-31 47,994 $1,394,000 -37,239
   Simplicity WealthLLC 455 - 2024-03-31 44,109 $1,276,000 -8,450
   Lifeworks Advisors LLC 81 - 2024-03-31 43,884 $1,269,000 -10,120
   MULTIFINANCIAL SECURITIES CORP 706 - 2023-12-31 40,663 $1,181,000 -4,107
   FLAGSHIP HARBOR ADVISORS LLC 228 - 2024-03-31 39,675 $1,147,000 -19,170
   RAYMOND JAMES TRUST CO 435 - 2024-03-31 39,060 $1,130,000 -2,579
   BUCKINGHAM ASSET MANAGEMENT, LLC 325 - 2024-03-31 36,355 $1,051,000 -70,575
   WJ Wealth Management LLC 43 - 2024-03-31 36,316 $1,050,000 -7,400
   Kohmann Bosshard Financial Services LLC 76 - 2024-03-31 36,030 $1,042,000 -3,188
   PROVENCE WEALTH MANAGEMENT GROUP 41 - 2023-12-31 33,518 $974,000 -382
   Horan Securities Inc. 21 - 2024-03-31 32,454 $939,000 -1,082
   True Link Financial Advisors LLC 30 - 2024-03-31 29,600 $856,000 -6,900
   Goss Wealth Management LLC 1010 - 2023-12-31 29,063 $844,000 -29,181
   Ausdal Financial Partners Inc. 196 - 2024-03-31 27,903 $807,000 -2,861
   Western Wealth Management LLC 265 - 2024-03-31 27,400 $792,000 -7,825
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 118 - 2024-03-31 26,273 $760,000 -27,875
   PRIVATE TRUST CO NA 272 - 2024-03-31 25,923 $750,000 -1,365
   EVENSKY & KATZ INC 59 - 2024-03-31 24,612 $699,000 -86,214
   Treynor Bancshares Inc. 52 - 2023-12-31 22,818 $663,000 -875
   Integrated Advisors Network LLC 388 - 2024-03-31 22,827 $660,000 -1,500
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1101 - 2023-12-31 22,667 $658,000 -1,033
   Foundations Investment Advisors LLC 374 - 2023-12-31 22,373 $651,000 -9,309
   BetterWealth LLC 32 - 2024-03-31 21,290 $616,000 -4,487
   Moisand Fitzgerald Tamayo LLC 64 - 2024-03-31 20,752 $600,000 -19,170
   AMERIVEST INVESTMENT MANAGEMENT LLC 116 - 2023-06-30 20,779 $598,000 -7,415
   Sowell Financial Services LLC 431 - 2024-03-31 19,663 $569,000 -1,692
   WEALTHSOURCE PARTNERS LLC 302 - 2023-12-31 18,691 $543,000 -649
   Marshall Financial Group LLC 127 - 2024-03-31 18,098 $523,000 -858
  100 Records found
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