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Get Institutions for : 
Spdr Brcly Cap Muni Bond (TFI)  
$45.78 0.04 (0.09%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 300    1
Total shares held : 
 69,274,416  
% of shares held : 
 10.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 3,695,733  
% of shares held change : 
   0.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $43.40  
Last Quarter's Ending Price : 
 $47.00  
Last Quarter's Average Price : 
 $44.85  
Change from last quarter's     
avg. price to the last closing  : 
0.93 (2.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 1,284,676
 1.85%
 
Increased Positions :
109
 13,112,694
 18.93%
 
Unchanged Positions :
49
 655,566
 0.95%
 
Decreased Positions :
101
-10,149,791
-14.65%
 
Closed Positions :
42
-551,846
-0.8%
 
Guru Positions :
1
4,076,048
 5.88%
 
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/ 239 - 2023-12-31 16,048,116 $754,261,000 5,684,352
   MORGAN STANLEY 349 - 2023-12-31 11,993,576 $563,698,000 483,072
   Betterment LLC 18 - 2023-12-31 7,222,340 $339,450,000 2,067,348
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 134 - 2023-12-31 4,076,048 $191,574,000 -86,769
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54 - 2023-12-31 4,055,007 $190,586,000 69,172
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6 - 2023-12-31 3,146,953 $147,907,000 -71,561
   BANK OF MONTREAL /CAN/ 394 - 2023-12-31 1,200,004 $56,460,000 985,595
   ENVESTNET ASSET MANAGEMENT INC 577 - 2023-12-31 1,175,794 $55,262,000 120,588
   BAILARD BIEHL & KAISER INC 11 - 2023-12-31 1,171,566 $55,064,000 390,390
   LPL FINANCIAL CORP 472 - 2023-12-31 1,162,133 $54,620,000 -44,355
   UBS Group AG 752 - 2023-12-31 882,608 $41,483,000 -10,995
   CULLEN FROST BANKERS INC 39 - 2023-12-31 844,390 $39,686,000 616,122
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 144 - 2023-12-31 832,069 $39,107,000 -34,023
   FINANCIAL ENGINES ADVISORS L.L.C. 52 - 2023-12-31 770,338 $36,206,000 -17,476
   One Capital Management LLC 26 - 2023-12-31 672,933 $31,628,000 -151,551
   Foster Group Inc. 21 *New 2024-03-31 557,561 $25,915,000 557,561
   PATHSTONE FAMILY OFFICE, LLC 85 *New 2023-09-30 572,522 $25,019,000 572,522
   Advisor Group Holdings Inc. 441 - 2023-12-31 483,866 $22,743,000 100,864
   RENAISSANCE TECHNOLOGIES LLC 581 - 2023-12-31 467,100 $21,954,000 467,100
   J P MORGAN CHASE & CO 1557 - 2023-12-31 458,701 $21,559,000 -280,818
   HANSON MCCLAIN, INC. - 2023-12-31 452,975 $21,290,000 205,613
   JANE STREET GROUP LLC 558 - 2023-12-31 401,968 $18,892,000 -556,064
   WELLS FARGO & CO/MN 1151 - 2023-12-31 376,544 $17,698,000 83,619
   HBK SORCE ADVISORY LLC - 2023-12-31 370,366 $17,407,000 -34,011
   Revolve Wealth Partners LLC 9 - 2024-03-31 352,025 $16,362,000 44,226
   JFS WEALTH ADVISORS, LLC 20 - 2023-12-31 318,898 $14,988,000 -52,551
   Ackerman Capital Advisors LLC 6 *New 2023-12-31 318,848 $14,986,000 318,848
   STIFEL FINANCIAL CORP 628 - 2023-12-31 311,171 $14,625,000 61,062
   Wealthcare Advisory Partners LLC 48 - 2024-03-31 297,527 $13,829,000 2,328
   MML INVESTORS SERVICES LLC 303 - 2023-12-31 286,137 $13,448,000 42,154
   STATE OF WISCONSIN INVESTMENT BOARD 459 - 2023-12-31 285,800 $13,433,000 0
   Advisors Preferred LLC - 2023-12-31 258,550 $12,144,000 258,550
   SRS Capital Advisors Inc. 28 - 2023-12-31 232,777 $10,941,000 3,052
   CRESTWOOD ADVISORS LLC 81 - 2023-12-31 230,509 $10,834,000 85,650
   RAYMOND JAMES & ASSOCIATES 1087 - 2023-12-31 218,415 $10,266,000 17,383
   BB&T CORP 623 - 2023-12-31 204,952 $9,633,000 91,603
   Sontag Advisory LLC 74 - 2023-12-31 204,229 $9,599,000 -16,659
   MATHER GROUP, INC. 65 - 2024-03-31 198,010 $9,306,000 -413
   FINANCEWARE, INC. 11 - 2024-03-31 191,700 $8,910,000 -12,684
   Sterling Financial Group Inc. 11 - 2024-03-31 181,790 $8,450,000 95,707
   McAdam LLC 30 - 2023-12-31 170,078 $7,994,000 -5,281
   SAGE FINANCIAL GROUP INC 21 - 2023-12-31 167,047 $7,851,000 83,644
   COMMONWEALTH EQUITY SERVICES LLC. 860 - 2023-12-31 160,078 $7,524,000 29,298
   Steele Capital Management Inc. 39 - 2024-03-31 157,846 $7,337,000 -5,573
   COMERICA BANK 526 - 2023-12-31 150,862 $7,091,000 -18,349
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 587 - 2024-03-31 146,627 $6,815,000 834
   OLD MISSION CAPITAL LLC 98 *New 2023-12-31 134,755 $6,333,000 134,755
   ROYAL BANK OF CANADA 1746 - 2023-12-31 133,579 $6,279,000 1,725
   HIGHTOWER ADVISORS, LLC 866 - 2023-12-31 132,269 $6,210,000 26,089
   CWM LLC 380 - 2024-03-31 131,738 $6,123,000 1,136
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 607 - 2023-12-31 129,426 $6,083,000 19,150
   MARINER WEALTH ADVISORS, LLC 637 - 2023-12-31 121,609 $5,716,000 69,131
   Towercrest Capital Management 29 - 2023-12-31 121,488 $5,710,000 -19,337
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1068 - 2023-12-31 113,279 $5,324,000 51,590
   Cetera Investment Advisers 417 - 2023-12-31 113,162 $5,319,000 -7,675
   Alliance Wealth Management Group 20 - 2023-12-31 112,787 $5,301,000 -36,675
   Aquire Wealth Advisors LLC 9 - 2023-12-31 110,999 $5,217,000 -14,028
   AMERIPRISE FINANCIAL INC 2260 - 2023-12-31 109,836 $5,162,000 14,707
   Beacon Pointe Advisors LLC 285 - 2023-12-31 106,912 $5,025,000 -647
   Mayflower Financial Advisors LLC - 2023-12-31 102,387 $4,812,000 67,124
   GOLDMAN SACHS GROUP INC/ 2574 - 2023-12-31 102,045 $4,796,000 86,654
   ADVISOR PARTNERS II LLC 104 - 2023-09-30 103,395 $4,518,000 90,270
   Versant Capital Management Inc 17 - 2024-03-31 95,802 $4,453,000 -1,961
   Envestnet Portfolio Solutions Inc. 377 - 2023-12-31 88,937 $4,180,000 29,157
   SWS Partners 14 - 2023-12-31 88,887 $4,178,000 27,354
   CITADEL ADVISORS LLC 1718 - 2023-12-31 85,841 $4,035,000 1,363
   H D Vest Advisory Services 324 - 2023-12-31 82,702 $3,887,000 46,700
   FLOW TRADERS U.S. LLC 119 - 2023-12-31 79,416 $3,733,000 -451,237
   Invst LLC 44 - 2023-12-31 79,885 $3,724,000 12,178
   GREAT VALLEY ADVISOR GROUP INC. 173 - 2023-12-31 78,512 $3,690,000 -4,384
   Wealth CMT 5 - 2023-06-30 76,271 $3,521,000 -2,966
   Steel Peak Wealth Management LLC 108 - 2024-03-31 72,032 $3,348,000 44,786
   EVENSKY & KATZ INC 33 - 2024-03-31 71,934 $3,343,000 7,129
   HHM Wealth Advisors LLC 16 - 2023-12-31 65,821 $3,094,000 4,956
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1332 - 2023-12-31 64,604 $3,036,000 2,038
   XML Financial LLC 93 - 2023-12-31 59,024 $2,774,000 483
   Cornerstone Wealth Management LLC 105 - 2024-03-31 56,934 $2,646,000 0
   PNC FINANCIAL SERVICES GROUP INC 807 - 2023-12-31 55,349 $2,601,000 33,969
   THRIVENT FINANCIAL FOR LUTHERANS 1151 - 2023-12-31 54,911 $2,581,000 -34,835
   FINANCIAL NETWORK 861 - 2023-12-31 53,492 $2,514,000 -1,170
   Kestra Advisory Services LLC 697 - 2023-12-31 52,903 $2,486,000 36,554
   Emerald Investment Partners LLC - 2023-12-31 52,483 $2,467,000 25,398
   Fifth Third Securities Inc. 101 - 2024-03-31 50,750 $2,359,000 3,620
   Advisor OS LLC 64 - 2023-12-31 48,220 $2,266,000 -32,018
   ST GERMAIN D J CO INC 124 - 2024-03-31 45,561 $2,118,000 -736
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 410 - 2023-12-31 44,014 $2,069,000 -38,954
   PARK AVENUE SECURITIES LLC 408 - 2024-03-31 43,939 $2,042,000 -12,362
   IFP Advisors Inc 240 - 2023-12-31 40,945 $1,924,000 817
   COLLECTIVE FAMILY OFFICE LLC 44 - 2024-03-31 40,161 $1,867,000 34,897
   LINSCOMB & WILLIAMS INC 133 *New 2023-12-31 39,518 $1,857,000 39,518
   CITIGROUP INC 1645 - 2023-12-31 39,413 $1,852,000 609
   FIRST NATIONAL CORP /MA/ /ADV 51 - 2024-03-31 38,759 $1,822,000 0
   Moser Wealth Advisors LLC 22 - 2023-12-31 38,690 $1,818,000 -100
   HARBOUR INVESTMENTS INC. 238 - 2023-12-31 38,538 $1,811,000 14,408
   Goodman Advisory Group LLC 34 - 2023-12-31 37,851 $1,779,000 -87,948
   EFG Asset Management (Americas) Corp. 81 *New 2023-12-31 36,590 $1,720,000 36,590
   Rockefeller Capital Management L.P. 974 - 2023-12-31 35,582 $1,672,000 20,454
   Cornerstone Wealth Group LLC 104 - 2024-03-31 35,428 $1,647,000 1,217
   EAGLE ROCK INVESTMENT COMPANY LLC 81 - 2024-03-31 35,221 $1,637,000 0
   One Wealth Advisors LLC 57 - 2024-03-31 35,205 $1,636,000 0
  100 Records found
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