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Get Institutions for : 
Spdr Brcly Cap Muni Bond (TFI)  
$45.86 0.17 (0.37%) as of 4:30 Fri 5/3


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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  : 
1.01 (2.25%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 134 - 2023-12-31 4,076,048 $191,574,000 -86,769
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6 - 2023-12-31 3,146,953 $147,907,000 -71,561
   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
   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
   J P MORGAN CHASE & CO 1557 - 2023-12-31 458,701 $21,559,000 -280,818
   HANSON MCCLAIN, INC. 67 - 2024-03-31 448,728 $20,857,000 -4,247
   JANE STREET GROUP LLC 558 - 2023-12-31 401,968 $18,892,000 -556,064
   HBK SORCE ADVISORY LLC - 2023-12-31 370,366 $17,407,000 -34,011
   JFS WEALTH ADVISORS, LLC 20 - 2023-12-31 318,898 $14,988,000 -52,551
   Ackerman Capital Advisors LLC 7 - 2024-03-31 316,888 $14,729,000 -1,960
   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
   Steele Capital Management Inc. 39 - 2024-03-31 157,846 $7,337,000 -5,573
   COMMONWEALTH EQUITY SERVICES LLC. 943 - 2024-03-31 156,096 $7,255,000 -3,982
   COMERICA BANK 526 - 2023-12-31 150,862 $7,091,000 -18,349
   Towercrest Capital Management 29 - 2023-12-31 121,488 $5,710,000 -19,337
   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
   Beacon Pointe Advisors LLC 285 - 2023-12-31 106,912 $5,025,000 -647
   Mayflower Financial Advisors LLC 30 - 2024-03-31 102,258 $4,753,000 -129
   Versant Capital Management Inc 17 - 2024-03-31 95,802 $4,453,000 -1,961
   FLOW TRADERS U.S. LLC 119 - 2023-12-31 79,416 $3,733,000 -451,237
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1445 - 2024-03-31 60,865 $2,829,000 -3,739
   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
   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
   Moser Wealth Advisors LLC 22 - 2023-12-31 38,690 $1,818,000 -100
   Goodman Advisory Group LLC 34 - 2023-12-31 37,851 $1,779,000 -87,948
   Tortoise Investment Management LLC 85 - 2023-12-31 32,422 $1,524,000 -7,330
   Private Advisor Group LLC 908 - 2023-12-31 31,308 $1,471,000 -2,212
   BKD WEALTH ADVISORS LLC 187 - 2024-03-31 31,338 $1,457,000 -83,639
   Keebeck Wealth Management LLC 110 - 2023-12-31 28,773 $1,352,000 -5,621
   WAGNER CAPITAL MANAGEMENT CORP 124 - 2024-03-31 28,562 $1,328,000 -532
   Vise Technologies Inc. 86 - 2023-12-31 28,226 $1,327,000 -5,088
   FINANCIAL LIFE ADVISORS 23 - 2024-03-31 27,621 $1,284,000 -1,766
   Integrated Wealth Concepts LLC 621 - 2023-12-31 27,215 $1,279,000 -2,564
   IHT Wealth Management LLC 345 - 2023-12-31 24,796 $1,165,000 -98,493
   Emerald Investment Partners LLC 133 - 2024-03-31 25,054 $1,165,000 -27,429
   MONTICELLO WEALTH MANAGEMENT LLC 103 - 2024-03-31 23,548 $1,095,000 -5,819
   Omega Financial Group LLC 46 - 2024-03-31 22,897 $1,064,000 -91
   CFS Investment Advisory Services LLC 78 - 2023-12-31 21,890 $1,029,000 -8,691
   WEALTHSOURCE PARTNERS LLC 203 - 2023-12-31 20,953 $985,000 -35,950
   COLONY GROUP LLC 435 - 2023-09-30 21,644 $946,000 -534
   New Potomac Partneres LLC 54 - 2023-12-31 19,975 $939,000 -8,390
   Facet Wealth Inc. 56 - 2023-12-31 19,991 $932,000 -41,618
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 61 - 2023-12-31 19,785 $930,000 -1,405
   Adviser Investments LLC 300 - 2023-12-31 19,288 $907,000 -70,662
   BRAGG FINANCIAL ADVISORS INC 208 - 2023-12-31 18,595 $874,000 -9,630
   WEALTH MANAGEMENT RESOURCES INC. 30 - 2024-03-31 18,089 $841,000 -50
   Aveo Capital Partners LLC 142 - 2023-12-31 17,866 $840,000 -39,035
   Ascent Group LLC 279 - 2023-12-31 17,723 $829,000 -6,943
   TWO SIGMA SECURITIES LLC 263 - 2023-12-31 17,297 $813,000 -6,200
   PFW Advisors LLC 76 - 2024-03-31 16,152 $751,000 -990
   NICOLET ADVISORY SERVICES LLC 126 - 2023-12-31 15,367 $721,000 -7,630
   Stratos Wealth Advisors LLC 394 - 2024-03-31 15,079 $701,000 -1,011
   CREATIVE PLANNING 1480 - 2023-12-31 14,448 $679,000 -5,763
   Claro Advisors LLC 196 - 2024-03-31 14,085 $655,000 -1,654
   MERCER GLOBAL ADVISORS INC /ADV 1190 - 2023-12-31 13,250 $623,000 -11
   DEUTSCHE BANK AG 2197 - 2023-12-31 12,912 $607,000 -600
   FREEDOM WEALTH ALLIANCE LLC 17 - 2023-09-30 13,752 $601,000 -172
   OneAscent Financial Services LLC 185 - 2024-03-31 12,212 $568,000 -417
   Moors & Cabot Inc. 431 - 2023-12-31 11,932 $561,000 -6,524
   Resources Investment Advisors Inc. 676 - 2023-12-31 11,631 $547,000 -362
   Friedenthal Financial 90 - 2024-03-31 11,462 $533,000 -49
   FLAGSHIP HARBOR ADVISORS LLC 424 - 2024-03-31 9,162 $426,000 -3,068
   Beaumont Financial Advisors LLC 225 - 2023-12-31 8,232 $387,000 -375
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 485 - 2024-03-31 8,308 $386,000 -36
   FMR LLC 2618 - 2023-12-31 7,793 $366,000 -28,135
   Strategic Financial Group LLC - 2023-12-31 7,790 $366,000 -2,595
   Atomi Financial Group Inc. 359 - 2023-12-31 7,565 $356,000 -1,854
   Citizens National Bank Trust Department 137 - 2023-12-31 7,100 $334,000 -570
   Diligent Investors LLC 240 - 2023-12-31 6,514 $306,000 -1,192
   PFG Advisors 487 - 2023-12-31 6,285 $295,000 -1,301
   CX Institutional 459 - 2024-03-31 6,316 $294,000 -1,140
   TRITONPOINT WEALTH LLC 271 - 2024-03-31 3,972 $276,000 -1,890
   Perigon Wealth Management LLC 696 - 2023-12-31 5,529 $260,000 -536
   SYNOVUS FINANCIAL CORP 746 - 2023-12-31 5,535 $260,000 -7,834
   Gerber Kawasaki Wealth & Investment Management 225 - 2023-12-31 5,285 $248,000 -376
   Dynamic Advisors Solutions LLC 817 - 2024-03-31 5,069 $236,000 -2,560
   Summit Financial LLC 350 - 2024-03-31 5,000 $232,000 -1,203
   SENTINEL PENSION ADVISORS INC 92 - 2023-12-31 4,464 $210,000 -1,171
   WHITTIER TRUST CO OF NEVADA INC 457 - 2023-12-31 4,430 $208,000 -2,771
   LGT Financial Advisors LLC 142 - 2024-03-31 3,131 $146,000 -1
   APCM Wealth Management for Individuals 76 - 2024-03-31 2,655 $123,000 -758
   Laurel Wealth Advisors LLC 232 - 2023-12-31 2,000 $94,000 -2,600
   Private Ocean LLC 190 - 2024-03-31 2,024 $94,000 -96
   Capital Analysts Inc. 599 - 2023-12-31 1,391 $65,000 -4,312
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1545 - 2023-12-31 1,149 $54,000 -1,177
   US BANCORP 2624 - 2023-12-31 1,130 $53,000 -1,407
   Park Place Capital Corp 428 - 2024-03-31 861 $40,000 -97
  100 Records found
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