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Get Institutions for : 
Spdr Ssga Ultra Short Term Bond (ULST)  
$40.37 0.04 (0.09%) as of 4:30 Thu 5/9


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    1
Total shares held : 
 10,679,607  
% of shares held : 
 87.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 -556,249  
% of shares held change : 
   -4.55%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $40.10  
Last Quarter's Ending Price : 
 $40.38  
Last Quarter's Average Price : 
 $40.25  
Change from last quarter's     
avg. price to the last closing  : 
0.12 (0.3%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 431,640
 4.04%
 
Increased Positions :
31
 1,729,594
 16.2%
 
Unchanged Positions :
20
 499,914
 4.68%
 
Decreased Positions :
33
-2,299,888
-21.54%
 
Closed Positions :
11
-417,595
-3.91%
 
Guru Positions :
0
 0%
 
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
   CWM LLC 56 - 2024-03-31 1,688,120 $68,369,000 557,069
   GRADIENT INVESTMENTS LLC 14 - 2024-03-31 1,559,274 $63,151,000 99,639
   Avestar Capital LLC 7 - 2023-12-31 664,855 $26,847,000 484,468
   Bouchey Financial Group Ltd 16 - 2024-03-31 514,008 $20,817,000 28,654
   BIP Wealth LLC 12 - 2023-12-31 381,229 $15,394,000 19,885
   Congress Wealth Management LLC / DE / 128 - 2024-03-31 336,839 $13,642,000 1,608
   RAYMOND JAMES & ASSOCIATES 1026 - 2024-03-31 314,524 $12,738,000 37,896
   Kraft Davis & Associates LLC 14 - 2023-12-31 238,097 $9,651,000 132,021
   Auour Investments LLC - 2024-03-31 132,108 $5,350,000 7,019
   Moloney Securities Asset Management LLC - 2024-03-31 83,493 $3,381,000 6,109
   Perennial Investment Advisors LLC 49 - 2023-12-31 65,898 $2,661,000 12,360
   Eldridge Investment Advisors Inc. 49 - 2023-12-31 46,303 $1,870,000 10,203
   Everhart Financial Group Inc. 43 - 2023-12-31 32,590 $1,316,000 406
   AE Wealth Management LLC 1074 - 2023-12-31 30,144 $1,222,000 2,955
   Arete Wealth Advisors LLC 214 - 2023-12-31 29,785 $1,203,000 192
   Stratos Wealth Partners LTD. 589 - 2024-03-31 28,445 $1,152,000 4,741
   MML INVESTORS SERVICES LLC 1295 - 2023-12-31 27,058 $1,093,000 7,542
   H D Vest Advisory Services 701 - 2023-12-31 25,297 $1,022,000 6,323
   VERUS CAPITAL PARTNERS LLC 121 - 2023-12-31 21,419 $865,000 10,656
   Western Wealth Management LLC 285 - 2024-03-31 17,695 $717,000 1,134
   HARBOUR INVESTMENTS INC. 505 - 2023-12-31 13,778 $556,000 379
   CITADEL ADVISORS LLC 3540 - 2023-12-31 13,126 $530,000 13,126
   COMMONWEALTH EQUITY SERVICES LLC. 2881 - 2024-03-31 11,046 $447,000 524
   Paradigm Financial Partners LLC 154 - 2023-12-31 10,257 $414,000 1,269
   CAPSTONE WEALTH MANAGEMENT GROUP LLC 57 - 2024-03-31 10,029 $406,000 82
   Trilogy Capital Inc. 229 - 2024-03-31 9,180 $372,000 2,000
   Sigma Planning Corp - 2024-03-31 9,035 $366,000 9,035
   Cape Investment Advisory Inc. 92 - 2023-12-31 8,644 $349,000 70
   Winch Advisory Services LLC 72 - 2023-12-31 6,762 $273,000 8
   Steward Partners Investment Advisory LLC 1373 - 2023-12-31 4,949 $200,000 4,475
   WELLS FARGO & CO/MN 4286 - 2023-12-31 2,460 $99,000 2,460
   BDO Wealth Advisors LLC 480 - 2023-06-30 908 $37,000 9
   Coppell Advisory Solutions LLC 1248 - 2023-12-31 63 $3,000 12
  33 Records found
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