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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
   LPL FINANCIAL CORP 582 - 2023-12-31 963,291 $38,898,000 -95,591
   ROYAL BANK OF CANADA 1011 - 2023-12-31 620,640 $25,061,000 -228,185
   MORGAN STANLEY 2484 - 2023-12-31 602,341 $24,323,000 -365,464
   ENVESTNET ASSET MANAGEMENT INC 1343 - 2023-12-31 287,088 $11,593,000 -13,347
   ORBA Wealth Advisors L.L.C. - 2024-03-31 255,820 $10,361,000 -2,247
   WT Wealth Management 6 - 2023-12-31 209,895 $8,476,000 -50,864
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 533 - 2024-03-31 198,271 $8,030,000 -336,743
   David Kennon Inc - 2023-12-31 192,382 $7,768,000 -343,079
   BANK OF AMERICA CORP /DE/ 2622 - 2023-12-31 183,230 $7,399,000 -16,487
   JANE STREET GROUP LLC 1807 - 2023-12-31 87,148 $3,519,000 -158,160
   UBS Group AG 2304 - 2023-12-31 86,705 $3,501,000 -12,123
   NAPLES GLOBAL ADVISORS LLC - 2024-03-31 71,184 $2,883,000 -12,375
   Advisor Group Holdings Inc. 1706 - 2023-12-31 60,658 $2,450,000 -334,266
   Ameliora Wealth Management Ltd. 38 - 2024-03-31 46,844 $1,897,000 -3,140
   Financial Advocates Investment Management - 2024-03-31 33,737 $1,366,000 -1,029
   Continuum Advisory LLC 135 - 2023-12-31 33,456 $1,351,000 -462,155
   Garrett Investment Advisors LLC 135 - 2024-03-31 29,856 $1,209,000 -3,349
   Private Advisor Group LLC - 2024-03-31 26,376 $1,068,000 -80
   Authentikos Wealth Advisory LLC 25 - 2023-12-31 22,084 $892,000 -2,331
   Advisor Resource Council 73 - 2024-03-31 19,994 $807,000 -189,443
   YCMNET ADVISORS INC 134 - 2023-12-31 18,166 $734,000 -10
   Toroso Investments LLC 785 - 2023-12-31 17,561 $709,000 -47,148
   Gladstone Institutional Advisory LLC 350 - 2023-12-31 17,419 $703,000 -4,714
   Elmwood Wealth Management Inc. 60 - 2023-12-31 16,743 $676,000 -19,665
   Goss Wealth Management LLC 1152 - 2023-12-31 15,514 $626,000 -6,821
   Fortis Group Advisors LLC - 2024-03-31 12,500 $506,000 -7,480
   Opal Wealth Advisors LLC 83 - 2024-03-31 11,999 $486,000 -9,050
   COMERICA BANK 1903 - 2023-12-31 11,241 $454,000 -522
   PVG ASSET MANAGEMENT CORP 9 - 2023-12-31 10,961 $443,000 -26,533
   Gerber Kawasaki Wealth & Investment Management 175 - 2023-12-31 10,609 $428,000 -1,737
   Redwood Financial Network Corp - 2024-03-31 10,152 $411,000 -2,344
   FINANCIAL ARCHITECTS INC 262 - 2023-06-30 7,394 $298,000 -3,378
   Walkner Condon Financial Advisors LLC 219 - 2024-03-31 7,006 $284,000 -7,164
   CAPTRUST FINANCIAL ADVISORS 2142 - 2023-12-31 6,950 $281,000 -100
   HIGHTOWER ADVISORS, LLC 2710 - 2023-12-31 6,804 $274,000 -590
   BANK OF NEW YORK MELLON CORP 3723 - 2024-03-31 6,296 $255,000 -1,508
   Aptus Capital Advisors LLC 559 - 2023-12-31 4,680 $189,000 -133
   PRIVATE TRUST CO NA 1232 - 2024-03-31 872 $35,000 -968
  38 Records found
  1    
  Page 1 of 1
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