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Get Institutions for : 
Spdr Db Int Gov Bd (WIP)  
$38.91 0.29 (0.75%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 70    8
Total shares held : 
 4,792,034  
% of shares held : 
 7.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 -82,076  
% of shares held change : 
   -0.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $38.28  
Last Quarter's Ending Price : 
 $41.94  
Last Quarter's Average Price : 
 $39.55  
Change from last quarter's     
avg. price to the last closing  : 
0.64 (1.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 138,077
 2.88%
 
Increased Positions :
24
 472,101
 9.85%
 
Unchanged Positions :
15
 45,513
 0.95%
 
Decreased Positions :
25
-386,883
-8.07%
 
Closed Positions :
14
-305,371
-6.37%
 
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
   STATE STREET CORP 1490 - 2023-12-31 1,736,860 $72,844,000 43,879
   LBJ Family Wealth Advisors Ltd. 6 - 2024-03-31 234,722 $9,384,000 9,105
   WELLS FARGO & CO/MN 1711 - 2023-12-31 168,791 $7,079,000 47,965
   RETIREMENT CAPITAL STRATEGIES 10 - 2023-12-31 160,476 $6,730,000 160,476
   Forefront Analytics LLC 12 - 2023-12-31 143,838 $6,033,000 17,082
   RPg Family Wealth Advisory LLC - 2023-12-31 127,440 $5,345,000 20,989
   Upper Left Wealth Management LLC 5 - 2024-03-31 109,758 $4,388,000 9,163
   Idaho Trust Bank 12 - 2023-12-31 103,266 $4,330,000 75,298
   OneAscent Financial Services LLC 53 - 2024-03-31 72,953 $2,917,000 15,872
   GUGGENHEIM CAPITAL LLC 855 - 2023-12-31 46,122 $1,934,000 6,602
   AMERIPRISE FINANCIAL INC 2821 - 2023-12-31 45,436 $1,906,000 39,467
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1899 - 2024-03-31 32,146 $1,285,000 6,077
   MT LUCAS MANAGEMENT CORP 108 - 2023-12-31 12,900 $541,000 12,900
   CENTAURUS FINANCIAL INC. 351 - 2023-12-31 12,616 $529,000 855
   SCOTIA CAPITAL INC. 579 - 2023-12-31 11,583 $486,000 425
   Kestra Advisory Services LLC 1551 - 2023-12-31 11,250 $472,000 472
   FIXED INCOME SECURITIES INC 910 - 2023-12-31 11,148 $468,000 221
   Towneley Capital Management Inc / DE 34 - 2024-03-31 11,119 $445,000 63
   CITIGROUP INC 2778 - 2023-12-31 8,286 $348,000 1,888
   Private Advisor Group LLC 1776 - 2023-12-31 7,106 $298,000 114
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 566 - 2024-03-31 6,763 $267,000 22
   RFG Advisory Group LLC 645 - 2024-03-31 6,287 $251,000 41
   Global Retirement Partners LLC 907 - 2024-03-31 3,655 $146,000 3
   COMERICA BANK 2407 - 2023-12-31 3,087 $129,000 2,056
   AlphaCentric Advisors LLC 188 - 2024-03-31 2,481 $99,000 626
   Glass Jacobson Investment Advisors llc 308 - 2024-03-31 1,728 $69,000 11
   Coastal Investment Advisors Inc. 740 - 2024-03-31 120 $5,000 120
  27 Records found
  1    
  Page 1 of 1
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