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Get Institutions for : 
Spdr Bofa Merrill Lynch Crossover Corporate Bond (XOVR)  
$23.17 0.05 (0.22%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 251    46
Total shares held : 
 96,552,179  
% of shares held : 
 93.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   87  
Amount of shares held : 
 36,043,748  
% of shares held change : 
   34.82%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.13  
Last Quarter's Ending Price : 
 $23.38  
Last Quarter's Average Price : 
 $22.59  
Change from last quarter's     
avg. price to the last closing  : 
0.58 (2.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
70
 30,865,794
 31.97%
 
Increased Positions :
98
 22,036,806
 22.82%
 
Unchanged Positions :
26
 787,354
 0.82%
 
Decreased Positions :
57
-14,564,710
-15.08%
 
Closed Positions :
24
-2,294,142
-2.38%
 
Guru Positions :
1
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
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 174 *New 2023-12-31 2,274,104 $53,169,000 2,274,104
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 25 *New 2024-03-31 1,422,012 $33,360,000 1,422,012
   Willis Johnson & Associates Inc. 16 *New 2024-03-31 768,561 $18,030,000 768,561
   ING INVESTMENT MANAGEMENT LLC 519 *New 2023-12-31 569,187 $13,308,000 569,187
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 267 *New 2024-03-31 524,979 $12,316,000 524,979
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 102 *New 2023-12-31 446,619 $10,442,000 446,619
   HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 253 *New 2023-12-31 400,000 $9,352,000 400,000
   Vestmark Advisory Solutions Inc. 45 *New 2023-12-31 389,682 $9,111,000 389,682
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1074 *New 2023-12-31 306,000 $7,154,000 306,000
   MANUFACTURERES LIFE INSURANCE CO 1111 *New 2023-12-31 234,949 $5,493,000 234,949
   GenTrust LLC 40 *New 2024-03-31 217,018 $5,091,000 217,018
   HORIZON INVESTMENTS, LLC/SC 82 *New 2023-12-31 190,847 $4,462,000 190,847
   ROGCO LP 16 *New 2024-03-31 133,175 $3,124,000 133,175
   AMERICAN CENTURY COMPANIES INC 1629 *New 2023-12-31 117,245 $2,741,000 117,245
   5th Street Advisors LLC 18 *New 2024-03-31 86,272 $2,024,000 86,272
   Mechanics Financial Corp 24 *New 2024-03-31 75,747 $1,777,000 75,747
   Marmo Financial Group LLC 18 *New 2024-03-31 72,480 $1,700,000 72,480
   Sound Stewardship LLC 23 *New 2024-03-31 67,272 $1,578,000 67,272
   GOLDMAN SACHS GROUP INC/ 3448 *New 2023-12-31 49,618 $1,160,000 49,618
   Fermata Advisors LLC 74 *New 2024-03-31 43,241 $1,014,000 43,241
   Betterment LLC 209 *New 2024-03-31 38,653 $907,000 38,653
   Kingsview Wealth Management LLC 524 *New 2024-03-31 37,698 $884,000 37,698
   PATHSTONE FAMILY OFFICE, LLC 883 *New 2023-09-30 30,000 $673,000 30,000
   PROSPERA FINANCIAL SERVICES 604 *New 2023-12-31 24,955 $583,000 24,955
   Atomi Financial Group Inc. 324 *New 2024-03-31 22,990 $539,000 22,990
   HRT FINANCIAL LLC 1228 *New 2023-12-31 22,325 $521,000 22,325
   Sigma Planning Corp 751 *New 2024-03-31 21,273 $499,000 21,273
   MGO Private Wealth LLC 53 *New 2024-03-31 17,432 $409,000 17,432
   Eudaimonia Partners LLC 169 *New 2024-03-31 16,355 $384,000 16,355
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 797 *New 2023-12-31 16,207 $379,000 16,207
   STEPHENS INC /AR/ 875 *New 2023-12-31 14,994 $351,000 14,994
   Rede Wealth LLC 74 *New 2024-03-31 13,592 $319,000 13,592
   PFG Investments LLC 713 *New 2024-03-31 13,541 $318,000 13,541
   Strategic Blueprint LLC 488 *New 2024-03-31 12,807 $300,000 12,807
   Imprint Wealth LLC 236 *New 2024-03-31 12,297 $286,000 12,297
   Strategic Investment Advisors / MI 223 *New 2024-03-31 11,685 $274,000 11,685
   Hutchens & Kramer Investment Management Group LLC 112 *New 2024-03-31 11,537 $268,000 11,537
   Scott Capital Advisors LLC 42 *New 2024-03-31 11,250 $262,000 11,250
   NATIONAL BANK OF CANADA /FI/ 1248 *New 2023-12-31 10,330 $241,000 10,330
   CALAMOS ADVISORS LLC 535 *New 2024-03-31 9,644 $226,000 9,644
   KFG WEALTH MANAGEMENT LLC 147 *New 2024-03-31 9,413 $221,000 9,413
   Kingdom Financial Group LLC. 68 *New 2023-12-31 9,468 $221,000 9,468
   Keystone Financial Group 319 *New 2024-03-31 9,175 $215,000 9,175
   InterOcean Capital Group LLC 430 *New 2023-12-31 8,730 $204,000 8,730
   Sunbelt Securities Inc. 582 *New 2024-03-31 6,868 $161,000 6,868
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1651 *New 2023-12-31 5,760 $135,000 5,760
   Carmichael Hill & Associates Inc. 211 *New 2024-03-31 5,043 $118,000 5,043
   Ahrens Investment Partners LLC 310 *New 2023-03-31 2,339 $54,000 2,339
   Fairman Group LLC 97 *New 2024-03-31 2,150 $50,000 2,150
   Cape Investment Advisory Inc. 421 *New 2023-12-31 1,486 $35,000 1,486
   Hartland & Co. LLC 837 *New 2023-12-31 1,428 $33,000 1,428
   Atlantic Trust Group LLC 1888 *New 2024-03-31 1,249 $29,000 1,249
   Headlands Technologies LLC 995 *New 2024-03-31 557 $13,000 557
   Goodwin Investment Advisory 127 *New 2024-03-31 547 $13,000 547
   MASSMUTUAL TRUST CO FSB/ADV 975 *New 2024-03-31 500 $12,000 500
   RICHARDSON FINANCIAL SERVICES INC. 353 *New 2024-03-31 517 $12,000 517
   Rocky Mountain Advisers LLC 211 *New 2024-03-31 450 $11,000 450
   Sage Mountain Advisors LLC 396 *New 2024-03-31 362 $8,000 362
   SIGNATUREFD, LLC 2545 *New 2024-03-31 220 $5,000 220
   BNP PARIBAS ARBITRAGE SA 2917 *New 2024-03-31 161 $4,000 161
   First Command Advisory Services Inc. 433 *New 2024-03-31 110 $3,000 110
   GRADIENT INVESTMENTS LLC 830 *New 2024-03-31 64 $2,000 64
   Global Wealth Strategies & Associates 295 *New 2024-03-31 28 $1,000 28
   Smartleaf Asset Management LLC 1658 *New 2024-03-31 19 $0 19
  64 Records found
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