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Get Institutions for : 
Spdr Bofa Merrill Lynch Crossover Corporate Bond (XOVR)  
$23.17 0.00 (0.00%) 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
   STATE OF NEW JERSEY COMMON PENSION FUND D 36 - 2024-03-31 5,940,000 $139,352,000 3,140,000
   BANK OF AMERICA CORP /DE/ 790 - 2023-12-31 4,876,996 $114,024,000 4,549,443
   NEPC LLC 6 - 2023-12-31 3,999,669 $93,512,000 88,323
   AMERIPRISE FINANCIAL INC 577 - 2023-12-31 3,637,411 $85,047,000 1,166,484
   LPL FINANCIAL CORP 396 - 2024-03-31 3,371,254 $79,090,000 564,647
   Wright Fund Managment LLC 7 - 2024-03-31 3,038,304 $71,279,000 1,024,228
   Advisory Alpha LLC 8 - 2024-03-31 2,815,982 $66,063,000 2,568,757
   MORGAN STANLEY 1490 - 2023-12-31 2,717,288 $63,530,000 866,649
   NEUBERGER BERMAN GROUP LLC 395 - 2023-12-31 2,398,395 $56,074,000 2,189,093
   Kensington Asset Management LLC 9 - 2024-03-31 2,356,400 $55,281,000 131,600
   US BANCORP 197 - 2024-03-31 1,949,943 $45,746,000 1,735,553
   Capital Analysts Inc. 8 - 2023-12-31 1,755,989 $41,055,000 41,750
   W. E. Donoghue & Co. LLC 1 - 2024-03-31 1,323,931 $31,059,000 109,141
   ENVESTNET ASSET MANAGEMENT INC 858 - 2023-12-31 1,202,927 $28,124,000 641,004
   GREAT VALLEY ADVISOR GROUP INC. 23 - 2024-03-31 1,098,021 $25,760,000 239,805
   CWM LLC 163 - 2024-03-31 1,088,041 $25,525,000 140,457
   Advisor Group Holdings Inc. 422 - 2024-03-31 824,020 $19,332,000 376,777
   Kohmann Bosshard Financial Services LLC 9 - 2024-03-31 770,456 $18,075,000 65,482
   Syntegra Private Wealth Group LLC 11 - 2024-03-31 768,487 $18,029,000 13,806
   One Capital Management LLC 45 - 2024-03-31 658,121 $15,440,000 13,812
   Hilltop Partners LLC 3 - 2023-12-31 659,139 $15,411,000 148,528
   BENJAMIN F. EDWARDS & COMPANY INC. 105 - 2024-03-31 627,849 $14,729,000 46,746
   Bensler LLC 14 - 2024-03-31 616,049 $14,453,000 138,776
   BB&T CORP 577 - 2023-12-31 463,177 $10,829,000 440,314
   HORIZON FINANCIAL SERVICES LLC 5 - 2024-03-31 340,059 $7,978,000 310,092
   AE Wealth Management LLC 471 - 2023-12-31 313,859 $7,363,000 160,833
   PMFM INC. 21 - 2023-12-31 277,629 $6,491,000 13,590
   Winthrop Capital Management LLC 12 - 2024-03-31 275,425 $6,461,000 6,103
   RENAISSANCE TECHNOLOGIES LLC 1197 - 2023-12-31 274,100 $6,408,000 211,200
   RAYMOND JAMES & ASSOCIATES 1430 - 2024-03-31 264,893 $6,214,000 21,875
   Strategic Financial Planning Inc. 8 - 2024-03-31 247,248 $5,800,000 4,675
   FLAGSHIP HARBOR ADVISORS LLC 60 - 2024-03-31 246,916 $5,793,000 166,279
   Equitable Holdings Inc. 207 - 2023-12-31 231,768 $5,419,000 140,741
   Financial Architects LLC 13 - 2024-03-31 179,030 $4,200,000 10,500
   HORIZON INVESTMENT SERVICES LLC 15 - 2024-03-31 165,097 $3,873,000 44,814
   Atria Wealth Solutions Inc. 405 - 2023-12-31 151,861 $3,550,000 3,664
   DFPG INVESTMENTS INC. 94 - 2023-12-31 151,061 $3,511,000 18,004
   Farther Finance Advisors LLC 82 - 2023-12-31 143,736 $3,361,000 90,044
   OHE FINANCIAL INC 42 - 2023-12-31 138,667 $3,242,000 77,063
   UBS Group AG 2408 - 2023-12-31 135,823 $3,176,000 128,604
   FLC Capital Advisors 32 - 2024-03-31 134,841 $3,163,000 1,533
   Revisor Wealth Management LLC 15 - 2024-03-31 135,034 $3,163,000 49,349
   Perigon Wealth Management LLC 197 - 2024-03-31 130,314 $3,057,000 59,072
   CITIGROUP INC 1513 - 2024-03-31 126,732 $2,973,000 33,797
   STIFEL FINANCIAL CORP 1412 - 2023-12-31 125,858 $2,943,000 9,527
   IOWA STATE BANK 57 - 2024-03-31 123,196 $2,890,000 19,593
   McNaughton Wealth Management LLC 21 - 2024-03-31 120,454 $2,826,000 5,075
   CYNOSURE MANAGEMENT LLC 33 - 2024-03-31 119,736 $2,806,000 8,153
   ARVEST INVESTMENTS INC. 46 - 2024-03-31 118,532 $2,781,000 9,983
   RFG Advisory Group LLC 180 - 2024-03-31 114,089 $2,677,000 1,985
   Leading Edge Financial Planning LLC 14 - 2024-03-31 113,479 $2,662,000 30,385
   Sunesis Advisors LLC 14 - 2024-03-31 113,434 $2,661,000 32,395
   MULTIFINANCIAL SECURITIES CORP 425 - 2023-12-31 113,021 $2,642,000 35,931
   APPLETON PARTNERS INC/MA 102 - 2024-03-31 109,045 $2,558,000 3,623
   SCHRODER INVESTMENT MANAGEMENT GROUP 811 - 2023-12-31 109,251 $2,554,000 93,300
   Goss Wealth Management LLC 574 - 2023-12-31 108,548 $2,537,000 58,553
   HF Advisory Group LLC 14 - 2024-03-31 107,632 $2,525,000 4,163
   STERNECK CAPITAL MANAGEMENT, LLC 21 - 2024-03-31 102,316 $2,400,000 8,380
   MARINER WEALTH ADVISORS, LLC 984 - 2023-12-31 99,306 $2,322,000 13,826
   Impact Partnership Wealth LLC 18 - 2023-12-31 97,685 $2,284,000 97,292
   Nikulski Financial Inc. 43 - 2024-03-31 83,306 $1,954,000 1,831
   Garrett Investment Advisors LLC 116 - 2024-03-31 71,094 $1,668,000 12,058
   VisionPoint Advisory Group LLC 41 - 2024-03-31 70,345 $1,650,000 70,259
   Simplicity WealthLLC 401 - 2024-03-31 67,004 $1,572,000 51,253
   FOSTER & MOTLEY INC 174 - 2024-03-31 65,797 $1,544,000 177
   Brookstone Capital Management 414 - 2024-03-31 59,757 $1,402,000 2,387
   Keystone Wealth Services LLC 58 - 2024-03-31 55,101 $1,293,000 934
   H D Vest Advisory Services 674 - 2024-03-31 52,627 $1,235,000 12,240
   Global Retirement Partners LLC 328 - 2024-03-31 50,435 $1,183,000 1,083
   Fiduciary Alliance LLC 87 - 2024-03-31 49,501 $1,150,000 14,255
   Redwood Financial Network Corp 29 - 2024-03-31 47,451 $1,113,000 10,461
   CREATIVE FINANCIAL DESIGNS INC /ADV 158 - 2024-03-31 46,499 $1,091,000 46
   Paradigm Financial Partners LLC 107 - 2023-12-31 43,032 $1,006,000 7,958
   Index Fund Advisors Inc. 35 - 2023-12-31 42,801 $1,001,000 22,800
   FOUNDERS FINANCIAL SECURITIES LLC 165 - 2024-03-31 42,632 $1,000,000 11,361
   CARY STREET PARTNERS ASSET MANAGEMENT LLC 112 - 2024-03-31 38,860 $912,000 5,849
   Csenge Advisory Group 290 - 2024-03-31 37,108 $871,000 4,334
   Exchange Bank 42 - 2024-03-31 33,739 $792,000 1,602
   NATIONAL ASSET MANAGEMENT, INC. 602 - 2023-12-31 33,641 $787,000 13,888
   Sawtooth Asset Management Inc. 531 - 2023-12-31 32,356 $756,000 3,768
   PARK AVENUE SECURITIES LLC 821 - 2024-03-31 29,600 $694,000 2,760
   Edmonds Duncan Registered Investment Advisors LLC 60 - 2024-03-31 29,242 $686,000 838
   Aspire Private Capital LLC 95 - 2024-03-31 28,674 $673,000 12,994
   Coppell Advisory Solutions Corp. 108 - 2023-03-31 29,660 $673,000 28,872
   COMERICA BANK 1801 - 2023-12-31 24,647 $576,000 13,550
   Continuum Advisory LLC 268 - 2023-12-31 23,348 $546,000 9,297
   Western Wealth Management LLC 361 - 2024-03-31 21,860 $513,000 1,284
   PRINCIPAL SECURITIES INC. 657 - 2024-03-31 21,482 $504,000 8,951
   TRIAD FINANCIAL ADVISORS INC. 51 - 2023-09-30 20,751 $465,000 1,036
   Qube Research & Technologies Ltd 2001 - 2023-12-31 19,812 $463,000 11,968
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 111 - 2024-03-31 19,721 $463,000 10,038
   FSB PREMIER WEALTH MANAGEMENT INC. 98 - 2024-03-31 19,596 $460,000 2,202
   Donald L. Hagan LLC 73 - 2024-03-31 19,242 $451,000 8,772
   FIXED INCOME SECURITIES INC 925 - 2023-12-31 19,157 $448,000 161
   Cetera Investment Advisers 1561 - 2023-12-31 18,422 $431,000 18,422
   TOWNSQUARE CAPITAL LLC 855 - 2023-12-31 15,806 $370,000 722
   Sowell Financial Services LLC 488 - 2024-03-31 15,440 $362,000 798
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 520 - 2024-03-31 15,267 $358,000 5,740
   OLD MISSION CAPITAL LLC 701 - 2023-12-31 15,204 $355,000 15,204
   Austin Private Wealth LLC 152 - 2024-03-31 15,212 $353,000 331
  100 Records found
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