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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
   SEI INVESTMENTS CO 35 - 2024-03-31 14,177,243 $332,597,000 -3,905,298
   ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2 - 2023-12-31 10,839,000 $253,416,000 -214,400
   WELLS FARGO & CO/MN 300 - 2024-03-31 8,024,338 $188,251,000 -20,678
   Municipal Employees Retirement System of Michigan 23 - 2024-03-31 2,241,710 $52,590,000 -921,286
   Atlas Private Wealth Advisors 5 - 2024-03-31 827,645 $19,417,000 -675,619
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 318 - 2024-03-31 661,459 $15,518,000 -63,530
   THRIVENT FINANCIAL FOR LUTHERANS 496 - 2023-12-31 623,036 $14,567,000 -41,888
   FINANCIAL NETWORK 301 - 2023-12-31 524,494 $12,263,000 -36,250
   CFG ASSET MANAGEMENT LLC 27 - 2024-03-31 416,799 $9,778,000 -4,811
   MML INVESTORS SERVICES LLC 380 - 2023-12-31 413,848 $9,676,000 -42,125
   HART & PATTERSON FINANCIAL GROUP LLC 9 - 2024-03-31 304,850 $7,152,000 -74,838
   AIRE ADVISORS LLC 23 - 2023-12-31 254,286 $5,948,000 -19,255
   Crestmont Private Wealth LLC 10 - 2024-03-31 247,983 $5,818,000 -7,629
   PROVISE MANAGEMENT GROUP LLC 59 - 2024-03-31 242,683 $5,693,000 -64,530
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1281 - 2024-03-31 163,859 $3,844,000 -93,347
   ROYAL BANK OF CANADA 2163 - 2023-12-31 145,401 $3,399,000 -6,421
   COMMONWEALTH EQUITY SERVICES LLC. 1520 - 2024-03-31 120,835 $2,835,000 -116,361
   MCF Advisors LLC 38 - 2024-03-31 116,044 $2,722,000 -1,669
   Private Advisor Group LLC 742 - 2024-03-31 98,849 $2,319,000 -50,299
   Nelson Van Denburg & Campbell Wealth Management Gr 144 - 2024-03-31 97,941 $2,298,000 -124,474
   Waterloo Capital L.P. 82 - 2023-12-31 80,467 $1,881,000 -51,958
   STATE STREET CORP 3131 - 2023-12-31 80,000 $1,870,000 -5,000
   SHEETS SMITH & ASSOCIATES INC 115 - 2024-03-31 73,830 $1,732,000 -488
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1010 - 2024-03-31 71,188 $1,670,000 -16,242
   FirstPurpose Wealth LLC 24 - 2024-03-31 70,484 $1,626,000 -103
   DT INVESTMENT PARTNERS, LLC 59 - 2023-12-31 66,916 $1,573,000 -1,025,150
   Constant Guidance Financial LLC 19 - 2024-03-31 67,526 $1,565,000 -32,638
   STOCK YARDS BANK & TRUST CO 196 - 2024-03-31 66,269 $1,555,000 -32,951
   Stonebridge Financial Planning Group LLC 33 - 2023-12-31 64,278 $1,503,000 -47,950
   Bell Investment Advisors Inc 40 - 2024-03-31 60,206 $1,412,000 -1,258
   Optas LLC 43 - 2024-03-31 60,082 $1,409,000 -163
   Hennion & Walsh Asset Management Inc. 336 - 2024-03-31 60,001 $1,408,000 -19,284
   Herold Advisors Inc. 86 - 2024-03-31 59,047 $1,385,000 -110
   BURNS WEALTH MANAGEMENT, INC. 244 - 2024-03-31 53,258 $1,249,000 -24,141
   JANE STREET GROUP LLC 3015 - 2023-12-31 50,000 $1,169,000 -7,116,495
   Stratos Wealth Partners LTD. 594 - 2024-03-31 48,143 $1,129,000 -7,762
   Delta Investment Management LLC 65 - 2024-03-31 45,253 $1,062,000 -697
   HIGHTOWER ADVISORS, LLC 1747 - 2024-03-31 44,693 $1,046,000 -47,094
   Brown Financial Advisory 15 - 2024-03-31 43,384 $1,018,000 -3,103
   Trilogy Capital Inc. 153 - 2024-03-31 41,920 $983,000 -3,313
   WCG Wealth Advisors LLC 208 - 2023-12-31 40,670 $951,000 -14,524
   CENTAURUS FINANCIAL INC. 247 - 2023-12-31 40,004 $935,000 -14,591
   Vantage Financial Partners LLC 49 - 2024-03-31 39,771 $933,000 -248
   Collaborative Wealth Managment Inc. 59 - 2024-03-31 33,879 $795,000 -938
   Feltz Wealth PLAN Inc. 180 - 2024-03-31 26,541 $623,000 -497
   BP WEALTH MANAGEMENT LLC 447 - 2023-12-31 24,349 $569,000 -7,900
   Jackson Creek Investment Advisors LLC 242 - 2024-03-31 22,286 $523,000 -3,782
   GPS Wealth Strategies Group LLC 172 - 2024-03-31 18,091 $424,000 -402
   Kestra Advisory Services LLC 1628 - 2023-12-31 17,606 $412,000 -6,499
   Teamwork Financial Advisors LLC 128 - 2024-03-31 15,952 $374,000 -12,927
   MONECO Advisors LLC 284 - 2024-03-31 14,981 $351,000 -6,666
   Envestnet Portfolio Solutions Inc. 1278 - 2024-03-31 14,898 $350,000 -1,922
   Financial Advocates Investment Management 543 - 2024-03-31 14,667 $344,000 -320
   Gladstone Institutional Advisory LLC 500 - 2023-12-31 14,213 $332,000 -100
   INSTRUMENTAL WEALTH LLC - 2023-12-31 13,945 $325,000 -22
   Orion Portfolio Solutions LLC 1497 - 2024-03-31 11,369 $267,000 -11,053
   MERCER GLOBAL ADVISORS INC /ADV 1744 - 2023-12-31 10,073 $236,000 -493
   BENJAMIN EDWARDS INC 356 - 2024-03-31 7,260 $170,000 -406
   WFA of San Diego LLC 100 - 2023-09-30 5,393 $121,000 -833
   IFP Advisors Inc 1212 - 2023-12-31 4,362 $102,000 -10,707
   Geneos Wealth Management Inc. 845 - 2024-03-31 4,308 $101,000 -5,223
   HARBOUR INVESTMENTS INC. 1138 - 2023-12-31 4,235 $99,000 -827
   WHITTIER TRUST CO 803 - 2024-03-31 3,895 $91,000 -555
   Aptus Capital Advisors LLC 614 - 2023-12-31 3,906 $91,000 -49
   Householder Group Estate & Retirement Specialist L 649 - 2024-03-31 994 $23,000 -1,353
   HHM Wealth Advisors LLC 403 - 2023-12-31 880 $21,000 -245
   FMR LLC 4776 - 2023-12-31 1 $0 -50
  67 Records found
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