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Get Institutions for : 
Spdr Brcly Cap 1-3 Mnth Tb (BIL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 975    31
Total shares held : 
 202,881,228  
% of shares held : 
 22.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   73  
Amount of shares held : 
 18,871,570  
% of shares held change : 
   2.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
107
 2,969,555
 1.46%
 
Increased Positions :
407
 37,709,544
 18.59%
 
Unchanged Positions :
96
 2,007,960
 0.99%
 
Decreased Positions :
365
-18,757,973
-9.25%
 
Closed Positions :
76
-3,049,556
-1.5%
 
Guru Positions :
2
115,063
 0.06%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 158 - 2024-06-30 17,108,759 $1,570,242,000 2,767,731
   BANK OF AMERICA CORP /DE/ 151 - 2024-06-30 16,301,132 $1,496,118,000 359,321
   LPL FINANCIAL CORP 41 - 2024-06-30 9,965,407 $914,625,000 590,240
   ENVESTNET ASSET MANAGEMENT INC 72 - 2024-06-30 7,547,084 $692,671,000 609,516
   UBS Group AG 102 - 2024-06-30 6,876,830 $631,155,000 -1,303,490
   Capital Wealth Planning LLC 2 - 2024-06-30 5,882,454 $539,892,000 954,437
   WELLS FARGO & CO/MN 151 - 2024-06-30 5,772,497 $529,800,000 38,289
   BB&T CORP 24 - 2024-06-30 5,215,772 $478,704,000 -860,293
   ROYAL BANK OF CANADA 170 - 2024-06-30 5,114,637 $469,420,000 202,414
   STIFEL FINANCIAL CORP 54 - 2024-06-30 4,471,729 $410,416,000 51,035
   CAPTRUST FINANCIAL ADVISORS 19 - 2024-06-30 3,757,455 $344,859,000 -3,144,938
   Cetera Investment Advisers 19 - 2024-06-30 3,150,778 $289,179,000 -154,746
   CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 197 - 2024-06-30 3,026,590 $277,690,000 -386,876
   Advisor Group Holdings Inc. 22 - 2024-06-30 2,825,877 $259,396,000 -11,008
   Beacon Capital Management Inc. 1 - 2024-06-30 2,226,873 $204,382,000 4,182
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 8 - 2024-06-30 2,139,517 $196,524,000 500,411
   AMERIPRISE FINANCIAL INC 351 - 2024-06-30 1,975,474 $181,303,000 -678,343
   OPPENHEIMER ASSET MANAGEMENT INC 3 - 2024-06-30 1,959,988 $179,888,000 180,139
   CWM LLC 25 - 2024-06-30 1,840,039 $168,879,000 -49,235
   SEI INVESTMENTS CO 81 - 2024-06-30 1,718,958 $157,766,000 -13,693
   PARTNERS CAPITAL INVESTMENT GROUP LLP 9 - 2024-06-30 1,660,913 $152,394,000 451,358
   Foundations Investment Advisors LLC 3 - 2024-06-30 1,514,445 $138,996,000 132,098
   Howard Capital Management Inc. 4 - 2024-06-30 1,498,389 $137,517,000 20,378
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 103 - 2024-06-30 1,479,191 $135,760,000 87,318
   FINANCIAL NETWORK 22 - 2024-03-31 1,304,553 $119,758,000 -984,085
   MULTIFINANCIAL SECURITIES CORP 10 - 2024-03-31 1,272,514 $116,817,000 777,744
   CREATIVE PLANNING 82 - 2024-06-30 1,181,881 $108,473,000 89,794
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 32 - 2024-06-30 1,174,480 $107,794,000 112,657
   Oakmont Partners LLC 5 - 2024-06-30 1,105,864 $101,496,000 274,630
   RAYMOND JAMES & ASSOCIATES 254 - 2024-06-30 1,069,510 $98,160,000 21,181
   Impact Partnership Wealth LLC 1 - 2024-06-30 1,065,542 $97,795,000 603,258
   PIERSHALE FINANCIAL GROUP, INC. 1 - 2023-06-30 981,076 $90,082,000 -300,463
   Carrera Capital Advisors 1 - 2024-06-30 968,263 $88,867,000 0
   SANDHILL CAPITAL PARTNERS LLC 1 - 2024-06-30 895,996 $82,235,000 -972,161
   RENAISSANCE TECHNOLOGIES LLC 165 - 2024-06-30 849,100 $77,930,000 0
   BLACKROCK INC. 2159 - 2024-06-30 840,914 $77,179,000 806,589
   EAGLE CAPITAL MANAGEMENT LLC 30 - 2024-06-30 831,507 $76,316,000 -1,809,527
   MBL Wealth LLC 2 - 2024-06-30 816,564 $74,944,000 -240,093
   ADVISORY SERVICES NETWORK, LLC 7 - 2024-06-30 796,225 $73,077,000 53,248
   Private Advisor Group LLC 31 - 2024-06-30 794,532 $72,922,000 97,910
   J P MORGAN CHASE & CO 1000 - 2024-06-30 751,084 $68,935,000 331,117
   Cypress Capital LLC 1 - 2024-06-30 747,415 $68,598,000 -61,834
   Abich Financial Wealth Management LLC 1 - 2024-06-30 713,950 $65,526,000 432,525
   BANK OF NOVA SCOTIA / 122 - 2024-06-30 700,676 $64,152,000 567,324
   MARINER WEALTH ADVISORS, LLC 152 - 2024-06-30 698,939 $64,149,000 60,967
   AXXCESS WEALTH MANAGEMENT LLC 6 - 2024-06-30 697,430 $64,010,000 72,713
   STATE BANK & TRUST 5 - 2024-06-30 682,131 $62,606,000 -46,301
   COMMONWEALTH EQUITY SERVICES LLC. 201 - 2024-06-30 658,749 $60,460,000 127,368
   Synergy Financial Management LLC 1 - 2024-06-30 642,407 $58,960,000 186,871
   Delta Investment Management LLC 1 - 2024-06-30 639,381 $58,682,000 411,527
   3EDGE Asset Management LP 7 - 2024-06-30 623,966 $57,268,000 544,825
   Capital Asset Advisory Services LLC 4 - 2024-06-30 623,455 $57,052,000 65,189
   Twelve Points Wealth Management LLC 1 - 2024-06-30 620,487 $56,948,000 -62,220
   Capital Investment Advisory Services LLC 1 - 2024-06-30 607,477 $55,754,000 -151,264
   Hibernia Wealth Partners LLC 1 - 2024-06-30 597,374 $54,827,000 305,348
   One Capital Management LLC 9 - 2024-06-30 595,463 $54,652,000 83,729
   SCHARF INVESTMENTS, LLC 25 - 2024-06-30 582,268 $53,441,000 238,582
   12th Street Asset Management Company LLC 2 - 2024-06-30 575,380 $52,808,000 232,986
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 174 - 2024-06-30 568,447 $52,172,000 -944,115
   Sollinda Capital Management LLC 1 - 2024-06-30 561,212 $51,508,000 -438,856
   HSBC HOLDINGS PLC 424 - 2024-06-30 545,860 $50,099,000 61,850
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 133 - 2024-06-30 543,480 $49,881,000 53,409
   CENTAURUS FINANCIAL INC. 2 - 2024-03-31 531,682 $48,808,000 -12,774
   Orion Portfolio Solutions LLC 30 - 2024-06-30 526,400 $48,313,000 133,409
   Jenkins Wealth 1 *New 2022-12-31 505,520 $46,240,000 505,520
   Global Retirement Partners LLC 9 - 2024-06-30 499,571 $45,851,000 47,301
   Envestnet Portfolio Solutions Inc. 74 - 2024-06-30 496,610 $45,579,000 19,473
   FMR LLC 1335 - 2024-06-30 496,335 $45,554,000 494,391
   HIGHTOWER ADVISORS, LLC 289 - 2024-06-30 482,566 $44,270,000 94,874
   Acorns Advisers LLC 11 - 2024-06-30 482,060 $44,243,000 12,825
   Atria Wealth Solutions Inc. 31 - 2024-06-30 480,706 $44,119,000 -88,414
   Baird Financial Group Inc. 214 - 2024-06-30 477,796 $43,852,000 8,810
   Miracle Mile Advisors LLC 27 - 2024-06-30 469,651 $43,105,000 216,857
   LAKE STREET ADVISORS GROUP LLC 12 - 2024-06-30 457,245 $41,966,000 457,245
   EP WEALTH ADVISORS, INC. 59 - 2024-06-30 446,544 $40,984,000 -28,753
   Jordan Park Group LLC 9 - 2024-06-30 433,461 $39,783,000 -10,430
   TECTONIC ADVISORS LLC 7 - 2024-06-30 424,972 $39,004,000 41,791
   BANK OF MONTREAL /CAN/ 512 - 2024-06-30 413,747 $37,957,000 269,777
   Northstar Group Inc. 3 - 2024-06-30 413,509 $37,952,000 67,160
   THRIVENT FINANCIAL FOR LUTHERANS 309 - 2024-06-30 410,581 $37,683,000 32,894
   IWAMOTO KONG & CO INC 4 - 2024-06-30 382,419 $35,098,000 2,837
   MERCER GLOBAL ADVISORS INC /ADV 127 - 2024-06-30 710,240 $34,987,000 -101
   EQIS CAPITAL MANAGEMENT, INC. 2 - 2024-06-30 370,135 $33,971,000 -155,249
   Sawtooth Asset Management Inc. 19 - 2023-12-31 369,763 $33,793,000 173,115
   Rockefeller Capital Management L.P. 200 - 2024-06-30 367,674 $33,745,000 193,377
   Weaver Capital Management LLC 1 - 2024-06-30 365,006 $33,500,000 44,596
   Brookstone Capital Management 38 - 2024-06-30 364,555 $33,404,000 -141,820
   MML INVESTORS SERVICES LLC 167 - 2024-06-30 363,440 $33,357,000 46,367
   Alethea Capital Management LLC 2 - 2024-06-30 360,028 $33,043,000 119,471
   MILLENNIUM MANAGEMENT LLC 722 - 2024-06-30 359,833 $33,025,000 -747,629
   NATIXIS ASSET MANAGEMENT ADVISORS LP 277 *New 2024-06-30 352,356 $32,339,000 352,356
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 72 - 2024-06-30 345,506 $31,711,000 51,429
   Fortis Group Advisors LLC 1 - 2024-06-30 342,037 $31,392,000 -59,036
   BCJ Capital Management LLC 5 - 2024-06-30 335,920 $30,831,000 -254
   PACIFIC CAPITAL WEALTH ADVISORS INC 4 - 2024-06-30 322,783 $29,625,000 154,844
   H D Vest Advisory Services 71 - 2024-06-30 322,297 $29,580,000 200,917
   Bridgewealth Advisory Group LLC 1 - 2024-06-30 321,826 $29,537,000 -22,935
   Federation des caisses Desjardins du Quebec 114 - 2024-06-30 314,732 $28,886,000 -9,216
   CITIGROUP INC 517 - 2024-06-30 313,849 $28,805,000 -20,900
   Parkwood LLC 3 - 2024-06-30 313,500 $28,773,000 -10,500
  100 Records found
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