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Get Institutions for : 
Spdr Brcly Cap Shrt Trm Mu (SHM)  
$47.10 0.07 (0.15%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 410    5
Total shares held : 
 81,455,290  
% of shares held : 
 78.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -72  
Amount of shares held : 
 2,689,716  
% of shares held change : 
   2.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $46.12  
Last Quarter's Ending Price : 
 $47.79  
Last Quarter's Average Price : 
 $46.91  
Change from last quarter's     
avg. price to the last closing  : 
0.19 (0.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
38
 624,830
 0.77%
 
Increased Positions :
118
 10,086,275
 12.38%
 
Unchanged Positions :
69
 1,352,999
 1.66%
 
Decreased Positions :
185
-7,587,240
-9.31%
 
Closed Positions :
43
-434,149
-0.53%
 
Guru Positions :
1
16,965
 0.02%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 253 - 2023-12-31 14,734,545 $704,164,000 -92,144
   GOLDMAN SACHS GROUP INC/ 176 - 2023-12-31 10,491,063 $501,368,000 5,124,463
   WELLS FARGO & CO/MN 182 - 2023-12-31 8,086,042 $386,432,000 591,194
   ENVESTNET ASSET MANAGEMENT INC 142 - 2023-12-31 6,585,255 $314,709,000 -1,457,498
   MORGAN STANLEY 635 - 2023-12-31 5,742,672 $274,442,000 -109,866
   MERCER GLOBAL ADVISORS INC /ADV 49 - 2023-12-31 3,060,707 $146,271,000 -245,881
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68 - 2023-12-31 2,780,157 $132,873,000 643,593
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 15 - 2023-12-31 2,585,361 $123,554,000 -1,611,974
   JANE STREET GROUP LLC 108 - 2023-12-31 2,474,158 $118,240,000 1,477,300
   PNC FINANCIAL SERVICES GROUP INC 184 - 2023-12-31 1,786,164 $85,361,000 -32,101
   COMMONWEALTH EQUITY SERVICES LLC. 147 - 2023-12-31 1,518,449 $72,567,000 -196,879
   FINANCIAL ENGINES ADVISORS L.L.C. 51 - 2023-12-31 766,963 $36,653,000 2,547
   Quent Capital LLC 3 - 2023-12-31 747,170 $35,707,000 -2,857
   LPL FINANCIAL CORP 628 - 2023-12-31 729,558 $34,866,000 -26,564
   J P MORGAN CHASE & CO 1331 - 2023-12-31 646,090 $30,877,000 -270,052
   UBS Group AG 975 - 2023-12-31 544,272 $26,011,000 22,953
   HTLF Bank 7 - 2023-12-31 480,625 $22,969,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 297 - 2024-03-31 475,882 $22,576,000 21,739
   Wealthcare Advisory Partners LLC 31 - 2024-03-31 452,563 $21,470,000 53,380
   SEI INVESTMENTS CO 542 - 2023-12-31 445,225 $21,277,000 -463,004
   STIFEL FINANCIAL CORP 497 - 2023-12-31 439,325 $20,995,000 -65,263
   H D Vest Advisory Services 82 - 2023-12-31 424,599 $20,292,000 20,349
   OLD NATIONAL BANCORP /IN/ 44 - 2024-03-31 393,997 $18,691,000 -23,247
   DUBUQUE BANK & TRUST CO 9 - 2023-09-30 390,306 $18,044,000 12,042
   BB&T CORP 450 - 2023-12-31 359,606 $17,186,000 -46,132
   Prime Capital Investment Advisors LLC - 2023-12-31 349,986 $16,726,000 335,021
   RENAISSANCE TECHNOLOGIES LLC 743 - 2023-12-31 316,600 $15,130,000 316,600
   Advisor Group Holdings Inc. 585 - 2023-12-31 312,547 $14,937,000 -130,116
   CAPRIN ASSET MANAGEMENT LLC /ADV 1 - 2022-12-31 315,464 $14,821,000 -92,135
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 19 - 2023-12-31 297,659 $14,225,000 -27,926
   CULLEN FROST BANKERS INC 116 - 2023-12-31 289,139 $13,818,000 169,579
   CITIGROUP INC 722 - 2023-12-31 284,201 $13,582,000 12,927
   HANSON MCCLAIN, INC. - 2023-12-31 279,746 $13,369,000 6,517
   Farther Finance Advisors LLC 15 - 2023-12-31 258,124 $12,336,000 227,422
   AMERIPRISE FINANCIAL INC 1617 - 2023-12-31 243,391 $11,665,000 72,412
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 256 - 2023-12-31 231,430 $11,060,000 6,676
   ROYAL BANK OF CANADA 1398 - 2023-12-31 230,183 $11,001,000 -121,948
   Gerber Kawasaki Wealth & Investment Management 38 - 2023-12-31 229,792 $10,982,000 31,923
   ALTFEST L J & CO INC 19 - 2023-12-31 194,796 $9,309,000 -236,460
   EMPIRICAL FINANCIAL SERVICES, LLC 71 - 2023-12-31 175,110 $8,369,000 -22,613
   APCM Wealth Management for Individuals 19 - 2024-03-31 176,192 $8,359,000 60,571
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 831 - 2023-12-31 173,495 $8,291,000 -16,400
   Cetera Investment Advisers 274 - 2023-12-31 170,974 $8,171,000 -18,849
   Beacon Pointe Advisors LLC 187 - 2023-12-31 168,214 $8,039,000 -3,004
   COLONY GROUP LLC 165 - 2023-09-30 166,631 $7,703,000 -5,506
   Quotient Wealth Partners LLC 37 - 2023-12-31 145,412 $6,949,000 0
   Symmetry Partner LLC 40 - 2024-03-31 146,142 $6,933,000 -85,146
   Apella Capital LLC 52 - 2024-03-31 144,463 $6,830,000 4,364
   MARINER WEALTH ADVISORS, LLC 593 - 2023-12-31 138,594 $6,623,000 -13,550
   Foster Group Inc. 37 *New 2024-03-31 136,677 $6,484,000 136,677
   Goss Wealth Management LLC 292 - 2023-12-31 134,738 $6,399,000 -39,849
   Brio Consultants LLC 23 - 2023-12-31 131,113 $6,266,000 -1,394
   GenTrust LLC 39 - 2024-03-31 129,095 $6,124,000 74
   HUNTER ASSOCIATES INC. 21 - 2023-12-31 123,607 $5,911,000 2,700
   RAYMOND JAMES & ASSOCIATES 1422 - 2023-12-31 123,104 $5,883,000 -15,691
   CHATHAM CAPITAL GROUP INC 27 - 2024-03-31 123,450 $5,856,000 -8,800
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2249 - 2023-12-31 119,466 $5,709,000 -11,114
   Strategies Wealth Advisors LLC - 2023-12-31 118,840 $5,679,000 -3,486
   TRANSAMERICA FINANCIAL ADVISORS, INC. 25 - 2023-12-31 118,349 $5,656,000 -4,477
   DAVIDSON INVESTMENT ADVISORS 80 - 2023-12-31 116,866 $5,585,000 -8,228
   Eagle Strategies LLC - 2023-12-31 115,276 $5,509,000 8,018
   CWM LLC 399 - 2024-03-31 115,819 $5,494,000 -256
   MONEYWISE INC. 10 - 2023-12-31 113,181 $5,409,000 -1,555
   Apollon Wealth Management LLC 99 - 2023-12-31 112,128 $5,359,000 92,828
   COLONY GROUP, LLC 225 *New 2023-12-31 111,432 $5,325,000 111,432
   Bridgeworth LLC *New 2023-12-31 110,950 $5,302,000 110,950
   FINANCIAL NETWORK 552 - 2023-12-31 110,140 $5,264,000 11,191
   AUA CAPITAL MANAGEMENT LLC 7 - 2024-03-31 109,375 $5,189,000 -3,289
   Orion Portfolio Solutions LLC 301 - 2023-12-31 106,305 $5,083,000 -913
   Kades & Cheifetz LLC 6 - 2023-12-31 106,192 $5,075,000 -32,631
   HIGHTOWER ADVISORS, LLC 953 - 2023-12-31 105,455 $5,032,000 14,881
   Leisure Capital Management 5 - 2023-12-31 104,130 $4,976,000 -16,573
   Aaron Wealth Advisors - 2023-12-31 102,420 $4,895,000 0
   Johnson Financial Group LLC 13 - 2023-12-31 100,898 $4,822,000 96,021
   STUDIO INVESTMENT MANAGEMENT LLC 22 - 2023-12-31 100,424 $4,799,000 -5,570
   CLS INVESTMENT FIRM LLC 221 - 2022-12-31 98,200 $4,613,000 -441
   M&T BANK CORP 429 - 2023-12-31 95,866 $4,581,000 -12,157
   SMITHFIELD TRUST CO 59 - 2023-12-31 95,547 $4,567,000 -1,618
   HANCOCK HOLDING CO 112 - 2023-12-31 95,153 $4,547,000 -14,790
   Aquire Wealth Advisors LLC 12 - 2023-12-31 93,526 $4,470,000 -1,957
   Paulson Wealth Management Inc. 16 - 2023-12-31 90,807 $4,340,000 -3,696
   COMERICA BANK 766 - 2023-12-31 90,078 $4,305,000 -22,600
   CRESTWOOD ADVISORS LLC 126 - 2023-12-31 89,782 $4,291,000 48,021
   BDO Wealth Advisors LLC 38 - 2023-06-30 91,038 $4,283,000 -311
   Capital Analysts Inc. 90 - 2023-12-31 89,491 $4,277,000 4,405
   WEALTHSOURCE PARTNERS LLC 59 - 2023-12-31 85,120 $4,068,000 -84,717
   KWMG LLC 86 - 2024-03-31 81,650 $3,873,000 2,558
   JAMES INVESTMENT RESEARCH INC 63 - 2023-12-31 80,820 $3,862,000 -2,389
   Detalus Advisors LLC - 2023-12-31 79,671 $3,807,000 -4,761
   KARPUS MANAGEMENT INC 125 - 2023-12-31 78,786 $3,765,000 12,356
   CHESLEY TAFT & ASSOCIATES LLC/IL 100 - 2024-03-31 78,684 $3,733,000 -7,700
   CONFLUENCE INVESTMENT MANAGEMENT LLC 142 - 2024-03-31 75,554 $3,584,000 75,554
   Tilson Financial Group Inc. 16 - 2023-12-31 71,182 $3,402,000 2,604
   EQIS CAPITAL MANAGEMENT, INC. 66 - 2023-12-31 70,213 $3,355,000 -1,488
   MML INVESTORS SERVICES LLC 758 - 2023-12-31 70,078 $3,349,000 41,182
   One Capital Management LLC 130 - 2023-12-31 68,328 $3,265,000 -36,774
   Kestra Advisory Services LLC 605 - 2023-12-31 67,941 $3,247,000 35,573
   FLOW TRADERS U.S. LLC 139 - 2023-12-31 67,917 $3,246,000 15,024
   Steel Peak Wealth Management LLC 115 *New 2024-03-31 67,994 $3,226,000 67,994
   Ameraudi Asset Management Inc. 21 - 2023-12-31 65,712 $3,140,000 0
  100 Records found
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