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Get Institutions for : 
Spdr Brcly Cap Shrt Trm Mu (SHM)  
$47.18 0.08 (0.17%) as of 4:30 Fri 5/3


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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  : 
0.27 (0.58%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Foster Group Inc. 37 *New 2024-03-31 136,677 $6,484,000 136,677
   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
   Steel Peak Wealth Management LLC 115 *New 2024-03-31 67,994 $3,226,000 67,994
   SYKON CAPITAL LLC 37 *New 2023-12-31 50,612 $2,419,000 50,612
   Legacy Financial Advisors Inc. 59 *New 2023-12-31 30,019 $1,435,000 30,019
   DAVIDSON D A & CO 744 *New 2023-12-31 18,815 $899,000 18,815
   LEUCADIA NATIONAL CORP -- Notable Guru -- 643 *New 2023-12-31 16,965 $811,000 16,965
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 286 *New 2024-03-31 16,204 $769,000 16,204
   HAVERFORD TRUST CO 241 *New 2023-12-31 15,519 $742,000 15,519
   Lakeview Capital Partners LLC 240 *New 2023-12-31 9,931 $475,000 9,931
   Redhawk Wealth Advisors Inc. 188 *New 2023-12-31 9,134 $437,000 9,134
   ADVISORS CAPITAL MANAGEMENT LLC 370 *New 2023-12-31 8,406 $402,000 8,406
   Ascent Group LLC 398 *New 2023-12-31 7,318 $349,000 7,318
   Green Harvest Asset Management LLC 152 *New 2023-12-31 6,807 $325,000 6,807
   Atria Wealth Solutions Inc. 1464 *New 2023-12-31 6,457 $309,000 6,457
   CITIZENS & NORTHERN CORP 101 *New 2023-12-31 5,732 $274,000 5,732
   GREAT VALLEY ADVISOR GROUP INC. 610 *New 2023-12-31 5,564 $265,000 5,564
   Arete Wealth Advisors LLC 584 *New 2023-12-31 5,514 $264,000 5,514
   CAPITAL ADVISORS INC/OK 269 *New 2024-03-31 5,105 $242,000 5,105
   HRT FINANCIAL LLC 1603 *New 2023-12-31 4,398 $210,000 4,398
   YHB INVESTMENT ADVISORS, INC. 288 *New 2024-03-31 3,675 $174,000 3,675
   Running Point Capital Advisors LLC 114 *New 2023-12-31 1,371 $66,000 1,371
   BENJAMIN EDWARDS INC 494 *New 2024-03-31 896 $43,000 896
   WOODMONT INVESTMENT COUNSEL LLC 320 *New 2024-03-31 424 $20,000 424
   Penserra Capital Management LLC 1084 *New 2023-12-31 155 $7,000 155
   FSA Wealth Management LLC 538 *New 2023-12-31 40 $2,000 40
   TOWER RESEARCH CAPITAL LLC 5726 *New 2023-12-31 9 $0 9
   WHITE BAY PT LLC 619 *New 2023-12-31 1 $0 1
  29 Records found
  1    
  Page 1 of 1
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