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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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 68 - 2023-12-31 2,780,157 $132,873,000 643,593
   JANE STREET GROUP LLC 108 - 2023-12-31 2,474,158 $118,240,000 1,477,300
   COMMONWEALTH EQUITY SERVICES LLC. 163 - 2024-03-31 1,534,718 $72,807,000 16,269
   FINANCIAL ENGINES ADVISORS L.L.C. 51 - 2023-12-31 766,963 $36,653,000 2,547
   UBS Group AG 975 - 2023-12-31 544,272 $26,011,000 22,953
   HTLF Bank 7 - 2024-03-31 519,325 $24,637,000 38,700
   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
   H D Vest Advisory Services 82 - 2023-12-31 424,599 $20,292,000 20,349
   DUBUQUE BANK & TRUST CO 9 - 2023-09-30 390,306 $18,044,000 12,042
   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
   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
   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
   Gerber Kawasaki Wealth & Investment Management 38 - 2023-12-31 229,792 $10,982,000 31,923
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 845 - 2024-03-31 188,966 $8,965,000 15,471
   APCM Wealth Management for Individuals 19 - 2024-03-31 176,192 $8,359,000 60,571
   Apella Capital LLC 52 - 2024-03-31 144,463 $6,830,000 4,364
   Brio Consultants LLC 23 - 2024-03-31 135,055 $6,407,000 3,942
   GenTrust LLC 39 - 2024-03-31 129,095 $6,124,000 74
   Apollon Wealth Management LLC 99 - 2023-12-31 112,128 $5,359,000 92,828
   FINANCIAL NETWORK 552 - 2023-12-31 110,140 $5,264,000 11,191
   HIGHTOWER ADVISORS, LLC 953 - 2023-12-31 105,455 $5,032,000 14,881
   Johnson Financial Group LLC 13 - 2023-12-31 100,898 $4,822,000 96,021
   CRESTWOOD ADVISORS LLC 126 - 2023-12-31 89,782 $4,291,000 48,021
   Capital Analysts Inc. 90 - 2023-12-31 89,491 $4,277,000 4,405
   KWMG LLC 86 - 2024-03-31 81,650 $3,873,000 2,558
   Detalus Advisors LLC 17 - 2024-03-31 81,534 $3,868,000 1,863
   KARPUS MANAGEMENT INC 125 - 2023-12-31 78,786 $3,765,000 12,356
   BENJAMIN F. EDWARDS & COMPANY INC. 257 - 2024-03-31 76,743 $3,641,000 51,598
   CONFLUENCE INVESTMENT MANAGEMENT LLC 142 - 2024-03-31 75,554 $3,584,000 75,554
   MML INVESTORS SERVICES LLC 758 - 2023-12-31 70,078 $3,349,000 41,182
   McAdam LLC 62 - 2024-03-31 69,241 $3,285,000 11,002
   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
   HPM Partners LLC - 2023-12-31 63,980 $3,058,000 5,276
   Rockefeller Capital Management L.P. 775 - 2023-12-31 63,774 $3,048,000 21,426
   LWS Wealth Advisors Inc. 24 - 2023-12-31 63,395 $3,030,000 31,072
   MBM Wealth Consultants LLC 13 - 2024-03-31 60,791 $2,884,000 5,342
   CAPTRUST FINANCIAL ADVISORS 763 - 2023-12-31 59,235 $2,831,000 5,017
   First International Bank & Trust 16 - 2024-03-31 57,090 $2,708,000 222
   JFG Wealth Management LLC 13 - 2023-12-31 55,770 $2,665,000 48,214
   McNaughton Wealth Management LLC 22 - 2024-03-31 54,527 $2,587,000 9,552
   IHT Wealth Management LLC 175 - 2023-12-31 54,041 $2,583,000 39,187
   EAGLE GLOBAL ADVISORS LLC 104 - 2023-12-31 53,883 $2,575,000 4,200
   CI Private Wealth LLC 903 - 2023-12-31 52,078 $2,489,000 46,836
   US BANCORP 757 - 2023-12-31 50,867 $2,431,000 2,867
   TELEMUS CAPITAL LLC 94 - 2023-12-31 50,612 $2,419,000 27,050
   Clifford Group LLC 7 - 2023-12-31 48,425 $2,314,000 458
   KESTRA PRIVATE WEALTH SERVICES LLC 326 - 2023-12-31 46,716 $2,233,000 37,278
   Traveka Wealth LLC 28 - 2024-03-31 46,594 $2,210,000 1,355
   PrairieView Partners LLC 48 - 2024-03-31 43,645 $2,071,000 11,186
   Windsor Group LTD 52 - 2023-09-30 44,650 $2,064,000 6
   Premier Path Wealth Partners LLC 68 - 2024-03-31 42,177 $2,019,000 7,388
   Dynamic Advisors Solutions LLC 299 - 2024-03-31 40,971 $1,944,000 4,936
   PARKSIDE FINANCIAL BANK & TRUST 57 - 2023-12-31 39,442 $1,885,000 723
   Oakmont Partners LLC 272 - 2024-03-31 39,359 $1,867,000 19,600
   ALASKA PERMANENT CAPITAL MANAGEMENT 27 - 2024-03-31 38,640 $1,834,000 2,789
   REGAL INVESTMENT ADVISORS, LLC 167 - 2023-12-31 38,252 $1,828,000 1,107
   Boston Standard Wealth Management LLC 19 - 2024-03-31 38,288 $1,816,000 5,296
   CREATIVE PLANNING 1006 - 2023-12-31 33,214 $1,587,000 2,185
   Equitable Holdings Inc. 477 - 2023-12-31 31,961 $1,527,000 3,498
   Brandywine Oak Private Wealth LLC 72 - 2023-12-31 29,320 $1,401,000 16,941
   Steward Partners Investment Advisory LLC 621 - 2023-12-31 28,610 $1,367,000 3,369
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 194 - 2023-12-31 26,231 $1,254,000 591
   MODERA WEALTH MANAGEMENT, LLC 271 - 2023-12-31 24,597 $1,175,000 24,597
   VISION CAPITAL MANAGEMENT INC 73 - 2023-12-31 24,245 $1,159,000 13,590
   Main Street Financial Solutions LLC 156 - 2024-03-31 23,860 $1,132,000 1,814
   WASHINGTON TRUST CO 145 - 2024-03-31 23,553 $1,117,000 2,688
   FREESTONE CAPITAL HOLDINGS, LLC 190 - 2023-12-31 22,478 $1,074,000 10,921
   BROWN WEALTH MANAGEMENT LLC 36 - 2023-12-31 22,386 $1,070,000 2,918
   PRUDENTIAL FINANCIAL INC 1803 - 2023-12-31 21,567 $1,031,000 433
   BSC PRIVATE WEALTH MANAGEMENT LLC 69 - 2023-12-31 21,375 $1,022,000 2,385
   TOWNSQUARE CAPITAL LLC 594 - 2023-12-31 20,994 $1,003,000 3,504
   Mutual Advisors LLC 453 - 2023-12-31 20,248 $968,000 275
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 134 - 2023-12-31 19,074 $912,000 19,074
   Friedenthal Financial 34 - 2024-03-31 18,917 $897,000 323
   COUNTRY CLUB BANK /GFN 203 - 2024-03-31 18,832 $893,000 80
   Financial Strategies Group Inc. 44 - 2024-03-31 18,665 $882,000 509
   Sontag Advisory LLC 331 - 2023-12-31 18,162 $868,000 270
   Versant Capital Management Inc 51 - 2024-03-31 18,071 $857,000 2,297
   IFG Advisory LLC 279 - 2023-12-31 17,608 $841,000 3,182
   KM Capital Management Ltd. 30 - 2023-12-31 17,026 $814,000 194
   BANK OF NEW YORK MELLON CORP 3299 - 2024-03-31 15,032 $713,000 25
   BCS Wealth Management 98 - 2024-03-31 14,671 $696,000 1,646
   Prairiewood Capital LLC 46 - 2024-03-31 14,453 $686,000 1,718
   Mayflower Financial Advisors LLC 179 - 2024-03-31 14,449 $685,000 3
   Strategic Blueprint LLC 317 - 2024-03-31 14,403 $683,000 909
   SAVANT CAPITAL MANAGEMENT INC 498 - 2023-12-31 14,138 $676,000 399
   First Affirmative Financial Network 45 - 2024-03-31 13,645 $647,000 161
   CYPRESS FINANCIAL PLANNING LLC 31 - 2024-03-31 13,299 $631,000 13,299
   MULTIFINANCIAL SECURITIES CORP 1011 - 2023-12-31 12,839 $614,000 696
   BAILARD BIEHL & KAISER INC 413 - 2023-12-31 12,722 $608,000 2,903
   Canvas Wealth Advisors LLC 69 - 2024-03-31 11,751 $555,000 1,142
   Global Retirement Partners LLC 508 - 2024-03-31 11,643 $552,000 3,697
  100 Records found
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