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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
   HUNTER ASSOCIATES INC. 24 - 2024-03-31 123,607 $5,869,000 0
   Aaron Wealth Advisors 22 - 2024-03-31 102,420 $4,859,000 0
   Ameraudi Asset Management Inc. 21 - 2023-12-31 65,712 $3,140,000 0
   Transcendent Capital Group LLC 35 - 2024-03-31 29,976 $1,433,000 0
   Strategic Family Wealth Counselors L.L.C. 42 - 2023-12-31 28,889 $1,381,000 0
   Curbstone Financial Management Corp 93 - 2024-03-31 25,000 $1,186,000 0
   INVESTMENT PARTNERS LTD /OH/ /ADV 60 - 2024-03-31 20,341 $965,000 0
   Sunflower Bank N.A. 44 - 2024-03-31 18,222 $864,000 0
   Jentner Corp 28 - 2023-12-31 14,900 $712,000 0
   Capital Advisors Ltd. LLC 137 - 2024-03-31 12,908 $612,000 0
   Altus Wealth Management LLC 22 - 2024-03-31 11,989 $569,000 0
   Equita Financial Network Inc. 49 - 2024-03-31 11,167 $530,000 0
   RAYMOND JAMES TRUST CO 728 - 2024-03-31 10,378 $492,000 0
   HCR Wealth Advisors 123 - 2023-12-31 10,000 $478,000 0
   WEDBUSH MORGAN SECURITIES INC 574 - 2023-12-31 9,779 $467,000 0
   N.E.W. Advisory Services LLC 111 - 2024-03-31 9,309 $442,000 0
   Traverso Chambers Private Wealth Management LLC 81 - 2023-12-31 8,605 $411,000 0
   MY Wealth Management Inc. 21 - 2023-12-31 8,135 $389,000 0
   WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC 177 - 2024-03-31 8,000 $380,000 0
   BARTLETT & CO. LLC 378 - 2023-12-31 7,686 $368,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 378 - 2023-12-31 7,686 $368,000 0
   Icon Wealth Advisors LLC 243 - 2023-12-31 7,271 $347,000 0
   Disciplined Investments LLC 92 - 2024-03-31 7,140 $339,000 0
   Icon Wealth Partners LLC 221 - 2023-09-30 7,271 $336,000 0
   EXCHANGE CAPITAL MANAGEMENT INC 162 - 2024-03-31 7,065 $335,000 0
   Parallel Advisors LLC 616 - 2023-12-31 6,909 $330,000 0
   JFS WEALTH ADVISORS, LLC 176 - 2023-12-31 6,896 $330,000 0
   Venturi Wealth Management LLC 309 - 2024-03-31 6,550 $311,000 0
   AJ WEALTH STRATEGIES LLC 226 - 2023-06-30 6,604 $311,000 0
   Rosenberg Matthew Hamilton 114 - 2024-03-31 6,552 $310,000 0
   AYRSHIRE ASSOCIATES INC 143 - 2023-12-31 6,482 $310,000 0
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 6,226 $298,000 0
   Adviser Investments LLC 450 - 2023-12-31 5,740 $274,000 0
   HENGEHOLD CAPITAL MANAGEMENT LLC 160 - 2024-03-31 5,290 $251,000 0
   Beacon Bridge Wealth Partners LLC 85 - 2024-03-31 4,864 $231,000 0
   Global Wealth Management Investment Advisory Inc. 127 - 2023-12-31 4,700 $225,000 0
   GLOBALT Investments LLC / GA 200 - 2024-03-31 4,685 $222,000 0
   Octavia Wealth Advisors LLC 204 - 2024-03-31 4,452 $211,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 320 - 2022-12-31 2,750 $129,000 0
   LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP 317 - 2024-03-31 2,500 $118,000 0
   Column Capital Advisors LLC 200 - 2023-09-30 2,551 $118,000 0
   Carmichael Hill & Associates Inc. 218 - 2024-03-31 2,263 $107,000 0
   Migdal Insurance & Financial Holdings Ltd. 235 - 2024-03-31 2,100 $100,000 0
   HALLMARK CAPITAL MANAGEMENT INC 197 - 2024-03-31 2,058 $98,000 0
   Western Pacific Wealth Management LP 94 - 2023-12-31 2,000 $96,000 0
   WHITTIER TRUST CO 799 - 2023-12-31 1,834 $88,000 0
   Blume Capital Management Inc. 157 - 2023-12-31 1,348 $64,000 0
   TD CAPITAL MANAGEMENT LLC 163 - 2023-12-31 1,324 $63,000 0
   United Community Bank 282 - 2023-12-31 1,325 $63,000 0
   CVA Family Office LLC 479 - 2024-03-31 1,115 $53,000 0
   Geneos Wealth Management Inc. - 2023-12-31 718 $34,000 0
   Independence Bank of Kentucky 373 - 2024-03-31 545 $26,000 0
   Davis Capital Management 173 - 2024-03-31 550 $26,000 0
   HOLLENCREST SECURITIES LLC 595 - 2023-12-31 533 $25,000 0
   WETZEL INVESTMENT ADVISORS INC. 334 - 2024-03-31 500 $24,000 0
   PRIVATE TRUST CO NA 1362 - 2024-03-31 500 $24,000 0
   McIlrath & Eck LLC 416 - 2023-12-31 427 $20,000 0
   WFA of San Diego LLC 241 - 2023-09-30 395 $18,000 0
   Balentine LLC 551 - 2023-12-31 281 $13,000 0
   DHJJ Financial Advisors Ltd. 435 - 2024-03-31 250 $12,000 0
   Iron Horse Wealth Management LLC 308 - 2024-03-31 46 $2,000 0
   Sunbelt Securities Inc. 1512 - 2024-03-31 34 $2,000 0
   Goodman Advisory Group LLC 143 - 2023-12-31 24 $1,000 0
   Signature Resources Capital Management LLC 336 - 2024-03-31 22 $1,000 0
  64 Records found
  1    
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