Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Brcly Cap Shrt Trm Mu (SHM)  
$47.18 0.08 (0.17%) as of 4:30 Fri 5/3


Download
     
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
   BANK OF AMERICA CORP /DE/ 253 - 2023-12-31 14,734,545 $704,164,000 -92,144
   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
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 15 - 2023-12-31 2,585,361 $123,554,000 -1,611,974
   PNC FINANCIAL SERVICES GROUP INC 184 - 2023-12-31 1,786,164 $85,361,000 -32,101
   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
   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
   OLD NATIONAL BANCORP /IN/ 44 - 2024-03-31 393,997 $18,691,000 -23,247
   BB&T CORP 450 - 2023-12-31 359,606 $17,186,000 -46,132
   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
   HANSON MCCLAIN, INC. 100 - 2024-03-31 274,430 $13,019,000 -5,316
   ROYAL BANK OF CANADA 1398 - 2023-12-31 230,183 $11,001,000 -121,948
   ALTFEST L J & CO INC 23 - 2024-03-31 179,473 $8,514,000 -15,323
   EMPIRICAL FINANCIAL SERVICES, LLC 71 - 2023-12-31 175,110 $8,369,000 -22,613
   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
   Symmetry Partner LLC 40 - 2024-03-31 146,142 $6,933,000 -85,146
   MARINER WEALTH ADVISORS, LLC 593 - 2023-12-31 138,594 $6,623,000 -13,550
   Goss Wealth Management LLC 292 - 2023-12-31 134,738 $6,399,000 -39,849
   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
   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
   Strategies Wealth Advisors LLC 19 - 2024-03-31 116,920 $5,547,000 -1,920
   CWM LLC 399 - 2024-03-31 115,819 $5,494,000 -256
   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
   Leisure Capital Management 5 - 2023-12-31 104,130 $4,976,000 -16,573
   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
   COMERICA BANK 766 - 2023-12-31 90,078 $4,305,000 -22,600
   BDO Wealth Advisors LLC 38 - 2023-06-30 91,038 $4,283,000 -311
   MONEYWISE INC. 12 - 2024-03-31 87,075 $4,131,000 -26,106
   WEALTHSOURCE PARTNERS LLC 59 - 2023-12-31 85,120 $4,068,000 -84,717
   Paulson Wealth Management Inc. - 2024-03-31 84,797 $4,023,000 -6,010
   Apollon Wealth Management LLC - 2024-03-31 83,471 $3,960,000 -28,657
   CHESLEY TAFT & ASSOCIATES LLC/IL 100 - 2024-03-31 78,684 $3,733,000 -7,700
   JAMES INVESTMENT RESEARCH INC 71 - 2024-03-31 73,580 $3,491,000 -7,240
   EQIS CAPITAL MANAGEMENT, INC. 66 - 2023-12-31 70,213 $3,355,000 -1,488
   One Capital Management LLC 130 - 2023-12-31 68,328 $3,265,000 -36,774
   RAYMOND JAMES & ASSOCIATES 1876 - 2024-03-31 66,123 $3,137,000 -56,981
   ST GERMAIN D J CO INC 107 - 2024-03-31 63,255 $3,001,000 -3,623
   JANNEY CAPITAL MANAGEMENT LLC 105 - 2024-03-31 63,104 $2,994,000 -290
   AE Wealth Management LLC 771 - 2023-12-31 61,041 $2,901,000 -6,707
   THRIVENT FINANCIAL FOR LUTHERANS 1103 - 2023-12-31 57,071 $2,727,000 -39,903
   Tilson Financial Group Inc. 23 - 2024-03-31 57,010 $2,705,000 -14,172
   LJI Wealth Management LLC 25 - 2023-12-31 54,290 $2,595,000 -15,263
   Private Advisor Group LLC - 2024-03-31 54,272 $2,575,000 -7,150
   BUCKINGHAM ASSET MANAGEMENT, LLC 203 - 2023-12-31 53,810 $2,572,000 -2,276
   BANK OF MONTREAL /CAN/ 1271 - 2023-12-31 51,178 $2,450,000 -26,786
   RiverGlades Family Offices LLC 15 - 2023-12-31 46,915 $2,235,000 -2,349
   Buckingham Strategic Partners 94 - 2023-12-31 45,376 $2,169,000 -5,217
   Wealth CMT 6 - 2023-06-30 43,736 $2,058,000 -5,035
   MERITAGE PORTFOLIO MANAGEMENT 175 - 2024-03-31 42,106 $1,998,000 -6,286
   TRITONPOINT WEALTH LLC 107 - 2024-03-31 33,521 $1,971,000 -8,889
   Baird Financial Group Inc. 938 - 2023-12-31 41,017 $1,960,000 -14,671
   Sebold Capital Management Inc. 21 - 2024-03-31 39,429 $1,871,000 -321
   BRAGG FINANCIAL ADVISORS INC 167 - 2023-12-31 38,802 $1,854,000 -19,070
   Taylor Cottrill Erickson & Associates Inc. - 2024-03-31 38,477 $1,825,000 -970
   Strategic Financial Group LLC - 2023-12-31 37,231 $1,779,000 -3,725
   Integrated Wealth Concepts LLC 542 - 2023-12-31 34,794 $1,663,000 -19,607
   Parkside Investments LLC 55 - 2024-03-31 34,300 $1,627,000 -725
   Hurlow Wealth Management Group Inc. 31 - 2024-03-31 33,363 $1,583,000 -28,266
   FC Advisory LLC 32 - 2024-03-31 33,285 $1,579,000 -562
   Grey Fox Wealth Advisors LLC 28 - 2024-03-31 33,190 $1,575,000 -13
   FINANCEWARE, INC. 23 - 2024-03-31 32,094 $1,523,000 -2,668
   Rockwood Wealth Management LLC 26 - 2024-03-31 32,001 $1,518,000 -401
   MASSMUTUAL TRUST CO FSB/ADV 210 - 2024-03-31 31,792 $1,508,000 -2,640
   Opal Wealth Advisors LLC 33 - 2024-03-31 31,163 $1,478,000 -1,115
   RSM US WEALTH MANAGEMENT LLC 220 - 2024-03-31 30,543 $1,449,000 -543
   Westside Investment Management Inc. 78 - 2024-03-31 30,071 $1,427,000 -294
   NORTHERN OAK CAPITAL MANAGEMENT INC 96 - 2024-03-31 29,393 $1,394,000 -419
   NICOLET ADVISORY SERVICES LLC 73 - 2023-12-31 28,689 $1,370,000 -23,220
   STALEY CAPITAL ADVISERS INC 92 - 2023-12-31 28,500 $1,362,000 -10,850
   Summit Financial LLC 151 - 2024-03-31 27,838 $1,321,000 -20,724
   JUNCTURE WEALTH STRATEGIES LLC 31 - 2024-03-31 27,319 $1,296,000 -45
   AVIANCE CAPITAL PARTNERS, LLC 129 - 2024-03-31 26,084 $1,237,000 -1,057
   MATHER GROUP, INC. 199 - 2024-03-31 25,596 $1,223,000 -1,611
   CWA Asset Management Group LLC 149 - 2023-12-31 25,357 $1,212,000 -1,730
   Perigon Wealth Management LLC - 2024-03-31 23,387 $1,109,000 -376
   Global Wealth Strategies & Associates 22 - 2024-03-31 23,185 $1,100,000 -16,289
   Ackerman Capital Advisors LLC 49 - 2024-03-31 23,165 $1,099,000 -3,663
   Comprehensive Portfolio Management LLC 336 - 2024-03-31 23,059 $1,094,000 -538
   Envestnet Portfolio Solutions Inc. 786 - 2023-12-31 21,717 $1,038,000 -5,340
   Laurel Wealth Planning LLC 33 - 2024-03-31 20,593 $977,000 -3,705
   Omega Financial Group LLC 51 - 2024-03-31 20,268 $962,000 -198
   NewEdge Wealth LLC 409 - 2023-12-31 19,810 $947,000 -2,965
   Idaho Trust Bank 43 - 2023-12-31 19,060 $911,000 -20,507
   VISTA INVESTMENT MANAGEMENT 78 - 2023-12-31 18,170 $868,000 -800
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us