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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Beaird Harris Wealth Management LLC 566 *Closed 2023-12-31 0 $0 -7,160
   V Wealth ManagementLLC 120 *Closed 2023-09-30 0 $0 -19,794
   SageView Advisory Group LLC 641 *Closed 2023-12-31 0 $0 -50,591
   Capital Investment Advisory Services LLC 950 *Closed 2024-03-31 0 $0 -500
   FRANKLIN RESOURCES INC 2587 *Closed 2023-12-31 0 $0 -398
   Authentikos Wealth Advisory LLC 121 *Closed 2023-12-31 0 $0 -28
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -4,406
   Advisor OS LLC 342 *Closed 2023-12-31 0 $0 -5,904
   Gateway Wealth Partners LLC 237 *Closed 2023-12-31 0 $0 -5,519
   Spinnaker Investment Group LLC 89 *Closed 2024-03-31 0 $0 -9,927
   Breakwater Capital Group 261 *Closed 2024-03-31 0 $0 -9,417
   Gladstone Institutional Advisory LLC 670 *Closed 2023-12-31 0 $0 -4,624
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 912 *Closed 2023-12-31 0 $0 -1,410
   Level Financial Advisors Inc. 115 *Closed 2024-03-31 0 $0 -268
   THEORY FINANCIAL LLC 72 *Closed 2023-12-31 0 $0 -6,653
   FIFTH THIRD BANCORP 2396 *Closed 2024-03-31 0 $0 -231
   CAROLINAS WEALTH CONSULTING LLC 993 *Closed 2023-12-31 0 $0 -511
   BancFirst Trust & Investment Management 51 *Closed 2024-03-31 0 $0 -4,226
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1255 *Closed 2023-12-31 0 $0 -109
   ALLIANCEBERNSTEIN L.P. 3195 *Closed 2023-12-31 0 $0 -4,713
   Resources Investment Advisors Inc. 1137 *Closed 2023-12-31 0 $0 -12,845
   ATTICUS WEALTH MANAGEMENT LLC 549 *Closed 2024-03-31 0 $0 -303
   Hibernia Wealth Partners LLC 211 *Closed 2023-12-31 0 $0 -9
   MONTICELLO WEALTH MANAGEMENT LLC 282 *Closed 2024-03-31 0 $0 -14,402
   High Falls Advisors Inc 113 *Closed 2023-12-31 0 $0 -6,579
   NORTHERN TRUST CORP 4568 *Closed 2023-12-31 0 $0 -27,251
   SAXON INTERESTS INC. 208 *Closed 2024-03-31 0 $0 -5,696
   MTM Investment Management LLC 299 *Closed 2024-03-31 0 $0 -3,459
   Cresset Asset Management LLC 1871 *Closed 2023-12-31 0 $0 -8,626
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1783 *Closed 2023-12-31 0 $0 -1,497
   Headlands Technologies LLC 1314 *Closed 2023-12-31 0 $0 -5
   BALLAST ADVISORS LLC 181 *Closed 2023-12-31 0 $0 -750
   My Legacy Advisors LLC 207 *Closed 2023-12-31 0 $0 -6,737
   Tradition Wealth Management LLC 1328 *Closed 2023-12-31 0 $0 -60
   COLONIAL ASSET MANAGEMENT, INC. 958 *Closed 2023-12-31 0 $0 -10,000
   GATEWAY ADVISORY, LLC 134 *Closed 2023-12-31 0 $0 -114,596
   Collaborative Wealth Managment Inc. 172 *Closed 2023-12-31 0 $0 -7,605
   HILL ISLAND FINANCIAL LLC 73 *Closed 2023-12-31 0 $0 -38,948
   DRAVO BAY LLC 48 *Closed 2023-12-31 0 $0 -7,399
   ONE Advisory Partners LLC 47 *Closed 2024-03-31 0 $0 -5,122
   BESSEMER GROUP INC 2262 *Closed 2023-12-31 0 $0 -76
   CFS Investment Advisory Services LLC 152 *Closed 2023-12-31 0 $0 -5,663

  42 Records found
  1    
  Page 1 of 1
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