SHM Institutional Ownership
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
1W: +0.3%
1M: -1.8%
3M: -2.5%
YTD: -2.3%
1Y: -2.3%
3Y: +6.3%
5Y: +1.1%
$46.71
-0.04 (-0.09%)
Weekly Expected Move ±0.6%
$46
$46
$47
$47
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SHM
423
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
31
New Positions
134
Increased
173
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (444 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 21,768,088 | 1.0B | +441,223 | +2.1% | 15Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 5,404,372 | $252M | +249,388 | +4.8% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 3,498,236 | $163M | -50,470 | -1.4% | 42Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,144,684 | $147M | +83,132 | +2.7% | 42Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2,389,309 | $112M | +494,596 | +26.1% | 42Q | SEC ↗ |
| 6 | Quent Capital, LLC | 2,299,297 | $107M | +138,507 | +6.4% | 19Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,970,720 | $92M | -333,425 | -14.5% | 42Q | SEC ↗ |
| 8 | PNC Financial Services Group, Inc. | 1,648,710 | $77M | -83,323 | -4.8% | 15Q | SEC ↗ |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 1,415,493 | $66M | -130,250 | -8.4% | 30Q | SEC ↗ |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,357,212 | $63M | -62,304 | -4.4% | 34Q | SEC ↗ |
| 11 | LPL Financial LLC | 1,170,165 | $55M | +281,560 | +31.7% | 42Q | SEC ↗ |
| 12 | CX Institutional | 1,121,562 | $52M | +8,717 | +0.8% | 10Q | SEC ↗ |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 749,168 | $35M | +4,896 | +0.7% | 11Q | SEC ↗ |
| 14 | Financial Engines Advisors L.L.C. | 677,616 | $32M | +9,295 | +1.4% | 30Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 648,479 | $30M | +23,889 | +3.8% | 35Q | SEC ↗ |
| 16 | Wealthcare Advisory Partners LLC | 593,505 | $28M | -7,106 | -1.2% | 41Q | SEC ↗ |
| 17 | Gerber Kawasaki Wealth & Investment Ma | 507,618 | $24M | +45,645 | +9.9% | 21Q | SEC ↗ |
| 18 | Alaska Wealth Advisors, LLC | 492,292 | $23M | +25,078 | +5.4% | 35Q | SEC ↗ |
| 19 | UBS Group AG | 485,685 | $23M | -4,034 | -0.8% | 42Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 361,054 | $17M | +79,131 | +28.1% | 42Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 327,015 | $15M | -55,620 | -14.5% | 41Q | SEC ↗ |
| 22 | Betterment LLC | 291,079 | $14M | -15,254 | -5.0% | 9Q | SEC ↗ |
| 23 | RAYMOND JAMES FINANCIAL INC | 280,152 | $13M | +2,562 | +0.9% | 7Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 268,727 | $13M | +14,588 | +5.7% | 16Q | SEC ↗ |
| 25 | SEI INVESTMENTS CO | 228,444 | $11M | -8,328 | -3.5% | 15Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 205,412 | $10M | +33,675 | +19.6% | 28Q | SEC ↗ |
| 27 | TD PRIVATE CLIENT WEALTH LLC | 201,593 | $9M | -14,799 | -6.8% | 27Q | SEC ↗ |
| 28 | Symmetry Partners, LLC | 199,906 | $9M | +11,941 | +6.4% | 39Q | SEC ↗ |
| 29 | Prime Capital Investment Advisors, LLC | 198,099 | $9M | -10,348 | -5.0% | 13Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 197,588 | $9M | -3,404 | -1.7% | 27Q | SEC ↗ |
| 31 | Waverly Advisors, LLC | 197,418 | $9M | +18,512 | +10.3% | 10Q | SEC ↗ |
| 32 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 193,450 | $9M | +38,777 | +25.1% | 12Q | SEC ↗ |
| 33 | TruNorth Capital Management, LLC | 189,285 | $9M | +12,313 | +7.0% | 10Q | SEC ↗ |
| 34 | UMB Bank, n.a. | 186,016 | $9M | -55,551 | -23.0% | 3Q | SEC ↗ |
| 35 | BlackRock, Inc. | 181,109 | $8M | +1,831 | +1.0% | 3Q | SEC ↗ |
| 36 | Empirical Financial Services, LLC d.b. | 166,860 | $8M | -1,543 | -0.9% | 42Q | SEC ↗ |
| 37 | Allworth Financial LP | 158,979 | $7M | -32,849 | -17.1% | 42Q | SEC ↗ |
| 38 | TRUSTMARK BANK TRUST DEPARTMENT | 149,790 | $7M | +1,619 | +1.1% | 16Q | SEC ↗ |
| 39 | Beacon Pointe Advisors, LLC | 146,608 | $7M | -8,774 | -5.6% | 26Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 139,157 | $7M | -89 | -0.1% | 28Q | SEC ↗ |
| 41 | McAdam, LLC | 134,384 | $6M | +25,070 | +22.9% | 39Q | SEC ↗ |
| 42 | Concurrent Investment Advisors, LLC | 124,171 | $6M | +90,264 | +266.2% | 11Q | SEC ↗ |
| 43 | Farther Finance Advisors, LLC | 122,519 | $6M | -3,679 | -2.9% | 15Q | SEC ↗ |
| 44 | Foster Group, Inc. | 119,145 | $6M | -2,019 | -1.7% | 10Q | SEC ↗ |
| 45 | ROYAL BANK OF CANADA | 118,097 | $6M | +1,021 | +0.9% | 42Q | SEC ↗ |
| 46 | Strategies Wealth Advisors, LLC | 117,928 | $6M | -15,596 | -11.7% | 15Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 117,339 | $5M | +84,914 | +261.9% | 37Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 111,171 | $5M | +2,031 | +1.9% | 26Q | SEC ↗ |
| 49 | Cerity Partners LLC | 110,515 | $5M | +903 | +0.8% | 15Q | SEC ↗ |
| 50 | Cullen/Frost Bankers, Inc. | 109,399 | $5M | +4,422 | +4.2% | 42Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Bleakley Financial Group, LLC | 74,764 | $3M |
| Royal Harbor Partners, LLC | 68,644 | $3M |
| PARK AVENUE SECURITIES LLC | 61,848 | $3M |
| Global Retirement Partners, LLC | 42,090 | $2M |
| Veratis Advisors, Inc. | 22,498 | $1M |
| WBH ADVISORY INC | 18,421 | $860K |
| First Affirmative Financial Network | 15,156 | $708K |
| IFG Advisory, LLC | 11,421 | $533K |
| Evelyn Partners Asset Management Lt | 10,086 | $471K |
| Invst, LLC | 9,683 | $452K |
| TritonPoint Partners, LLC | 9,236 | $431K |
| RMG Wealth Management LLC | 8,544 | $399K |
| World Investment Advisors | 8,081 | $377K |
| Wealthfront Advisers LLC | 7,585 | $354K |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,409 | $346K |
| BAILARD, INC. | 6,752 | $315K |
| LEVEL FOUR ADVISORY SERVICES, LLC | 6,374 | $298K |
| HRT FINANCIAL LP | 6,070 | $284K |
| OPPENHEIMER & CO INC | 5,990 | $280K |
| Vise Technologies, Inc. | 5,911 | $276K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 276,213 | $13M |
| Cercano Management LLC | 206,569 | $10M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 67,068 | $3M |
| Clifford Group, LLC | 46,590 | $2M |
| SYKON CAPITAL LLC | 45,141 | $2M |
| OLD MISSION CAPITAL LLC | 32,291 | $2M |
| FLOW TRADERS U.S. LLC | 31,366 | $1M |
| Fisher Asset Management, LLC | 25,082 | $1M |
| FIRST CITIZENS BANK & TRUST CO | 18,350 | $857K |
| SCS Capital Management LLC | 11,903 | $556K |
| Idaho Trust Co | 10,986 | $513K |
| D.A. DAVIDSON & CO. | 10,826 | $506K |
| Whitegate Investment Counselors, In | 10,030 | $469K |
| Legacy Edge Advisors, LLC | 8,984 | $420K |
| WASHINGTON TRUST Co | 7,009 | $327K |
| Strategic Financial Concepts, LLC | 6,193 | $289K |
| Agate Pass Investment Management, L | 5,285 | $247K |
| Vivaldi Capital Management LP | 5,051 | $236K |
| Parkside Investments, LLC | 5,000 | $234K |
| PGIM Custom Harvest LLC | 4,703 | $220K |