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SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM) Institutional Ownership

SPDR Nuveen Barclays Short Term Municipal Bond ETF logo
$47.64 -0.02 (-0.04%)
(As of 12/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM)

Current
Institutional Ownership
Percentage
99.65%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$73.81M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$31.94M
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SHM Institutional Buying and Selling by Quarter

SPDR Nuveen Barclays Short Term Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Captrust Financial Advisors36,106$1.74M0.0%-33.5%0.047%
11/13/2024 BNP Paribas Financial Markets10,228$492K0.0%N/A0.013%
11/13/2024 Rock Point Advisors LLC7,000$337K0.1%-17.6%0.009%
11/12/2024 Icon Wealth Advisors LLC10,085$485K0.0%+38.7%0.013%
11/12/2024 Studio Investment Management LLC88,112$4.24M0.9%-1.6%0.114%
11/8/2024 Avior Wealth Management LLC1,132$54K0.0%N/A0.001%
11/5/2024 Prime Capital Investment Advisors LLC295,792$14.24M0.2%-5.0%0.382%
11/4/2024 Meritage Portfolio Management37,788$1.82M0.1%-8.2%0.049%
11/2/2024 Transcendent Capital Group LLC19,304$929K0.5%-22.3%0.025%
11/1/2024 Leavell Investment Management Inc.12,805$616K0.0%-3.8%0.017%
10/31/2024 Confluence Investment Management LLC83,338$4.01M0.1%+4.4%0.107%
10/30/2024 Crestwood Advisors Group LLC49,675$2.39M0.0%-8.5%0.064%
10/29/2024 Farther Finance Advisors LLC190,883$9.19M0.3%-7.1%0.246%
10/25/2024 Strategic Blueprint LLC12,775$615K0.0%+5.1%0.016%
10/24/2024 Hunter Associates Investment Management LLC121,807$5.86M0.9%-1.5%0.156%
10/24/2024 Richardson Financial Services Inc.4,765$226K0.1%+42.3%0.006%
10/23/2024 Grey Fox Wealth Advisors LLC36,591$1.76M0.5%-4.5%0.047%
10/18/2024ST Germain D J Co. Inc.55,297$2.66M0.1%-3.1%0.071%
10/11/2024 Sunflower Bank N.A.15,679$755K0.2%-14.0%0.021%
10/8/2024 Evensky & Katz LLC11,305$544K0.0%-4.9%0.015%
10/8/2024 Versant Capital Management Inc21,004$1.01M0.2%-2.3%0.028%
10/7/2024 GAMMA Investing LLC19,033$916K0.1%+19.8%0.025%
10/5/2024 First International Bank & Trust56,004$2.70M0.9%-6.7%0.074%
10/5/2024 Quent Capital LLC1,099,893$52.95M5.4%+9.3%1.448%
10/2/2024 Massmutual Trust Co. FSB ADV26,926$1.30M0.0%+13,637.8%0.035%
8/14/2024 EverSource Wealth Advisors LLC3,935$187K0.0%+26.3%0.005%
8/12/2024 Richardson Financial Services Inc.3,349$158K0.1%-11.8%0.004%
8/9/2024 One Capital Management LLC37,076$1.75M0.1%-39.5%0.047%
8/9/2024 Brown Brothers Harriman & Co.4,943$233K0.0%N/A0.006%
8/9/2024 Prime Capital Investment Advisors LLC311,201$14.69M0.2%-24.8%0.397%
8/8/2024 Valley Wealth Managers Inc.1,583$75K0.0%-23.1%0.002%
8/7/2024 Dorsey & Whitney Trust CO LLC8,509$402K0.0%-17.5%0.011%
8/7/2024 Ashton Thomas Private Wealth LLC12,554$592K0.0%+46.8%0.016%
8/7/2024 HCR Wealth Advisors5,500$260K0.0%-45.0%0.007%
8/6/2024 Cullen Frost Bankers Inc.178,876$8.44M0.1%+3.0%0.228%
8/1/2024 Crestwood Advisors Group LLC54,295$2.56M0.1%-11.8%0.069%
8/1/2024 Summit Financial LLC10,553$498K0.0%-62.1%0.013%
7/31/2024 Farther Finance Advisors LLC205,551$9.66M0.5%-5.2%0.261%
7/30/2024 Grey Fox Wealth Advisors LLC38,296$1.81M0.6%+15.4%0.049%
7/29/2024 ARK & TLK Investments LLC5,291$250K0.1%+4.5%0.007%
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7/27/2024 Strategic Blueprint LLC12,150$573K0.0%-15.6%0.015%
7/26/2024 Evensky & Katz LLC11,885$561K0.0%+2.7%0.015%
7/24/2024 Transcendent Capital Group LLC24,850$1.17M0.7%-1.0%0.031%
7/23/2024 1620 Investment Advisors Inc.600$28K0.0%N/A0.001%
7/20/2024 Continuum Advisory LLC12,158$574K0.1%-9.2%0.015%
7/15/2024 Fifth Third Securities Inc.6,107$288K0.0%+7.7%0.008%
7/11/2024Manning & Napier Advisors LLC5,862$277K0.0%N/A0.007%
7/11/2024 Symmetry Partners LLC255,658$12.06M0.6%+74.9%0.319%
7/9/2024 Trust Co. of Vermont1,175$55K0.0%-85.1%0.001%
7/8/2024 Quent Capital LLC1,006,169$47.48M5.2%+15.3%1.255%
7/8/2024ST Germain D J Co. Inc.57,092$2.69M0.1%-9.7%0.071%
7/8/2024 Versant Capital Management Inc21,505$1.02M0.3%+19.0%0.027%
7/3/2024 First International Bank & Trust60,055$2.83M1.0%+5.2%0.075%
7/2/2024 Global Wealth Strategies & Associates915$43K0.0%-96.1%0.001%
7/2/2024 GAMMA Investing LLC15,889$750K0.1%+32.2%0.020%
7/1/2024 Confluence Investment Management LLC79,814$3.77M0.1%+5.6%0.100%
6/28/2024 Quent Capital LLC872,583$41.40M4.8%+16.8%1.089%
6/11/2024 EverSource Wealth Advisors LLC3,115$147K0.0%-53.7%0.004%
5/17/2024 Comerica Bank88,642$4.21M0.0%-1.6%0.109%
5/15/2024 Transcendent Capital Group LLC25,096$1.19M0.7%-16.3%0.031%
5/14/2024 Karpus Management Inc.134,206$6.37M0.2%+70.3%0.165%
5/2/2024 Quent Capital LLC872,584$41.40M4.8%+16.8%1.074%
5/2/2024 Whitegate Investment Counselors Inc.38,477$1.83M0.5%-2.5%0.047%
5/1/2024 Janney Capital Management LLC63,104$2.99M0.2%-0.5%0.078%
5/1/2024 Janney Montgomery Scott LLC9,543$453K0.0%-10.6%0.012%
4/29/2024 Meritage Portfolio Management42,106$2.00M0.1%-13.0%0.052%
4/26/2024 YHB Investment Advisors Inc.3,675$174K0.0%N/A0.005%
4/25/2024 Summit Financial LLC27,838$1.32M0.1%-42.7%0.034%
4/24/2024 Leavell Investment Management Inc.14,805$702K0.0%-5.1%0.018%
4/24/2024 Essex Financial Services Inc.4,782$227K0.0%-18.6%0.006%
4/23/2024 Strategic Blueprint LLC14,403$683K0.0%+6.7%0.018%
4/13/2024 Parkside Investments LLC34,300$1.63M0.3%-2.1%0.042%
4/9/2024 Massmutual Trust Co. FSB ADV31,792$1.51M0.0%-7.7%0.039%
4/8/2024 Evensky & Katz LLC11,571$549K0.0%+11.7%0.014%
4/3/2024 Versant Capital Management Inc18,071$857K0.2%+14.6%0.022%
4/2/2024ST Germain D J Co. Inc.63,255$3.00M0.1%-5.4%0.078%
4/2/2024 Symmetry Partners LLC146,142$6.93M0.5%-36.8%0.180%
4/1/2024 Confluence Investment Management LLC75,554$3.58M0.0%N/A0.093%
4/1/2024 Global Wealth Strategies & Associates23,185$1.10M0.4%-41.3%0.029%
3/4/2024 Richardson Financial Services Inc.3,659$175K0.2%N/A0.004%
3/1/2024 Transcendent Capital Group LLC29,976$1.43M1.0%N/A0.037%
3/1/2024 ARK & TLK Investments LLC5,063$242K0.1%N/A0.006%
2/16/2024 Studio Investment Management LLC100,424$4.80M1.2%-5.3%0.124%
2/13/2024 Karpus Management Inc.78,786$3.77M0.1%+18.6%0.098%
2/12/2024 Dorsey & Whitney Trust CO LLC10,399$497K0.0%+41.0%0.013%
2/12/2024 Staley Capital Advisers Inc.28,500$1.36M0.1%-27.6%0.035%
2/9/2024 Citizens & Northern Corp5,732$274K0.1%N/A0.007%
2/9/2024 EverSource Wealth Advisors LLC6,729$322K0.0%-4.4%0.008%
2/8/2024 Rock Point Advisors LLC8,500$406K0.1%-28.9%0.010%
2/8/2024 Janney Montgomery Scott LLC10,677$510K0.0%-43.8%0.013%
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2/8/2024 Janney Capital Management LLC63,394$3.03M0.2%-3.2%0.078%
2/8/2024 First United Bank & Trust3,885$186K0.1%-15.2%0.005%
2/7/2024 One Capital Management LLC68,328$3.27M0.1%-35.0%0.084%
2/7/2024 NBC Securities Inc.727$34K0.0%-39.8%0.001%
2/6/2024 Cullen Frost Bankers Inc.289,139$13.82M0.2%+141.8%0.355%
2/6/2024 Whitegate Investment Counselors Inc.39,447$1.89M0.6%-44.4%0.048%
2/6/2024 Legacy Financial Advisors Inc.30,019$1.44M0.3%N/A0.037%
2/6/2024 First Horizon Advisors Inc.7,422$355K0.0%-11.5%0.009%
2/6/2024 Summit Financial LLC48,562$2.32M0.2%N/A0.060%
2/6/2024 Essex Financial Services Inc.5,872$281K0.0%+5.8%0.007%
(Data available from 1/1/2016 forward)

SHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHM shares?

During the previous two years, 106 institutional investors and hedge funds held shares of SPDR Nuveen Barclays Short Term Municipal Bond ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($217.42M), Quent Capital LLC ($52.95M), Financial Engines Advisors L.L.C. ($35.34M), Dubuque Bank & Trust Co ($18.04M), Dubuque Bank & Trust Co. ($17.80M), Trustmark National Bank Trust Department ($15.05M), and Caprin Asset Management LLC ADV ($14.82M).Learn more on SHM's institutional investors.

What percentage of SPDR Nuveen Barclays Short Term Municipal Bond ETF stock is owned by institutional investors?

99.65% of SPDR Nuveen Barclays Short Term Municipal Bond ETF stock is owned by institutional investors. Learn more on SHM's institutional investor holdings.

Which institutional investors have been buying SPDR Nuveen Barclays Short Term Municipal Bond ETF stock?

Of the 73 institutional investors that purchased SPDR Nuveen Barclays Short Term Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quent Capital LLC ($834.67K), Prime Capital Investment Advisors LLC ($335.02K), Confluence Investment Management LLC ($222.67K), Dubuque Bank & Trust Co. ($206.78K), Symmetry Partners LLC ($202.72K), Cullen Frost Bankers Inc. ($175.93K), and United Capital Financial Advisers LLC ($155.64K).

How much institutional buying is happening at SPDR Nuveen Barclays Short Term Municipal Bond ETF?

Institutional investors have bought a total of 3,384,009 shares in the last 24 months. This purchase volume represents approximately $160.01M in transactions.

Which SPDR Nuveen Barclays Short Term Municipal Bond ETF major shareholders have been selling company stock?

Of the 77 institutional investors that sold SPDR Nuveen Barclays Short Term Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sunflower Bank N.A. ($589.26K), One Capital Management LLC ($233.59K), Trustmark National Bank Trust Department ($140.18K), CX Institutional ($139.30K), Prime Capital Investment Advisors LLC ($123.95K), Confluence Investment Management LLC ($123.46K), and Parkside Investments LLC ($120.37K).

How much institutional selling is happening at SPDR Nuveen Barclays Short Term Municipal Bond ETF?

Institutional investors have sold a total of 2,783,639 shares in the last 24 months. This volume of shares sold represents approximately $131.43M in transactions.


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This page (NYSEARCA:SHM) was last updated on 12/18/2024 by MarketBeat.com Staff
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