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

SPDR Nuveen Barclays Short Term Municipal Bond ETF logo
$47.48 +0.02 (+0.04%)
As of 04:10 PM Eastern
Compare

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)
37
Total
Institutional Inflows
(last 12 months)
$73.48M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$30.30M
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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
1/17/2025Avior Wealth Management LLC1,626$77K0.0%+43.6%0.002%
1/17/2025Janney Montgomery Scott LLC10,932$518K0.0%+24.5%0.015%
1/17/2025Janney Capital Management LLC59,627$2.83M0.2%-5.7%0.080%
1/16/2025MassMutual Private Wealth & Trust FSB33,081$1.57M0.0%+22.9%0.044%
1/14/2025 Pinnacle Bancorp Inc.1,726$82K0.0%+25.3%0.002%
1/10/2025 ST Germain D J Co. Inc.52,313$2.48M0.1%-5.4%0.069%
1/10/2025 First International Bank & Trust54,612$2.59M0.8%-2.5%0.072%
1/3/2025 GAMMA Investing LLC23,769$1.13M0.1%+24.9%0.031%
1/3/2025 Versant Capital Management Inc25,543$1.21M0.3%+21.6%0.034%
1/2/2025 Confluence Investment Management LLC48,745$2.31M0.0%-41.5%0.064%
12/26/2024JPMorgan Chase & Co.548,171$26.39M0.0%-5.8%0.720%
11/14/2024Captrust Financial Advisors36,106$1.74M0.0%-33.5%0.047%
11/13/2024BNP Paribas Financial Markets10,228$492K0.0%N/A0.013%
11/13/2024Rock Point Advisors LLC7,000$337K0.1%-17.6%0.009%
11/12/2024Icon Wealth Advisors LLC10,085$485K0.0%+38.7%0.013%
11/12/2024Studio Investment Management LLC88,112$4.24M0.9%-1.6%0.114%
11/8/2024Avior Wealth Management LLC1,132$54K0.0%N/A0.001%
11/5/2024Prime Capital Investment Advisors LLC295,792$14.24M0.2%-5.0%0.382%
11/4/2024Meritage Portfolio Management37,788$1.82M0.1%-8.2%0.049%
11/2/2024Transcendent Capital Group LLC19,304$929K0.5%-22.3%0.025%
11/1/2024Leavell 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%
10/30/2024Crestwood Advisors Group LLC49,675$2.39M0.0%-8.5%0.064%
10/29/2024Farther Finance Advisors LLC190,883$9.19M0.3%-7.1%0.246%
10/25/2024Strategic Blueprint LLC12,775$615K0.0%+5.1%0.016%
10/24/2024Hunter Associates Investment Management LLC121,807$5.86M0.9%-1.5%0.156%
10/24/2024Richardson Financial Services Inc.4,765$226K0.1%+42.3%0.006%
10/23/2024Grey Fox Wealth Advisors LLC36,591$1.76M0.5%-4.5%0.047%
10/18/2024 ST 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%
10/8/2024Evensky & 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%
10/5/2024Quent Capital LLC1,099,893$52.95M5.4%+9.3%1.448%
10/2/2024Massmutual Trust Co. FSB ADV26,926$1.30M0.0%+13,637.8%0.035%
8/14/2024EverSource Wealth Advisors LLC3,935$187K0.0%+26.3%0.005%
8/12/2024Richardson Financial Services Inc.3,349$158K0.1%-11.8%0.004%
8/9/2024One Capital Management LLC37,076$1.75M0.1%-39.5%0.047%
8/9/2024Brown Brothers Harriman & Co.4,943$233K0.0%N/A0.006%
8/9/2024Prime Capital Investment Advisors LLC311,201$14.69M0.2%-24.8%0.397%
8/8/2024Valley Wealth Managers Inc.1,583$75K0.0%-23.1%0.002%
8/7/2024Dorsey & Whitney Trust CO LLC8,509$402K0.0%-17.5%0.011%
8/7/2024Ashton Thomas Private Wealth LLC12,554$592K0.0%+46.8%0.016%
8/7/2024 HCR Wealth Advisors5,500$260K0.0%-45.0%0.007%
8/6/2024Cullen Frost Bankers Inc.178,876$8.44M0.1%+3.0%0.228%
8/1/2024Crestwood Advisors Group LLC54,295$2.56M0.1%-11.8%0.069%
8/1/2024Summit Financial LLC10,553$498K0.0%-62.1%0.013%
7/31/2024Farther Finance Advisors LLC205,551$9.66M0.5%-5.2%0.261%
7/30/2024Grey Fox Wealth Advisors LLC38,296$1.81M0.6%+15.4%0.049%
7/29/2024ARK & TLK Investments LLC5,291$250K0.1%+4.5%0.007%
7/27/2024Strategic Blueprint LLC12,150$573K0.0%-15.6%0.015%
7/26/2024Evensky & Katz LLC11,885$561K0.0%+2.7%0.015%
7/24/2024Transcendent Capital Group LLC24,850$1.17M0.7%-1.0%0.031%
7/23/20241620 Investment Advisors Inc.600$28K0.0%N/A0.001%
7/20/2024Continuum Advisory LLC12,158$574K0.1%-9.2%0.015%
7/15/2024Fifth Third Securities Inc.6,107$288K0.0%+7.7%0.008%
7/11/2024Manning & Napier Advisors LLC5,862$277K0.0%N/A0.007%
7/11/2024Symmetry Partners LLC255,658$12.06M0.6%+74.9%0.319%
7/9/2024 Trust Co. of Vermont1,175$55K0.0%-85.1%0.001%
7/8/2024Quent Capital LLC1,006,169$47.48M5.2%+15.3%1.255%
7/8/2024 ST 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%
6/28/2024Quent Capital LLC872,583$41.40M4.8%+16.8%1.089%
6/11/2024EverSource Wealth Advisors LLC3,115$147K0.0%-53.7%0.004%
5/17/2024Comerica Bank88,642$4.21M0.0%-1.6%0.109%
5/15/2024Transcendent Capital Group LLC25,096$1.19M0.7%-16.3%0.031%
5/14/2024Karpus Management Inc.134,206$6.37M0.2%+70.3%0.165%
5/2/2024Quent Capital LLC872,584$41.40M4.8%+16.8%1.074%
5/2/2024Whitegate Investment Counselors Inc.38,477$1.83M0.5%-2.5%0.047%
5/1/2024Janney Capital Management LLC63,104$2.99M0.2%-0.5%0.078%
5/1/2024Janney Montgomery Scott LLC9,543$453K0.0%-10.6%0.012%
4/29/2024Meritage Portfolio Management42,106$2.00M0.1%-13.0%0.052%
4/26/2024YHB Investment Advisors Inc.3,675$174K0.0%N/A0.005%
4/25/2024Summit Financial LLC27,838$1.32M0.1%-42.7%0.034%
4/24/2024Leavell Investment Management Inc.14,805$702K0.0%-5.1%0.018%
4/24/2024Essex Financial Services Inc.4,782$227K0.0%-18.6%0.006%
4/23/2024Strategic Blueprint LLC14,403$683K0.0%+6.7%0.018%
4/13/2024Parkside Investments LLC34,300$1.63M0.3%-2.1%0.042%
4/9/2024Massmutual Trust Co. FSB ADV31,792$1.51M0.0%-7.7%0.039%
4/8/2024Evensky & Katz LLC11,571$549K0.0%+11.7%0.014%
4/3/2024 Versant Capital Management Inc18,071$857K0.2%+14.6%0.022%
4/2/2024 ST Germain D J Co. Inc.63,255$3.00M0.1%-5.4%0.078%
4/2/2024Symmetry 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%
3/4/2024Richardson Financial Services Inc.3,659$175K0.2%N/A0.004%
3/1/2024Transcendent Capital Group LLC29,976$1.43M1.0%N/A0.037%
3/1/2024ARK & TLK Investments LLC5,063$242K0.1%N/A0.006%
2/16/2024Studio Investment Management LLC100,424$4.80M1.2%-5.3%0.124%
2/13/2024Karpus Management Inc.78,786$3.77M0.1%+18.6%0.098%
2/12/2024Dorsey & Whitney Trust CO LLC10,399$497K0.0%+41.0%0.013%
2/12/2024Staley Capital Advisers Inc.28,500$1.36M0.1%-27.6%0.035%
2/9/2024Citizens & Northern Corp5,732$274K0.1%N/A0.007%
2/9/2024EverSource Wealth Advisors LLC6,729$322K0.0%-4.4%0.008%
2/8/2024Rock Point Advisors LLC8,500$406K0.1%-28.9%0.010%
(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), JPMorgan Chase & Co. ($26.39M), Dubuque Bank & Trust Co ($18.04M), Dubuque Bank & Trust Co. ($17.80M), and Trustmark National Bank Trust Department ($15.05M).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 72 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), Dubuque Bank & Trust Co. ($206.78K), Cullen Frost Bankers Inc. ($175.93K), Symmetry Partners LLC ($163.77K), United Capital Financial Advisers LLC ($155.64K), and Karpus Management Inc. ($119.15K).

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

Institutional investors have bought a total of 3,154,008 shares in the last 24 months. This purchase volume represents approximately $149.21M 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), Confluence Investment Management LLC ($158.05K), Trustmark National Bank Trust Department ($140.18K), CX Institutional ($139.30K), Prime Capital Investment Advisors LLC ($123.95K), and Parkside Investments LLC ($106.00K).

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

Institutional investors have sold a total of 2,825,078 shares in the last 24 months. This volume of shares sold represents approximately $133.43M in transactions.


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This page (NYSEARCA:SHM) was last updated on 1/17/2025 by MarketBeat.com Staff
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