SPDR SER TR SHM
NUVEEN BLMBRG SH · ETP · CUSIP 78468R739
448
institutional holders
82.6m
shares reported held*
$3.8bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($184.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.97. Options: 1 managers hold calls ($281.0k notional), 0 hold puts (—).
Biggest calls
| Lake Hills Wealth Management, LLC | — | $281.0k6.1k shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.10% of their portfolio | 16.8m $773.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.23% of their portfolio | 8.7m $402.3m | — |
| MORGAN STANLEY 0.05% of their portfolio | 7.9m $365.4m | — |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 5.2m $239.7m | — |
| WELLS FARGO & COMPANY/MN 0.08% of their portfolio | 4.9m $225.6m | — |
| MERCER GLOBAL ADVISORS INC /ADV 1.13% of their portfolio | 4.1m $190.7m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.07% of their portfolio | 3.9m $181.0m | — |
| PNC Financial Services Group, Inc. 0.10% of their portfolio | 2.1m $98.0m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.15% of their portfolio | 1.9m $88.7m | — |
| SEI INVESTMENTS CO 0.16% of their portfolio | 1.6m $71.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio | 1.5m $70.9m | — |
| Financial Engines Advisors L.L.C. 0.17% of their portfolio | 1.1m $51.0m | — |
| LPL Financial LLC 0.04% of their portfolio | 923.7k $42.6m | — |
| TRUSTMARK BANK TRUST DEPARTMENT 3.76% of their portfolio | 850.1k $39.2m | — |
| OLD NATIONAL BANCORP /IN/ 0.63% of their portfolio | 798.8k $36.8m | — |
| UBS Group AG 0.02% of their portfolio | 715.6k $33.0m | — |
| Biltmore Wealth Management, LLC 14.86% of their portfolio | 702.0k $32.4m | — |
| OSAIC HOLDINGS, INC. 0.07% of their portfolio | 676.9k $31.2m | — |
| Sunflower Bank, N.A. 6.32% of their portfolio | 604.9k $27.9m | — |
| Opal Wealth Advisors, LLC 19.48% of their portfolio | 579.0k $26.7m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 537.1k $24.8m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 483.1k $22.3m | — |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 478.8k $22.1m | — |
| TRUIST FINANCIAL CORP 0.04% of their portfolio | 472.6k $21.8m | — |
| Alaska Wealth Advisors, LLC 3.89% of their portfolio | 432.1k $19.9m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.29% of their portfolio | 411.0k $18.9m | — |
| ALTFEST L J & CO INC 3.52% of their portfolio | 407.7k $18.8m | — |
| CAPRIN ASSET MANAGEMENT LLC /ADV 27.00% of their portfolio | 407.6k $18.8m | — |
| CITIGROUP INC 0.03% of their portfolio | 394.0k $18.2m | — |
| Quent Capital, LLC 3.76% of their portfolio | 393.5k $18.1m | — |
| Estate Counselors, LLC 2.72% of their portfolio | 381.9k $17.6m | — |
| Smithfield Trust Co 1.15% of their portfolio | 345.8k $15.9m | — |
| HighTower Advisors, LLC 0.04% of their portfolio | 340.4k $15.7m | — |
| Sharkey, Howes & Javer 3.39% of their portfolio | 337.8k $15.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 314.0k $14.5m | — |
| CFS Investment Advisory Services, LLC 0.07% of their portfolio | 311.0k $311.0k | — |
| COLONY GROUP LLC 0.25% of their portfolio | 303.4k $14.0m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.73% of their portfolio | 301.8k $13.9m | — |
| Ackerman Capital Advisors, LLC 3.86% of their portfolio | 294.6k $13.6m | — |
| STALEY CAPITAL ADVISERS INC 0.42% of their portfolio | 283.4k $13.1m | — |
| Parcion Private Wealth LLC 1.42% of their portfolio | 271.4k $12.5m | — |
| One Capital Management, LLC 0.68% of their portfolio | 250.9k $11.6m | — |
| Wealthcare Advisory Partners LLC 0.55% of their portfolio | 209.8k $9.7m | — |
| WEALTHSOURCE PARTNERS, LLC 0.70% of their portfolio | 205.3k $9.5m | — |
| CHATHAM CAPITAL GROUP, INC. 2.28% of their portfolio | 201.9k $9.3m | — |
| Dubuque Bank & Trust Co 1.29% of their portfolio | 199.4k $9.2m | — |
| Allworth Financial LP 0.11% of their portfolio | 197.3k $9.1m | — |
| BAILARD, INC. 0.37% of their portfolio | 193.2k $8.9m | — |
| TD PRIVATE CLIENT WEALTH LLC 0.45% of their portfolio | 190.1k $8.8m | — |
| Beacon Pointe Advisors, LLC 0.19% of their portfolio | 188.4k $8.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 180.0k $8.3m | — |
| NewEdge Advisors, LLC 0.13% of their portfolio | 178.0k $8.2m | — |
| CX Institutional 0.56% of their portfolio | 176.3k $8.1m | — |
| Ironwood Wealth Management, LLC. 3.59% of their portfolio | 169.8k $8.0m | — |
| Leisure Capital Management 4.55% of their portfolio | 163.0k $7.5m | — |
| Axiom Financial Strategies, LLC 3.98% of their portfolio | 162.5k $7.5m | — |
| Parkside Investments, LLC 1.53% of their portfolio | 154.7k $7.1m | — |
| M&T Bank Corp 0.03% of their portfolio | 151.1k $7.0m | — |
| Beaumont Financial Partners, LLC 0.65% of their portfolio | 148.1k $6.8m | — |
| Karpus Management, Inc. 0.24% of their portfolio | 147.5k $6.8m | — |
| Symmetry Partners, LLC 0.43% of their portfolio | 138.1k $6.4m | — |
| Apella Capital, LLC 0.68% of their portfolio | 126.0k $5.8m | — |
| ASSETMARK, INC 0.03% of their portfolio | 125.3k $5.8m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 125.0k $5.8m | — |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1.49% of their portfolio | 124.9k $5.8m | — |
| Johnson Financial Group, LLC 0.71% of their portfolio | 112.0k $5.2m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 111.3k $5.2m | — |
| BUCKINGHAM STRATEGIC WEALTH, LLC 0.10% of their portfolio | 108.0k $5.0m | — |
| CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio | 107.6k $5.0m | — |
| AUA CAPITAL MANAGEMENT, LLC 3.25% of their portfolio | 106.6k $4.9m | — |
| Capital Analysts, LLC 0.33% of their portfolio | 104.1k $4.8m | — |
| Aaron Wealth Advisors LLC 0.87% of their portfolio | 102.4k $4.7m | — |
| JAMES INVESTMENT RESEARCH, INC. 0.66% of their portfolio | 100.9k $4.7m | — |
| Aquire Wealth Advisors, LLC 2.70% of their portfolio | 100.8k $4.6m | — |
| BDO Wealth Advisors, LLC 0.62% of their portfolio | 100.7k $4.6m | — |
| MERITAGE PORTFOLIO MANAGEMENT 0.38% of their portfolio | 98.9k $4.6m | — |
| Orion Porfolio Solutions, LLC 0.09% of their portfolio | 98.6k $4.5m | — |
| Detalus Advisors, LLC 2.71% of their portfolio | 98.0k $4.5m | — |
| Gerber Kawasaki Wealth & Investment Management 0.42% of their portfolio | 97.4k $4.5m | — |
| Avior Wealth Management, LLC 0.36% of their portfolio | 94.1k $4.3m | — |
| Transamerica Financial Advisors, LLC 0.64% of their portfolio | 93.6k $4.3m | — |
| HANCOCK WHITNEY CORP 0.18% of their portfolio | 93.0k $4.3m | — |
| COUNTRY CLUB BANK 0.41% of their portfolio | 93.0k $4.3m | — |
| Crestwood Advisors Group, LLC 0.15% of their portfolio | 92.9k $4.3m | — |
| Private Advisor Group, LLC 0.05% of their portfolio | 91.7k $4.2m | — |
| AMG National Trust Bank 0.16% of their portfolio | 91.5k $4.2m | — |
| PrairieView Partners, LLC 0.67% of their portfolio | 89.4k $4.1m | — |
| Chesley Taft & Associates LLC 0.30% of their portfolio | 87.0k $4.0m | — |
| Freedom Investment Management, Inc. 0.46% of their portfolio | 85.8k $4.0m | — |
| Cullen/Frost Bankers, Inc. 0.08% of their portfolio | 80.6k $3.7m | — |
| Manhattan West Asset Management, LLC 2.20% of their portfolio | 77.2k $3.6m | — |
| ST GERMAIN D J CO INC 0.24% of their portfolio | 77.2k $3.6m | — |
| Janney Capital Management LLC 0.29% of their portfolio | 77.0k $3.5m | — |
| GenTrust, LLC 0.30% of their portfolio | 76.2k $3.5m | — |
| NICOLET ADVISORY SERVICES, LLC 0.56% of their portfolio | 74.6k $3.4m | — |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 74.5k $3.4m | — |
| LMCG INVESTMENTS, LLC 0.24% of their portfolio | 71.2k $3.3m | — |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.97% of their portfolio | 70.1k $3.2m | — |
| Paulson Wealth Management Inc. 1.70% of their portfolio | 68.4k $3.2m | — |
| AE Wealth Management LLC 0.02% of their portfolio | 67.3k $3.1m | — |