Institutional Ownership Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM). We have compiled data on the 455 institutions that hold shares in the stock, with a total of 78.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
16,002,974
shares
|
$751 Million
0.07% of portfolio
|
Q1 2024
Added 8.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
8,461,322
shares
|
$397 Million
0.1% of portfolio
|
Q1 2024
Added 4.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
7,523,360
shares
|
$353 Million
0.06% of portfolio
|
Q1 2024
Reduced 28.29%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,126,825
shares
|
$287 Million
0.11% of portfolio
|
Q1 2024
Reduced 6.96%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,652,224
shares
|
$265 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,948,259
shares
|
$138 Million
0.4% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
2,543,446
shares
|
$119 Million
1.0% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,216,982
shares
|
$104 Million
0.11% of portfolio
|
Q1 2024
Reduced 20.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,718,138
shares
|
$80.6 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,534,718
shares
|
$72 Million
0.12% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
1,394,713
shares
|
$65.4 Million
1.51% of portfolio
|
Q1 2024
Added 7212.12%
|
|
|
Quent Capital, LLC
|
May 02, 2024 Q1 2024 |
872,584
shares
|
$40.9 Million
4.97% of portfolio
|
Q1 2024
Added 16.79%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
760,811
shares
|
$35.7 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
679,116
shares
|
$31.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
591,730
shares
|
$27.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.41%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
530,315
shares
|
$24.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
525,294
shares
|
$24.6 Million
0.03% of portfolio
|
Q1 2024
Added 19.57%
|
|
|
Htlf Bank
Denver, CO |
Apr 25, 2024 Q1 2024 |
519,325
shares
|
$24.4 Million
2.83% of portfolio
|
Q1 2024
Added 8.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
475,882
shares
|
$22.3 Million
0.06% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
452,563
shares
|
$21.2 Million
0.71% of portfolio
|
Q1 2024
Added 13.37%
|
|
|
Sei Investments CO
Oaks, PA |
May 07, 2024 Q1 2024 |
425,777
shares
|
$20 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.37%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
413,992
shares
|
$19.4 Million
0.28% of portfolio
|
Q1 2024
Added 18.29%
|
|
|
Old National Bancorp
|
Apr 15, 2024 Q1 2024 |
393,997
shares
|
$18.5 Million
0.44% of portfolio
|
Q1 2024
Reduced 5.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.3 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
315,464
shares
|
$14.8 Million
23.13% of portfolio
|
Q4 2022
Reduced 22.6%
|
|