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 462 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,604
shares
|
$458,014
0.14% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
9,513
shares
|
$453,674
0.07% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,489
shares
|
$452,530
0.03% of portfolio
|
Q1 2025
Reduced 29.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
9,384
shares
|
$447,522
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
9,193
shares
|
$438,414
0.03% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
9,097
shares
|
$433,835
0.06% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
9,055
shares
|
$431,832
0.01% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
9,042
shares
|
$431,212
0.03% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,809
shares
|
$420,101
0.1% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
8,706
shares
|
$415,189
0.02% of portfolio
|
Q3 2024
Reduced 55.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
8,685
shares
|
$414,187
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
8,625
shares
|
$411,326
0.06% of portfolio
|
Q1 2025
Reduced 57.88%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
8,605
shares
|
$410,372
0.1% of portfolio
|
Q2 2023
Reduced 31.02%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
8,500
shares
|
$405,365
0.01% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
8,466
shares
|
$403,743
0.04% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,408
shares
|
$400,977
0.16% of portfolio
|
Q1 2023
Reduced 23.29%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,343
shares
|
$397,877
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,304
shares
|
$396,017
0.03% of portfolio
|
Q4 2023
Reduced 9.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,145
shares
|
$388,435
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,110
shares
|
$386,765
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
7,864
shares
|
$375,034
0.01% of portfolio
|
Q1 2025
Added 67.75%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,824
shares
|
$373,126
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
7,814
shares
|
$372,649
0.02% of portfolio
|
Q1 2025
Reduced 31.15%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,686
shares
|
$366,545
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
7,668
shares
|
$365,686
0.0% of portfolio
|
Q1 2025
New holding
|