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 448 institutions that hold shares in the stock, with a total of 69.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,097
shares
|
$437,656
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
9,097
shares
|
$437,656
0.05% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,092
shares
|
$437,416
0.03% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
9,070
shares
|
$436,357
0.15% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
8,958
shares
|
$430,969
0.09% of portfolio
|
Q2 2025
Added 40.69%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,879
shares
|
$427,168
0.0% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,689
shares
|
$418,027
0.04% of portfolio
|
Q2 2025
Reduced 49.03%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
8,685
shares
|
$417,835
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
8,667
shares
|
$416,969
0.03% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
8,605
shares
|
$413,986
0.1% of portfolio
|
Q2 2023
Reduced 31.02%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,540
shares
|
$410,859
0.21% of portfolio
|
Q2 2025
Added 26.13%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,466
shares
|
$407,299
0.04% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
8,439
shares
|
$406,000
0.01% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,408
shares
|
$404,508
0.16% of portfolio
|
Q1 2023
Reduced 23.29%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,304
shares
|
$399,505
0.03% of portfolio
|
Q4 2023
Reduced 9.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
8,227
shares
|
$395,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
8,217
shares
|
$395,319
0.01% of portfolio
|
Q2 2025
Added 370.62%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,145
shares
|
$391,855
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
8,136
shares
|
$391,422
0.08% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,110
shares
|
$390,172
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
8,000
shares
|
$384,880
0.05% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
7,956
shares
|
$382,763
0.1% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,824
shares
|
$376,412
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
7,714
shares
|
$371,120
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,686
shares
|
$369,773
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|