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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,678
shares
|
$369,388
0.02% of portfolio
|
Q2 2025
Reduced 21.68%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
7,498
shares
|
$360,728
0.26% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
7,426
shares
|
$357,264
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
7,350
shares
|
$353,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
7,295
shares
|
$350,962
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,271
shares
|
$349,807
0.04% of portfolio
|
Q1 2019
Reduced 39.04%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,271
shares
|
$349,807
0.03% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
7,260
shares
|
$349,278
0.22% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,095
shares
|
$341,340
0.01% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$336,770
0.1% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,923
shares
|
$333,065
0.01% of portfolio
|
Q2 2025
Reduced 65.34%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
6,920
shares
|
$332,921
0.03% of portfolio
|
Q2 2025
Added 43.21%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
6,917
shares
|
$332,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
6,896
shares
|
$331,766
0.02% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,823
shares
|
$328,254
0.07% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
6,800
shares
|
$327,148
0.0% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
6,625
shares
|
$318,728
0.5% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,604
shares
|
$317,718
0.01% of portfolio
|
Q1 2023
Reduced 28.75%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
6,592
shares
|
$317,141
0.01% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
6,552
shares
|
$315,216
0.07% of portfolio
|
Q4 2023
Reduced 8.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
6,550
shares
|
$315,120
0.02% of portfolio
|
Q4 2023
Reduced 8.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,550
shares
|
$315,120
0.04% of portfolio
|
Q2 2025
Added 41.74%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,526
shares
|
$313,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
6,519
shares
|
$313,629
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
6,491
shares
|
$312,282
0.15% of portfolio
|
Q1 2025
New holding
|