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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,442
shares
|
$309,924
0.01% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
6,403
shares
|
$308,048
0.11% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,291
shares
|
$302,660
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
6,237
shares
|
$300,062
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,226
shares
|
$299,532
0.01% of portfolio
|
Q2 2023
Reduced 47.44%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
6,062
shares
|
$291,642
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,929
shares
|
$285,244
0.05% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
5,862
shares
|
$282,020
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,778
shares
|
$277,979
0.03% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
5,625
shares
|
$270,618
0.04% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
5,593
shares
|
$269,079
0.85% of portfolio
|
Q1 2025
Reduced 37.09%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,519
shares
|
$265,519
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,474
shares
|
$263,354
0.0% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
5,468
shares
|
$263,065
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,422
shares
|
$260,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
5,275
shares
|
$253,780
0.25% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
5,259
shares
|
$253,010
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
5,239
shares
|
$252,048
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
5,233
shares
|
$251,759
0.21% of portfolio
|
Q2 2025
Added 23.71%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,115
shares
|
$246,082
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
5,105
shares
|
$245,601
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,051
shares
|
$243,003
0.04% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
4,972
shares
|
$239,202
0.01% of portfolio
|
Q2 2025
Added 179.01%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,971
shares
|
$239,154
0.04% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,922
shares
|
$236,797
0.03% of portfolio
|
Q2 2025
New holding
|