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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
4,909
shares
|
$236,171
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,778
shares
|
$229,869
0.02% of portfolio
|
Q2 2025
Added 42.5%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,715
shares
|
$226,838
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,685
shares
|
$225,395
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,585
shares
|
$220,584
0.02% of portfolio
|
Q2 2025
Added 266.21%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,552
shares
|
$218,996
0.03% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,464
shares
|
$214,763
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,452
shares
|
$214,185
0.02% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
4,423
shares
|
$212,790
0.12% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
4,409
shares
|
$212,116
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,383
shares
|
$210,866
0.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,352
shares
|
$209,374
0.12% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
4,296
shares
|
$206,680
0.03% of portfolio
|
Q1 2025
Added 150.93%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,275
shares
|
$205,670
0.01% of portfolio
|
Q2 2025
Reduced 58.52%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
4,236
shares
|
$203,793
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
4,211
shares
|
$202,591
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,118
shares
|
$198,116
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
3,367
shares
|
$161,986
0.08% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
3,344
shares
|
$160,879
0.11% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,261
shares
|
$156,886
0.01% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,066
shares
|
$147,505
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
2,916
shares
|
$140,288
0.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,750
shares
|
$132,302
0.01% of portfolio
|
Q2 2022
Added 30.95%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,681
shares
|
$128,982
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
2,555
shares
|
$122,921
0.0% of portfolio
|
Q4 2024
Added 4.11%
|