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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
600
shares
|
$28,866
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$27,951
0.01% of portfolio
|
Q1 2024
Reduced 22.12%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
569
shares
|
$27,374
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
550
shares
|
$26,460
0.02% of portfolio
|
Q4 2023
Reduced 69.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
539
shares
|
$25,931
0.01% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
535
shares
|
$25,738
0.01% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
533
shares
|
$25,642
0.0% of portfolio
|
Q3 2023
Reduced 56.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
516
shares
|
$24,824
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
514
shares
|
$24,728
0.0% of portfolio
|
Q4 2024
Reduced 86.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
510
shares
|
$24,536
0.0% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
509
shares
|
$24,487
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
490
shares
|
$23,573
0.0% of portfolio
|
Q3 2024
Reduced 48.37%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
485
shares
|
$23,333
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
476
shares
|
$22,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
417
shares
|
$20,061
0.01% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
400
shares
|
$19,244
0.01% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
395
shares
|
$19,003
0.0% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
336
shares
|
$16,164
0.0% of portfolio
|
Q2 2024
Reduced 61.25%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
325
shares
|
$15,635
0.0% of portfolio
|
Q4 2023
Reduced 36.65%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
262
shares
|
$12,604
0.01% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
218
shares
|
$10,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
166
shares
|
$7,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
163
shares
|
$7,841
0.0% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
157
shares
|
$7,553
0.0% of portfolio
|
Q2 2025
Added 127.54%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
145
shares
|
$6,975
0.0% of portfolio
|
Q2 2025
Reduced 99.57%
|