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 451 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
351,713
shares
|
$16.8 Million
0.73% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
315,464
shares
|
$15 Million
23.13% of portfolio
|
Q4 2022
Reduced 22.6%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
305,102
shares
|
$14.5 Million
0.22% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
304,528
shares
|
$14.5 Million
2.24% of portfolio
|
Q4 2024
Added 38.74%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
259,466
shares
|
$12.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
259,052
shares
|
$12.4 Million
0.34% of portfolio
|
Q4 2024
Added 13.65%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
255,968
shares
|
$12.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
242,342
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
239,655
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
235,442
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
229,261
shares
|
$10.9 Million
0.43% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
217,959
shares
|
$10.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
206,634
shares
|
$9.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
196,799
shares
|
$9.38 Million
0.01% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
189,908
shares
|
$9.05 Million
0.67% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
168,723
shares
|
$8.04 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
166,631
shares
|
$7.94 Million
0.12% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
155,697
shares
|
$7.42 Million
0.2% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
154,124
shares
|
$7.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
150,641
shares
|
$7.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
148,141
shares
|
$7.06 Million
0.65% of portfolio
|
Q3 2022
Reduced 5.56%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
148,030
shares
|
$7.06 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
143,619
shares
|
$6.85 Million
0.7% of portfolio
|
Q3 2024
Reduced 95.72%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
138,342
shares
|
$6.6 Million
6.55% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
138,129
shares
|
$6.59 Million
0.93% of portfolio
|
Q4 2024
Added 48.65%
|