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 453 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 $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
84,232
shares
|
$4 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
83,980
shares
|
$3.99 Million
1.48% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
82,101
shares
|
$3.9 Million
0.21% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
81,061
shares
|
$3.85 Million
0.02% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,516
shares
|
$3.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
78,492
shares
|
$3.73 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
77,777
shares
|
$3.7 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
76,931
shares
|
$3.66 Million
0.01% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
76,928
shares
|
$3.66 Million
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
75,375
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
74,502
shares
|
$3.54 Million
0.78% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
74,129
shares
|
$3.52 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
73,969
shares
|
$3.52 Million
0.11% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
73,026
shares
|
$3.47 Million
1.2% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
72,950
shares
|
$3.47 Million
0.42% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
72,091
shares
|
$3.43 Million
0.3% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
71,767
shares
|
$3.41 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
69,276
shares
|
$3.29 Million
0.47% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
67,500
shares
|
$3.21 Million
0.08% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
65,712
shares
|
$3.12 Million
1.72% of portfolio
|
Q4 2022
Added 8.61%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,395
shares
|
$3.01 Million
1.19% of portfolio
|
Q4 2023
Added 96.13%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
63,348
shares
|
$3.01 Million
0.06% of portfolio
|
Q4 2024
Added 27.52%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
60,944
shares
|
$2.9 Million
1.39% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
59,627
shares
|
$2.83 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
58,988
shares
|
$2.8 Million
0.02% of portfolio
|
Q4 2024
Added 6.13%
|