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 |
---|---|---|---|---|---|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
52,386
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
50,758
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
50,612
shares
|
$2.43 Million
0.2% of portfolio
|
Q4 2023
Added 114.8%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
49,950
shares
|
$2.4 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
49,766
shares
|
$2.39 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
48,573
shares
|
$2.34 Million
1.51% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
48,391
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
47,718
shares
|
$2.3 Million
0.28% of portfolio
|
Q2 2025
Added 2.25%
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
47,596
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
47,200
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.08%
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
47,083
shares
|
$2.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
46,926
shares
|
$2.26 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
46,844
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
46,495
shares
|
$2.24 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
46,478
shares
|
$2.24 Million
0.07% of portfolio
|
Q2 2025
Added 6.01%
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
45,810
shares
|
$2.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
45,725
shares
|
$2.2 Million
0.76% of portfolio
|
Q2 2025
Reduced 22.6%
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
45,451
shares
|
$2.19 Million
1.44% of portfolio
|
Q2 2025
Reduced 41.13%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
45,273
shares
|
$2.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
44,650
shares
|
$2.15 Million
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
44,331
shares
|
$2.13 Million
0.08% of portfolio
|
Q2 2025
Added 40.13%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
44,248
shares
|
$2.13 Million
1.07% of portfolio
|
Q4 2024
Added 1.84%
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
43,736
shares
|
$2.1 Million
3.11% of portfolio
|
Q2 2023
Reduced 10.32%
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
42,759
shares
|
$2.06 Million
1.68% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
41,703
shares
|
$2.01 Million
0.15% of portfolio
|
Q2 2025
Added 3.4%
|