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 $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
41,703
shares
|
$2 Million
0.15% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
41,307
shares
|
$1.98 Million
0.92% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,996
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
40,080
shares
|
$1.93 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
39,299
shares
|
$1.89 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
38,728
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 50.39%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
38,351
shares
|
$1.84 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
38,337
shares
|
$1.84 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,231
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2023
Reduced 9.1%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
36,258
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 103.7%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
35,925
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
35,773
shares
|
$1.72 Million
0.25% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
35,473
shares
|
$1.7 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35,038
shares
|
$1.68 Million
0.52% of portfolio
|
Q1 2025
Added 291.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,387
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.13%
|
|
|
Simon Quick Advisors, LLC
|
Oct 08, 2025 Q2 2025 |
33,999
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
33,973
shares
|
$1.63 Million
0.38% of portfolio
|
Q2 2025
Added 57.52%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
33,969
shares
|
$1.63 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
33,928
shares
|
$1.63 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
33,910
shares
|
$1.63 Million
0.04% of portfolio
|
Q2 2025
Added 77.51%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
33,196
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
33,185
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
33,168
shares
|
$1.59 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
33,162
shares
|
$1.59 Million
0.7% of portfolio
|
Q2 2025
Added 26.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
33,056
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 51.95%
|