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 |
|---|---|---|---|---|---|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
32,797
shares
|
$1.58 Million
0.37% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,200
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
31,551
shares
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
30,979
shares
|
$1.49 Million
0.23% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
30,744
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
30,690
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
30,336
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 35.63%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
30,261
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
30,134
shares
|
$1.45 Million
0.2% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
30,118
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
29,929
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
29,807
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
29,693
shares
|
$1.43 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
28,953
shares
|
$1.39 Million
0.4% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
28,714
shares
|
$1.38 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
28,539
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
28,302
shares
|
$1.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 40.62%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,297
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
27,260
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
27,080
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,789
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 227.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,644
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,421
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 58.06%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
24,992
shares
|
$1.2 Million
0.43% of portfolio
|
Q2 2025
Added 14.5%
|