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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
33,002
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
32,857
shares
|
$1.58 Million
0.17% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
32,816
shares
|
$1.58 Million
1.03% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
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
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
30,679
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
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
|
$1.45 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 |
Oct 14, 2025 Q3 2025 |
28,718
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
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%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,967
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
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%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
25,612
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2025
Added 21.52%
|