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 451 institutions that hold shares in the stock, with a total of 73.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
34,149
shares
|
$1.64 Million
0.07% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
33,672
shares
|
$1.61 Million
0.54% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
33,526
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
33,081
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 22.86%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
32,386
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,200
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
32,148
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,817
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
31,647
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
30,733
shares
|
$1.47 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,151
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
29,726
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
28,953
shares
|
$1.39 Million
0.42% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
28,500
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2023
Reduced 27.57%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
27,700
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2024
Added 247.12%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,528
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,297
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
27,197
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Added 75.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,855
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 40.87%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
25,543
shares
|
$1.22 Million
0.27% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
25,180
shares
|
$1.21 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,097
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
25,064
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
24,647
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
24,611
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.86%
|