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 453 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
24,559
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 31.93%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
23,769
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
23,592
shares
|
$1.12 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
23,203
shares
|
$1.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
22,284
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,997
shares
|
$1.05 Million
0.39% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
21,921
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,877
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
21,763
shares
|
$1.03 Million
0.13% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
21,526
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
21,396
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
21,296
shares
|
$1.01 Million
0.31% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
21,169
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
20,976
shares
|
$997,199
0.09% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Altus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
20,618
shares
|
$980,179
0.44% of portfolio
|
Q4 2024
Added 74.89%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
20,475
shares
|
$973,381
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
20,451
shares
|
$972,240
0.0% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
20,193
shares
|
$959,975
0.42% of portfolio
|
Q4 2024
Added 49.32%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
20,116
shares
|
$956,314
0.42% of portfolio
|
Q4 2024
Reduced 44.69%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
20,029
shares
|
$952,178
0.18% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19,973
shares
|
$949,516
0.02% of portfolio
|
Q4 2024
Added 194.11%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
19,914
shares
|
$946,711
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
19,575
shares
|
$930,595
0.6% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
19,551
shares
|
$929,454
0.01% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
19,497
shares
|
$926,887
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|