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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
24,422
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
23,491
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
22,684
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
22,290
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
22,284
shares
|
$1.07 Million
0.31% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
20,923
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
20,685
shares
|
$993,914
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
20,307
shares
|
$975,751
0.35% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
20,300
shares
|
$975,415
0.02% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
20,080
shares
|
$964,844
0.46% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
19,497
shares
|
$936,830
0.03% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
19,457
shares
|
$934,908
0.36% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
19,394
shares
|
$931,881
0.29% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,324
shares
|
$928,518
0.04% of portfolio
|
Q2 2020
Reduced 15.25%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
19,183
shares
|
$921,743
0.19% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
19,029
shares
|
$914,343
0.19% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,990
shares
|
$912,469
0.09% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
18,373
shares
|
$882,822
0.08% of portfolio
|
Q2 2025
Reduced 25.64%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
18,123
shares
|
$870,810
1.46% of portfolio
|
Q3 2023
Reduced 26.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
18,108
shares
|
$870,089
0.02% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
18,018
shares
|
$865,764
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
17,962
shares
|
$863,074
0.51% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
17,912
shares
|
$860,671
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|