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 442 institutions that hold shares in the stock, with a total of 72.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
19,033
shares
|
$909,587
0.09% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
18,981
shares
|
$907,101
0.28% of portfolio
|
Q3 2019
Added 0.65%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
18,950
shares
|
$905,620
0.01% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
18,929
shares
|
$904,616
0.02% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
18,837
shares
|
$900,220
0.19% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,671
shares
|
$892,287
0.23% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
18,310
shares
|
$875,034
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
18,123
shares
|
$866,098
1.46% of portfolio
|
Q3 2023
Reduced 26.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
18,106
shares
|
$865,285
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
18,024
shares
|
$861,366
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
17,636
shares
|
$842,824
0.08% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
17,616
shares
|
$841,868
0.26% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
17,234
shares
|
$823,612
0.01% of portfolio
|
Q3 2024
Added 103.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,731
shares
|
$799,574
0.02% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
16,626
shares
|
$794,556
0.02% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
16,621
shares
|
$794,317
0.3% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
16,365
shares
|
$782,083
0.02% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
15,929
shares
|
$761,246
0.32% of portfolio
|
Q2 2024
Added 10.21%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
15,776
shares
|
$753,935
0.0% of portfolio
|
Q3 2024
Reduced 18.76%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
15,692
shares
|
$749,920
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
15,679
shares
|
$749,299
0.21% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
15,549
shares
|
$743,086
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
15,532
shares
|
$742,274
0.05% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
15,528
shares
|
$742,083
0.06% of portfolio
|
Q3 2024
Added 72.65%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
15,519
shares
|
$741,653
0.01% of portfolio
|
Q2 2024
Added 0.39%
|