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 |
|---|---|---|---|---|---|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
19,393
shares
|
$921,943
0.22% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
19,350
shares
|
$919,899
0.38% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
19,348
shares
|
$919,803
0.49% of portfolio
|
Q4 2024
Reduced 39.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,324
shares
|
$918,662
0.04% of portfolio
|
Q2 2020
Reduced 15.25%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
19,145
shares
|
$910,153
0.34% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,103
shares
|
$908,156
0.03% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
18,957
shares
|
$901,215
0.03% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
18,926
shares
|
$899,742
0.01% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
18,340
shares
|
$871,883
0.02% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
18,123
shares
|
$861,567
1.46% of portfolio
|
Q3 2023
Reduced 26.45%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
18,049
shares
|
$858,049
0.01% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
18,046
shares
|
$857,906
0.26% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
17,636
shares
|
$838,415
0.08% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
17,616
shares
|
$837,464
0.26% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Idaho Trust Bank
Boise, ID |
Feb 07, 2025 Q4 2024 |
17,278
shares
|
$821,396
0.41% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,207
shares
|
$818,020
0.02% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
17,179
shares
|
$816,689
0.02% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
17,107
shares
|
$813,266
0.07% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
16,385
shares
|
$778,942
0.28% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
16,147
shares
|
$767,628
0.33% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,996
shares
|
$760,449
0.03% of portfolio
|
Q4 2024
Reduced 46.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
15,802
shares
|
$751,227
0.01% of portfolio
|
Q4 2024
Reduced 26.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,762
shares
|
$749,325
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
15,744
shares
|
$748,469
0.05% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
15,679
shares
|
$745,379
0.21% of portfolio
|
Q3 2024
Reduced 13.96%
|