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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
17,799
shares
|
$855,241
0.0% of portfolio
|
Q2 2025
Added 14.69%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,763
shares
|
$853,512
0.01% of portfolio
|
Q2 2025
Added 15.45%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
17,730
shares
|
$851,926
0.01% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
17,636
shares
|
$847,409
0.08% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
17,599
shares
|
$845,631
0.03% of portfolio
|
Q2 2025
Reduced 19.72%
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
17,538
shares
|
$842,700
0.28% of portfolio
|
Q3 2025
Added 5.42%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
17,253
shares
|
$829,006
0.04% of portfolio
|
Q2 2025
Added 90.81%
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
16,982
shares
|
$815,985
0.28% of portfolio
|
Q2 2025
Reduced 27.51%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
16,891
shares
|
$811,612
0.01% of portfolio
|
Q2 2025
Added 3.96%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,742
shares
|
$804,453
0.02% of portfolio
|
Q2 2025
Added 2.78%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,172
shares
|
$777,064
0.0% of portfolio
|
Q2 2025
Added 4.3%
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
16,087
shares
|
$772,980
0.27% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
15,806
shares
|
$759,478
0.0% of portfolio
|
Q2 2025
Added 227.93%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
15,695
shares
|
$754,144
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
15,662
shares
|
$752,559
0.16% of portfolio
|
Q2 2025
Added 1.99%
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
15,510
shares
|
$745,255
0.05% of portfolio
|
Q2 2025
Added 6.9%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
15,317
shares
|
$735,981
0.23% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
15,271
shares
|
$733,771
0.2% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,155
shares
|
$728,197
0.02% of portfolio
|
Q1 2024
Reduced 42.22%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
15,001
shares
|
$720,798
0.09% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
14,939
shares
|
$717,818
0.69% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
14,932
shares
|
$717,482
0.06% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 09, 2025 Q3 2025 |
14,851
shares
|
$713,590
0.18% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
14,849
shares
|
$713,494
0.01% of portfolio
|
Q2 2022
New holding
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
14,676
shares
|
$705,181
0.35% of portfolio
|
Q2 2025
Reduced 13.4%
|