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 437 institutions that hold shares in the stock, with a total of 72.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,182,019
shares
|
$771 Million
0.07% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,881,024
shares
|
$280 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,623,444
shares
|
$268 Million
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,845,424
shares
|
$231 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,741,732
shares
|
$226 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,759,279
shares
|
$131 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,525,467
shares
|
$120 Million
0.61% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,380,978
shares
|
$113 Million
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,716,126
shares
|
$81.7 Million
1.58% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,612,036
shares
|
$76.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,551,023
shares
|
$73.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,332,475
shares
|
$63.5 Million
6.78% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
903,339
shares
|
$43 Million
0.1% of portfolio
|
Q3 2024
Reduced 33.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
730,394
shares
|
$34.8 Million
0.07% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
722,887
shares
|
$34.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
693,468
shares
|
$33 Million
0.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
642,073
shares
|
$30.6 Million
3.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
562,212
shares
|
$26.8 Million
0.76% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
548,171
shares
|
$26.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
532,561
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
510,419
shares
|
$24.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
420,200
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 99.11%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.6 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
367,255
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
346,918
shares
|
$16.5 Million
0.54% of portfolio
|
Q3 2024
Added 127.53%
|