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 440 institutions that hold shares in the stock, with a total of 72.7 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
|
$772 Million
0.07% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,881,024
shares
|
$281 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
|
$132 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
|
$121 Million
0.61% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,380,978
shares
|
$114 Million
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,612,036
shares
|
$76.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,598,351
shares
|
$76.3 Million
1.78% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,551,023
shares
|
$74 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,099,893
shares
|
$52.5 Million
5.57% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
903,339
shares
|
$43.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 33.08%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
722,887
shares
|
$34.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
693,468
shares
|
$33.1 Million
0.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
639,913
shares
|
$30.5 Million
3.35% of portfolio
|
Q3 2024
Added 27.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
548,171
shares
|
$26.2 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
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
496,968
shares
|
$23.7 Million
0.7% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
458,772
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
420,200
shares
|
$20.1 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
|
$16.6 Million
0.54% of portfolio
|
Q3 2024
Added 127.53%
|