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 447 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 $3.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
18,344,941
shares
|
$883 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,014,167
shares
|
$241 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,906,463
shares
|
$236 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,019,321
shares
|
$193 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,696,310
shares
|
$130 Million
0.1% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,192,051
shares
|
$105 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,139,222
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,064,442
shares
|
$99.3 Million
0.82% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,690,403
shares
|
$81.3 Million
2.82% of portfolio
|
Q2 2025
Added 629.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,628,603
shares
|
$78.4 Million
0.05% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,545,071
shares
|
$74.3 Million
1.24% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,418,462
shares
|
$68.2 Million
6.82% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
918,500
shares
|
$44.2 Million
1.81% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
749,942
shares
|
$36.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
660,310
shares
|
$31.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
657,896
shares
|
$31.7 Million
0.75% of portfolio
|
Q2 2025
Added 11.58%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
648,463
shares
|
$31.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
642,073
shares
|
$30.9 Million
3.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
591,995
shares
|
$28.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
449,123
shares
|
$21.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
397,039
shares
|
$19.1 Million
0.74% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.8 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
358,194
shares
|
$17.2 Million
0.02% of portfolio
|
Q2 2025
Added 505.56%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
351,901
shares
|
$16.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
315,464
shares
|
$15.2 Million
23.13% of portfolio
|
Q4 2022
Reduced 22.6%
|