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 441 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
19,979,704
shares
|
$958 Million
0.07% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,092,767
shares
|
$244 Million
0.03% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,288,330
shares
|
$206 Million
0.04% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,840,836
shares
|
$136 Million
0.09% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,822,780
shares
|
$135 Million
0.04% of portfolio
|
Q3 2025
Reduced 42.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,146,319
shares
|
$103 Million
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,994,926
shares
|
$95.6 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,824,909
shares
|
$87.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.75%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
1,644,782
shares
|
$78.8 Million
6.98% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,635,215
shares
|
$78.4 Million
1.25% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,564,869
shares
|
$75 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,037,551
shares
|
$49.7 Million
1.52% of portfolio
|
Q3 2025
Reduced 38.62%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
896,907
shares
|
$43 Million
1.77% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
793,567
shares
|
$38 Million
0.01% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
673,357
shares
|
$32.3 Million
0.06% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
654,631
shares
|
$31.4 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
642,073
shares
|
$30.8 Million
3.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
603,143
shares
|
$28.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
412,319
shares
|
$19.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
411,727
shares
|
$19.7 Million
0.69% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.7 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
376,498
shares
|
$18 Million
2.41% of portfolio
|
Q3 2025
Added 41.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
363,707
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
338,152
shares
|
$16.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
326,587
shares
|
$15.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 44.83%
|
|