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 465 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
18,510,659
shares
|
$884 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,191,699
shares
|
$248 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
5,077,967
shares
|
$243 Million
0.04% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,197,494
shares
|
$201 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,613,006
shares
|
$125 Million
0.1% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,461,237
shares
|
$118 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,431,266
shares
|
$116 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,188,968
shares
|
$105 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,690,403
shares
|
$80.8 Million
2.82% of portfolio
|
Q2 2025
Added 629.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,620,082
shares
|
$77.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,545,071
shares
|
$73.8 Million
1.24% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
1,418,462
shares
|
$67.8 Million
6.82% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
728,656
shares
|
$34.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
721,219
shares
|
$34.5 Million
1.42% of portfolio
|
Q1 2025
Added 30.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
712,010
shares
|
$34 Million
0.05% of portfolio
|
Q1 2025
Reduced 55.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
662,134
shares
|
$31.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
642,073
shares
|
$30.7 Million
3.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
591,995
shares
|
$28.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
589,603
shares
|
$28.2 Million
0.79% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
525,402
shares
|
$25.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
502,782
shares
|
$24 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
430,420
shares
|
$20.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.6 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
387,490
shares
|
$18.5 Million
0.84% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
351,476
shares
|
$16.8 Million
0.2% of portfolio
|
Q1 2025
Added 15.2%
|