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 460 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 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
|
$877 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,191,699
shares
|
$246 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
5,077,967
shares
|
$241 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
|
$199 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,613,006
shares
|
$124 Million
0.1% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,597,305
shares
|
$123 Million
0.3% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,431,266
shares
|
$115 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,188,968
shares
|
$104 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,620,082
shares
|
$76.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,508,867
shares
|
$71.5 Million
1.34% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,457,798
shares
|
$69.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 97.9%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,419,334
shares
|
$67.2 Million
7.4% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
728,656
shares
|
$34.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
721,219
shares
|
$34.2 Million
1.42% of portfolio
|
Q1 2025
Added 30.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
712,010
shares
|
$33.7 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
|
$31.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
642,073
shares
|
$30.4 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 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
|
$27.9 Million
0.79% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
577,819
shares
|
$27.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 36.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
525,402
shares
|
$24.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
479,150
shares
|
$22.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
430,420
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.5 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
387,490
shares
|
$18.4 Million
0.84% of portfolio
|
Q1 2025
Added 10.17%
|