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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
11,948
shares
|
$565,976
0.43% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
11,870
shares
|
$562,281
0.01% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,845
shares
|
$561,097
0.13% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,577
shares
|
$548,402
0.15% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
11,549
shares
|
$547,076
0.02% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
11,539
shares
|
$546,602
0.26% of portfolio
|
Q1 2025
Reduced 44.03%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
11,167
shares
|
$528,980
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
11,165
shares
|
$528,886
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
10,987
shares
|
$520,454
0.19% of portfolio
|
Q1 2025
Added 28.55%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,962
shares
|
$519,269
0.04% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,759
shares
|
$509,653
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,604
shares
|
$502,311
0.1% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
10,447
shares
|
$494,874
0.05% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
10,321
shares
|
$488,905
0.2% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,305
shares
|
$488,147
0.02% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
10,057
shares
|
$476,400
0.19% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,025
shares
|
$474,884
0.09% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
9,874
shares
|
$467,731
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
9,803
shares
|
$464,368
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9,801
shares
|
$464,273
0.06% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
9,692
shares
|
$459,110
0.03% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
9,670
shares
|
$458,067
0.23% of portfolio
|
Q2 2022
Added 98.56%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,604
shares
|
$454,941
0.14% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
9,513
shares
|
$450,630
0.07% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,489
shares
|
$449,493
0.03% of portfolio
|
Q1 2025
Reduced 29.67%
|