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 440 institutions that hold shares in the stock, with a total of 72.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,104
shares
|
$577,602
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
11,904
shares
|
$568,058
0.24% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
11,789
shares
|
$562,571
0.27% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
11,577
shares
|
$552,454
0.04% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,573
shares
|
$552,263
0.16% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
11,557
shares
|
$551,500
0.04% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
11,486
shares
|
$548,111
0.01% of portfolio
|
Q3 2024
Added 99.83%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
11,315
shares
|
$539,951
0.22% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
11,305
shares
|
$539,474
0.04% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
11,167
shares
|
$532,889
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
10,759
shares
|
$513,419
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
10,643
shares
|
$507,883
0.08% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
10,597
shares
|
$505,688
0.05% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
10,557
shares
|
$503,780
0.12% of portfolio
|
Q4 2023
Reduced 39.44%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
10,465
shares
|
$499,389
0.21% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,423
shares
|
$497,385
0.01% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
10,148
shares
|
$484,262
0.06% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,085
shares
|
$481,256
0.01% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,948
shares
|
$474,718
0.1% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,874
shares
|
$471,187
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
9,670
shares
|
$461,452
0.23% of portfolio
|
Q2 2022
Added 98.56%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,604
shares
|
$458,302
0.14% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
9,384
shares
|
$447,804
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
9,331
shares
|
$445,275
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
9,310
shares
|
$444,273
0.04% of portfolio
|
Q2 2024
Added 0.01%
|