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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,979
shares
|
$428,477
0.01% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
8,903
shares
|
$424,851
0.06% of portfolio
|
Q4 2023
Reduced 2.72%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
8,849
shares
|
$422,274
0.3% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
8,780
shares
|
$418,981
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
8,706
shares
|
$415,450
0.02% of portfolio
|
Q3 2024
Reduced 55.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
8,685
shares
|
$414,448
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
8,634
shares
|
$412,014
0.4% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
8,605
shares
|
$410,630
0.1% of portfolio
|
Q2 2023
Reduced 31.02%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
8,565
shares
|
$408,721
0.16% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,509
shares
|
$406,049
0.02% of portfolio
|
Q2 2024
Reduced 17.48%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
8,466
shares
|
$403,997
0.04% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,408
shares
|
$401,229
0.16% of portfolio
|
Q1 2023
Reduced 23.29%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,304
shares
|
$396,266
0.03% of portfolio
|
Q4 2023
Reduced 9.17%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,233
shares
|
$392,878
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,145
shares
|
$388,679
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
7,989
shares
|
$381,235
0.02% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,980
shares
|
$380,805
0.05% of portfolio
|
Q2 2024
Reduced 90.8%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
7,907
shares
|
$377,322
0.2% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
7,831
shares
|
$373,695
0.1% of portfolio
|
Q2 2024
Reduced 84.02%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,824
shares
|
$373,361
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,686
shares
|
$366,775
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
7,563
shares
|
$360,906
0.06% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
7,509
shares
|
$358,329
0.27% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,465
shares
|
$356,229
0.26% of portfolio
|
Q3 2024
Added 149.08%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,350
shares
|
$350,742
0.02% of portfolio
|
Q1 2024
Reduced 12.66%
|