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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
7,271
shares
|
$346,972
0.01% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,271
shares
|
$346,972
0.04% of portfolio
|
Q1 2019
Reduced 39.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,125
shares
|
$340,005
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
7,039
shares
|
$335,901
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
7,018
shares
|
$334,898
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 13, 2024 Q3 2024 |
7,000
shares
|
$334,040
0.09% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
6,952
shares
|
$331,749
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6,896
shares
|
$329,077
0.02% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
6,821
shares
|
$325,498
0.04% of portfolio
|
Q3 2024
Reduced 25.79%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,791
shares
|
$324,066
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
6,644
shares
|
$317,051
0.03% of portfolio
|
Q3 2024
Reduced 62.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
6,632
shares
|
$316,479
0.03% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
6,625
shares
|
$316,145
0.5% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,604
shares
|
$315,142
0.01% of portfolio
|
Q1 2023
Reduced 28.75%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
6,592
shares
|
$314,570
0.01% of portfolio
|
Q1 2024
Reduced 11.18%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
6,569
shares
|
$313,472
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
6,552
shares
|
$312,661
0.08% of portfolio
|
Q4 2023
Reduced 8.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,550
shares
|
$312,566
0.02% of portfolio
|
Q4 2023
Reduced 8.65%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
6,400
shares
|
$305,408
0.08% of portfolio
|
Q4 2023
Reduced 18.47%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
6,348
shares
|
$302,926
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
6,266
shares
|
$299,013
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
6,226
shares
|
$297,104
0.01% of portfolio
|
Q2 2023
Reduced 47.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,186
shares
|
$295,195
0.0% of portfolio
|
Q3 2024
Reduced 31.83%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,020
shares
|
$287,274
0.05% of portfolio
|
Q2 2024
Reduced 16.17%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
6,000
shares
|
$286,320
0.01% of portfolio
|
Q1 2024
Reduced 14.29%
|