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 465 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
7,498
shares
|
$358,179
0.28% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
7,425
shares
|
$354,692
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
7,295
shares
|
$348,482
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
7,271
shares
|
$347,335
0.03% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,271
shares
|
$347,335
0.04% of portfolio
|
Q1 2019
Reduced 39.04%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
7,234
shares
|
$345,568
0.25% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,095
shares
|
$338,928
0.01% of portfolio
|
Q2 2025
Reduced 18.5%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
7,060
shares
|
$337,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
7,000
shares
|
$334,390
0.11% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
7,000
shares
|
$334,390
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
6,929
shares
|
$330,998
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,923
shares
|
$330,711
0.01% of portfolio
|
Q2 2025
Reduced 65.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,896
shares
|
$329,421
0.02% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
6,823
shares
|
$325,934
0.07% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
6,800
shares
|
$324,836
0.0% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,729
shares
|
$321,444
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
6,625
shares
|
$316,476
0.5% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,604
shares
|
$315,473
0.01% of portfolio
|
Q1 2023
Reduced 28.75%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
6,592
shares
|
$314,899
0.01% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
6,552
shares
|
$312,989
0.08% of portfolio
|
Q4 2023
Reduced 8.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
6,550
shares
|
$312,893
0.02% of portfolio
|
Q4 2023
Reduced 8.65%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
6,491
shares
|
$310,075
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,442
shares
|
$307,734
0.01% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
6,403
shares
|
$305,871
0.11% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
6,400
shares
|
$305,728
0.09% of portfolio
|
Q4 2023
Reduced 18.47%
|