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 458 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 $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,226
shares
|
$294,925
0.01% of portfolio
|
Q2 2023
Reduced 47.44%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
6,140
shares
|
$290,851
0.05% of portfolio
|
Q1 2025
Reduced 24.46%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
6,121
shares
|
$289,951
0.22% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
6,101
shares
|
$289,004
0.01% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,064
shares
|
$287,251
0.0% of portfolio
|
Q1 2025
Reduced 53.05%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,062
shares
|
$287,156
0.0% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
6,000
shares
|
$284,220
0.01% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,978
shares
|
$283,177
0.05% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,929
shares
|
$280,856
0.05% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
5,862
shares
|
$277,682
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,778
shares
|
$273,703
0.03% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,635
shares
|
$266,929
0.05% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,561
shares
|
$263,424
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
5,540
shares
|
$262,429
0.0% of portfolio
|
Q4 2024
Reduced 51.77%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
5,500
shares
|
$260,535
0.03% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
5,466
shares
|
$258,924
0.07% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
5,279
shares
|
$250,066
0.28% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,263
shares
|
$249,308
0.0% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
5,259
shares
|
$249,118
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
5,239
shares
|
$248,171
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
5,105
shares
|
$241,823
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,104
shares
|
$241,776
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
5,051
shares
|
$239,265
0.04% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
4,984
shares
|
$236,092
0.1% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,909
shares
|
$232,539
0.01% of portfolio
|
Q2 2024
New holding
|