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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,929
shares
|
$282,931
0.05% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
5,862
shares
|
$279,734
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
5,789
shares
|
$276,251
0.05% of portfolio
|
Q3 2024
Reduced 35.69%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,778
shares
|
$275,726
0.03% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
5,732
shares
|
$273,531
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,535
shares
|
$264,130
0.08% of portfolio
|
Q4 2023
Reduced 3.55%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
5,500
shares
|
$262,460
0.03% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,455
shares
|
$260,312
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,393
shares
|
$257,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
5,376
shares
|
$256,542
0.28% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,356
shares
|
$255,588
0.0% of portfolio
|
Q3 2024
Added 56.2%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,228
shares
|
$249,480
0.01% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,105
shares
|
$243,610
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,051
shares
|
$241,033
0.07% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,016
shares
|
$239,363
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,943
shares
|
$235,879
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,909
shares
|
$234,257
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
4,864
shares
|
$232,110
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
4,783
shares
|
$228,244
0.03% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
4,765
shares
|
$227,385
0.14% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
4,687
shares
|
$223,663
0.01% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,685
shares
|
$223,568
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
4,570
shares
|
$218,080
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,536
shares
|
$216,457
0.0% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,452
shares
|
$212,449
0.03% of portfolio
|
Q2 2022
Reduced 46.26%
|