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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
5,051
shares
|
$241,286
0.04% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
4,971
shares
|
$237,464
0.04% of portfolio
|
Q2 2025
Reduced 19.04%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
4,909
shares
|
$234,502
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
4,832
shares
|
$230,824
0.03% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,820
shares
|
$230,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
4,685
shares
|
$223,802
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,621
shares
|
$220,745
0.04% of portfolio
|
Q1 2025
Reduced 31.86%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
4,559
shares
|
$217,783
0.15% of portfolio
|
Q1 2025
Reduced 56.53%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,552
shares
|
$217,449
0.03% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,464
shares
|
$213,245
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,452
shares
|
$212,672
0.02% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
4,437
shares
|
$211,955
0.16% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,437
shares
|
$211,955
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
4,427
shares
|
$211,477
0.01% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
4,381
shares
|
$209,280
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,355
shares
|
$208,038
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,352
shares
|
$207,895
0.12% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
4,296
shares
|
$205,219
0.03% of portfolio
|
Q1 2025
Added 150.93%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,285
shares
|
$204,694
0.04% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
4,254
shares
|
$203,213
0.12% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
4,236
shares
|
$202,353
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
4,230
shares
|
$202,067
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
4,211
shares
|
$201,159
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,118
shares
|
$196,716
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,954
shares
|
$188,882
0.01% of portfolio
|
Q1 2025
Added 0.18%
|