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 |
---|---|---|---|---|---|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
3,825
shares
|
$182,720
0.14% of portfolio
|
Q1 2025
Added 13.64%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,794
shares
|
$181,239
0.01% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,353
shares
|
$160,172
0.02% of portfolio
|
Q1 2025
Added 3321.43%
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
3,066
shares
|
$146,462
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
3,010
shares
|
$143,787
0.09% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
2,916
shares
|
$139,297
0.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,750
shares
|
$131,367
0.01% of portfolio
|
Q2 2022
Added 30.95%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,697
shares
|
$128,835
0.0% of portfolio
|
Q1 2025
Added 239.67%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,681
shares
|
$128,071
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,641
shares
|
$126,160
0.0% of portfolio
|
Q1 2025
Reduced 44.29%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
2,555
shares
|
$122,052
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,551
shares
|
$121,861
0.01% of portfolio
|
Q4 2022
New holding
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,367
shares
|
$113,071
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,252
shares
|
$107,578
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,100
shares
|
$100,317
0.0% of portfolio
|
Q3 2020
Reduced 19.23%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,046
shares
|
$97,737
0.01% of portfolio
|
Q1 2024
Reduced 6.1%
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$95,540
0.1% of portfolio
|
Q2 2022
Reduced 6.98%
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,886
shares
|
$90,094
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,782
shares
|
$85,126
0.0% of portfolio
|
Q1 2025
Reduced 98.2%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,746
shares
|
$83,406
0.0% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,745
shares
|
$83,358
0.03% of portfolio
|
Q2 2025
Added 30.81%
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,527
shares
|
$72,944
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,475
shares
|
$70,460
0.0% of portfolio
|
Q2 2025
Reduced 39.1%
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,371
shares
|
$65,492
0.02% of portfolio
|
Q4 2023
New holding
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,367
shares
|
$65,301
0.01% of portfolio
|
Q1 2025
New holding
|