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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
530
shares
|
$25,291
0.01% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
522
shares
|
$24,909
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
510
shares
|
$24,337
0.0% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
490
shares
|
$23,382
0.0% of portfolio
|
Q3 2024
Reduced 48.37%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
427
shares
|
$20,376
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
410
shares
|
$19,565
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
406
shares
|
$19,374
0.0% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
400
shares
|
$19,088
0.01% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
383
shares
|
$18,276
0.02% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
371
shares
|
$17,704
0.0% of portfolio
|
Q4 2023
Reduced 36.47%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
363
shares
|
$17,322
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
336
shares
|
$16,033
0.01% of portfolio
|
Q2 2024
Reduced 61.25%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
325
shares
|
$15,509
0.0% of portfolio
|
Q4 2023
Reduced 36.65%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
294
shares
|
$14,029
0.0% of portfolio
|
Q1 2024
Added 4.63%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
227
shares
|
$10,832
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
194
shares
|
$9,257
0.01% of portfolio
|
Q3 2024
Added 12.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
182
shares
|
$8,685
0.0% of portfolio
|
Q3 2024
Added 80.2%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
174
shares
|
$8,303
0.0% of portfolio
|
Q3 2024
Reduced 73.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
124
shares
|
$5,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
120
shares
|
$5,726
0.0% of portfolio
|
Q2 2024
Reduced 71.63%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
109
shares
|
$5,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
86
shares
|
$4,103
0.01% of portfolio
|
Q2 2024
Reduced 30.08%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
82
shares
|
$3,913
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
74
shares
|
$3,531
0.0% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
69
shares
|
$3,292
0.0% of portfolio
|
Q3 2024
Reduced 59.17%
|