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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,350
shares
|
$64,489
0.0% of portfolio
|
Q4 2024
Reduced 46.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
1,348
shares
|
$64,393
0.01% of portfolio
|
Q1 2018
Reduced 5.93%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,252
shares
|
$59,808
0.01% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,150
shares
|
$54,935
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
994
shares
|
$47,483
0.0% of portfolio
|
Q2 2024
Added 380.19%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
975
shares
|
$46,575
0.02% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
912
shares
|
$43,566
0.05% of portfolio
|
Q1 2025
Reduced 16.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
715
shares
|
$34,155
0.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
635
shares
|
$30,333
0.0% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
600
shares
|
$28,662
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$27,754
0.01% of portfolio
|
Q1 2024
Reduced 22.12%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
569
shares
|
$27,181
0.01% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
550
shares
|
$26,273
0.02% of portfolio
|
Q4 2023
Reduced 69.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
539
shares
|
$25,748
0.01% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
535
shares
|
$25,556
0.01% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
533
shares
|
$25,461
0.0% of portfolio
|
Q3 2023
Reduced 56.24%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
516
shares
|
$24,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
514
shares
|
$24,553
0.0% of portfolio
|
Q4 2024
Reduced 86.7%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
510
shares
|
$24,362
0.0% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
509
shares
|
$24,314
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
490
shares
|
$23,407
0.0% of portfolio
|
Q3 2024
Reduced 48.37%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
485
shares
|
$23,168
0.01% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
476
shares
|
$22,738
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
417
shares
|
$19,920
0.01% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
400
shares
|
$19,108
0.01% of portfolio
|
Q4 2023
Reduced 20.0%
|