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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
323,963
shares
|
$15.5 Million
0.72% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
315,464
shares
|
$15.1 Million
23.13% of portfolio
|
Q4 2022
Reduced 22.6%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
295,792
shares
|
$14.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
295,514
shares
|
$14.1 Million
0.33% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
277,881
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
264,479
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
238,272
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
227,850
shares
|
$10.9 Million
0.34% of portfolio
|
Q1 2024
Added 32.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
226,040
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
219,499
shares
|
$10.5 Million
1.59% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
207,551
shares
|
$9.9 Million
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
199,316
shares
|
$9.51 Million
0.43% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
196,799
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
191,038
shares
|
$9.12 Million
0.12% of portfolio
|
Q3 2024
Added 566.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
190,883
shares
|
$9.11 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
189,858
shares
|
$9.06 Million
0.69% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
176,164
shares
|
$8.41 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
166,631
shares
|
$7.95 Million
0.12% of portfolio
|
Q3 2023
Reduced 3.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
161,340
shares
|
$7.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
158,056
shares
|
$7.54 Million
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
154,335
shares
|
$7.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
154,185
shares
|
$7.36 Million
0.31% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
148,141
shares
|
$7.07 Million
0.65% of portfolio
|
Q3 2022
Reduced 5.56%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
140,355
shares
|
$6.7 Million
0.9% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
138,847
shares
|
$6.63 Million
6.78% of portfolio
|
Q3 2024
Reduced 0.52%
|