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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
88,112
shares
|
$4.2 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
87,927
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,120
shares
|
$4.06 Million
0.27% of portfolio
|
Q4 2023
Reduced 49.88%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
83,646
shares
|
$3.99 Million
0.2% of portfolio
|
Q2 2024
Reduced 12.78%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
83,429
shares
|
$3.98 Million
1.31% of portfolio
|
Q3 2024
Added 22.07%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
83,338
shares
|
$3.98 Million
0.06% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
83,232
shares
|
$3.97 Million
0.41% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
80,510
shares
|
$3.84 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
80,458
shares
|
$3.84 Million
0.22% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
79,391
shares
|
$3.79 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
76,879
shares
|
$3.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
72,950
shares
|
$3.48 Million
0.42% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
72,579
shares
|
$3.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
72,524
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
71,498
shares
|
$3.41 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,101
shares
|
$3.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
69,587
shares
|
$3.32 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
65,712
shares
|
$3.14 Million
1.45% of portfolio
|
Q4 2022
Added 8.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
65,232
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,395
shares
|
$3.03 Million
1.19% of portfolio
|
Q4 2023
Added 96.13%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
63,253
shares
|
$3.02 Million
0.21% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
63,086
shares
|
$3.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
57,573
shares
|
$2.75 Million
1.35% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
57,005
shares
|
$2.72 Million
0.74% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
56,827
shares
|
$2.71 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.42%
|