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 460 institutions that hold shares in the stock, with a total of 72.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.41 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
81,613
shares
|
$3.87 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
77,203
shares
|
$3.66 Million
2.6% of portfolio
|
Q1 2025
Added 56.54%
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
74,523
shares
|
$3.53 Million
0.44% of portfolio
|
Q1 2025
Added 0.53%
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
73,969
shares
|
$3.5 Million
0.11% of portfolio
|
Q4 2024
Added 1.92%
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
73,421
shares
|
$3.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
72,950
shares
|
$3.46 Million
0.42% of portfolio
|
Q3 2024
Added 2.37%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
72,865
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2025
Added 30.17%
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
71,942
shares
|
$3.41 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
71,767
shares
|
$3.4 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
71,714
shares
|
$3.4 Million
0.07% of portfolio
|
Q1 2025
Added 13.21%
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
71,600
shares
|
$3.39 Million
0.08% of portfolio
|
Q1 2025
Added 6.07%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
71,192
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
70,252
shares
|
$3.33 Million
0.51% of portfolio
|
Q1 2025
Added 1.41%
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
70,077
shares
|
$3.32 Million
1.92% of portfolio
|
Q1 2025
Added 6.64%
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
68,103
shares
|
$3.23 Million
1.08% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
65,495
shares
|
$3.1 Million
0.96% of portfolio
|
Q1 2025
Reduced 22.58%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
63,395
shares
|
$3 Million
1.19% of portfolio
|
Q4 2023
Added 96.13%
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
61,505
shares
|
$2.91 Million
0.2% of portfolio
|
Q1 2025
Added 3.15%
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
60,614
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.22%
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
60,071
shares
|
$2.85 Million
0.47% of portfolio
|
Q1 2025
Added 32.63%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
59,151
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.11%
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
59,076
shares
|
$2.8 Million
0.89% of portfolio
|
Q1 2025
Added 8.17%
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
58,402
shares
|
$2.77 Million
0.36% of portfolio
|
Q1 2025
Added 0.98%
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
56,780
shares
|
$2.69 Million
1.36% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
56,454
shares
|
$2.67 Million
0.05% of portfolio
|
Q4 2024
Added 5.1%
|