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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
43,842
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
43,736
shares
|
$2.07 Million
3.11% of portfolio
|
Q2 2023
Reduced 10.32%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
43,320
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
43,191
shares
|
$2.05 Million
1.56% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
41,393
shares
|
$1.96 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,996
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
40,330
shares
|
$1.91 Million
0.16% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
39,558
shares
|
$1.87 Million
0.5% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
37,975
shares
|
$1.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
37,923
shares
|
$1.8 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,231
shares
|
$1.76 Million
0.21% of portfolio
|
Q4 2023
Reduced 9.1%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
37,163
shares
|
$1.76 Million
0.99% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
36,597
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
35,925
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
35,517
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
35,104
shares
|
$1.66 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,387
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
34,149
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
34,058
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
33,798
shares
|
$1.6 Million
0.55% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Hurlow Wealth Management Group, Inc.
|
May 08, 2025 Q1 2025 |
33,410
shares
|
$1.58 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
33,177
shares
|
$1.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
32,885
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2025
Reduced 58.1%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
32,605
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
32,386
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Added 60.41%
|