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 463 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
44,248
shares
|
$2.12 Million
1.07% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
43,736
shares
|
$2.09 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
|
$2.07 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
42,226
shares
|
$2.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
40,996
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
40,597
shares
|
$1.94 Million
0.35% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
40,330
shares
|
$1.93 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
|
$1.89 Million
0.5% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
39,456
shares
|
$1.89 Million
0.51% of portfolio
|
Q2 2025
Reduced 39.76%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
39,299
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
38,542
shares
|
$1.85 Million
0.98% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,231
shares
|
$1.78 Million
0.21% of portfolio
|
Q4 2023
Reduced 9.1%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
36,597
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
36,258
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 103.7%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
35,925
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
35,104
shares
|
$1.68 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35,038
shares
|
$1.68 Million
0.52% of portfolio
|
Q1 2025
Added 291.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,387
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,363
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
34,227
shares
|
$1.64 Million
0.07% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
33,798
shares
|
$1.62 Million
0.55% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
33,177
shares
|
$1.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
33,168
shares
|
$1.59 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
32,857
shares
|
$1.57 Million
0.17% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
32,386
shares
|
$1.55 Million
0.06% of portfolio
|
Q4 2024
Added 60.41%
|