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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
43,746
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
43,736
shares
|
$2.09 Million
3.11% of portfolio
|
Q2 2023
Reduced 10.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
43,722
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
43,565
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
43,450
shares
|
$2.07 Million
1.2% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
43,125
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
42,850
shares
|
$2.04 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
42,714
shares
|
$2.04 Million
1.6% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
41,952
shares
|
$2 Million
1.02% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
39,920
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.58%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
39,667
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
39,123
shares
|
$1.87 Million
0.19% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
38,501
shares
|
$1.84 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
38,447
shares
|
$1.83 Million
0.19% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Boston Standard Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
38,039
shares
|
$1.82 Million
0.36% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
37,788
shares
|
$1.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
37,364
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
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%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
36,591
shares
|
$1.75 Million
0.49% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
36,495
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
36,106
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.5%
|
|
|
M&T Bank Corp
|
Nov 15, 2024 Q3 2024 |
36,079
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
36,006
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
35,925
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
34,621
shares
|
$1.65 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.08%
|