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 465 institutions that hold shares in the stock, with a total of 71 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
31,636
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
31,011
shares
|
$1.48 Million
1.06% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
30,979
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,725
shares
|
$1.47 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
30,698
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
30,481
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
30,400
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
29,865
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
29,693
shares
|
$1.42 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
28,953
shares
|
$1.38 Million
0.4% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
28,714
shares
|
$1.37 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,297
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
27,080
shares
|
$1.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
26,500
shares
|
$1.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
26,447
shares
|
$1.26 Million
0.19% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
26,213
shares
|
$1.25 Million
0.56% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,751
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
25,555
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2025
Reduced 65.7%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
24,992
shares
|
$1.19 Million
0.43% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
24,708
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
24,422
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
23,427
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
22,684
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.88%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,367
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,338
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 46.45%
|