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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
23,992
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2024
Reduced 37.65%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
23,552
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,116
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.1%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
22,284
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
21,921
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
21,632
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 36.22%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
21,526
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
21,225
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Reduced 38.12%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
21,038
shares
|
$1 Million
0.42% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
21,004
shares
|
$1 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,969
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
20,960
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
20,953
shares
|
$999,877
0.09% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
20,812
shares
|
$993,148
0.39% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
20,345
shares
|
$970,863
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
20,293
shares
|
$968,381
0.03% of portfolio
|
Q3 2024
Reduced 23.28%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
20,190
shares
|
$963,466
0.03% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
19,842
shares
|
$946,860
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
19,519
shares
|
$931,446
0.18% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
19,466
shares
|
$928,917
0.62% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
19,446
shares
|
$927,963
0.28% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,324
shares
|
$922,141
0.04% of portfolio
|
Q2 2020
Reduced 15.25%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
19,315
shares
|
$921,711
0.35% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
19,304
shares
|
$921,186
0.48% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
19,033
shares
|
$908,254
0.09% of portfolio
|
Q3 2024
Added 19.79%
|