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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
22,290
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
22,284
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
22,085
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
21,921
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
21,755
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
21,567
shares
|
$1.03 Million
0.27% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
21,526
shares
|
$1.03 Million
0.1% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,125
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
20,707
shares
|
$989,173
0.19% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
20,236
shares
|
$966,673
0.33% of portfolio
|
Q1 2025
Added 23.5%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
20,080
shares
|
$959,221
0.49% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
20,000
shares
|
$955,400
0.4% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
19,561
shares
|
$934,428
0.02% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
19,497
shares
|
$931,371
0.04% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,324
shares
|
$923,107
0.04% of portfolio
|
Q2 2020
Reduced 15.25%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
19,239
shares
|
$919,047
0.21% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
19,184
shares
|
$916,419
0.35% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,103
shares
|
$912,550
0.03% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
18,914
shares
|
$903,521
0.06% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
18,884
shares
|
$902,088
0.0% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
18,803
shares
|
$898,219
0.01% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
18,730
shares
|
$894,732
0.0% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
18,676
shares
|
$892,152
0.61% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
18,269
shares
|
$872,710
0.36% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
18,123
shares
|
$865,735
1.46% of portfolio
|
Q3 2023
Reduced 26.45%
|