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 |
|---|---|---|---|---|---|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
18,123
shares
|
$867,910
1.46% of portfolio
|
Q3 2023
Reduced 26.45%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
18,030
shares
|
$863,456
0.03% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
18,020
shares
|
$862,977
0.01% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
17,924
shares
|
$858,380
0.03% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
17,921
shares
|
$858,236
0.26% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
17,730
shares
|
$849,089
0.01% of portfolio
|
Q2 2025
Reduced 30.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
17,636
shares
|
$844,588
0.08% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
17,278
shares
|
$827,443
0.34% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
17,099
shares
|
$818,871
0.02% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
17,046
shares
|
$816,332
0.07% of portfolio
|
Q1 2025
Added 54.16%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
16,993
shares
|
$813,794
0.27% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
16,777
shares
|
$803,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
16,637
shares
|
$796,745
0.3% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
16,530
shares
|
$791,621
0.08% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
16,378
shares
|
$784,342
0.0% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,289
shares
|
$780,080
0.03% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
16,248
shares
|
$778,116
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
16,080
shares
|
$770,071
0.0% of portfolio
|
Q1 2025
Added 167.78%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,822
shares
|
$757,715
0.01% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
15,644
shares
|
$749,191
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
15,519
shares
|
$743,204
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,505
shares
|
$742,534
0.0% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,386
shares
|
$736,835
0.01% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,356
shares
|
$735,398
0.18% of portfolio
|
Q1 2025
Added 19.82%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,155
shares
|
$725,772
0.02% of portfolio
|
Q1 2024
Reduced 42.22%
|