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 451 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
9,988
shares
|
$475,528
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,874
shares
|
$470,101
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
9,852
shares
|
$469,053
0.03% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
9,803
shares
|
$466,720
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
9,778
shares
|
$465,530
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
9,670
shares
|
$460,388
0.23% of portfolio
|
Q2 2022
Added 98.56%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,604
shares
|
$457,246
0.14% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
9,384
shares
|
$446,772
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,377
shares
|
$446,438
0.01% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
9,289
shares
|
$442,249
0.04% of portfolio
|
Q4 2024
Added 39.81%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
8,991
shares
|
$428,061
0.03% of portfolio
|
Q4 2024
Added 35.57%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
8,941
shares
|
$425,681
0.14% of portfolio
|
Q4 2024
Reduced 64.99%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
8,865
shares
|
$422,062
0.04% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
8,706
shares
|
$414,492
0.02% of portfolio
|
Q3 2024
Reduced 55.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
8,685
shares
|
$413,492
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,626
shares
|
$410,683
0.01% of portfolio
|
Q4 2024
Reduced 49.95%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
8,605
shares
|
$409,684
0.1% of portfolio
|
Q2 2023
Reduced 31.02%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
8,555
shares
|
$407,303
0.13% of portfolio
|
Q4 2024
Reduced 89.75%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
8,547
shares
|
$406,922
0.15% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
8,466
shares
|
$403,066
0.04% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
8,408
shares
|
$400,304
0.16% of portfolio
|
Q1 2023
Reduced 23.29%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,304
shares
|
$395,353
0.03% of portfolio
|
Q4 2023
Reduced 9.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,145
shares
|
$387,783
0.01% of portfolio
|
Q3 2024
Reduced 21.35%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
8,141
shares
|
$387,593
0.0% of portfolio
|
Q4 2024
Added 52.0%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
8,139
shares
|
$387,497
0.09% of portfolio
|
Q4 2024
New holding
|