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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
8,128
shares
|
$386,974
0.06% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
7,824
shares
|
$372,500
0.03% of portfolio
|
Q3 2022
Reduced 23.36%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
7,686
shares
|
$365,930
0.01% of portfolio
|
Q3 2023
Reduced 0.38%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
7,598
shares
|
$361,740
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
7,562
shares
|
$360,026
0.0% of portfolio
|
Q4 2024
Reduced 67.29%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
7,530
shares
|
$358,503
0.25% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
7,271
shares
|
$346,172
0.0% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
7,271
shares
|
$346,172
0.03% of portfolio
|
Q3 2024
Reduced 27.9%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,271
shares
|
$346,172
0.04% of portfolio
|
Q1 2019
Reduced 39.04%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,090
shares
|
$337,554
0.01% of portfolio
|
Q4 2024
Reduced 31.98%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,039
shares
|
$335,126
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$333,270
0.1% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,896
shares
|
$328,318
0.02% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,837
shares
|
$325,509
0.0% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,782
shares
|
$322,891
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
6,625
shares
|
$315,416
0.5% of portfolio
|
Q3 2023
Reduced 1.28%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
6,625
shares
|
$315,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
6,610
shares
|
$314,702
0.15% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
6,609
shares
|
$314,654
0.1% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
6,604
shares
|
$314,416
0.01% of portfolio
|
Q1 2023
Reduced 28.75%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
6,586
shares
|
$313,559
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
6,552
shares
|
$311,940
0.08% of portfolio
|
Q4 2023
Reduced 8.89%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,550
shares
|
$311,845
0.02% of portfolio
|
Q4 2023
Reduced 8.65%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
6,526
shares
|
$310,702
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
6,400
shares
|
$304,704
0.08% of portfolio
|
Q4 2023
Reduced 18.47%
|