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 |
|---|---|---|---|---|---|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
6,348
shares
|
$302,228
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
6,226
shares
|
$296,419
0.01% of portfolio
|
Q2 2023
Reduced 47.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
6,156
shares
|
$293,087
0.01% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,121
shares
|
$291,420
0.02% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
6,095
shares
|
$290,182
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,078
shares
|
$289,373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,020
shares
|
$286,612
0.05% of portfolio
|
Q2 2024
Reduced 16.17%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,005
shares
|
$285,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$285,660
0.01% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
5,929
shares
|
$282,279
0.02% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
5,862
shares
|
$279,089
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,778
shares
|
$275,090
0.03% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
5,605
shares
|
$266,854
0.07% of portfolio
|
Q4 2024
Reduced 19.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
5,540
shares
|
$263,759
0.0% of portfolio
|
Q4 2024
Reduced 51.77%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,506
shares
|
$262,140
0.0% of portfolio
|
Q4 2024
Added 77.04%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
5,500
shares
|
$261,855
0.03% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
5,477
shares
|
$260,759
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
5,441
shares
|
$259,046
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
5,306
shares
|
$252,618
0.28% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
5,300
shares
|
$252,333
0.03% of portfolio
|
Q4 2024
Added 21.14%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
5,289
shares
|
$251,809
0.03% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
5,259
shares
|
$250,380
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,225
shares
|
$248,762
0.01% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
5,110
shares
|
$243,287
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
5,105
shares
|
$243,049
0.0% of portfolio
|
Q1 2024
New holding
|