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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,051
shares
|
$240,478
0.04% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
4,909
shares
|
$233,717
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,783
shares
|
$227,718
0.03% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,741
shares
|
$225,719
0.0% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
4,688
shares
|
$223,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,685
shares
|
$223,052
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,464
shares
|
$212,531
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,452
shares
|
$211,959
0.03% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,420
shares
|
$210,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,336
shares
|
$206,436
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
4,257
shares
|
$202,675
0.07% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
4,254
shares
|
$202,532
0.12% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,118
shares
|
$196,057
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,947
shares
|
$187,916
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
3,944
shares
|
$187,773
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,794
shares
|
$180,632
0.01% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
3,772
shares
|
$179,584
0.11% of portfolio
|
Q4 2024
Added 22.83%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,366
shares
|
$160,255
0.11% of portfolio
|
Q4 2024
Reduced 29.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,071
shares
|
$146,210
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
3,069
shares
|
$146,115
0.02% of portfolio
|
Q2 2024
Reduced 12.16%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,933
shares
|
$139,640
0.04% of portfolio
|
Q3 2024
Added 627.79%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,750
shares
|
$130,927
0.01% of portfolio
|
Q2 2022
Added 30.95%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,750
shares
|
$130,927
0.0% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,681
shares
|
$127,642
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
2,660
shares
|
$126,642
0.0% of portfolio
|
Q4 2024
Reduced 7.28%
|