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 441 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
69
shares
|
$3,307
0.0% of portfolio
|
Q3 2025
Reduced 56.05%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
67
shares
|
$3,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
60
shares
|
$2,875
0.0% of portfolio
|
Q2 2022
Reduced 94.93%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
46
shares
|
$2,204
0.0% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
44
shares
|
$2,108
0.02% of portfolio
|
Q2 2025
Reduced 95.18%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
36
shares
|
$1,725
0.0% of portfolio
|
Q1 2025
Reduced 95.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
34
shares
|
$1,629
0.0% of portfolio
|
Q3 2023
Reduced 95.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
32
shares
|
$1,533
0.0% of portfolio
|
Q3 2024
Reduced 94.94%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
28
shares
|
$1,342
0.0% of portfolio
|
Q3 2025
Added 211.11%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
6
shares
|
$287
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$287
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$239
0.0% of portfolio
|
Q2 2024
Reduced 98.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
4
shares
|
$191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$47
0.0% of portfolio
|
Q3 2025
Reduced 99.95%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|