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 442 institutions that hold shares in the stock, with a total of 73 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
34,621
shares
|
$1.64 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,387
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.13%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
34,146
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
33,672
shares
|
$1.6 Million
0.54% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
33,590
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
33,342
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,200
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
32,008
shares
|
$1.52 Million
0.8% of portfolio
|
Q3 2024
Reduced 54.31%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
31,942
shares
|
$1.51 Million
0.48% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
31,110
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,971
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
29,778
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.17%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
29,393
shares
|
$1.39 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
28,953
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
28,905
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2024
Added 17.3%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
28,889
shares
|
$1.37 Million
0.49% of portfolio
|
Q4 2022
Added 4.53%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
28,500
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2023
Reduced 27.57%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,297
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
26,926
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 13637.76%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
26,832
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
26,425
shares
|
$1.25 Million
0.61% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
26,054
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
25,750
shares
|
$1.22 Million
0.58% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
25,633
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.84%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
25,543
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Added 21.61%
|