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 456 institutions that hold shares in the stock, with a total of 74.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,387
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
34,149
shares
|
$1.61 Million
0.07% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
34,058
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
33,798
shares
|
$1.6 Million
0.55% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
33,526
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
32,885
shares
|
$1.55 Million
0.16% of portfolio
|
Q1 2025
Reduced 58.1%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
32,605
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
32,386
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,200
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
32,148
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
31,817
shares
|
$1.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
31,647
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,725
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
30,151
shares
|
$1.42 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.3%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
29,726
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
28,953
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
28,500
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2023
Reduced 27.57%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
28,253
shares
|
$1.33 Million
0.23% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
27,700
shares
|
$1.31 Million
0.15% of portfolio
|
Q4 2024
Added 247.12%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
27,528
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,297
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
27,197
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 75.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
25,855
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 40.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
25,594
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,097
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 4.23%
|