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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
33,196
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Added 22.58%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
33,048
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
32,827
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
32,681
shares
|
$1.57 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
32,553
shares
|
$1.56 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
32,264
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 78.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,200
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
31,962
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
31,631
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
31,382
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
30,679
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,120
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
29,693
shares
|
$1.42 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
29,205
shares
|
$1.4 Million
0.41% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
29,021
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
28,718
shares
|
$1.38 Million
0.32% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
28,564
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
28,086
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
27,717
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
27,440
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,297
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
27,260
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 41.84%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
27,213
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
26,636
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2025
Reduced 33.54%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,967
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.25%
|
|