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 73.8 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
16,182,019
shares
|
$772 Million
0.07% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,881,024
shares
|
$281 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,623,444
shares
|
$268 Million
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
4,760,737
shares
|
$227 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,741,732
shares
|
$226 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,759,279
shares
|
$132 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,525,467
shares
|
$120 Million
0.61% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,512,890
shares
|
$120 Million
0.1% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,783,056
shares
|
$85.1 Million
0.06% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,716,126
shares
|
$81.9 Million
1.58% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,583,732
shares
|
$75.6 Million
0.11% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,332,475
shares
|
$63.6 Million
6.78% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
903,339
shares
|
$43.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 33.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
737,762
shares
|
$35.2 Million
0.01% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
730,394
shares
|
$34.8 Million
0.07% of portfolio
|
Q4 2024
Added 59.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
722,887
shares
|
$34.5 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
642,073
shares
|
$30.6 Million
3.44% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
562,212
shares
|
$26.8 Million
0.76% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
548,171
shares
|
$26.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
532,561
shares
|
$25.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
510,419
shares
|
$24.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
420,200
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 99.11%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
390,306
shares
|
$18.6 Million
2.46% of portfolio
|
Q3 2023
Added 3.18%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
352,531
shares
|
$16.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
346,918
shares
|
$16.6 Million
0.54% of portfolio
|
Q3 2024
Added 127.53%
|