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 67.9 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 |
|---|---|---|---|---|---|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
14,803
shares
|
$709,507
0.12% of portfolio
|
Q4 2025
Reduced 5.82%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
13,917
shares
|
$667,041
0.59% of portfolio
|
Q4 2025
Added 1.86%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
13,917
shares
|
$667,041
0.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
13,810
shares
|
$661,913
0.33% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
13,646
shares
|
$654,052
0.17% of portfolio
|
Q3 2025
Reduced 10.64%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
13,401
shares
|
$642,309
0.0% of portfolio
|
Q3 2025
Added 113.02%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,401
shares
|
$642,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
13,212
shares
|
$633,251
0.24% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
13,093
shares
|
$627,547
0.0% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
13,030
shares
|
$624,527
0.21% of portfolio
|
Q3 2025
Reduced 23.27%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
13,029
shares
|
$624,479
0.01% of portfolio
|
Q3 2025
Reduced 9.93%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
13,000
shares
|
$623,090
0.16% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
12,950
shares
|
$620,693
0.94% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,606
shares
|
$604,205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
12,553
shares
|
$601,665
0.06% of portfolio
|
Q2 2025
Reduced 14.16%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
12,525
shares
|
$600,323
0.2% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,503
shares
|
$599,268
0.06% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,499
shares
|
$599,077
0.0% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
12,479
shares
|
$598,118
0.4% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
12,461
shares
|
$597,255
0.15% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,336
shares
|
$591,264
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
12,329
shares
|
$590,928
0.54% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
11,768
shares
|
$564,040
0.02% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,543
shares
|
$553,255
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
11,051
shares
|
$529,674
0.0% of portfolio
|
Q3 2025
New holding
|
|