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 435 institutions that hold shares in the stock, with a total of 72.9 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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
15,155
shares
|
$720,165
0.02% of portfolio
|
Q1 2024
Reduced 42.22%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
15,056
shares
|
$715,461
0.26% of portfolio
|
Q3 2024
Reduced 23.7%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
14,952
shares
|
$710,519
0.29% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
14,852
shares
|
$705,767
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
14,849
shares
|
$705,624
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
14,657
shares
|
$696,500
0.01% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,506
shares
|
$689,325
0.01% of portfolio
|
Q3 2024
Added 81.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,379
shares
|
$683,290
0.0% of portfolio
|
Q3 2024
Reduced 57.84%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
13,945
shares
|
$662,666
0.39% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,924
shares
|
$661,668
0.01% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
13,813
shares
|
$656,393
0.37% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
13,493
shares
|
$641,187
0.04% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
13,440
shares
|
$638,668
0.16% of portfolio
|
Q3 2024
Added 171.19%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,345
shares
|
$634,154
0.1% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
13,205
shares
|
$627,501
0.02% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,174
shares
|
$626,028
0.0% of portfolio
|
Q3 2024
Added 42.87%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
13,000
shares
|
$617,760
0.16% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
12,950
shares
|
$615,384
0.94% of portfolio
|
Q3 2023
Reduced 2.26%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
12,805
shares
|
$608,493
0.03% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
12,684
shares
|
$602,743
0.06% of portfolio
|
Q2 2024
Added 12.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,177
shares
|
$578,651
0.0% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,142
shares
|
$576,987
0.03% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
12,104
shares
|
$575,182
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
11,904
shares
|
$565,678
0.24% of portfolio
|
Q3 2024
Added 26.3%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,895
shares
|
$565,250
0.13% of portfolio
|
Q4 2024
Reduced 3.5%
|