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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,778
shares
|
$274,570
0.03% of portfolio
|
Q4 2022
Added 0.24%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
5,732
shares
|
$272,384
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
5,535
shares
|
$263,023
0.08% of portfolio
|
Q4 2023
Reduced 3.55%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
5,500
shares
|
$261,360
0.03% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,455
shares
|
$259,221
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,393
shares
|
$256,275
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
5,356
shares
|
$254,517
0.0% of portfolio
|
Q3 2024
Added 56.2%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
5,306
shares
|
$252,141
0.28% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,228
shares
|
$248,434
0.01% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
5,105
shares
|
$242,589
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,051
shares
|
$240,023
0.07% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
5,016
shares
|
$238,360
0.0% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,943
shares
|
$234,891
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,909
shares
|
$233,275
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
4,864
shares
|
$231,137
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,783
shares
|
$227,288
0.03% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,685
shares
|
$222,631
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
4,536
shares
|
$215,550
0.0% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,464
shares
|
$212,129
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,452
shares
|
$211,559
0.03% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,436
shares
|
$210,798
0.0% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
4,375
shares
|
$207,900
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,302
shares
|
$204,431
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,257
shares
|
$202,292
0.07% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
4,234
shares
|
$201,199
0.12% of portfolio
|
Q3 2024
Reduced 4.38%
|