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 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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
4,695
shares
|
$225,031
0.05% of portfolio
|
Q3 2025
Reduced 67.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,685
shares
|
$224,552
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,552
shares
|
$218,177
0.03% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
4,464
shares
|
$213,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,452
shares
|
$213,384
0.02% of portfolio
|
Q2 2022
Reduced 46.26%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
4,438
shares
|
$212,713
0.08% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Oct 27, 2025 Q3 2025 |
4,423
shares
|
$211,994
0.11% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
4,348
shares
|
$208,399
0.07% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jan 08, 2026 Q4 2025 |
4,290
shares
|
$205,619
0.1% of portfolio
|
Q4 2025
Reduced 1.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,235
shares
|
$202,983
0.02% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
4,180
shares
|
$200,347
0.16% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,118
shares
|
$197,375
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,497
shares
|
$167,611
0.0% of portfolio
|
Q3 2025
Added 37.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,446
shares
|
$165,166
0.01% of portfolio
|
Q3 2025
Reduced 27.88%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
3,344
shares
|
$160,277
0.1% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
3,289
shares
|
$157,641
0.07% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,261
shares
|
$156,299
0.01% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,245
shares
|
$155,532
0.01% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
2,999
shares
|
$143,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
2,911
shares
|
$139,524
0.03% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,750
shares
|
$131,807
0.01% of portfolio
|
Q2 2022
Added 30.95%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,681
shares
|
$128,500
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
2,555
shares
|
$122,461
0.0% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,551
shares
|
$122,269
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
2,195
shares
|
$105,206
0.01% of portfolio
|
Q3 2025
New holding
|
|