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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
4,118
shares
|
$195,687
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
3,944
shares
|
$187,418
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,935
shares
|
$186,991
0.01% of portfolio
|
Q2 2024
Added 26.32%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,864
shares
|
$183,617
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,794
shares
|
$180,290
0.01% of portfolio
|
Q3 2024
Reduced 23.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
3,366
shares
|
$159,952
0.11% of portfolio
|
Q4 2024
Reduced 29.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,110
shares
|
$147,787
0.0% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,110
shares
|
$147,787
0.0% of portfolio
|
Q2 2024
Added 7.8%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
3,071
shares
|
$145,933
0.1% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
3,069
shares
|
$145,838
0.02% of portfolio
|
Q2 2024
Reduced 12.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,059
shares
|
$145,363
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,933
shares
|
$139,376
0.04% of portfolio
|
Q3 2024
Added 627.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,869
shares
|
$136,334
0.0% of portfolio
|
Q4 2023
Reduced 23.6%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,750
shares
|
$130,680
0.01% of portfolio
|
Q2 2022
Added 30.95%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,681
shares
|
$127,401
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
2,551
shares
|
$121,223
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,509
shares
|
$119,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,500
shares
|
$118,800
0.0% of portfolio
|
Q4 2023
Reduced 3.33%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,368
shares
|
$112,527
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,100
shares
|
$99,792
0.0% of portfolio
|
Q3 2020
Reduced 19.23%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,046
shares
|
$97,225
0.01% of portfolio
|
Q1 2024
Reduced 6.1%
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$95,040
0.08% of portfolio
|
Q2 2022
Reduced 6.98%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,726
shares
|
$82,019
0.03% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,712
shares
|
$81,354
0.01% of portfolio
|
Q2 2024
Reduced 33.75%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,662
shares
|
$78,978
0.01% of portfolio
|
Q1 2024
Added 25.53%
|