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 452 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
794
shares
|
$37,802
0.0% of portfolio
|
Q4 2024
Added 114.02%
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
689
shares
|
$32,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
635
shares
|
$30,232
0.0% of portfolio
|
Q4 2024
Added 16.51%
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
625
shares
|
$29,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
600
shares
|
$28,566
0.02% of portfolio
|
Q4 2024
New holding
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
581
shares
|
$27,661
0.01% of portfolio
|
Q1 2024
Reduced 22.12%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
569
shares
|
$27,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
564
shares
|
$26,852
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
550
shares
|
$26,185
0.02% of portfolio
|
Q4 2023
Reduced 69.33%
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
533
shares
|
$25,376
0.0% of portfolio
|
Q3 2023
Reduced 56.24%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
531
shares
|
$25,280
0.0% of portfolio
|
Q3 2024
Reduced 26.04%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
530
shares
|
$25,233
0.01% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
514
shares
|
$24,471
0.0% of portfolio
|
Q4 2024
Reduced 86.7%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
510
shares
|
$24,281
0.0% of portfolio
|
Q3 2022
Added 0.2%
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
504
shares
|
$23,995
0.01% of portfolio
|
Q4 2024
Added 22.93%
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
490
shares
|
$23,328
0.0% of portfolio
|
Q3 2024
Reduced 48.37%
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
476
shares
|
$22,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
406
shares
|
$19,329
0.0% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
400
shares
|
$19,044
0.01% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
383
shares
|
$18,234
0.02% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
366
shares
|
$17,425
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
357
shares
|
$16,996
0.0% of portfolio
|
Q4 2024
New holding
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
336
shares
|
$15,996
0.0% of portfolio
|
Q2 2024
Reduced 61.25%
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
325
shares
|
$15,473
0.0% of portfolio
|
Q4 2023
Reduced 36.65%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
319
shares
|
$15,187
0.01% of portfolio
|
Q4 2024
New holding
|