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 460 institutions that hold shares in the stock, with a total of 72.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
55,864
shares
|
$2.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,463
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
54,930
shares
|
$2.6 Million
1.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
54,694
shares
|
$2.59 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
54,004
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
51,458
shares
|
$2.44 Million
0.49% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
50,756
shares
|
$2.4 Million
1.61% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
50,612
shares
|
$2.4 Million
0.2% of portfolio
|
Q4 2023
Added 114.8%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
49,950
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
49,676
shares
|
$2.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
48,564
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
48,247
shares
|
$2.29 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
48,048
shares
|
$2.28 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
47,883
shares
|
$2.27 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
47,664
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
47,501
shares
|
$2.25 Million
0.64% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
47,325
shares
|
$2.24 Million
0.2% of portfolio
|
Q1 2025
Reduced 34.35%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
46,871
shares
|
$2.22 Million
0.19% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
46,844
shares
|
$2.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
46,670
shares
|
$2.21 Million
0.29% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
46,311
shares
|
$2.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
45,262
shares
|
$2.14 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
44,650
shares
|
$2.12 Million
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
44,598
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Added 458.24%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
44,248
shares
|
$2.1 Million
1.07% of portfolio
|
Q4 2024
Added 1.84%
|