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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
55,582
shares
|
$2.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 35.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,463
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
54,612
shares
|
$2.6 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
53,716
shares
|
$2.55 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
53,683
shares
|
$2.55 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
53,031
shares
|
$2.52 Million
0.11% of portfolio
|
Q3 2024
Added 44.02%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
52,313
shares
|
$2.49 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
51,453
shares
|
$2.45 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,138
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.65%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
50,612
shares
|
$2.41 Million
0.2% of portfolio
|
Q4 2023
Added 114.8%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
50,454
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
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%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
49,675
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
49,152
shares
|
$2.34 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
48,745
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.51%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
47,900
shares
|
$2.28 Million
0.42% of portfolio
|
Q3 2024
Reduced 42.57%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
47,892
shares
|
$2.28 Million
0.27% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
46,844
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
46,796
shares
|
$2.22 Million
0.32% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
46,591
shares
|
$2.21 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
46,496
shares
|
$2.21 Million
1.69% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
45,126
shares
|
$2.14 Million
0.17% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
44,969
shares
|
$2.14 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
44,650
shares
|
$2.12 Million
0.38% of portfolio
|
Q3 2023
Added 0.01%
|
|
|
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%
|