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 441 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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
40,721
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2025
Added 22.71%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
40,185
shares
|
$1.93 Million
0.17% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
40,083
shares
|
$1.92 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
39,150
shares
|
$1.88 Million
0.21% of portfolio
|
Q3 2025
Added 19.15%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 17, 2025 Q3 2025 |
38,351
shares
|
$1.84 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Aquire Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
38,337
shares
|
$1.84 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
38,290
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 206.0%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
37,361
shares
|
$1.79 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
37,231
shares
|
$1.78 Million
0.21% of portfolio
|
Q4 2023
Reduced 9.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
36,683
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.19%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
36,122
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 42.1%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
35,925
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.37%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
35,915
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
35,773
shares
|
$1.71 Million
0.25% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,211
shares
|
$1.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
35,038
shares
|
$1.68 Million
0.52% of portfolio
|
Q1 2025
Added 291.88%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
34,931
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
34,883
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,387
shares
|
$1.65 Million
0.07% of portfolio
|
Q3 2022
Reduced 9.13%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
34,319
shares
|
$1.64 Million
0.65% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
34,087
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
34,025
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
33,969
shares
|
$1.63 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
33,928
shares
|
$1.63 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
33,552
shares
|
$1.61 Million
0.42% of portfolio
|
Q3 2025
Added 1.16%
|
|