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 |
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
32,200
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
31,647
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
31,636
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
31,011
shares
|
$1.47 Million
1.06% of portfolio
|
Q1 2025
Reduced 37.17%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,725
shares
|
$1.46 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
30,481
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
30,400
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
29,865
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
29,693
shares
|
$1.41 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
28,953
shares
|
$1.37 Million
0.44% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
28,253
shares
|
$1.34 Million
0.23% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,297
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2023
Reduced 3.77%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
27,197
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 75.15%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
26,500
shares
|
$1.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
26,447
shares
|
$1.25 Million
0.19% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
26,213
shares
|
$1.24 Million
0.56% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
25,751
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
25,594
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
25,555
shares
|
$1.21 Million
0.26% of portfolio
|
Q1 2025
Reduced 65.7%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
24,708
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
24,422
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
23,427
shares
|
$1.11 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
22,367
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,338
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 46.45%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
22,284
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2024
Added 0.23%
|