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 |
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
18,676
shares
|
$884,682
0.61% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
18,269
shares
|
$865,402
0.36% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
18,123
shares
|
$858,486
1.46% of portfolio
|
Q3 2023
Reduced 26.45%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
18,030
shares
|
$854,081
0.03% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
17,924
shares
|
$849,059
0.03% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
17,921
shares
|
$848,917
0.26% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
17,800
shares
|
$843,186
0.01% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
17,636
shares
|
$835,417
0.08% of portfolio
|
Q2 2023
Reduced 0.6%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
17,278
shares
|
$818,458
0.34% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
17,099
shares
|
$809,979
0.02% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
17,046
shares
|
$807,469
0.07% of portfolio
|
Q1 2025
Added 54.16%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
16,946
shares
|
$802,732
0.46% of portfolio
|
Q1 2025
Reduced 12.41%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
16,777
shares
|
$794,726
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
16,587
shares
|
$785,726
0.32% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
16,530
shares
|
$783,026
0.08% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
16,378
shares
|
$775,825
0.0% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
16,248
shares
|
$769,667
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
16,080
shares
|
$761,709
0.0% of portfolio
|
Q1 2025
Added 167.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
15,996
shares
|
$757,730
0.03% of portfolio
|
Q4 2024
Reduced 46.63%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
15,941
shares
|
$755,125
0.27% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,822
shares
|
$749,488
0.01% of portfolio
|
Q1 2025
Reduced 38.8%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
15,679
shares
|
$742,714
0.21% of portfolio
|
Q3 2024
Reduced 13.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
15,644
shares
|
$741,056
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,511
shares
|
$734,756
0.0% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,505
shares
|
$734,471
0.0% of portfolio
|
Q1 2025
Added 4.86%
|