Purchases and Sales Made in Q1 2025 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG SHORT TE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.43M+ 6033.19% |
$67.9M - $68.7M
|
1.46M
$69.5M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
317K+ 6.66% |
$15M - $15.2M
|
5.08M
$242M
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
314KNew |
$14.9M - $15.1M
|
314K
$15M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
168K+ 30.48% |
$7.97M - $8.07M
|
721K
$34.4M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 1383.96% |
$4.95M - $5.02M
|
112K
$5.35M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100K+ 3.98% |
$4.74M - $4.8M
|
2.61M
$125M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86.9K+ 6.52% |
$4.11M - $4.16M
|
1.42M
$67.7M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.4K+ 15.2% |
$2.19M - $2.22M
|
351K
$16.8M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
45.3KNew |
$2.14M - $2.17M
|
45.3K
$2.16M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.8KNew |
$2.08M - $2.1M
|
43.8K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
42.1K+ 154.71% |
$1.99M - $2.02M
|
69.3K
$3.3M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 38.3% |
$1.88M - $1.9M
|
143K
$6.84M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35.8K+ 10.17% |
$1.69M - $1.71M
|
387K
$18.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 15.31% |
$1.58M - $1.6M
|
251K
$12M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
29.7KNew |
$1.41M - $1.42M
|
29.7K
$1.42M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27.9K+ 56.54% |
$1.32M - $1.34M
|
77.2K
$3.68M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.87% |
$1.3M - $1.31M
|
590K
$28.1M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
27.1K+ 17.61% |
$1.28M - $1.3M
|
181K
$8.64M
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
26.1K+ 291.88% |
$1.24M - $1.25M
|
35K
$1.67M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.1K+ 31.97% |
$1.19M - $1.2M
|
104K
$4.94M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.6K+ 8.53% |
$835K - $845K
|
224K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 30.17% |
$799K - $809K
|
72.9K
$3.47M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.8KNew |
$794K - $804K
|
16.8K
$800K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$773K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$773K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.8K+ 32.63% |
$699K - $708K
|
60.1K
$2.86M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 871.59% |
$642K - $650K
|
15.1K
$721K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9KNew |
$612K - $619K
|
12.9K
$616K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.4KNew |
$586K - $594K
|
12.4K
$591K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.2KNew |
$528K - $535K
|
11.2K
$532K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.1K+ 167.78% |
$477K - $483K
|
16.1K
$767K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.37K+ 13.21% |
$396K - $401K
|
71.7K
$3.42M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.67KNew |
$363K - $367K
|
7.67K
$366K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.6K+ 1430.7% |
$360K - $364K
|
8.13K
$388K
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.43KNew |
$351K - $356K
|
7.43K
$354K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.3KNew |
$345K - $350K
|
7.3K
$348K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.27K+ 5.26% |
$344K - $348K
|
145K
$6.93M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 46.45% |
$335K - $340K
|
22.3K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.06KNew |
$334K - $338K
|
7.06K
$337K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.93KNew |
$328K - $332K
|
6.93K
$330K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.73KNew |
$318K - $322K
|
6.73K
$321K
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.49KNew |
$307K - $311K
|
6.49K
$310K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.39KNew |
$303K - $306K
|
6.39K
$305K
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.02K+ 29.81% |
$285K - $288K
|
26.2K
$1.25M
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.99K+ 54.16% |
$283K - $287K
|
17K
$813K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 11.36% |
$249K - $252K
|
51.6K
$2.46M
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.24KNew |
$248K - $251K
|
5.24K
$250K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.22K+ 56.2% |
$247K - $250K
|
14.5K
$692K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.1KNew |
$242K - $245K
|
5.1K
$243K
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
4.97K+ 5.13% |
$235K - $238K
|
102K
$4.86M
|