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
$69.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86.9K+ 6.52% |
$4.11M - $4.16M
|
1.42M
$67.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
45.3KNew |
$2.14M - $2.17M
|
45.3K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.8KNew |
$2.08M - $2.1M
|
43.8K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 15.31% |
$1.58M - $1.6M
|
251K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.87% |
$1.3M - $1.31M
|
590K
$27.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
27.1K+ 17.61% |
$1.28M - $1.3M
|
181K
$8.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9KNew |
$612K - $619K
|
12.9K
$612K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.2KNew |
$528K - $535K
|
11.2K
$529K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.37K+ 13.21% |
$396K - $401K
|
71.7K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.43KNew |
$351K - $356K
|
7.43K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.27K+ 5.26% |
$344K - $348K
|
145K
$6.89M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.93KNew |
$328K - $332K
|
6.93K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.49KNew |
$307K - $311K
|
6.49K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.02K+ 29.81% |
$285K - $288K
|
26.2K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.24KNew |
$248K - $251K
|
5.24K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.44KNew |
$210K - $213K
|
4.44K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$206K - $209K
|
4.36K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.29K+ 5.11% |
$203K - $206K
|
88.3K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.1K+ 6.07% |
$194K - $196K
|
71.6K
$3.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
4.06K+ 3.27% |
$192K - $195K
|
128K
$6.07M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.57K+ 9.92% |
$169K - $171K
|
39.6K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.29K+ 6.94% |
$156K - $158K
|
50.8K
$2.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
3.17K+ 20.13% |
$150K - $152K
|
18.9K
$896K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 14.4% |
$133K - $135K
|
22.4K
$1.06M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.71K+ 10.61% |
$128K - $130K
|
28.3K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 19.82% |
$120K - $122K
|
15.4K
$727K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.48K+ 1.08% |
$117K - $119K
|
232K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.44K+ 28.55% |
$115K - $117K
|
11K
$520K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.38K+ 15.42% |
$113K - $114K
|
17.8K
$843K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 239.67% |
$90.1K - $91.2K
|
2.7K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.89K+ 100.85% |
$89.6K - $90.8K
|
3.77K
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.88K+ 3.15% |
$88.9K - $90K
|
61.5K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.8K+ 7.3% |
$85.2K - $86.3K
|
26.4K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.75K+ 3.87% |
$82.6K - $83.6K
|
46.9K
$2.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.68K+ 13.21% |
$79.3K - $80.3K
|
14.4K
$680K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15KNew |
$54.4K - $55.1K
|
1.15K
$54.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.05K+ 9.68% |
$49.9K - $50.5K
|
11.9K
$566K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
977+ 2.95% |
$46.2K - $46.8K
|
34.1K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
969+ 5.28% |
$45.9K - $46.4K
|
19.3K
$915K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
754+ 4.18% |
$35.7K - $36.1K
|
18.8K
$891K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
718+ 4.86% |
$34K - $34.4K
|
15.5K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
717+ 4.17% |
$33.9K - $34.4K
|
17.9K
$849K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
713New |
$33.7K - $34.2K
|
713
$33.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
707+ 4.64% |
$33.5K - $33.9K
|
15.9K
$755K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
678+ 3.39% |
$32.1K - $32.5K
|
20.7K
$981K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
559+ 4.01% |
$26.5K - $26.8K
|
14.5K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
530+ 2.11% |
$25.1K - $25.4K
|
25.6K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
459+ 13.64% |
$21.7K - $22K
|
3.83K
$181K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
440+ 2.72% |
$20.8K - $21.1K
|
16.6K
$786K
|