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 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
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
370+ 0.8% |
$17.5K - $17.7K
|
46.7K
$2.21M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
330+ 1.09% |
$15.6K - $15.8K
|
30.5K
$1.44M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 3.7% |
$15.5K - $15.7K
|
9.19K
$435K
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
291New |
$13.8K - $13.9K
|
291
$13.8K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$10.3K - $10.4K
|
218
$10.3K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
185+ 2.81% |
$8.76K - $8.87K
|
6.77K
$321K
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 0.37% |
$5.96K - $6.04K
|
33.8K
$1.6M
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
91New |
$4.31K - $4.36K
|
91
$4.31K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 0.71% |
$2.22K - $2.25K
|
6.66K
$315K
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47+ 0.45% |
$2.22K - $2.25K
|
10.6K
$502K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
39+ 0.2% |
$1.85K - $1.87K
|
19.2K
$909K
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
37+ 0.37% |
$1.75K - $1.77K
|
10K
$475K
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26+ 0.43% |
$1.23K - $1.25K
|
6.12K
$290K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.12% |
$805 - $815
|
14.5K
$687K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14+ 0.22% |
$663 - $671
|
6.36K
$301K
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8+ 0.01% |
$379 - $383
|
54.9K
$2.6M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$284 - $288
|
6
$284
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4+ 0.03% |
$189 - $192
|
13.6K
$647K
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.0% |
$94.7 - $95.8
|
51.5K
$2.44M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.2% |
$47.3 - $47.9
|
84
$3.98K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.94% |
$94.7 - $95.8
|
66
$3.13K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.1% |
$142 - $144
|
3.07K
$145K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.03% |
$379 - $383
|
30.7K
$1.46M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11- 2.71% |
$521 - $527
|
395
$18.7K
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.49% |
$994 - $1.01K
|
4.24K
$201K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-27- 0.51% |
$1.28K - $1.29K
|
5.28K
$250K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-39- 0.55% |
$1.85K - $1.87K
|
7K
$332K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-45- 8.49% |
$2.13K - $2.16K
|
485
$23K
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-50- 0.42% |
$2.37K - $2.4K
|
11.8K
$561K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 3.54% |
$2.65K - $2.68K
|
1.53K
$72.3K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-80- 0.47% |
$3.79K - $3.83K
|
17.1K
$810K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-90- 0.26% |
$4.26K - $4.31K
|
35.1K
$1.66M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-100- 45.05% |
$4.73K - $4.79K
|
122
$5.78K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-100- 1.32% |
$4.73K - $4.79K
|
7.5K
$355K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-120- 0.9% |
$5.68K - $5.75K
|
13.2K
$626K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 0.69% |
$5.92K - $5.99K
|
17.9K
$849K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-139- 2.48% |
$6.58K - $6.66K
|
5.47K
$259K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-145- 1.2% |
$6.86K - $6.95K
|
11.9K
$566K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-150- 21.77% |
$7.1K - $7.19K
|
539
$25.5K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-165- 0.7% |
$7.81K - $7.91K
|
23.4K
$1.11M
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-170- 0.77% |
$8.05K - $8.15K
|
21.8K
$1.03M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-174- 12.2% |
$8.24K - $8.34K
|
1.25K
$59.3K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-178- 16.33% |
$8.42K - $8.53K
|
912
$43.2K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 4.18% |
$9.47K - $9.58K
|
4.58K
$217K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-217- 1.67% |
$10.3K - $10.4K
|
12.8K
$606K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-221- 60.38% |
$10.5K - $10.6K
|
145
$6.87K
|