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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
4.85K+ 47.69% |
$230K - $232K
|
15K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.82KNew |
$228K - $231K
|
4.82K
$230K
|
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
4.46K+ 8.17% |
$211K - $214K
|
59.1K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.44KNew |
$210K - $213K
|
4.44K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
4.38KNew |
$207K - $210K
|
4.38K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.37K+ 6.64% |
$207K - $209K
|
70.1K
$3.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$206K - $209K
|
4.36K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.29K+ 5.11% |
$203K - $206K
|
88.3K
$4.21M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.1K+ 6.07% |
$194K - $196K
|
71.6K
$3.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
4.06K+ 3.27% |
$192K - $195K
|
128K
$6.11M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.85K+ 23.5% |
$182K - $185K
|
20.2K
$965K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.57K+ 9.92% |
$169K - $171K
|
39.6K
$1.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.29K+ 6.94% |
$156K - $158K
|
50.8K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.26K+ 3321.43% |
$154K - $156K
|
3.35K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.18K+ 67.75% |
$150K - $152K
|
7.86K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
3.17K+ 20.13% |
$150K - $152K
|
18.9K
$902K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.12K+ 2.89% |
$148K - $149K
|
111K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.9K+ 6.7% |
$137K - $139K
|
46.1K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 14.4% |
$133K - $135K
|
22.4K
$1.07M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.71K+ 10.61% |
$128K - $130K
|
28.3K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.58K+ 150.93% |
$122K - $124K
|
4.3K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 19.82% |
$120K - $122K
|
15.4K
$732K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.48K+ 1.08% |
$117K - $119K
|
232K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.44K+ 28.55% |
$115K - $117K
|
11K
$524K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.38K+ 15.42% |
$113K - $114K
|
17.8K
$849K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 239.67% |
$90.1K - $91.2K
|
2.7K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.89K+ 100.85% |
$89.6K - $90.8K
|
3.77K
$180K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.88K+ 3.15% |
$88.9K - $90K
|
61.5K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.8K+ 7.3% |
$85.2K - $86.3K
|
26.4K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.75K+ 3.87% |
$82.6K - $83.6K
|
46.9K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.68K+ 2.35% |
$79.7K - $80.7K
|
73.5K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.68K+ 13.21% |
$79.3K - $80.3K
|
14.4K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.37KNew |
$64.7K - $65.5K
|
1.37K
$65.2K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.31K+ 6.26% |
$62.2K - $63K
|
22.3K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15KNew |
$54.4K - $55.1K
|
1.15K
$54.8K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 2.89% |
$53.7K - $54.3K
|
40.3K
$1.92M
|
|
|
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
$570K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
977+ 2.95% |
$46.2K - $46.8K
|
34.1K
$1.62M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
976+ 1.41% |
$46.2K - $46.8K
|
70.3K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
969+ 5.28% |
$45.9K - $46.4K
|
19.3K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
870+ 0.81% |
$41.2K - $41.7K
|
108K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
801+ 1.42% |
$37.9K - $38.4K
|
57.3K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
754+ 4.18% |
$35.7K - $36.1K
|
18.8K
$897K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
733+ 2.04% |
$34.7K - $35.1K
|
36.6K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
718+ 4.86% |
$34K - $34.4K
|
15.5K
$739K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
717+ 4.17% |
$33.9K - $34.4K
|
17.9K
$855K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
713New |
$33.7K - $34.2K
|
713
$34K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
707+ 4.64% |
$33.5K - $33.9K
|
15.9K
$760K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
678+ 3.39% |
$32.1K - $32.5K
|
20.7K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
674+ 3.3% |
$31.9K - $32.3K
|
21.1K
$1.01M
|