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 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
567+ 0.98% |
$26.8K - $27.2K
|
58.4K
$2.79M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
559+ 4.01% |
$26.5K - $26.8K
|
14.5K
$692K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
530+ 2.11% |
$25.1K - $25.4K
|
25.6K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
516New |
$24.4K - $24.7K
|
516
$24.6K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
509New |
$24.1K - $24.4K
|
509
$24.3K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
509+ 3.98% |
$24.1K - $24.4K
|
13.3K
$634K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
459+ 13.64% |
$21.7K - $22K
|
3.83K
$182K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
446+ 2.82% |
$21.1K - $21.4K
|
16.2K
$775K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
441+ 0.92% |
$20.9K - $21.1K
|
48.6K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
440+ 2.72% |
$20.8K - $21.1K
|
16.6K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
429+ 4.97% |
$20.3K - $20.6K
|
9.06K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
398+ 1.88% |
$18.8K - $19.1K
|
21.6K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
394+ 0.53% |
$18.6K - $18.9K
|
74.5K
$3.55M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
370+ 0.8% |
$17.5K - $17.7K
|
46.7K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
330+ 1.09% |
$15.6K - $15.8K
|
30.5K
$1.45M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 3.7% |
$15.5K - $15.7K
|
9.19K
$438K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
300New |
$14.2K - $14.4K
|
300
$14.3K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
293+ 1.83% |
$13.9K - $14K
|
16.3K
$777K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
291New |
$13.8K - $13.9K
|
291
$13.9K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
225New |
$10.6K - $10.8K
|
225
$10.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$10.3K - $10.4K
|
218
$10.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
208+ 0.95% |
$9.84K - $9.97K
|
22.1K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
185+ 2.81% |
$8.76K - $8.87K
|
6.77K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
169+ 1.49% |
$8K - $8.1K
|
11.5K
$551K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126New |
$5.96K - $6.04K
|
126
$6.01K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 0.37% |
$5.96K - $6.04K
|
33.8K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
91New |
$4.31K - $4.36K
|
91
$4.34K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
78+ 0.23% |
$3.69K - $3.74K
|
34.2K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
77New |
$3.64K - $3.69K
|
77
$3.67K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 1.0% |
$2.6K - $2.64K
|
5.56K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 0.57% |
$2.41K - $2.44K
|
9.04K
$431K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47+ 0.45% |
$2.22K - $2.25K
|
10.6K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 0.71% |
$2.22K - $2.25K
|
6.66K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
39+ 0.2% |
$1.85K - $1.87K
|
19.2K
$915K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
37+ 0.37% |
$1.75K - $1.77K
|
10K
$478K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
33+ 0.21% |
$1.56K - $1.58K
|
15.6K
$746K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26+ 0.43% |
$1.23K - $1.25K
|
6.12K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
19+ 0.44% |
$899 - $910
|
4.36K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.12% |
$805 - $815
|
14.5K
$691K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14+ 0.22% |
$663 - $671
|
6.36K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 300.0% |
$568 - $575
|
16
$763
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.08% |
$473 - $479
|
12.2K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8+ 0.01% |
$379 - $383
|
54.9K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.05% |
$379 - $383
|
15.5K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$331 - $335
|
3.95K
$189K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$284 - $288
|
6
$286
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4+ 0.03% |
$189 - $192
|
13.6K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.0% |
$94.7 - $95.8
|
51.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.4% |
$94.7 - $95.8
|
506
$24.1K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.35% |
$94.7 - $95.8
|
566
$27K
|