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 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-348- 0.25% |
$16.5K - $16.7K
|
138K
$6.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-349- 1.04% |
$16.5K - $16.7K
|
33.2K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-385- 6.4% |
$18.2K - $18.4K
|
5.64K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-392- 22.71% |
$18.6K - $18.8K
|
1.33K
$63.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-405- 0.32% |
$19.2K - $19.4K
|
126K
$5.96M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-468- 8.83% |
$22.2K - $22.4K
|
4.83K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-525- 3.53% |
$24.8K - $25.2K
|
14.3K
$679K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-548- 8.4% |
$25.9K - $26.3K
|
5.98K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 8.5% |
$26.6K - $27K
|
6.06K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-595- 3.81% |
$28.2K - $28.5K
|
15K
$711K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-611- 1.25% |
$28.9K - $29.3K
|
48.2K
$2.29M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-697- 1.43% |
$33K - $33.4K
|
48K
$2.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-702- 6.87% |
$33.2K - $33.6K
|
9.51K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-815- 13.41% |
$38.6K - $39.1K
|
5.26K
$249K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-846- 95.92% |
$40K - $40.5K
|
36
$1.71K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-849- 7.78% |
$40.2K - $40.7K
|
10.1K
$476K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-899- 4.59% |
$42.5K - $43.1K
|
18.7K
$885K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-927- 4.89% |
$43.9K - $44.4K
|
18K
$854K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-1K- 18.45% |
$47.5K - $48.1K
|
4.44K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 5.17% |
$48.7K - $49.4K
|
18.9K
$895K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.05K- 10.36% |
$49.7K - $50.4K
|
9.1K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.08K- 5.59% |
$51.2K - $51.8K
|
18.3K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.18K- 9.72% |
$55.8K - $56.5K
|
11K
$519K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 21.76% |
$56.4K - $57.1K
|
4.29K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.65K- 3.67% |
$78K - $79K
|
43.3K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.7K- 1.44% |
$80.5K - $81.5K
|
116K
$5.51M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.77K- 21.77% |
$83.9K - $84.9K
|
6.37K
$302K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 6.46% |
$84.1K - $85.2K
|
25.8K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.84K- 3.25% |
$86.9K - $87.9K
|
54.7K
$2.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.89K- 50.0% |
$89.3K - $90.4K
|
1.89K
$89.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 6.14% |
$92.4K - $93.5K
|
29.9K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 24.46% |
$94.1K - $95.3K
|
6.14K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2.16K- 2.14% |
$102K - $103K
|
98.8K
$4.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.23K- 5.67% |
$106K - $107K
|
37.2K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.31K- 19.05% |
$109K - $111K
|
9.8K
$464K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.4K- 12.41% |
$114K - $115K
|
16.9K
$803K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.59K- 23.68% |
$123K - $124K
|
8.34K
$395K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.62K- 3.11% |
$124K - $126K
|
81.6K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.64K- 5.04% |
$125K - $126K
|
49.7K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.84K- 25.04% |
$134K - $136K
|
8.5K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.12K- 5.3% |
$148K - $150K
|
55.9K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.21K- 7.2% |
$152K - $154K
|
41.4K
$1.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 8.53% |
$167K - $169K
|
37.9K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.67K- 35.76% |
$174K - $176K
|
6.59K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.83K- 7.44% |
$181K - $183K
|
47.7K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4K- 29.67% |
$190K - $192K
|
9.49K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.16K- 6.83% |
$197K - $200K
|
56.8K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.92K- 6.74% |
$233K - $236K
|
68.1K
$3.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-4.99K- 6.48% |
$236K - $239K
|
71.9K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5.1K- 20.25% |
$241K - $244K
|
20.1K
$951K
|