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 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.83K- 23.73% |
$276K - $279K
|
18.7K
$887K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-5.93K- 56.53% |
$281K - $284K
|
4.56K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.8K- 6.19% |
$322K - $326K
|
103K
$4.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.47K- 18.64% |
$354K - $358K
|
32.6K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.51K- 6.06% |
$356K - $360K
|
116K
$5.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-9.08K- 44.03% |
$430K - $435K
|
11.5K
$547K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.11K- 1.23% |
$431K - $436K
|
729K
$34.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.13K- 39.34% |
$432K - $437K
|
14.1K
$667K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10K- 38.8% |
$475K - $481K
|
15.8K
$749K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.2K- 6.74% |
$480K - $486K
|
140K
$6.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.5K- 4.05% |
$497K - $503K
|
249K
$11.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-11.9K- 57.88% |
$561K - $568K
|
8.63K
$409K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-15.6K- 6.49% |
$736K - $745K
|
224K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 9.33% |
$745K - $754K
|
153K
$7.25M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-15.9K- 5.21% |
$750K - $760K
|
289K
$13.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.4K- 13.77% |
$965K - $977K
|
128K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-21K- 8.11% |
$996K - $1.01M
|
238K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24K- 24.64% |
$1.14M - $1.15M
|
73.4K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-34.2K- 13.38% |
$1.62M - $1.64M
|
222K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-45.6K- 58.1% |
$2.16M - $2.19M
|
32.9K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95.2K- 16.58% |
$4.51M - $4.56M
|
479K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-207K- 12.08% |
$9.81M - $9.93M
|
1.51M
$71.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-676K- 11.52% |
$32M - $32.4M
|
5.19M
$246M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.43M- 97.9% |
$67.5M - $68.4M
|
30.6K
$1.45M
|