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 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.35% |
$94.7 - $95.8
|
571
$27.2K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 100.0% |
$47.3 - $47.9
|
2
$95.4
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 5.88% |
$47.3 - $47.9
|
18
$858
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.2% |
$47.3 - $47.9
|
84
$4.01K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1- 0.04% |
$47.3 - $47.9
|
2.37K
$113K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.94% |
$94.7 - $95.8
|
66
$3.15K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.1% |
$142 - $144
|
3.07K
$146K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.03% |
$379 - $383
|
30.7K
$1.47M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11- 2.71% |
$521 - $527
|
395
$18.8K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 0.22% |
$852 - $863
|
8.11K
$387K
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.49% |
$994 - $1.01K
|
4.24K
$202K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-27- 0.51% |
$1.28K - $1.29K
|
5.28K
$252K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-39- 0.55% |
$1.85K - $1.87K
|
7K
$334K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-45- 8.49% |
$2.13K - $2.16K
|
485
$23.1K
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-50- 0.42% |
$2.37K - $2.4K
|
11.8K
$565K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-55- 0.89% |
$2.6K - $2.64K
|
6.1K
$291K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 3.54% |
$2.65K - $2.68K
|
1.53K
$72.8K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-80- 0.47% |
$3.79K - $3.83K
|
17.1K
$815K
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-90- 0.26% |
$4.26K - $4.31K
|
35.1K
$1.67M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-100- 45.05% |
$4.73K - $4.79K
|
122
$5.82K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-100- 1.32% |
$4.73K - $4.79K
|
7.5K
$358K
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-102- 0.87% |
$4.83K - $4.89K
|
11.6K
$552K
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-105- 3.95% |
$4.97K - $5.03K
|
2.56K
$122K
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-116- 0.58% |
$5.49K - $5.56K
|
20K
$954K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-120- 0.9% |
$5.68K - $5.75K
|
13.2K
$631K
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 0.69% |
$5.92K - $5.99K
|
17.9K
$855K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-139- 2.48% |
$6.58K - $6.66K
|
5.47K
$261K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-145- 1.2% |
$6.86K - $6.95K
|
11.9K
$570K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-147- 7.77% |
$6.96K - $7.04K
|
1.75K
$83.3K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-150- 21.77% |
$7.1K - $7.19K
|
539
$25.7K
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-154- 0.79% |
$7.29K - $7.38K
|
19.2K
$918K
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-160- 1.62% |
$7.57K - $7.67K
|
9.69K
$462K
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-165- 0.7% |
$7.81K - $7.91K
|
23.4K
$1.12M
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-170- 0.77% |
$8.05K - $8.15K
|
21.8K
$1.04M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-174- 12.2% |
$8.24K - $8.34K
|
1.25K
$59.7K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-178- 16.33% |
$8.42K - $8.53K
|
912
$43.5K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-189- 0.77% |
$8.95K - $9.06K
|
24.4K
$1.16M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 4.18% |
$9.47K - $9.58K
|
4.58K
$219K
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-217- 1.67% |
$10.3K - $10.4K
|
12.8K
$610K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-221- 60.38% |
$10.5K - $10.6K
|
145
$6.92K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-250- 69.83% |
$11.8K - $12K
|
108
$5.15K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-296- 3.93% |
$14K - $14.2K
|
7.23K
$345K
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-348- 0.25% |
$16.5K - $16.7K
|
138K
$6.58M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-349- 1.04% |
$16.5K - $16.7K
|
33.2K
$1.58M
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-385- 6.4% |
$18.2K - $18.4K
|
5.64K
$269K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-392- 22.71% |
$18.6K - $18.8K
|
1.33K
$63.6K
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-405- 0.32% |
$19.2K - $19.4K
|
126K
$6M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-468- 8.83% |
$22.2K - $22.4K
|
4.83K
$230K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-525- 3.53% |
$24.8K - $25.2K
|
14.3K
$683K
|