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 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-525- 3.53% |
$24.8K - $25.2K
|
14.3K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-546- 7.99% |
$25.8K - $26.2K
|
6.29K
$302K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-548- 8.4% |
$25.9K - $26.3K
|
5.98K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 8.5% |
$26.6K - $27K
|
6.06K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-577- 3.37% |
$27.3K - $27.6K
|
16.5K
$794K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-595- 3.81% |
$28.2K - $28.5K
|
15K
$721K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-611- 1.25% |
$28.9K - $29.3K
|
48.2K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-648- 9.14% |
$30.7K - $31.1K
|
6.44K
$310K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-697- 1.43% |
$33K - $33.4K
|
48K
$2.31M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-702- 6.87% |
$33.2K - $33.6K
|
9.51K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-762- 20.2% |
$36.1K - $36.5K
|
3.01K
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-815- 13.41% |
$38.6K - $39.1K
|
5.26K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-819- 26.67% |
$38.8K - $39.2K
|
2.25K
$108K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-846- 95.92% |
$40K - $40.5K
|
36
$1.73K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-849- 7.78% |
$40.2K - $40.7K
|
10.1K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-899- 4.59% |
$42.5K - $43.1K
|
18.7K
$897K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-927- 4.89% |
$43.9K - $44.4K
|
18K
$866K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-949- 3.0% |
$44.9K - $45.5K
|
30.7K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1K- 1.35% |
$47.3K - $47.9K
|
73K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1K- 7.78% |
$47.4K - $48K
|
11.9K
$570K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-1K- 18.45% |
$47.5K - $48.1K
|
4.44K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 5.17% |
$48.7K - $49.4K
|
18.9K
$907K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.05K- 10.36% |
$49.7K - $50.4K
|
9.1K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.08K- 5.59% |
$51.2K - $51.8K
|
18.3K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 3.25% |
$54.6K - $55.3K
|
34.4K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.18K- 9.72% |
$55.8K - $56.5K
|
11K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.19K- 0.94% |
$56.3K - $57K
|
126K
$6.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 21.76% |
$56.4K - $57.1K
|
4.29K
$206K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.65K- 3.67% |
$78K - $79K
|
43.3K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.69K- 27.68% |
$80.2K - $81.2K
|
4.43K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.7K- 1.44% |
$80.5K - $81.5K
|
116K
$5.59M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.77K- 21.77% |
$83.9K - $84.9K
|
6.37K
$306K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 6.46% |
$84.1K - $85.2K
|
25.8K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$86.6K - $87.7K
|
103K
$4.97M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$86.6K - $87.7K
|
103K
$4.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.84K- 3.25% |
$86.9K - $87.9K
|
54.7K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.89K- 50.0% |
$89.3K - $90.4K
|
1.89K
$90.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 6.14% |
$92.4K - $93.5K
|
29.9K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 24.46% |
$94.1K - $95.3K
|
6.14K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2K- 7.02% |
$94.7K - $95.8K
|
26.5K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.07K- 1.54% |
$97.9K - $99.1K
|
133K
$6.37M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 44.29% |
$99.4K - $101K
|
2.64K
$127K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.15K- 13.61% |
$102K - $103K
|
13.6K
$654K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2.16K- 2.14% |
$102K - $103K
|
98.8K
$4.75M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.16K- 31.86% |
$102K - $104K
|
4.62K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2.2K- 6.17% |
$104K - $105K
|
33.4K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.23K- 5.67% |
$106K - $107K
|
37.2K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.31K- 19.05% |
$109K - $111K
|
9.8K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 5.32% |
$112K - $114K
|
42.2K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.4K- 12.41% |
$114K - $115K
|
16.9K
$814K
|