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 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.62K- 3.11% |
$124K - $126K
|
81.6K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.62K- 95.27% |
$124K - $126K
|
130
$6.2K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.64K- 5.04% |
$125K - $126K
|
49.7K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.66K- 23.2% |
$126K - $128K
|
8.81K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.84K- 25.04% |
$134K - $136K
|
8.5K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.97K- 13.63% |
$140K - $142K
|
18.8K
$896K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.99K- 10.8% |
$142K - $143K
|
24.7K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.12K- 5.3% |
$148K - $150K
|
55.9K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.21K- 7.2% |
$152K - $154K
|
41.4K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.34K- 13.32% |
$158K - $160K
|
21.8K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 8.53% |
$167K - $169K
|
37.9K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-3.54K- 31.15% |
$167K - $169K
|
7.81K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.54K- 18.7% |
$168K - $170K
|
15.4K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.67K- 35.76% |
$174K - $176K
|
6.59K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.83K- 7.44% |
$181K - $183K
|
47.7K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4K- 29.67% |
$190K - $192K
|
9.49K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.16K- 6.83% |
$197K - $200K
|
56.8K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.18K- 5.55% |
$198K - $200K
|
71.2K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.92K- 6.74% |
$233K - $236K
|
68.1K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-4.99K- 6.48% |
$236K - $239K
|
71.9K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.02K- 23.45% |
$238K - $240K
|
16.4K
$781K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5.1K- 20.25% |
$241K - $244K
|
20.1K
$958K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.83K- 23.73% |
$276K - $279K
|
18.7K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-5.93K- 56.53% |
$281K - $284K
|
4.56K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.23K- 4.87% |
$295K - $299K
|
122K
$5.8M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.59K- 80.89% |
$312K - $316K
|
1.56K
$74.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.8K- 6.19% |
$322K - $326K
|
103K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6.8K- 12.44% |
$322K - $326K
|
47.9K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.85K- 53.05% |
$324K - $328K
|
6.06K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.47K- 18.64% |
$354K - $358K
|
32.6K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.51K- 6.06% |
$356K - $360K
|
116K
$5.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-9.08K- 44.03% |
$430K - $435K
|
11.5K
$550K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.11K- 1.23% |
$431K - $436K
|
729K
$34.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.13K- 39.34% |
$432K - $437K
|
14.1K
$671K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-9.97K- 66.67% |
$472K - $478K
|
4.98K
$238K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10K- 38.8% |
$475K - $481K
|
15.8K
$755K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.2K- 6.74% |
$480K - $486K
|
140K
$6.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.5K- 4.05% |
$497K - $503K
|
249K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-11.9K- 57.88% |
$561K - $568K
|
8.63K
$411K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14.6K- 32.44% |
$691K - $700K
|
30.4K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-15.1K- 50.8% |
$715K - $724K
|
14.6K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-15.6K- 6.49% |
$736K - $745K
|
224K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 9.33% |
$745K - $754K
|
153K
$7.3M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-15.9K- 5.21% |
$750K - $760K
|
289K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.6K- 7.49% |
$835K - $845K
|
218K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 23.11% |
$842K - $852K
|
59.2K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1K- 2.97% |
$856K - $867K
|
592K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-18.3K- 37.17% |
$868K - $879K
|
31K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-18.7K- 37.15% |
$885K - $896K
|
31.6K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 22.58% |
$904K - $915K
|
65.5K
$3.12M
|