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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-19.4K- 12.48% |
$920K - $931K
|
136K
$6.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-19.5K- 60.71% |
$924K - $935K
|
12.6K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20K- 52.55% |
$944K - $956K
|
18K
$859K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.4K- 13.77% |
$965K - $977K
|
128K
$6.09M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.4K- 2.99% |
$965K - $977K
|
662K
$31.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.4K- 25.22% |
$968K - $980K
|
60.6K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-21K- 8.11% |
$996K - $1.01M
|
238K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 0.97% |
$1.13M - $1.14M
|
2.43M
$116M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24K- 24.64% |
$1.14M - $1.15M
|
73.4K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24.8K- 34.35% |
$1.17M - $1.19M
|
47.3K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27.3K- 14.38% |
$1.29M - $1.31M
|
163K
$7.75M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-27.5K- 11.33% |
$1.3M - $1.32M
|
215K
$10.2M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-28.1K- 34.21% |
$1.33M - $1.35M
|
54K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-34.2K- 13.38% |
$1.62M - $1.64M
|
222K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 6.61% |
$1.76M - $1.78M
|
525K
$25.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-45.6K- 58.1% |
$2.16M - $2.19M
|
32.9K
$1.57M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-48.9K- 65.7% |
$2.32M - $2.35M
|
25.6K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-62.6K- 17.77% |
$2.96M - $3M
|
290K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-75K- 12.99% |
$3.55M - $3.6M
|
503K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-83.5K- 16.25% |
$3.95M - $4M
|
430K
$20.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95.2K- 16.58% |
$4.51M - $4.56M
|
479K
$22.9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-97.2K- 98.2% |
$4.6M - $4.66M
|
1.78K
$85K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 5.31% |
$5.81M - $5.88M
|
2.19M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-136K- 5.24% |
$6.44M - $6.52M
|
2.46M
$117M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-163K- 9.14% |
$7.71M - $7.81M
|
1.62M
$77.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-207K- 12.08% |
$9.81M - $9.93M
|
1.51M
$72M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-452K- 58.11% |
$21.4M - $21.6M
|
326K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-622K- 12.9% |
$29.4M - $29.8M
|
4.2M
$200M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-676K- 3.52% |
$32M - $32.4M
|
18.5M
$883M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-676K- 11.52% |
$32M - $32.4M
|
5.19M
$248M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-872K- 55.04% |
$41.3M - $41.8M
|
712K
$34M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.43M- 97.9% |
$67.5M - $68.4M
|
30.6K
$1.46M
|