Purchases and Sales Made in Q2 2025 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.46M+ 629.43% |
$68.6M - $69.8M
|
1.69M
$81.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
109KNew |
$5.12M - $5.21M
|
109K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68.3K+ 11.58% |
$3.21M - $3.27M
|
658K
$31.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
51.3K+ 51.91% |
$2.41M - $2.45M
|
150K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.4KNew |
$2.28M - $2.31M
|
48.4K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
36.5K+ 67.62% |
$1.72M - $1.75M
|
90.5K
$4.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
36.2K+ 2.4% |
$1.7M - $1.73M
|
1.55M
$74.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
34KNew |
$1.6M - $1.63M
|
34K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.3K+ 95.51% |
$1.38M - $1.4M
|
59.9K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28.7KNew |
$1.35M - $1.37M
|
28.7K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28.3K+ 32.08% |
$1.33M - $1.35M
|
117K
$5.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.5K+ 103.7% |
$868K - $883K
|
36.3K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16.9K+ 11.65% |
$796K - $810K
|
162K
$7.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
16.6K+ 34.56% |
$781K - $794K
|
64.7K
$3.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 57.52% |
$583K - $593K
|
34K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11.3KNew |
$529K - $538K
|
11.3K
$541K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.21K+ 11.44% |
$386K - $393K
|
79.9K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.97K+ 35.63% |
$375K - $381K
|
30.3K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.75K+ 115.19% |
$364K - $371K
|
14.5K
$696K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.43KNew |
$349K - $355K
|
7.43K
$357K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.38K+ 4.07% |
$347K - $353K
|
189K
$9.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.95K+ 26.51% |
$327K - $332K
|
33.2K
$1.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.47K+ 370.62% |
$304K - $310K
|
8.22K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.21KNew |
$198K - $201K
|
4.21K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.69K+ 13.94% |
$173K - $176K
|
30.1K
$1.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.47K+ 2.55% |
$163K - $166K
|
140K
$6.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.33K+ 266.21% |
$157K - $159K
|
4.59K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.18K+ 28.49% |
$150K - $152K
|
14.3K
$690K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.17K+ 14.5% |
$149K - $151K
|
25K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.73K+ 9.65% |
$128K - $130K
|
31K
$1.49M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.67K+ 7.05% |
$126K - $128K
|
40.6K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 6.01% |
$124K - $126K
|
46.5K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 40.69% |
$122K - $124K
|
8.96K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.5K+ 45.45% |
$118K - $120K
|
8K
$385K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.49K+ 2.14% |
$117K - $119K
|
119K
$5.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
2.16K+ 11.44% |
$102K - $103K
|
21.1K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.81K+ 5.82% |
$84.9K - $86.3K
|
32.8K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.77K+ 26.13% |
$83.2K - $84.6K
|
8.54K
$411K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.53K+ 13.92% |
$71.9K - $73.1K
|
12.5K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 15.37% |
$68.6K - $69.7K
|
10.9K
$526K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.38K+ 3.71% |
$64.8K - $66K
|
38.5K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.05K+ 6.6% |
$49.5K - $50.3K
|
17K
$817K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
1.05K+ 2.25% |
$49.3K - $50.1K
|
47.7K
$2.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 5.9% |
$47.4K - $48.3K
|
18.1K
$870K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1K+ 23.71% |
$47.2K - $48K
|
5.23K
$252K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
901+ 1365.15% |
$42.4K - $43.1K
|
967
$46.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
899+ 1.64% |
$42.3K - $43K
|
55.8K
$2.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
853+ 10.92% |
$40.1K - $40.8K
|
8.67K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
847+ 1.55% |
$39.8K - $40.5K
|
55.5K
$2.67M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
667+ 4.3% |
$31.4K - $31.9K
|
16.2K
$777K
|