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 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
667+ 4.3% |
$31.4K - $31.9K
|
16.2K
$777K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
643+ 3.96% |
$30.2K - $30.8K
|
16.9K
$812K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
572New |
$26.9K - $27.4K
|
572
$27.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
536+ 6.42% |
$25.2K - $25.6K
|
8.88K
$427K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
477+ 8.53% |
$22.4K - $22.8K
|
6.07K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
453+ 2.78% |
$21.3K - $21.7K
|
16.7K
$804K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
411+ 30.81% |
$19.3K - $19.7K
|
1.75K
$83.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
357+ 11.86% |
$16.8K - $17.1K
|
3.37K
$162K
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
306+ 1.99% |
$14.4K - $14.6K
|
15.7K
$753K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
285+ 2.23% |
$13.4K - $13.6K
|
13.1K
$628K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
252+ 0.77% |
$11.8K - $12.1K
|
32.9K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
252+ 1.31% |
$11.8K - $12.1K
|
19.6K
$940K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
209+ 0.69% |
$9.83K - $10K
|
30.7K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
BUY
|
- |
180+ 0.53% |
$8.46K - $8.61K
|
34K
$1.63M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
169+ 3.97% |
$7.95K - $8.08K
|
4.42K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
167+ 2.51% |
$7.85K - $7.99K
|
6.82K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
136+ 2.23% |
$6.39K - $6.5K
|
6.24K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
105+ 0.08% |
$4.94K - $5.02K
|
126K
$6.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
88+ 127.54% |
$4.14K - $4.21K
|
157
$7.54K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
67New |
$3.15K - $3.2K
|
67
$3.22K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
51+ 0.33% |
$2.4K - $2.44K
|
15.7K
$754K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
50+ 5.41% |
$2.35K - $2.39K
|
975
$46.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
50+ 0.3% |
$2.35K - $2.39K
|
16.6K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
42+ 0.46% |
$1.97K - $2.01K
|
9.1K
$437K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41+ 0.64% |
$1.93K - $1.96K
|
6.4K
$308K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
38+ 0.32% |
$1.79K - $1.82K
|
12K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 0.04% |
$1.36K - $1.39K
|
68.1K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
28+ 0.64% |
$1.32K - $1.34K
|
4.41K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
28+ 0.64% |
$1.32K - $1.34K
|
4.38K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
26+ 0.36% |
$1.22K - $1.24K
|
7.26K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26+ 56.52% |
$1.22K - $1.24K
|
72
$3.46K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
24+ 0.37% |
$1.13K - $1.15K
|
6.47K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11+ 0.22% |
$517 - $526
|
5.12K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7New |
$329 - $335
|
7
$336
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.53% |
$141 - $143
|
569
$27.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.28% |
$94 - $95.7
|
715
$34.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.04% |
$94 - $95.7
|
5.47K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 100.0% |
$94 - $95.7
|
4
$192
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-4- 0.08% |
$188 - $191
|
5.28K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-10- 0.23% |
$470 - $478
|
4.35K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11- 6.32% |
$517 - $526
|
163
$7.83K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12- 0.07% |
$564 - $574
|
17.9K
$861K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-12- 0.07% |
$564 - $574
|
18K
$866K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.16% |
$752 - $765
|
9.79K
$470K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 0.58% |
$799 - $813
|
2.92K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21- 0.38% |
$987 - $1K
|
5.52K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26- 0.21% |
$1.22K - $1.24K
|
12.6K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-31- 0.68% |
$1.46K - $1.48K
|
4.55K
$219K
|