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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.16K- 5.26% |
$54.6K - $55.6K
|
20.9K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 19.04% |
$55K - $55.9K
|
4.97K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.19K- 6.89% |
$56K - $57K
|
16.1K
$773K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.39K- 1.08% |
$65.3K - $66.4K
|
127K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.44K- 12.14% |
$67.8K - $68.9K
|
10.4K
$501K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.45K- 15.78% |
$68.2K - $69.4K
|
7.74K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.5K- 5.66% |
$70.5K - $71.7K
|
25K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.56K- 16.37% |
$73.2K - $74.5K
|
7.96K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.6K- 9.67% |
$75.1K - $76.4K
|
14.9K
$717K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.61K- 18.5% |
$75.7K - $77.1K
|
7.1K
$341K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.68K- 8.1% |
$78.9K - $80.3K
|
19K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.69K- 3.56% |
$79.5K - $80.9K
|
45.8K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.69K- 3.29% |
$79.6K - $80.9K
|
49.8K
$2.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.75K- 3.63% |
$82.4K - $83.8K
|
46.5K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.82K- 0.28% |
$85.8K - $87.2K
|
660K
$31.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.87K- 17.06% |
$87.9K - $89.4K
|
9.09K
$437K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.03K- 2.79% |
$95.5K - $97.1K
|
70.8K
$3.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.05K- 4.34% |
$96.5K - $98.1K
|
45.3K
$2.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.07K- 14.16% |
$97.4K - $99.1K
|
12.6K
$603K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.09K- 5.06% |
$98.5K - $100K
|
39.3K
$1.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.13K- 21.68% |
$99.9K - $102K
|
7.68K
$369K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.13K- 17.96% |
$100K - $102K
|
9.72K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 53.89% |
$100K - $102K
|
1.82K
$87.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.18K- 4.3% |
$103K - $104K
|
48.6K
$2.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.26K- 3.99% |
$106K - $108K
|
54.5K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.27K- 13.4% |
$107K - $109K
|
14.7K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.31K- 13.78% |
$109K - $111K
|
14.5K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 11.78% |
$119K - $121K
|
19K
$912K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.58K- 7.96% |
$121K - $123K
|
29.8K
$1.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.65K- 14.79% |
$125K - $127K
|
15.3K
$734K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 7.82% |
$126K - $128K
|
31.6K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.75K- 5.54% |
$129K - $132K
|
46.9K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.89K- 21.2% |
$136K - $138K
|
10.7K
$516K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3K- 34.78% |
$141K - $143K
|
5.63K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.02K- 1.22% |
$142K - $145K
|
246K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-3.14K- 23.03% |
$148K - $150K
|
10.5K
$505K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.24K- 7.48% |
$152K - $155K
|
40.1K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.32K- 22.92% |
$156K - $159K
|
11.2K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-3.33K- 7.22% |
$156K - $159K
|
42.8K
$2.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.48K- 6.23% |
$164K - $166K
|
52.4K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.6K- 6.16% |
$169K - $172K
|
54.8K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.69K- 26.22% |
$174K - $176K
|
10.4K
$499K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.8K- 20.19% |
$178K - $182K
|
15K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.08K- 24.92% |
$192K - $195K
|
12.3K
$591K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.22K- 14.13% |
$198K - $202K
|
25.6K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.25K- 12.35% |
$200K - $203K
|
30.1K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.32K- 19.72% |
$203K - $207K
|
17.6K
$846K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.4K- 23.32% |
$207K - $211K
|
14.5K
$696K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-4.42K- 4.98% |
$208K - $211K
|
84.3K
$4.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.44K- 7.75% |
$209K - $212K
|
52.8K
$2.54M
|