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 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.92K- 24.31% |
$231K - $235K
|
15.3K
$736K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.01K- 33.15% |
$236K - $240K
|
10.1K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.27K- 4.53% |
$248K - $252K
|
111K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-5.31K- 7.12% |
$250K - $254K
|
69.2K
$3.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.31K- 2.37% |
$250K - $254K
|
219K
$10.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-5.81K- 17.65% |
$273K - $278K
|
27.1K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.99K- 37.88% |
$282K - $287K
|
9.83K
$472K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.03K- 58.52% |
$284K - $288K
|
4.28K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Leisure Capital Management
|
SELL
|
- |
-6.13K- 6.02% |
$288K - $293K
|
95.7K
$4.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6.34K- 25.64% |
$298K - $303K
|
18.4K
$883K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.45K- 27.51% |
$303K - $308K
|
17K
$816K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.54K- 30.71% |
$307K - $313K
|
14.8K
$709K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-6.72K- 5.26% |
$316K - $321K
|
121K
$5.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-6.76K- 17.09% |
$318K - $323K
|
32.8K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.05K- 5.01% |
$331K - $337K
|
133K
$6.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 4.76% |
$342K - $348K
|
146K
$7M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.29K- 5.8% |
$343K - $349K
|
119K
$5.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.52K- 10.7% |
$353K - $359K
|
62.7K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-7.73K- 10.6% |
$364K - $370K
|
65.2K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.86K- 30.73% |
$370K - $376K
|
17.7K
$852K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-8.15K- 11.33% |
$383K - $390K
|
63.8K
$3.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.36K- 49.03% |
$393K - $400K
|
8.69K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.89K- 47.47% |
$418K - $425K
|
9.84K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-8.96K- 12.94% |
$421K - $429K
|
60.3K
$2.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.9K- 42.73% |
$513K - $522K
|
14.6K
$703K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.5K- 27.19% |
$540K - $549K
|
30.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.8K- 12.33% |
$600K - $610K
|
90.7K
$4.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.1K- 65.34% |
$614K - $624K
|
6.92K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.4K- 22.6% |
$628K - $639K
|
45.7K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-18.5K- 6.38% |
$869K - $884K
|
271K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.4K- 40.62% |
$910K - $926K
|
28.3K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-19.6K- 41.84% |
$922K - $938K
|
27.3K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.2K- 14.07% |
$948K - $965K
|
123K
$5.92M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 10.07% |
$1.05M - $1.07M
|
199K
$9.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.6K- 49.88% |
$1.06M - $1.08M
|
22.7K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-22.8K- 7.9% |
$1.07M - $1.09M
|
266K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.4K- 34.08% |
$1.15M - $1.17M
|
47.2K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-26K- 39.76% |
$1.22M - $1.25M
|
39.5K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28.4K- 17.5% |
$1.34M - $1.36M
|
134K
$6.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-31.8K- 41.13% |
$1.49M - $1.52M
|
45.5K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-33.1K- 32.15% |
$1.56M - $1.58M
|
69.9K
$3.36M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33.9K- 99.57% |
$1.59M - $1.62M
|
145
$6.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.2K- 58.06% |
$1.65M - $1.68M
|
25.4K
$1.22M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-49.7K- 2.27% |
$2.34M - $2.38M
|
2.14M
$103M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-51.5K- 38.85% |
$2.42M - $2.47M
|
81.1K
$3.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-51.6K- 70.31% |
$2.43M - $2.47M
|
21.8K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-57.8K- 24.26% |
$2.72M - $2.77M
|
181K
$8.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-59K- 98.18% |
$2.77M - $2.82M
|
1.09K
$52.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.5K- 8.93% |
$2.99M - $3.04M
|
648K
$31.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-63.8K- 1.26% |
$3M - $3.05M
|
5.01M
$241M
|