Purchases and Sales Made in Q3 2025 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
90.1K+ 5.83% |
$4.31M - $4.37M
|
1.64M
$78.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
15.1K+ 12.95% |
$721K - $732K
|
132K
$6.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
11.1KNew |
$528K - $536K
|
11.1K
$531K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.69K+ 16.18% |
$463K - $469K
|
69.6K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.23K+ 25.35% |
$345K - $351K
|
35.8K
$1.72M
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
BUY
|
- |
6.12K+ 22.58% |
$292K - $296K
|
33.2K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.69K+ 22.76% |
$272K - $276K
|
30.7K
$1.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.67KNew |
$223K - $226K
|
4.67K
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.54K+ 21.52% |
$217K - $220K
|
25.6K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.33K+ 2.05% |
$159K - $161K
|
166K
$7.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.4K+ 14.13% |
$115K - $116K
|
19.4K
$932K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.95K+ 16.65% |
$93.1K - $94.5K
|
13.7K
$657K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.32K+ 2.84% |
$62.9K - $63.9K
|
47.8K
$2.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.79% |
$54.2K - $55K
|
41.7K
$2.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.06% |
$53.7K - $54.5K
|
55.6K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
901+ 5.42% |
$43K - $43.7K
|
17.5K
$843K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
739+ 3.78% |
$35.3K - $35.8K
|
20.3K
$975K
|
|
|
Oct 07, 2025
Q3 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
274+ 0.6% |
$13.1K - $13.3K
|
46K
$2.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
64+ 0.66% |
$3.06K - $3.1K
|
9.78K
$470K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 3.0% |
$1.39K - $1.41K
|
996
$47.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
9+ 0.07% |
$430 - $436
|
12.5K
$602K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4+ 0.01% |
$191 - $194
|
28.7K
$1.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.72% |
$143 - $145
|
420
$20.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 0.07% |
$47.8 - $48.5
|
1.47K
$70.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$143 - $145
|
12.5K
$602K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-31- 0.74% |
$1.48K - $1.5K
|
4.18K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-41- 0.6% |
$1.96K - $1.99K
|
6.78K
$326K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-50- 0.15% |
$2.39K - $2.42K
|
33.9K
$1.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-90- 14.17% |
$4.3K - $4.36K
|
545
$26.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-159- 0.2% |
$7.59K - $7.71K
|
80.6K
$3.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-179- 1.21% |
$8.55K - $8.67K
|
14.6K
$700K
|
|
|
Oct 17, 2025
Q3 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-191- 0.5% |
$9.12K - $9.26K
|
38.4K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-205- 1.97% |
$9.79K - $9.93K
|
10.2K
$489K
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-217- 0.17% |
$10.4K - $10.5K
|
126K
$6.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-359- 4.25% |
$17.1K - $17.4K
|
8.08K
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-424- 2.31% |
$20.3K - $20.5K
|
18K
$863K
|
|
|
Oct 15, 2025
Q3 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 0.42% |
$23.9K - $24.2K
|
118K
$5.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-922- 1.97% |
$44K - $44.7K
|
45.9K
$2.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 2.84% |
$53.4K - $54.2K
|
38.3K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.34K- 29.23% |
$64K - $64.9K
|
3.25K
$156K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.34K- 8.25% |
$112K - $113K
|
26K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.83K- 5.92% |
$183K - $186K
|
60.8K
$2.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-6.32K- 5.8% |
$302K - $306K
|
103K
$4.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.5K- 14.77% |
$1.03M - $1.04M
|
124K
$5.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-29.4K- 24.28% |
$1.4M - $1.42M
|
91.6K
$4.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-78.6K- 43.51% |
$3.75M - $3.81M
|
102K
$4.9M
|