Dakota Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Dakota Wealth Management

$4.67 Billion
Q2 2025

A detailed history of Dakota Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Dakota Wealth Management holds 47,200 shares of SHM stock, worth $2.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

47,200

Previous 71,600 34.08%

Holding current value

$2.25 Million

Previous $3.41 Million 33.77%

% of portfolio

0.05%

Previous 0.08%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$47.02 - $47.83 $1.15 Million - $1.17 Million	-24,400 Reduced 34.08%	47,200 $2.26 Million
Q1 2025 May 01, 2025	BUY	$47.33 - $47.92 $194,053 - $196,472	4,100 Added 6.07%	71,600 $3.41 Million
Q4 2024 Jan 17, 2025	BUY	$47.26 - $48.18 $586,024 - $597,432	12,400 Added 22.5%	67,500 $3.2 Million
Q3 2024 Oct 23, 2024	BUY	$47.01 - $48.2 $655,366 - $671,956	13,941 Added 33.87%	55,100 $2.65 Million
Q2 2024 Jul 19, 2024	BUY	$46.84 - $47.32 $84,312 - $85,176	1,800 Added 4.57%	41,159 $1.94 Million
Q1 2024 Apr 24, 2024	BUY	$47.44 - $47.9 $929,824 - $938,840	19,600 Added 99.2%	39,359 $1.87 Million
Q3 2023 Oct 23, 2023	BUY	$46.19 - $47.22 $635,297 - $649,463	13,754 Added 229.04%	19,759 $913,000
Q2 2023 Jul 31, 2023	BUY	$46.54 - $47.72 $32,578 - $33,404	700 Added 13.2%	6,005 $282,000
Q1 2023 Apr 14, 2023	BUY	$46.61 - $47.68 $23,305 - $23,840	500 Added 10.41%	5,305 $252,000
Q4 2022 Feb 07, 2023	SELL	$45.97 - $47.2 $2.58 Million - $2.65 Million	-56,060 Reduced 92.11%	4,805 $225,000
Q3 2022 Nov 10, 2022	BUY	$46.05 - $47.82 $8,519 - $8,846	185 Added 0.3%	60,865 $2.81 Million
Q2 2022 Aug 05, 2022	BUY	$46.52 - $47.45 $97,924 - $99,882	2,105 Added 3.59%	60,680 $2.87 Million
Q1 2022 May 13, 2022	BUY	$47.3 - $49.17 $9,460 - $9,834	200 Added 0.34%	58,575 $2.77 Million
Q4 2021 Feb 10, 2022	SELL	$49.16 - $49.38 $142,367 - $143,004	-2,896 Reduced 4.73%	58,375 $2.87 Million
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $39,520 - $39,752	800 Added 1.32%	61,271 $3.03 Million
Q2 2021 Aug 02, 2021	SELL	$49.5 - $49.73 $74,002 - $74,346	-1,495 Reduced 2.41%	60,471 $3 Million
Q1 2021 May 10, 2021	BUY	$49.43 - $49.87 $819,104 - $826,395	16,571 Added 36.5%	61,966 $3.07 Million
Q4 2020 Feb 12, 2021	SELL	$49.66 - $49.86 $2.94 Million - $2.96 Million	-59,300 Reduced 56.64%	45,395 $2.26 Million
Q3 2020 Nov 04, 2020	BUY	$49.76 - $50.06 $3.86 Million - $3.88 Million	77,475 Added 284.63%	104,695 $5.22 Million
Q2 2020 Aug 07, 2020	BUY	$48.24 - $49.96 $532,810 - $551,808	11,045 Added 68.28%	27,220 $1.36 Million
Q1 2020 Apr 29, 2020	SELL	$43.92 - $49.69 $74,707 - $84,522	-1,701 Reduced 9.52%	16,175 $791,000
Q4 2019 Feb 06, 2020	SELL	$48.87 - $49.12 $586 - $589	-12 Reduced 0.07%	17,876 $878,000
Q3 2019 Nov 14, 2019	BUY	$48.76 - $49.06 $158,616 - $159,592	3,253 Added 22.23%	17,888 $876,000
Q2 2019 Aug 07, 2019	BUY	N/A	3,642 Added 33.13%	14,635 $717,000
Q1 2019 Apr 18, 2019	SELL	N/A	-6,378 Reduced 36.72%	10,993 $151,000
Q4 2018 Jan 22, 2019	BUY	N/A	762 Added 4.59%	17,371 $832,000
Q3 2018 Nov 07, 2018	SELL	N/A	-10,337 Reduced 38.36%	16,609 $792,000
Q2 2018 Aug 09, 2018	BUY	N/A	5,644 Added 26.5%	26,946 $1.29 Million
Q1 2018 Apr 10, 2018	BUY	N/A	21,302 New	21,302 $1.02 Million

Others Institutions Holding SHM

# of Institutions

464

Shares Held

70.9M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Account

Dakota Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History