Ritholtz Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Ritholtz Wealth Management

$5.05 Billion
Q3 2025

A detailed history of Ritholtz Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Ritholtz Wealth Management holds 18,062 shares of SHM stock, worth $865,711. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,062

Previous 18,018 0.24%

Holding current value

$865,711

Previous $861,000 1.05%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$47.76 - $48.46 $2,101 - $2,132	44 Added 0.24%	18,062 $870,000
Q2 2025 Jul 28, 2025	SELL	$47.02 - $47.83 $564 - $573	-12 Reduced 0.07%	18,018 $861,000
Q1 2025 Apr 16, 2025	SELL	$47.33 - $47.92 $43,874 - $44,421	-927 Reduced 4.89%	18,030 $857,000
Q4 2024 Jan 14, 2025	BUY	$47.26 - $48.18 $44,093 - $44,951	933 Added 5.18%	18,957 $898,000
Q3 2024 Oct 10, 2024	BUY	$47.01 - $48.2 $1,692 - $1,735	36 Added 0.2%	18,024 $867,000

Q2 2024 Jul 31, 2024	SELL	$46.84 - $47.32 $237,525 - $239,959	-5,071 Reduced 21.99%	17,988 $848,000
Q1 2024 Apr 24, 2024	SELL	$47.44 - $47.9 $25,522 - $25,770	-538 Reduced 2.28%	23,059 $1.09 Million
Q4 2023 Jan 18, 2024	BUY	$46.12 - $47.85 $1,429 - $1,483	31 Added 0.13%	23,597 $1.13 Million
Q3 2023 Oct 13, 2023	SELL	$46.19 - $47.22 $44,157 - $45,142	-956 Reduced 3.9%	23,566 $1.09 Million
Q2 2023 Jul 14, 2023	SELL	$46.54 - $47.72 $1.16 Million - $1.19 Million	-24,891 Reduced 50.37%	24,522 $1.15 Million
Q1 2023 Apr 19, 2023	BUY	$46.61 - $47.68 $224,054 - $229,197	4,807 Added 10.78%	49,413 $2.35 Million
Q4 2022 Jan 18, 2023	BUY	$45.97 - $47.2 $484,523 - $497,488	10,540 Added 30.94%	44,606 $0
Q3 2022 Oct 18, 2022	BUY	$46.05 - $47.82 $910,592 - $945,592	19,774 Added 138.36%	34,066 $1.57 Million
Q2 2022 Jul 15, 2022	BUY	$46.52 - $47.45 $664,863 - $678,155	14,292 New	14,292 $675,000
Q4 2019 Jan 17, 2020	SELL	$48.87 - $49.12 $417,105 - $419,239	-8,535 Closed	0 $0
Q3 2019 Oct 17, 2019	BUY	$48.76 - $49.06 $536 - $539	11 Added 0.13%	8,535 $418,000
Q2 2019 Jul 15, 2019	SELL	N/A	-106 Reduced 1.23%	8,524 $417,000
Q1 2019 Apr 12, 2019	BUY	N/A	126 Added 1.48%	8,630 $418,000
Q4 2018 Jan 18, 2019	SELL	N/A	-788 Reduced 8.48%	8,504 $409,000
Q3 2018 Oct 12, 2018	BUY	N/A	4,871 Added 110.18%	9,292 $443,000
Q2 2018 Jul 12, 2018	BUY	N/A	66 Added 1.52%	4,421 $212,000
Q1 2018 Apr 17, 2018	BUY	N/A	9 Added 0.21%	4,355 $208,000
Q4 2017 Jan 23, 2018	SELL	N/A	-692 Reduced 13.74%	4,346 $208,000
Q3 2017 Oct 17, 2017	BUY	N/A	5,038	5,038 $245,000

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Ritholtz Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History