Steel Peak Wealth Management LLC Spdr Nuveen Bloomberg Short Te Transaction History

Steel Peak Wealth Management LLC

$2.49 Billion
Q2 2025

A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 55,541 shares of SHM stock, worth $2.67 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

55,541

Previous 54,694 1.55%

Holding current value

$2.67 Million

Previous $2.6 Million 2.04%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$47.02 - $47.83 $39,825 - $40,512	847 Added 1.55%	55,541 $2.66 Million
Q1 2025 Apr 30, 2025	SELL	$47.33 - $47.92 $86,850 - $87,933	-1,835 Reduced 3.25%	54,694 $2.6 Million
Q4 2024 Jan 22, 2025	SELL	$47.26 - $48.18 $14,083 - $14,357	-298 Reduced 0.52%	56,529 $2.68 Million
Q3 2024 Oct 25, 2024	SELL	$47.01 - $48.2 $123,448 - $126,573	-2,626 Reduced 4.42%	56,827 $2.74 Million
Q2 2024 Jul 16, 2024	SELL	$46.84 - $47.32 $400,060 - $404,160	-8,541 Reduced 12.56%	59,453 $2.81 Million
Q1 2024 Apr 17, 2024	BUY	$47.44 - $47.9 $3.23 Million - $3.26 Million	67,994 New	67,994 $3.23 Million
Q4 2022 Jan 25, 2023	SELL	$45.97 - $47.2 $733,819 - $753,453	-15,963 Reduced 31.52%	34,678 $0
Q3 2022 Oct 26, 2022	SELL	$46.05 - $47.82 $780,455 - $810,453	-16,948 Reduced 25.08%	50,641 $2.33 Million
Q2 2022 Aug 02, 2022	BUY	$46.52 - $47.45 $135,931 - $138,648	2,922 Added 4.52%	67,589 $3.19 Million
Q1 2022 May 10, 2022	BUY	$47.3 - $49.17 $593,993 - $617,476	12,558 Added 24.1%	64,667 $3.06 Million
Q4 2021 Jan 31, 2022	BUY	$49.16 - $49.38 $289,699 - $290,996	5,893 Added 12.75%	52,109 $2.56 Million
Q3 2021 Nov 15, 2021	SELL	$49.4 - $49.69 $44,657 - $44,919	-904 Reduced 1.92%	46,216 $2.28 Million
Q2 2021 Aug 13, 2021	BUY	$49.5 - $49.73 $90,486 - $90,906	1,828 Added 4.04%	47,120 $2.34 Million
Q1 2021 May 18, 2021	BUY	$49.43 - $49.87 $2.24 Million - $2.26 Million	45,292 New	45,292 $2.25 Million

Others Institutions Holding SHM

# of Institutions

452

Shares Held

70.1M

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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.

Account

Steel Peak Wealth Management LLC Spdr Nuveen Bloomberg Short Te Transaction History