Latest Institutional Transactions on Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14+ 0.22% |
$663 - $671
|
6.36K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
559+ 4.01% |
$26.5K - $26.8K
|
14.5K
$690K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.4K- 13.77% |
$965K - $977K
|
128K
$6.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-139- 2.48% |
$6.58K - $6.66K
|
5.47K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.7K- 1.44% |
$80.5K - $81.5K
|
116K
$5.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-405- 0.32% |
$19.2K - $19.4K
|
126K
$5.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
713New |
$33.7K - $34.2K
|
713
$33.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.16K- 6.83% |
$197K - $200K
|
56.8K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
707+ 4.64% |
$33.5K - $33.9K
|
15.9K
$758K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.38K+ 15.42% |
$113K - $114K
|
17.8K
$846K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.64K- 5.04% |
$125K - $126K
|
49.7K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-45.6K- 58.1% |
$2.16M - $2.19M
|
32.9K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-170- 0.77% |
$8.05K - $8.15K
|
21.8K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
37+ 0.37% |
$1.75K - $1.77K
|
10K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 8.53% |
$167K - $169K
|
37.9K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$206K - $209K
|
4.36K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 0.37% |
$5.96K - $6.04K
|
33.8K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.43M+ 6033.19% |
$67.9M - $68.7M
|
1.46M
$69.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-145- 1.2% |
$6.86K - $6.95K
|
11.9K
$568K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86.9K+ 6.52% |
$4.11M - $4.16M
|
1.42M
$67.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.71K+ 10.61% |
$128K - $130K
|
28.3K
$1.34M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-846- 95.92% |
$40K - $40.5K
|
36
$1.71K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
977+ 2.95% |
$46.2K - $46.8K
|
34.1K
$1.62M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-697- 1.43% |
$33K - $33.4K
|
48K
$2.28M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
222New |
$10.5K - $10.7K
|
222
$10.6K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.23KNew |
$200K - $204K
|
4.23K
$201K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-156K- 21.36% |
$7.37M - $7.52M
|
574K
$27.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.09KNew |
$51.5K - $52.5K
|
1.09K
$51.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
569New |
$26.9K - $27.4K
|
569
$27.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
11.7K+ 75.15% |
$551K - $562K
|
27.2K
$1.29M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
47.5KNew |
$2.24M - $2.29M
|
47.5K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.39K+ 1.92% |
$65.7K - $67K
|
74K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.63K- 11.26% |
$77.2K - $78.7K
|
12.9K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-557- 3.63% |
$26.3K - $26.8K
|
14.8K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
206K+ 59.34% |
$9.73M - $9.92M
|
553K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14K- 46.63% |
$660K - $673K
|
16K
$760K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 67.29% |
$735K - $749K
|
7.56K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-489- 1.36% |
$23.1K - $23.6K
|
35.5K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3M+ 18.57% |
$142M - $145M
|
19.2M
$912M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
71.8KNew |
$3.39M - $3.46M
|
71.8K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.05K+ 5.17% |
$49.7K - $50.6K
|
21.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
27.8K+ 8.57% |
$1.31M - $1.34M
|
352K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.8KNew |
$463K - $472K
|
9.8K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-87.4K- 45.74% |
$4.13M - $4.21M
|
104K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.53K+ 0.69% |
$167K - $170K
|
514K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-209- 7.28% |
$9.88K - $10.1K
|
2.66K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1K+ 1.86% |
$47.3K - $48.2K
|
54.7K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-326K- 36.04% |
$15.4M - $15.7M
|
578K
$27.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
87.8KNew |
$4.15M - $4.23M
|
87.8K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-994- 8.78% |
$47K - $47.9K
|
10.3K
$491K
|
|