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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-5.81K- 17.65% |
$273K - $278K
|
27.1K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-31- 0.68% |
$1.46K - $1.48K
|
4.55K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.53% |
$141 - $143
|
569
$27.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-4- 0.08% |
$188 - $191
|
5.28K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-344- 2.29% |
$16.2K - $16.5K
|
14.7K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.6K- 49.88% |
$1.06M - $1.08M
|
22.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-947- 39.1% |
$44.5K - $45.3K
|
1.48K
$70.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
105+ 0.08% |
$4.94K - $5.02K
|
126K
$6.02M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-128K- 92.79% |
$6.02M - $6.12M
|
9.95K
$475K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.3K+ 95.51% |
$1.38M - $1.4M
|
59.9K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 4.76% |
$342K - $348K
|
146K
$6.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
411+ 30.81% |
$19.3K - $19.7K
|
1.75K
$83.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.46M+ 629.43% |
$68.6M - $69.8M
|
1.69M
$80.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-230K- 48.02% |
$10.8M - $11M
|
249K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-242- 0.72% |
$11.4K - $11.6K
|
33.2K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28.7KNew |
$1.35M - $1.37M
|
28.7K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.05K+ 6.6% |
$49.5K - $50.3K
|
17K
$812K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.13K- 17.96% |
$100K - $102K
|
9.72K
$464K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 6.01% |
$124K - $126K
|
46.5K
$2.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-10- 0.23% |
$470 - $478
|
4.35K
$208K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-6.54K- 30.71% |
$307K - $313K
|
14.8K
$705K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-828- 5.28% |
$38.9K - $39.6K
|
14.9K
$709K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.28% |
$94 - $95.7
|
715
$34.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-6.72K- 5.26% |
$316K - $321K
|
121K
$5.78M
|
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.4K- 22.6% |
$628K - $639K
|
45.7K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-89- 17.59% |
$4.18K - $4.26K
|
417
$19.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.17K+ 14.5% |
$149K - $151K
|
25K
$1.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41+ 0.64% |
$1.93K - $1.96K
|
6.4K
$306K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33.9K- 99.57% |
$1.59M - $1.62M
|
145
$6.93K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.1K- 65.34% |
$614K - $624K
|
6.92K
$331K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.73K+ 9.65% |
$128K - $130K
|
31K
$1.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.67K+ 7.05% |
$126K - $128K
|
40.6K
$1.94M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
16.6K+ 34.56% |
$781K - $794K
|
64.7K
$3.09M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
88.8KNew |
$4.2M - $4.25M
|
88.8K
$4.24M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.31K+ 6.26% |
$62.2K - $63K
|
22.3K
$1.06M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
225New |
$10.6K - $10.8K
|
225
$10.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 871.59% |
$642K - $650K
|
15.1K
$722K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-28.1K- 34.21% |
$1.33M - $1.35M
|
54K
$2.58M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 0.22% |
$852 - $863
|
8.11K
$387K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$775K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$775K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
78+ 0.23% |
$3.69K - $3.74K
|
34.2K
$1.64M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-154- 0.79% |
$7.29K - $7.38K
|
19.2K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.35% |
$94.7 - $95.8
|
571
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1K- 7.78% |
$47.4K - $48K
|
11.9K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 300.0% |
$568 - $575
|
16
$764
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
293+ 1.83% |
$13.9K - $14K
|
16.3K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-9.97K- 66.67% |
$472K - $478K
|
4.98K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.67KNew |
$363K - $367K
|
7.67K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.37KNew |
$64.7K - $65.5K
|
1.37K
$65.3K
|
|