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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.4K- 8.88% |
$254K - $260K
|
55.5K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.24K+ 4.37% |
$387K - $397K
|
197K
$9.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.89% |
$94 - $96.4
|
227
$11K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.78K- 3.99% |
$83.8K - $85.9K
|
42.9K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
4.19KNew |
$197K - $202K
|
4.19K
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-9.92K- 17.47% |
$466K - $478K
|
46.8K
$2.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
52+ 0.23% |
$2.44K - $2.51K
|
22.3K
$1.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-648- 12.15% |
$30.5K - $31.2K
|
4.69K
$226K
|
|
| Q2 2024 | |||||||
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$231K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
400New |
$18.7K - $18.9K
|
400
$19.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$1.03K - $1.04K
|
22
$1.06K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-303- 71.63% |
$14.2K - $14.3K
|
120
$5.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12- 3.04% |
$562 - $568
|
383
$18.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-339- 6.29% |
$15.9K - $16K
|
5.05K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.69KNew |
$219K - $222K
|
4.69K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 0.39% |
$2.86K - $2.89K
|
15.5K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
787+ 380.19% |
$36.9K - $37.2K
|
994
$48K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.57KNew |
$214K - $216K
|
4.57K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22K- 55.24% |
$1.03M - $1.04M
|
17.8K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 7.96% |
$202K - $204K
|
50K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
610New |
$28.6K - $28.9K
|
610
$29.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9KNew |
$422K - $426K
|
9K
$435K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$46.8K - $47.3K
|
1K
$48.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-52- 24.07% |
$2.44K - $2.46K
|
164
$7.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.2K+ 21.06% |
$757K - $765K
|
92.9K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.2K+ 114.69% |
$713K - $721K
|
28.5K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
91New |
$4.26K - $4.31K
|
91
$4.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.85K- 26.71% |
$86.7K - $87.5K
|
5.08K
$245K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-531- 61.25% |
$24.9K - $25.1K
|
336
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
216+ 1.54% |
$10.1K - $10.2K
|
14.2K
$688K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.94KNew |
$232K - $234K
|
4.94K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.39% |
$2.86K - $2.89K
|
4.34K
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.92K- 14.29% |
$89.9K - $90.8K
|
11.5K
$556K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.91KNew |
$230K - $232K
|
4.91K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$281 - $284
|
6
$290
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
20.5KNew |
$960K - $970K
|
20.5K
$990K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 24.42% |
$70.1K - $70.8K
|
4.63K
$224K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.76K- 15.99% |
$129K - $131K
|
14.5K
$701K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.2K- 25.17% |
$197K - $199K
|
12.5K
$602K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$46.8 - $47.3
|
40
$1.93K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.4K- 69.82% |
$674K - $680K
|
6.21K
$300K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 8.82% |
$19.7K - $19.9K
|
4.34K
$210K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.28KNew |
$341K - $344K
|
7.28K
$351K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-637- 7.0% |
$29.8K - $30.1K
|
8.47K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-8- 2.15% |
$375 - $379
|
364
$17.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-816- 11.75% |
$38.2K - $38.6K
|
6.13K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 25.71% |
$80K - $80.8K
|
4.93K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.72K- 17.28% |
$127K - $128K
|
13K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.93% |
$3.04K - $3.08K
|
6.9K
$333K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 7.73% |
$20.5K - $20.7K
|
6.11K
$295K
|
|