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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.02K - $1.05K
|
22
$1.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17New |
$791 - $811
|
17
$812
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1K- 16.74% |
$46.5K - $47.7K
|
4.98K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-25- 0.49% |
$1.16K - $1.19K
|
5.12K
$244K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 15.7% |
$74.8K - $76.7K
|
8.63K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.45KNew |
$207K - $212K
|
4.45K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.83KNew |
$271K - $278K
|
5.83K
$278K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.41KNew |
$205K - $210K
|
4.41K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.05% |
$419 - $429
|
19.8K
$946K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.44K+ 0.95% |
$67.1K - $68.8K
|
153K
$7.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.26% |
$558 - $573
|
4.7K
$225K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
266+ 2.46% |
$12.4K - $12.7K
|
11.1K
$530K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 21.18% |
$76.8K - $78.7K
|
6.14K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
244New |
$11.4K - $11.6K
|
244
$11.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 47.44% |
$262K - $268K
|
6.23K
$297K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
15.9K+ 5303.0% |
$740K - $759K
|
16.2K
$774K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-30- 54.55% |
$1.4K - $1.43K
|
25
$1.19K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$233 - $239
|
5
$239
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.81KNew |
$224K - $230K
|
4.81K
$230K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-311- 0.34% |
$14.5K - $14.8K
|
91K
$4.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
565+ 10.34% |
$26.3K - $27K
|
6.03K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.31K- 31.61% |
$154K - $158K
|
7.16K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
15+ 0.16% |
$698 - $716
|
9.6K
$459K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
135New |
$6.28K - $6.44K
|
135
$6.45K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
267New |
$12.4K - $12.7K
|
267
$12.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-11.5K- 9.44% |
$537K - $551K
|
111K
$5.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 0.6% |
$4.98K - $5.11K
|
17.6K
$842K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.55KNew |
$212K - $217K
|
4.55K
$217K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.33KNew |
$295K - $302K
|
6.33K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
25.1KNew |
$1.17M - $1.2M
|
25.1K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.48K- 20.8% |
$209K - $214K
|
17.1K
$816K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.93KNew |
$462K - $474K
|
9.93K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.87K- 31.02% |
$180K - $185K
|
8.61K
$411K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5.04K- 10.32% |
$234K - $240K
|
43.7K
$2.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8.9K- 55.49% |
$414K - $425K
|
7.14K
$341K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.73% |
$1.68K - $1.72K
|
4.92K
$235K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
10.5KNew |
$491K - $503K
|
10.5K
$504K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
$4.66K - $4.77K
|
100
$4.78K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
852+ 1775.0% |
$39.7K - $40.6K
|
900
$43K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.48KNew |
$162K - $166K
|
3.48K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.31K- 45.03% |
$247K - $253K
|
6.48K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.49K- 23.21% |
$256K - $262K
|
18.2K
$868K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$2.84K - $2.91K
|
6.39K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.8K- 32.43% |
$828K - $847K
|
37K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.14K- 63.56% |
$146K - $150K
|
1.8K
$86K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
9New |
$419 - $429
|
9
$430
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$3.31K - $3.39K
|
71
$3.39K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10KNew |
$466K - $477K
|
10K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60New |
$2.8K - $2.86K
|
60
$2.87K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.38KNew |
$204K - $209K
|
4.38K
$209K
|
|