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 14, 2025
Q2 2025
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-3.33K- 7.22% |
$156K - $159K
|
42.8K
$2.07M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
24.6K+ 11.31% |
$1.16M - $1.18M
|
242K
$11.7M
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
41.3KNew |
$1.94M - $1.98M
|
41.3K
$2M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.2K- 58.06% |
$1.65M - $1.68M
|
25.4K
$1.23M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-769- 2.51% |
$36.2K - $36.8K
|
29.9K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.01K- 33.15% |
$236K - $240K
|
10.1K
$488K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 100.0% |
$94 - $95.7
|
4
$193
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
83.3K+ 3.19% |
$3.92M - $3.98M
|
2.7M
$130M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.19K+ 179.01% |
$150K - $153K
|
4.97K
$240K
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28.4K- 17.5% |
$1.34M - $1.36M
|
134K
$6.48M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16- 0.16% |
$752 - $765
|
9.79K
$473K
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11+ 0.22% |
$517 - $526
|
5.12K
$247K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.27K- 4.53% |
$248K - $252K
|
111K
$5.37M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.89K- 47.47% |
$418K - $425K
|
9.84K
$475K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-528- 0.43% |
$24.8K - $25.3K
|
121K
$5.85M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 53.89% |
$100K - $102K
|
1.82K
$88.1K
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.6K- 9.67% |
$75.1K - $76.4K
|
14.9K
$721K
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.23KNew |
$387K - $393K
|
8.23K
$397K
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28.5KNew |
$1.34M - $1.37M
|
28.5K
$1.38M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
101K+ 333.85% |
$4.77M - $4.85M
|
132K
$6.37M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.5KNew |
$1.67M - $1.7M
|
35.5K
$1.71M
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.31K- 13.78% |
$109K - $111K
|
14.5K
$699K
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
136+ 2.23% |
$6.39K - $6.5K
|
6.24K
$301K
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 7.82% |
$126K - $128K
|
31.6K
$1.52M
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.19K- 6.89% |
$56K - $57K
|
16.1K
$777K
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-5.31K- 7.12% |
$250K - $254K
|
69.2K
$3.34M
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
18.3K+ 50.11% |
$862K - $877K
|
54.9K
$2.65M
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.55K+ 2.46% |
$449K - $457K
|
397K
$19.2M
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-56- 0.29% |
$2.63K - $2.68K
|
19.2K
$927K
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.82K- 0.28% |
$85.8K - $87.2K
|
660K
$31.9M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 77.51% |
$696K - $708K
|
33.9K
$1.64M
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 11.78% |
$119K - $121K
|
19K
$917K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.38K+ 15.45% |
$112K - $114K
|
17.8K
$858K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 2.92% |
$1M - $1.02M
|
750K
$36.2M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-117- 92.86% |
$5.5K - $5.6K
|
9
$435
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.21K+ 90.81% |
$386K - $393K
|
17.3K
$833K
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
20.7KNew |
$973K - $989K
|
20.7K
$999K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
209+ 0.69% |
$9.83K - $10K
|
30.7K
$1.48M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-367K- 15.09% |
$17.2M - $17.5M
|
2.06M
$99.7M
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.04K- 0.48% |
$48.9K - $49.7K
|
214K
$10.3M
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
88+ 127.54% |
$4.14K - $4.21K
|
157
$7.58K
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.68K- 8.1% |
$78.9K - $80.3K
|
19K
$919K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87- 1.56% |
$4.09K - $4.16K
|
5.47K
$264K
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6.34K- 25.64% |
$298K - $303K
|
18.4K
$887K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13K+ 50.39% |
$610K - $621K
|
38.7K
$1.87M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.32K- 19.72% |
$203K - $207K
|
17.6K
$850K
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
33.2KNew |
$1.56M - $1.59M
|
33.2K
$1.6M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
299K+ 505.56% |
$14.1M - $14.3M
|
358K
$17.3M
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-59K- 98.18% |
$2.77M - $2.82M
|
1.09K
$52.8K
|