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 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-624- 1.01% |
$29.3K - $29.8K
|
60.9K
$2.92M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
536+ 6.42% |
$25.2K - $25.6K
|
8.88K
$425K
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.5K+ 45.45% |
$118K - $120K
|
8K
$383K
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.21KNew |
$198K - $201K
|
4.21K
$202K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 19.04% |
$55K - $55.9K
|
4.97K
$238K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.87K- 17.06% |
$87.9K - $89.4K
|
9.09K
$435K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-24.4K- 34.08% |
$1.15M - $1.17M
|
47.2K
$2.26M
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.38K+ 3.71% |
$64.8K - $66K
|
38.5K
$1.85M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.75K- 5.54% |
$129K - $132K
|
46.9K
$2.25M
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.8K- 20.19% |
$178K - $182K
|
15K
$718K
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-800- 1.67% |
$37.6K - $38.3K
|
47.1K
$2.25M
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
50+ 0.3% |
$2.35K - $2.39K
|
16.6K
$797K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.4KNew |
$2.28M - $2.31M
|
48.4K
$2.32M
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.49K+ 2.14% |
$117K - $119K
|
119K
$5.69M
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-5.81K- 17.65% |
$273K - $278K
|
27.1K
$1.3M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-31- 0.68% |
$1.46K - $1.48K
|
4.55K
$218K
|
|
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
$253K
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-344- 2.29% |
$16.2K - $16.5K
|
14.7K
$702K
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
36.5K+ 67.62% |
$1.72M - $1.75M
|
90.5K
$4.34M
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.86K- 30.73% |
$370K - $376K
|
17.7K
$849K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.02K- 1.22% |
$142K - $145K
|
246K
$11.8M
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-236- 1.98% |
$11.1K - $11.3K
|
11.7K
$561K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.27K- 13.4% |
$107K - $109K
|
14.7K
$703K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
252+ 1.31% |
$11.8K - $12.1K
|
19.6K
$937K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.6K- 49.88% |
$1.06M - $1.08M
|
22.7K
$1.09M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-947- 39.1% |
$44.5K - $45.3K
|
1.48K
$70.6K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
105+ 0.08% |
$4.94K - $5.02K
|
126K
$6.03M
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-128K- 92.79% |
$6.02M - $6.12M
|
9.95K
$477K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.3K+ 95.51% |
$1.38M - $1.4M
|
59.9K
$2.87M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.28K- 4.76% |
$342K - $348K
|
146K
$6.98M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
411+ 30.81% |
$19.3K - $19.7K
|
1.75K
$83.6K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.46M+ 629.43% |
$68.6M - $69.8M
|
1.69M
$81M
|
|
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
$1.59M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28.7KNew |
$1.35M - $1.37M
|
28.7K
$1.38M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.05K+ 6.6% |
$49.5K - $50.3K
|
17K
$814K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.13K- 17.96% |
$100K - $102K
|
9.72K
$465K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 6.01% |
$124K - $126K
|
46.5K
$2.23M
|
|
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
$707K
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-828- 5.28% |
$38.9K - $39.6K
|
14.9K
$711K
|
|
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
$5.79M
|
|
Jul 08, 2025
Q2 2025
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-13.4K- 22.6% |
$628K - $639K
|
45.7K
$2.19M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-89- 17.59% |
$4.18K - $4.26K
|
417
$20K
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.17K+ 14.5% |
$149K - $151K
|
25K
$1.2M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41+ 0.64% |
$1.93K - $1.96K
|
6.4K
$307K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-33.9K- 99.57% |
$1.59M - $1.62M
|
145
$6.94K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-13.1K- 65.34% |
$614K - $624K
|
6.92K
$332K
|