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 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
$3.1M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-3.3K- 37.09% |
$156K - $158K
|
5.59K
$268K
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
88.8KNew |
$4.2M - $4.25M
|
88.8K
$4.25M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.31K+ 6.26% |
$62.2K - $63K
|
22.3K
$1.07M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
225New |
$10.6K - $10.8K
|
225
$10.8K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 871.59% |
$642K - $650K
|
15.1K
$724K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18- 0.22% |
$852 - $863
|
8.11K
$388K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$777K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$777K
|
|
|
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
$921K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1K- 7.78% |
$47.4K - $48K
|
11.9K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 300.0% |
$568 - $575
|
16
$766
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
293+ 1.83% |
$13.9K - $14K
|
16.3K
$780K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-9.97K- 66.67% |
$472K - $478K
|
4.98K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.67KNew |
$363K - $367K
|
7.67K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.37KNew |
$64.7K - $65.5K
|
1.37K
$65.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.83K- 1.74% |
$86.6K - $87.7K
|
103K
$4.95M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-648- 9.14% |
$30.7K - $31.1K
|
6.44K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 38.3% |
$1.88M - $1.9M
|
143K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 0.05% |
$379 - $383
|
15.5K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.18K+ 67.75% |
$150K - $152K
|
7.86K
$377K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 3.25% |
$54.6K - $55.3K
|
34.4K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-676K- 3.52% |
$32M - $32.4M
|
18.5M
$886M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 5.31% |
$5.81M - $5.88M
|
2.19M
$105M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.68K+ 2.35% |
$79.7K - $80.7K
|
73.5K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
26.1K+ 291.88% |
$1.24M - $1.25M
|
35K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20K- 52.55% |
$944K - $956K
|
18K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
870+ 0.81% |
$41.2K - $41.7K
|
108K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 11.36% |
$249K - $252K
|
51.6K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1K- 1.35% |
$47.3K - $47.9K
|
73K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-75K- 12.99% |
$3.55M - $3.6M
|
503K
$24.1M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-136K- 5.24% |
$6.44M - $6.52M
|
2.46M
$118M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
801+ 1.42% |
$37.9K - $38.4K
|
57.3K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.16K- 31.86% |
$102K - $104K
|
4.62K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
674+ 3.3% |
$31.9K - $32.3K
|
21.1K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.82KNew |
$228K - $231K
|
4.82K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.9K+ 6.7% |
$137K - $139K
|
46.1K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 5.32% |
$112K - $114K
|
42.2K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-48.9K- 65.7% |
$2.32M - $2.35M
|
25.6K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.06KNew |
$334K - $338K
|
7.06K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.3KNew |
$345K - $350K
|
7.3K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-97.2K- 98.2% |
$4.6M - $4.66M
|
1.78K
$85.3K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.69K- 27.68% |
$80.2K - $81.2K
|
4.43K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-55- 0.89% |
$2.6K - $2.64K
|
6.1K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.1K- 44.29% |
$99.4K - $101K
|
2.64K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-102- 0.87% |
$4.83K - $4.89K
|
11.6K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.4K- 25.22% |
$968K - $980K
|
60.6K
$2.9M
|
|