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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 0.57% |
$2.41K - $2.44K
|
9.04K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 100.0% |
$47.3 - $47.9
|
2
$95.5
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-3.54K- 31.15% |
$167K - $169K
|
7.81K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
446+ 2.82% |
$21.1K - $21.4K
|
16.2K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
314KNew |
$14.9M - $15.1M
|
314K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.02K- 23.45% |
$238K - $240K
|
16.4K
$782K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 30.17% |
$799K - $809K
|
72.9K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.4K+ 15.2% |
$2.19M - $2.22M
|
351K
$16.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.1K+ 167.78% |
$477K - $483K
|
16.1K
$768K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.18% |
$331 - $335
|
3.95K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.23K- 4.87% |
$295K - $299K
|
122K
$5.81M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-62.6K- 17.77% |
$2.96M - $3M
|
290K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-622K- 12.9% |
$29.4M - $29.8M
|
4.2M
$201M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
126New |
$5.96K - $6.04K
|
126
$6.02K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.34K- 13.32% |
$158K - $160K
|
21.8K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.54K- 18.7% |
$168K - $170K
|
15.4K
$735K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 0.97% |
$1.13M - $1.14M
|
2.43M
$116M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.6K- 7.49% |
$835K - $845K
|
218K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
300New |
$14.2K - $14.4K
|
300
$14.3K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
55+ 1.0% |
$2.6K - $2.64K
|
5.56K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-83.5K- 16.25% |
$3.95M - $4M
|
430K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.4KNew |
$586K - $594K
|
12.4K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.8K+ 32.63% |
$699K - $708K
|
60.1K
$2.87M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1- 0.04% |
$47.3 - $47.9
|
2.37K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
394+ 0.53% |
$18.6K - $18.9K
|
74.5K
$3.56M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-19.5K- 60.71% |
$924K - $935K
|
12.6K
$603K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37.2K- 6.61% |
$1.76M - $1.78M
|
525K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.1KNew |
$242K - $245K
|
5.1K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 46.45% |
$335K - $340K
|
22.3K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-27.5K- 11.33% |
$1.3M - $1.32M
|
215K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5.99K+ 54.16% |
$283K - $287K
|
17K
$814K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.73KNew |
$318K - $322K
|
6.73K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.1K- 2.97% |
$856K - $867K
|
592K
$28.3M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27.3K- 14.38% |
$1.29M - $1.31M
|
163K
$7.77M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 2.89% |
$53.7K - $54.3K
|
40.3K
$1.93M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.66K- 23.2% |
$126K - $128K
|
8.81K
$421K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.99K- 10.8% |
$142K - $143K
|
24.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.12K+ 2.89% |
$148K - $149K
|
111K
$5.3M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.62K- 95.27% |
$124K - $126K
|
130
$6.21K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.54K- 5.07% |
$120K - $121K
|
47.5K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2K- 7.02% |
$94.7K - $95.8K
|
26.5K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-6.8K- 12.44% |
$322K - $326K
|
47.9K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20.4K- 2.99% |
$965K - $977K
|
662K
$31.6M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 23.11% |
$842K - $852K
|
59.2K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.58K+ 150.93% |
$122K - $124K
|
4.3K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-163K- 9.14% |
$7.71M - $7.81M
|
1.62M
$77.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-872K- 55.04% |
$41.3M - $41.8M
|
712K
$34M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.07K- 1.54% |
$97.9K - $99.1K
|
133K
$6.34M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.08% |
$473 - $479
|
12.2K
$583K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 5.88% |
$47.3 - $47.9
|
18
$860
|