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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-520- 4.98% |
$24.5K - $24.9K
|
9.93K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.32K- 22.92% |
$156K - $159K
|
11.2K
$540K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110- 29.57% |
$5.17K - $5.26K
|
262
$12.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-310- 2.78% |
$14.6K - $14.8K
|
10.9K
$524K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.37K+ 3.4% |
$64.6K - $65.7K
|
41.7K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-26- 0.21% |
$1.22K - $1.24K
|
12.6K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$325K - $331K
|
6.92K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.92K- 24.31% |
$231K - $235K
|
15.3K
$740K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.89K- 21.2% |
$136K - $138K
|
10.7K
$518K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.52K+ 0.53% |
$401K - $408K
|
1.63M
$78.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5.42KNew |
$255K - $259K
|
5.42K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.45K- 27.51% |
$303K - $308K
|
17K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-51.5K- 38.85% |
$2.42M - $2.47M
|
81.1K
$3.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 34.48% |
$2.35K - $2.39K
|
95
$4.59K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.52K- 10.7% |
$353K - $359K
|
62.7K
$3.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
643+ 3.96% |
$30.2K - $30.8K
|
16.9K
$816K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
1.12K+ 5.85% |
$52.8K - $53.7K
|
20.3K
$981K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.29K- 5.8% |
$343K - $349K
|
119K
$5.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.48K- 6.23% |
$164K - $166K
|
52.4K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.86K+ 1.14% |
$134K - $137K
|
254K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.59K+ 2.24% |
$74.9K - $76.2K
|
72.8K
$3.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.37K+ 11.2% |
$111K - $113K
|
23.5K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-31.8K- 41.13% |
$1.49M - $1.52M
|
45.5K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-4.42K- 4.98% |
$208K - $211K
|
84.3K
$4.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.99K- 37.88% |
$282K - $287K
|
9.83K
$475K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
899+ 1.64% |
$42.3K - $43K
|
55.8K
$2.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.22K- 14.13% |
$198K - $202K
|
25.6K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.71KNew |
$363K - $369K
|
7.71K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.31K- 2.37% |
$250K - $254K
|
219K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-673- 7.64% |
$31.6K - $32.2K
|
8.14K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-63.5K- 8.93% |
$2.99M - $3.04M
|
648K
$31.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-847- 44.91% |
$39.8K - $40.5K
|
1.04K
$50.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-36- 2.36% |
$1.69K - $1.72K
|
1.49K
$72K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 40.69% |
$122K - $124K
|
8.96K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.69K- 3.56% |
$79.5K - $80.9K
|
45.8K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-6.76K- 17.09% |
$318K - $323K
|
32.8K
$1.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-86- 0.87% |
$4.04K - $4.11K
|
9.79K
$473K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.97K+ 35.63% |
$375K - $381K
|
30.3K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.6K- 6.16% |
$169K - $172K
|
54.8K
$2.65M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.14K- 3.23% |
$53.4K - $54.3K
|
34K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-543- 2.72% |
$25.5K - $26K
|
19.5K
$940K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-464- 1.51% |
$21.8K - $22.2K
|
30.3K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.03K- 2.79% |
$95.5K - $97.1K
|
70.8K
$3.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-33.1K- 32.15% |
$1.56M - $1.58M
|
69.9K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.21K+ 11.44% |
$386K - $393K
|
79.9K
$3.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.58K- 7.96% |
$121K - $123K
|
29.8K
$1.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-505- 19.12% |
$23.7K - $24.2K
|
2.14K
$103K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.81K+ 5.82% |
$84.9K - $86.3K
|
32.8K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11.3KNew |
$529K - $538K
|
11.3K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-2.18K- 4.3% |
$103K - $104K
|
48.6K
$2.35M
|