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 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-697- 5.27% |
$32.8K - $33.3K
|
12.5K
$605K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.36K- 49.03% |
$393K - $400K
|
8.69K
$420K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-533- 14.05% |
$25.1K - $25.5K
|
3.26K
$158K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.75K+ 115.19% |
$364K - $371K
|
14.5K
$700K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.38K+ 4.07% |
$347K - $353K
|
189K
$9.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-481- 6.87% |
$22.6K - $23K
|
6.52K
$315K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.24K- 7.48% |
$152K - $155K
|
40.1K
$1.94M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
51+ 0.33% |
$2.4K - $2.44K
|
15.7K
$758K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
34KNew |
$1.6M - $1.63M
|
34K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.13K- 21.68% |
$99.9K - $102K
|
7.68K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.69K+ 13.94% |
$173K - $176K
|
30.1K
$1.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1K+ 23.71% |
$47.2K - $48K
|
5.23K
$253K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.18K+ 28.49% |
$150K - $152K
|
14.3K
$693K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
1.05K+ 2.25% |
$49.3K - $50.1K
|
47.7K
$2.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-80- 0.53% |
$3.76K - $3.83K
|
14.9K
$722K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
667+ 4.3% |
$31.4K - $31.9K
|
16.2K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.69K- 3.29% |
$79.6K - $80.9K
|
49.8K
$2.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.44K- 7.75% |
$209K - $212K
|
52.8K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.03K- 58.52% |
$284K - $288K
|
4.28K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-285K- 5.49% |
$13.4M - $13.6M
|
4.91M
$237M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.5K- 27.19% |
$540K - $549K
|
30.7K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-2.65K- 14.79% |
$125K - $127K
|
15.3K
$738K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7New |
$329 - $335
|
7
$338
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.05K- 5.01% |
$331K - $337K
|
133K
$6.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.9K- 42.73% |
$513K - $522K
|
14.6K
$707K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.05K- 4.34% |
$96.5K - $98.1K
|
45.3K
$2.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.46K+ 15.37% |
$68.6K - $69.7K
|
10.9K
$529K
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-1.39K- 1.08% |
$65.3K - $66.4K
|
127K
$6.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
26+ 0.36% |
$1.22K - $1.24K
|
7.26K
$351K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.33K+ 266.21% |
$157K - $159K
|
4.59K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-61- 0.72% |
$2.87K - $2.92K
|
8.44K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-22.8K- 7.9% |
$1.07M - $1.09M
|
266K
$12.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-19.6K- 41.84% |
$922K - $938K
|
27.3K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
306+ 1.99% |
$14.4K - $14.6K
|
15.7K
$757K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.47K+ 370.62% |
$304K - $310K
|
8.22K
$397K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-12- 0.07% |
$564 - $574
|
18K
$870K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-197- 8.75% |
$9.26K - $9.42K
|
2.06K
$99.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
38+ 0.32% |
$1.79K - $1.82K
|
12K
$579K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-744- 7.42% |
$35K - $35.6K
|
9.28K
$448K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12- 0.07% |
$564 - $574
|
17.9K
$865K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-8.15K- 11.33% |
$383K - $390K
|
63.8K
$3.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 5.9% |
$47.4K - $48.3K
|
18.1K
$875K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 57.52% |
$583K - $593K
|
34K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-175- 0.53% |
$8.23K - $8.37K
|
33K
$1.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-882- 1.08% |
$41.5K - $42.2K
|
80.7K
$3.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
285+ 2.23% |
$13.4K - $13.6K
|
13.1K
$631K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.4K- 23.32% |
$207K - $211K
|
14.5K
$700K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.95K+ 26.51% |
$327K - $332K
|
33.2K
$1.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.75K- 3.63% |
$82.4K - $83.8K
|
46.5K
$2.25M
|