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 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
398+ 1.88% |
$18.8K - $19.1K
|
21.6K
$1.03M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.85K- 53.05% |
$324K - $328K
|
6.06K
$290K
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 22.58% |
$904K - $915K
|
65.5K
$3.13M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27.9K+ 56.54% |
$1.32M - $1.34M
|
77.2K
$3.69M
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
4.97K+ 5.13% |
$235K - $238K
|
102K
$4.86M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.15K- 13.61% |
$102K - $103K
|
13.6K
$650K
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-762- 20.2% |
$36.1K - $36.5K
|
3.01K
$144K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
317K+ 6.66% |
$15M - $15.2M
|
5.08M
$243M
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-15.1K- 50.8% |
$715K - $724K
|
14.6K
$699K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
509+ 3.98% |
$24.1K - $24.4K
|
13.3K
$635K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
509New |
$24.1K - $24.4K
|
509
$24.3K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
976+ 1.41% |
$46.2K - $46.8K
|
70.3K
$3.36M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.97K- 13.63% |
$140K - $142K
|
18.8K
$898K
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-18.3K- 37.17% |
$868K - $879K
|
31K
$1.48M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
516New |
$24.4K - $24.7K
|
516
$24.6K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
441+ 0.92% |
$20.9K - $21.1K
|
48.6K
$2.32M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
77New |
$3.64K - $3.69K
|
77
$3.68K
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-116- 0.58% |
$5.49K - $5.56K
|
20K
$955K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
567+ 0.98% |
$26.8K - $27.2K
|
58.4K
$2.79M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
33+ 0.21% |
$1.56K - $1.58K
|
15.6K
$747K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.22K+ 56.2% |
$247K - $250K
|
14.5K
$693K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-250- 69.83% |
$11.8K - $12K
|
108
$5.16K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-147- 7.77% |
$6.96K - $7.04K
|
1.75K
$83.4K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-189- 0.77% |
$8.95K - $9.06K
|
24.4K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-296- 3.93% |
$14K - $14.2K
|
7.23K
$346K
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-577- 3.37% |
$27.3K - $27.6K
|
16.5K
$790K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-19.4K- 12.48% |
$920K - $931K
|
136K
$6.51M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-819- 26.67% |
$38.8K - $39.2K
|
2.25K
$108K
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
29.7KNew |
$1.41M - $1.42M
|
29.7K
$1.42M
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
4.38KNew |
$207K - $210K
|
4.38K
$209K
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-611- 1.25% |
$28.9K - $29.3K
|
48.2K
$2.3M
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.85K+ 23.5% |
$182K - $185K
|
20.2K
$967K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 3.54% |
$2.65K - $2.68K
|
1.53K
$72.9K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.11K- 1.23% |
$431K - $436K
|
729K
$34.8M
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
4.85K+ 47.69% |
$230K - $232K
|
15K
$717K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.39KNew |
$303K - $306K
|
6.39K
$305K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
4.37K+ 6.64% |
$207K - $209K
|
70.1K
$3.35M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.77K- 21.77% |
$83.9K - $84.9K
|
6.37K
$304K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
328+ 3.7% |
$15.5K - $15.7K
|
9.19K
$439K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
330+ 1.09% |
$15.6K - $15.8K
|
30.5K
$1.46M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
459+ 13.64% |
$21.7K - $22K
|
3.83K
$183K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.82K+ 14.4% |
$133K - $135K
|
22.4K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-468- 8.83% |
$22.2K - $22.4K
|
4.83K
$231K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.12K- 5.3% |
$148K - $150K
|
55.9K
$2.67M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 15.31% |
$1.58M - $1.6M
|
251K
$12M
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 24.46% |
$94.1K - $95.3K
|
6.14K
$293K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
27.1K+ 17.61% |
$1.28M - $1.3M
|
181K
$8.66M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 6.46% |
$84.1K - $85.2K
|
25.8K
$1.23M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10K- 38.8% |
$475K - $481K
|
15.8K
$756K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.37K+ 13.21% |
$396K - $401K
|
71.7K
$3.43M
|