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 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.2% |
$47.3 - $47.9
|
84
$4.01K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.9K+ 239.67% |
$90.1K - $91.2K
|
2.7K
$129K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-27- 0.51% |
$1.28K - $1.29K
|
5.28K
$252K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.57K+ 9.92% |
$169K - $171K
|
39.6K
$1.89M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
678+ 3.39% |
$32.1K - $32.5K
|
20.7K
$989K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.93KNew |
$328K - $332K
|
6.93K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-221- 60.38% |
$10.5K - $10.6K
|
145
$6.93K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10.2K- 6.74% |
$480K - $486K
|
140K
$6.71M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-45- 8.49% |
$2.13K - $2.16K
|
485
$23.2K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-178- 16.33% |
$8.42K - $8.53K
|
912
$43.6K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
370+ 0.8% |
$17.5K - $17.7K
|
46.7K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-120- 0.9% |
$5.68K - $5.75K
|
13.2K
$632K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
754+ 4.18% |
$35.7K - $36.1K
|
18.8K
$898K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-150- 21.77% |
$7.1K - $7.19K
|
539
$25.7K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.49% |
$994 - $1.01K
|
4.24K
$202K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
39+ 0.2% |
$1.85K - $1.87K
|
19.2K
$916K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-15.9K- 5.21% |
$750K - $760K
|
289K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.75K+ 3.87% |
$82.6K - $83.6K
|
46.9K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-100- 45.05% |
$4.73K - $4.79K
|
122
$5.83K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2.16K- 2.14% |
$102K - $103K
|
98.8K
$4.72M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.62K- 3.11% |
$124K - $126K
|
81.6K
$3.9M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.1K+ 6.07% |
$194K - $196K
|
71.6K
$3.42M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.83K- 7.44% |
$181K - $183K
|
47.7K
$2.28M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.0% |
$94.7 - $95.8
|
51.5K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-217- 1.67% |
$10.3K - $10.4K
|
12.8K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.83K- 23.73% |
$276K - $279K
|
18.7K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-815- 13.41% |
$38.6K - $39.1K
|
5.26K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17+ 0.12% |
$805 - $815
|
14.5K
$693K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.24KNew |
$248K - $251K
|
5.24K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$284 - $288
|
6
$287
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.84K- 25.04% |
$134K - $136K
|
8.5K
$406K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.05K+ 9.68% |
$49.9K - $50.5K
|
11.9K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-15.6K- 6.49% |
$736K - $745K
|
224K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.51K- 6.06% |
$356K - $360K
|
116K
$5.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.8K- 6.19% |
$322K - $326K
|
103K
$4.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
3.17K+ 20.13% |
$150K - $152K
|
18.9K
$904K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.84K- 3.25% |
$86.9K - $87.9K
|
54.7K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 21.76% |
$56.4K - $57.1K
|
4.29K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-80- 0.47% |
$3.79K - $3.83K
|
17.1K
$817K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8+ 0.01% |
$379 - $383
|
54.9K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15KNew |
$54.4K - $55.1K
|
1.15K
$54.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-34.2K- 13.38% |
$1.62M - $1.64M
|
222K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
3.29K+ 6.94% |
$156K - $158K
|
50.8K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4K- 29.67% |
$190K - $192K
|
9.49K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.44KNew |
$210K - $213K
|
4.44K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
291New |
$13.8K - $13.9K
|
291
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-100- 1.32% |
$4.73K - $4.79K
|
7.5K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-125- 0.69% |
$5.92K - $5.99K
|
17.9K
$856K
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.23K- 5.67% |
$106K - $107K
|
37.2K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.29K+ 5.11% |
$203K - $206K
|
88.3K
$4.22M
|