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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-256- 2.1% |
$12K - $12.2K
|
11.9K
$577K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-987- 9.81% |
$46.4K - $47.2K
|
9.07K
$438K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11- 6.32% |
$517 - $526
|
163
$7.87K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-147- 5.45% |
$6.91K - $7.03K
|
2.55K
$123K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
901+ 1365.15% |
$42.4K - $43.1K
|
967
$46.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.53K+ 13.92% |
$71.9K - $73.1K
|
12.5K
$605K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.43KNew |
$349K - $355K
|
7.43K
$359K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.07K- 14.16% |
$97.4K - $99.1K
|
12.6K
$606K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.4K- 40.62% |
$910K - $926K
|
28.3K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
357+ 11.86% |
$16.8K - $17.1K
|
3.37K
$163K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-481- 12.58% |
$22.6K - $23K
|
3.34K
$162K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
169+ 3.97% |
$7.95K - $8.08K
|
4.42K
$214K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-290- 1.55% |
$13.6K - $13.9K
|
18.4K
$888K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-50- 40.98% |
$2.35K - $2.39K
|
72
$3.48K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28.3K+ 32.08% |
$1.33M - $1.35M
|
117K
$5.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
28+ 0.64% |
$1.32K - $1.34K
|
4.41K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.09K- 5.06% |
$98.5K - $100K
|
39.3K
$1.9M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-3.14K- 23.03% |
$148K - $150K
|
10.5K
$507K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
29+ 0.04% |
$1.36K - $1.39K
|
68.1K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-968- 1.99% |
$45.5K - $46.3K
|
47.6K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-97.8K- 27.83% |
$4.6M - $4.68M
|
254K
$12.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-70- 0.72% |
$3.29K - $3.35K
|
9.62K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
252+ 0.77% |
$11.8K - $12.1K
|
32.9K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68.3K+ 11.58% |
$3.21M - $3.27M
|
658K
$31.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.77K+ 26.13% |
$83.2K - $84.6K
|
8.54K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
853+ 10.92% |
$40.1K - $40.8K
|
8.67K
$419K
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-26K- 39.76% |
$1.22M - $1.25M
|
39.5K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
SELL
|
- |
-57.8K- 24.26% |
$2.72M - $2.77M
|
181K
$8.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26+ 56.52% |
$1.22K - $1.24K
|
72
$3.48K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.5K+ 103.7% |
$868K - $883K
|
36.3K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
2.16K+ 11.44% |
$102K - $103K
|
21.1K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
847+ 1.55% |
$39.8K - $40.5K
|
55.5K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-515- 3.59% |
$24.2K - $24.6K
|
13.8K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 0.58% |
$799 - $813
|
2.92K
$141K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-872- 0.06% |
$41K - $41.7K
|
1.42M
$68.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-36- 6.3% |
$1.69K - $1.72K
|
535
$25.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-8.96K- 12.94% |
$421K - $429K
|
60.3K
$2.91M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
67New |
$3.15K - $3.2K
|
67
$3.24K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.47K+ 2.55% |
$163K - $166K
|
140K
$6.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.26K- 3.99% |
$106K - $108K
|
54.5K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.04% |
$94 - $95.7
|
5.47K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
167+ 2.51% |
$7.85K - $7.99K
|
6.82K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
50+ 5.41% |
$2.35K - $2.39K
|
975
$47.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 10.07% |
$1.05M - $1.07M
|
199K
$9.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-3K- 34.78% |
$141K - $143K
|
5.63K
$272K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-471- 6.48% |
$22.1K - $22.5K
|
6.8K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
109KNew |
$5.12M - $5.21M
|
109K
$5.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
51.3K+ 51.91% |
$2.41M - $2.45M
|
150K
$7.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
36.2K+ 2.4% |
$1.7M - $1.73M
|
1.55M
$74.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.61K- 18.5% |
$75.7K - $77.1K
|
7.1K
$343K
|