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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-676K- 11.52% |
$32M - $32.4M
|
5.19M
$248M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.5K- 4.05% |
$497K - $503K
|
249K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-4.99K- 6.48% |
$236K - $239K
|
71.9K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.08K- 5.59% |
$51.2K - $51.8K
|
18.3K
$873K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-39- 0.55% |
$1.85K - $1.87K
|
7K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$10.3K - $10.4K
|
218
$10.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.92K- 6.74% |
$233K - $236K
|
68.1K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-165- 0.7% |
$7.81K - $7.91K
|
23.4K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9KNew |
$612K - $619K
|
12.9K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.02K+ 29.81% |
$285K - $288K
|
26.2K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-174- 12.2% |
$8.24K - $8.34K
|
1.25K
$59.8K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.67K- 35.76% |
$174K - $176K
|
6.59K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-90- 0.26% |
$4.26K - $4.31K
|
35.1K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26+ 0.43% |
$1.23K - $1.25K
|
6.12K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-548- 8.4% |
$25.9K - $26.3K
|
5.98K
$286K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-349- 1.04% |
$16.5K - $16.7K
|
33.2K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
717+ 4.17% |
$33.9K - $34.4K
|
17.9K
$856K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.8K+ 7.3% |
$85.2K - $86.3K
|
26.4K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 6.14% |
$92.4K - $93.5K
|
29.9K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.18K- 9.72% |
$55.8K - $56.5K
|
11K
$524K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47+ 0.45% |
$2.22K - $2.25K
|
10.6K
$507K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.03% |
$379 - $383
|
30.7K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.49KNew |
$307K - $311K
|
6.49K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
440+ 2.72% |
$20.8K - $21.1K
|
16.6K
$792K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
530+ 2.11% |
$25.1K - $25.4K
|
25.6K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5.1K- 20.25% |
$241K - $244K
|
20.1K
$959K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 19.82% |
$120K - $122K
|
15.4K
$734K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-9.08K- 44.03% |
$430K - $435K
|
11.5K
$551K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.89K- 50.0% |
$89.3K - $90.4K
|
1.89K
$90.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
91New |
$4.31K - $4.36K
|
91
$4.35K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4+ 0.03% |
$189 - $192
|
13.6K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 4.18% |
$9.47K - $9.58K
|
4.58K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.27K+ 5.26% |
$344K - $348K
|
145K
$6.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.43KNew |
$351K - $356K
|
7.43K
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
969+ 5.28% |
$45.9K - $46.4K
|
19.3K
$922K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24K- 24.64% |
$1.14M - $1.15M
|
73.4K
$3.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
4.06K+ 3.27% |
$192K - $195K
|
128K
$6.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.44K+ 28.55% |
$115K - $117K
|
11K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.31K- 19.05% |
$109K - $111K
|
9.8K
$468K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-385- 6.4% |
$18.2K - $18.4K
|
5.64K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-525- 3.53% |
$24.8K - $25.2K
|
14.3K
$684K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
718+ 4.86% |
$34K - $34.4K
|
15.5K
$741K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 8.5% |
$26.6K - $27K
|
6.06K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.4K- 12.41% |
$114K - $115K
|
16.9K
$810K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.21K- 7.2% |
$152K - $154K
|
41.4K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.03K- 5.17% |
$48.7K - $49.4K
|
18.9K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-899- 4.59% |
$42.5K - $43.1K
|
18.7K
$892K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
1.88K+ 3.15% |
$88.9K - $90K
|
61.5K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.65K- 3.67% |
$78K - $79K
|
43.3K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2- 2.94% |
$94.7 - $95.8
|
66
$3.15K
|