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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14- 11.29% |
$662 - $675
|
110
$5.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
5.26KNew |
$249K - $253K
|
5.26K
$251K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
600New |
$28.4K - $28.9K
|
600
$28.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.95K- 51.77% |
$281K - $286K
|
5.54K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
625New |
$29.5K - $30.1K
|
625
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.4K- 58.3% |
$821K - $837K
|
12.4K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.6K- 32.0% |
$217K - $222K
|
9.78K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
166New |
$7.85K - $8K
|
166
$7.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.35K- 86.7% |
$158K - $161K
|
514
$24.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.8KNew |
$3.68M - $3.75M
|
77.8K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-9.15K- 34.61% |
$432K - $441K
|
17.3K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
398+ 4.43% |
$18.8K - $19.2K
|
9.38K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.2K+ 60.41% |
$576K - $588K
|
32.4K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.11KNew |
$241K - $246K
|
5.11K
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
97New |
$4.58K - $4.67K
|
97
$4.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.7K- 26.42% |
$696K - $709K
|
41K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
37.3KNew |
$1.76M - $1.8M
|
37.3K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$61.4K - $62.6K
|
1.3K
$62.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 16.73% |
$129K - $132K
|
19.1K
$913K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-796- 3.92% |
$37.6K - $38.4K
|
19.5K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.47% |
$945 - $964
|
4.25K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
357New |
$16.9K - $17.2K
|
357
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 19.52% |
$118K - $120K
|
10.3K
$492K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
476New |
$22.5K - $22.9K
|
476
$22.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.15K- 46.0% |
$54.3K - $55.4K
|
1.35K
$64.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.16K+ 0.34% |
$102K - $104K
|
642K
$30.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.15KNew |
$54.1K - $55.2K
|
1.15K
$54.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.65K- 7.0% |
$361K - $368K
|
102K
$4.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90+ 16.51% |
$4.25K - $4.34K
|
635
$30.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.46KNew |
$211K - $215K
|
4.46K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.94KNew |
$186K - $190K
|
3.94K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
319New |
$15.1K - $15.4K
|
319
$15.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.07KNew |
$98K - $99.9K
|
2.07K
$99K
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-74.9K- 89.75% |
$3.54M - $3.61M
|
8.56K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494+ 43.64% |
$23.3K - $23.8K
|
1.63K
$77.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.3K- 16.4% |
$61.3K - $62.5K
|
6.61K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
798+ 1.84% |
$37.7K - $38.4K
|
44.2K
$2.11M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-137K- 95.72% |
$6.46M - $6.63M
|
6.14K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.48K+ 171.19% |
$399K - $409K
|
13.4K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.37% |
$79.5K - $81.5K
|
73K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$5.12K - $5.25K
|
109
$5.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.81K- 27.9% |
$132K - $136K
|
7.27K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.39KNew |
$254K - $260K
|
5.39K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
8.69KNew |
$408K - $419K
|
8.69K
$415K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 25.89% |
$97.4K - $99.8K
|
5.93K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 17.65% |
$70.5K - $72.3K
|
7K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-600- 94.94% |
$28.2K - $28.9K
|
32
$1.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-148- 0.67% |
$6.96K - $7.13K
|
21.9K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-253- 1.59% |
$11.9K - $12.2K
|
15.7K
$750K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.21K- 21.35% |
$104K - $107K
|
8.15K
$389K
|
|