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 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.49% |
$994 - $1.01K
|
4.24K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-815- 13.41% |
$38.6K - $39.1K
|
5.26K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.24KNew |
$248K - $251K
|
5.24K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6New |
$284 - $288
|
6
$290
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.19K- 21.76% |
$56.4K - $57.1K
|
4.29K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.15KNew |
$54.4K - $55.1K
|
1.15K
$55.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.44KNew |
$210K - $213K
|
4.44K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
291New |
$13.8K - $13.9K
|
291
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-100- 1.32% |
$4.73K - $4.79K
|
7.5K
$362K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.08K- 5.59% |
$51.2K - $51.8K
|
18.3K
$882K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
218New |
$10.3K - $10.4K
|
218
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9KNew |
$612K - $619K
|
12.9K
$624K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.67K- 35.76% |
$174K - $176K
|
6.59K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
26+ 0.43% |
$1.23K - $1.25K
|
6.12K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-548- 8.4% |
$25.9K - $26.3K
|
5.98K
$289K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
47+ 0.45% |
$2.22K - $2.25K
|
10.6K
$512K
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.49KNew |
$307K - $311K
|
6.49K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5.1K- 20.25% |
$241K - $244K
|
20.1K
$970K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
91New |
$4.31K - $4.36K
|
91
$4.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.43KNew |
$351K - $356K
|
7.43K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-385- 6.4% |
$18.2K - $18.4K
|
5.64K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 8.5% |
$26.6K - $27K
|
6.06K
$293K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-1K- 18.45% |
$47.5K - $48.1K
|
4.44K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-5.93K- 56.53% |
$281K - $284K
|
4.56K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.1% |
$142 - $144
|
3.07K
$148K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.68K+ 13.21% |
$79.3K - $80.3K
|
14.4K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.05K- 10.36% |
$49.7K - $50.4K
|
9.1K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11- 2.71% |
$521 - $527
|
395
$19.1K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
559+ 4.01% |
$26.5K - $26.8K
|
14.5K
$701K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-846- 95.92% |
$40K - $40.5K
|
36
$1.74K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.1K+ 73.99% |
$430K - $438K
|
21.4K
$1.03M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.6K+ 346.91% |
$3.57M - $3.64M
|
97.4K
$4.71M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
105+ 4.11% |
$4.96K - $5.06K
|
2.66K
$128K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-6.21KClosed |
$294K - $299K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-994- 8.78% |
$47K - $47.9K
|
10.3K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
47New |
$2.22K - $2.26K
|
47
$2.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-152- 61.79% |
$7.18K - $7.32K
|
94
$4.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.35% |
$47.3 - $48.2
|
75
$3.62K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.53K- 22.46% |
$72.4K - $73.8K
|
5.29K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.42KNew |
$209K - $213K
|
4.42K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.06% |
$142 - $145
|
5.23K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14- 11.29% |
$662 - $675
|
110
$5.31K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
5.26KNew |
$249K - $253K
|
5.26K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
600New |
$28.4K - $28.9K
|
600
$29K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
625New |
$29.5K - $30.1K
|
625
$30.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
166New |
$7.85K - $8K
|
166
$8.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.35K- 86.7% |
$158K - $161K
|
514
$24.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
398+ 4.43% |
$18.8K - $19.2K
|
9.38K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.11KNew |
$241K - $246K
|
5.11K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
97New |
$4.58K - $4.67K
|
97
$4.69K
|
|