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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.48K+ 171.19% |
$399K - $409K
|
13.4K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.37% |
$79.5K - $81.5K
|
73K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$5.12K - $5.25K
|
109
$5.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.81K- 27.9% |
$132K - $136K
|
7.27K
$348K
|
|
|
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
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 25.89% |
$97.4K - $99.8K
|
5.93K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 17.65% |
$70.5K - $72.3K
|
7K
$335K
|
|
|
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
$751K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.21K- 21.35% |
$104K - $107K
|
8.15K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 1.55% |
$88.3K - $90.6K
|
120K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-235- 5.03% |
$11K - $11.3K
|
4.44K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.08KNew |
$50.5K - $51.8K
|
1.08K
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.15% |
$376 - $386
|
5.46K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.5KNew |
$1.81M - $1.86M
|
38.5K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-591- 7.25% |
$27.8K - $28.5K
|
7.56K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 2.94% |
$14.1K - $14.4K
|
9.87K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
950New |
$44.7K - $45.8K
|
950
$45.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.38% |
$94 - $96.4
|
522
$25K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.38KNew |
$441K - $452K
|
9.38K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
350New |
$16.5K - $16.9K
|
350
$16.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21K- 35.69% |
$151K - $155K
|
5.79K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 12.79% |
$1.03K - $1.06K
|
194
$9.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.89K- 31.83% |
$136K - $139K
|
6.19K
$296K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.02KNew |
$330K - $338K
|
7.02K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-459- 48.37% |
$21.6K - $22.1K
|
490
$23.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
418+ 18.47% |
$19.7K - $20.1K
|
2.68K
$128K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-104- 71.23% |
$4.89K - $5.01K
|
42
$2.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 38.11% |
$34.6K - $35.5K
|
1.2K
$57.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 60.71% |
$799 - $819
|
11
$527
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 59.17% |
$4.7K - $4.82K
|
69
$3.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.4K- 8.88% |
$254K - $260K
|
55.5K
$2.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.24K+ 4.37% |
$387K - $397K
|
197K
$9.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.89% |
$94 - $96.4
|
227
$10.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.78K- 3.99% |
$83.8K - $85.9K
|
42.9K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 23.31% |
$54.2K - $55.6K
|
3.79K
$182K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
4.19KNew |
$197K - $202K
|
4.19K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-9.92K- 17.47% |
$466K - $478K
|
46.8K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
52+ 0.23% |
$2.44K - $2.51K
|
22.3K
$1.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-648- 12.15% |
$30.5K - $31.2K
|
4.69K
$224K
|
|
| Q2 2024 | |||||||
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$229K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
400New |
$18.7K - $18.9K
|
400
$19.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$1.03K - $1.04K
|
22
$1.05K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-303- 71.63% |
$14.2K - $14.3K
|
120
$5.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12- 3.04% |
$562 - $568
|
383
$18.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 33.05% |
$131K - $132K
|
5.66K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-339- 6.29% |
$15.9K - $16K
|
5.05K
$242K
|
|