Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.46M+ 629.43% |
$68.6M - $69.8M
|
1.69M
$80.8M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
36.5K+ 67.62% |
$1.72M - $1.75M
|
90.5K
$4.33M
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.3K+ 95.51% |
$1.38M - $1.4M
|
59.9K
$2.86M
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28.7KNew |
$1.35M - $1.37M
|
28.7K
$1.37M
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
16.6K+ 34.56% |
$781K - $794K
|
64.7K
$3.09M
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.17K+ 14.5% |
$149K - $151K
|
25K
$1.19M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.73K+ 9.65% |
$128K - $130K
|
31K
$1.48M
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.67K+ 7.05% |
$126K - $128K
|
40.6K
$1.94M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.64K+ 6.01% |
$124K - $126K
|
46.5K
$2.22M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.05K+ 6.6% |
$49.5K - $50.3K
|
17K
$812K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
411+ 30.81% |
$19.3K - $19.7K
|
1.75K
$83.4K
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
105+ 0.08% |
$4.94K - $5.02K
|
126K
$6.02M
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
41+ 0.64% |
$1.93K - $1.96K
|
6.4K
$306K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.53% |
$141 - $143
|
569
$27.2K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.28% |
$94 - $95.7
|
715
$34.2K
|
|
Q1 2025 | |||||||
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
317K+ 6.66% |
$15M - $15.2M
|
5.08M
$243M
|
|
May 13, 2025
Q1 2025
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
314KNew |
$14.9M - $15.1M
|
314K
$15M
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
168K+ 30.48% |
$7.97M - $8.07M
|
721K
$34.5M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
105K+ 1383.96% |
$4.95M - $5.02M
|
112K
$5.36M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100K+ 3.98% |
$4.74M - $4.8M
|
2.61M
$125M
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
88.8KNew |
$4.2M - $4.25M
|
88.8K
$4.24M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86.9K+ 6.52% |
$4.11M - $4.16M
|
1.42M
$67.8M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46.4K+ 15.2% |
$2.19M - $2.22M
|
351K
$16.8M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
42.1K+ 154.71% |
$1.99M - $2.02M
|
69.3K
$3.31M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
39.7K+ 38.3% |
$1.88M - $1.9M
|
143K
$6.85M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35.8K+ 10.17% |
$1.69M - $1.71M
|
387K
$18.5M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.4K+ 15.31% |
$1.58M - $1.6M
|
251K
$12M
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
29.7KNew |
$1.41M - $1.42M
|
29.7K
$1.42M
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27.9K+ 56.54% |
$1.32M - $1.34M
|
77.2K
$3.69M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.87% |
$1.3M - $1.31M
|
590K
$28.2M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
27.1K+ 17.61% |
$1.28M - $1.3M
|
181K
$8.66M
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
26.1K+ 291.88% |
$1.24M - $1.25M
|
35K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.6K+ 8.53% |
$835K - $845K
|
224K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.9K+ 30.17% |
$799K - $809K
|
72.9K
$3.48M
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
16.8KNew |
$794K - $804K
|
16.8K
$801K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$775K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.2KNew |
$768K - $777K
|
16.2K
$775K
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.8K+ 32.63% |
$699K - $708K
|
60.1K
$2.87M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 871.59% |
$642K - $650K
|
15.1K
$722K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9KNew |
$612K - $619K
|
12.9K
$617K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.4KNew |
$586K - $594K
|
12.4K
$592K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.2KNew |
$528K - $535K
|
11.2K
$533K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.1K+ 167.78% |
$477K - $483K
|
16.1K
$768K
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.37K+ 13.21% |
$396K - $401K
|
71.7K
$3.43M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.67KNew |
$363K - $367K
|
7.67K
$366K
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
7.43KNew |
$351K - $356K
|
7.43K
$355K
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
7.3KNew |
$345K - $350K
|
7.3K
$348K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.27K+ 5.26% |
$344K - $348K
|
145K
$6.95M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
7.09K+ 46.45% |
$335K - $340K
|
22.3K
$1.07M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.06KNew |
$334K - $338K
|
7.06K
$337K
|