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 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
109KNew |
$5.12M - $5.21M
|
109K
$5.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
51.3K+ 51.91% |
$2.41M - $2.45M
|
150K
$7.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.4KNew |
$2.28M - $2.31M
|
48.4K
$2.31M
|
|
|
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 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
16.9K+ 11.65% |
$796K - $810K
|
162K
$7.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
16.6K+ 34.56% |
$781K - $794K
|
64.7K
$3.09M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
4.21KNew |
$198K - $201K
|
4.21K
$201K
|
|
|
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 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.5K+ 45.45% |
$118K - $120K
|
8K
$382K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
2.49K+ 2.14% |
$117K - $119K
|
119K
$5.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.38K+ 3.71% |
$64.8K - $66K
|
38.5K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.05K+ 6.6% |
$49.5K - $50.3K
|
17K
$812K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
536+ 6.42% |
$25.2K - $25.6K
|
8.88K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
411+ 30.81% |
$19.3K - $19.7K
|
1.75K
$83.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
252+ 1.31% |
$11.8K - $12.1K
|
19.6K
$934K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
105+ 0.08% |
$4.94K - $5.02K
|
126K
$6.02M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
50+ 5.41% |
$2.35K - $2.39K
|
975
$46.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
50+ 0.3% |
$2.35K - $2.39K
|
16.6K
$795K
|
|
|
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
|
|