Purchases and Sales Made in Q4 2025 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG SHORT TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17K+ 11.97% |
$815K - $820K
|
159K
$7.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.29KNew |
$253K - $255K
|
5.29K
$254K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
4.19K+ 12.21% |
$201K - $202K
|
38.5K
$1.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 0.68% |
$79.7K - $80.2K
|
248K
$11.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 2.83% |
$52K - $52.3K
|
39.4K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
619+ 13.27% |
$29.6K - $29.8K
|
5.29K
$253K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
616+ 7.48% |
$29.5K - $29.7K
|
8.85K
$424K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
485+ 1.16% |
$23.2K - $23.3K
|
42.2K
$2.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
254+ 1.86% |
$12.2K - $12.2K
|
13.9K
$667K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
201+ 1.04% |
$9.62K - $9.68K
|
19.6K
$939K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 0.42% |
$4.07K - $4.09K
|
20.4K
$977K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
76+ 1.72% |
$3.64K - $3.66K
|
4.5K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
44+ 0.68% |
$2.11K - $2.12K
|
6.5K
$312K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
32+ 0.14% |
$1.53K - $1.54K
|
22.4K
$1.07M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.01% |
$239 - $241
|
38.4K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4+ 0.01% |
$191 - $193
|
48.4K
$2.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.14% |
$47.9 - $48.1
|
738
$35.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-5- 0.17% |
$239 - $241
|
2.91K
$140K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-9- 0.9% |
$431 - $433
|
987
$47.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-22- 0.18% |
$1.05K - $1.06K
|
12.5K
$599K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-37- 0.55% |
$1.77K - $1.78K
|
6.64K
$318K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-51- 0.52% |
$2.44K - $2.46K
|
9.73K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-62- 1.42% |
$2.97K - $2.98K
|
4.29K
$206K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-239- 1.55% |
$11.4K - $11.5K
|
15.2K
$728K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-261- 66.08% |
$12.5K - $12.6K
|
134
$6.42K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-306- 3.28% |
$14.6K - $14.7K
|
9.03K
$433K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-324- 3.22% |
$15.5K - $15.6K
|
9.73K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-709- 1.48% |
$33.9K - $34.1K
|
47.1K
$2.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
SELL
|
- |
-817- 4.51% |
$39.1K - $39.3K
|
17.3K
$829K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-914- 5.82% |
$43.7K - $44K
|
14.8K
$710K
|
|
|
Jan 13, 2026
Q4 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.65K- 4.87% |
$79K - $79.5K
|
32.3K
$1.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
SELL
|
- |
-1.69K- 5.09% |
$80.9K - $81.4K
|
31.5K
$1.51M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.85K- 2.66% |
$88.4K - $89K
|
67.7K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.92K- 3.44% |
$91.7K - $92.2K
|
53.7K
$2.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2.32K- 34.16% |
$111K - $112K
|
4.47K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.66K- 8.1% |
$127K - $128K
|
30.2K
$1.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.81K- 4.61% |
$134K - $135K
|
58K
$2.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.65K- 25.04% |
$175K - $176K
|
10.9K
$524K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.35K- 3.46% |
$208K - $209K
|
121K
$5.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-20.1K- 17.0% |
$962K - $968K
|
98.2K
$4.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-35.2K- 66.22% |
$1.69M - $1.7M
|
18K
$861K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-37.2K- 5.67% |
$1.78M - $1.79M
|
617K
$29.6M
|
|