Cypress Financial Planning LLC Spdr Nuveen Bloomberg Short Te Transaction History

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

A detailed history of Cypress Financial Planning LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Cypress Financial Planning LLC holds 19,595 shares of SHM stock, worth $939,188. This represents 0.27% of its overall portfolio holdings.

Number of Shares
19,595
Previous 19,394 1.04%
Holding current value
$939,188
Previous $935,000 0.43%
% of portfolio
0.27%
Previous 0.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$47.86 - $48.14 $9,619 - $9,676
201 Added 1.04%
19,595 $939,000
Q3 2025

Oct 09, 2025
BUY
$47.76 - $48.46 $114,671 - $116,352
2,401 Added 14.13%
19,394 $935,000
Q2 2025

Jul 10, 2025
BUY
$47.02 - $47.83 $49,465 - $50,317
1,052 Added 6.6%
16,993 $812,000
Q1 2025

Apr 09, 2025
BUY
$47.33 - $47.92 $33,462 - $33,879
707 Added 4.64%
15,941 $757,000
Q4 2024

Jan 13, 2025
SELL
$47.26 - $48.18 $65,549 - $66,825
-1,387 Reduced 8.34%
15,234 $721,000
Q3 2024

Oct 07, 2024
SELL
$47.01 - $48.2 $7,944 - $8,145
-169 Reduced 1.01%
16,621 $800,000
Q2 2024

Jul 16, 2024
BUY
$46.84 - $47.32 $163,518 - $165,194
3,491 Added 26.25%
16,790 $792,000
Q1 2024

Apr 12, 2024
BUY
$47.44 - $47.9 $630,904 - $637,022
13,299 New
13,299 $630,000
Q3 2023

Oct 10, 2023
BUY
$46.19 - $47.22 $80,509 - $82,304
1,743 Added 25.8%
8,498 $392,000
Q2 2023

Jul 11, 2023
BUY
$46.54 - $47.72 $87,727 - $89,952
1,885 Added 38.71%
6,755 $317,000
Q1 2023

Apr 07, 2023
BUY
$46.61 - $47.68 $226,990 - $232,201
4,870 New
4,870 $231,000

Others Institutions Holding SHM

# of Institutions
442
Shares Held
68M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
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More about SHM
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