Kestra Private Wealth Services, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 10,157 shares of SHM stock, worth $486,825. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,157

Previous 9,828 3.35%

Holding current value

$486,825

Previous $470,000 4.04%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$47.76 - $48.46 $15,713 - $15,943	329 Added 3.35%	10,157 $489,000
Q2 2025 Aug 07, 2025	SELL	$47.02 - $47.83 $281,837 - $286,693	-5,994 Reduced 37.88%	9,828 $470,000
Q1 2025 May 05, 2025	SELL	$47.33 - $47.92 $474,861 - $480,781	-10,033 Reduced 38.8%	15,822 $753,000
Q4 2024 Jan 28, 2025	SELL	$47.26 - $48.18 $844,394 - $860,832	-17,867 Reduced 40.87%	25,855 $1.23 Million
Q3 2024 Nov 13, 2024	SELL	$47.01 - $48.2 $628,664 - $644,578	-13,373 Reduced 23.42%	43,722 $2.1 Million

Q2 2024 Aug 12, 2024	SELL	$46.84 - $47.32 $27,307 - $27,587	-583 Reduced 1.01%	57,095 $2.69 Million
Q1 2024 May 02, 2024	BUY	$47.44 - $47.9 $520,037 - $525,079	10,962 Added 23.47%	57,678 $2.74 Million
Q4 2023 Feb 05, 2024	BUY	$46.12 - $47.85 $1.72 Million - $1.78 Million	37,278 Added 394.98%	46,716 $2.23 Million
Q3 2023 Nov 07, 2023	SELL	$46.19 - $47.22 $107,992 - $110,400	-2,338 Reduced 19.85%	9,438 $436,000
Q2 2023 Aug 08, 2023	BUY	$46.54 - $47.72 $98,245 - $100,736	2,111 Added 21.84%	11,776 $554,000
Q1 2023 May 12, 2023	SELL	$46.61 - $47.68 $33,372 - $34,138	-716 Reduced 6.9%	9,665 $459,000
Q4 2022 Jan 31, 2023	BUY	$45.97 - $47.2 $269,154 - $276,356	5,855 Added 129.36%	10,381 $487,000
Q3 2022 Nov 14, 2022	SELL	$46.05 - $47.82 $47,201 - $49,015	-1,025 Reduced 18.47%	4,526 $209,000
Q2 2022 Aug 12, 2022	SELL	$46.52 - $47.45 $96,668 - $98,601	-2,078 Reduced 27.24%	5,551 $262,000
Q1 2022 May 26, 2022	SELL	$47.3 - $49.17 $1.03 Million - $1.07 Million	-21,697 Reduced 73.99%	7,629 $0
Q4 2021 Jan 21, 2022	BUY	$49.16 - $49.38 $1.16 Million - $1.16 Million	23,578 Added 410.19%	29,326 $0
Q3 2021 Oct 21, 2021	BUY	$49.4 - $49.69 $283,951 - $285,618	5,748 New	5,748 $0

Others Institutions Holding SHM

# of Institutions

441

Shares Held

68.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Account

Kestra Private Wealth Services, LLC Spdr Nuveen Bloomberg Short Te Transaction History