Strategic Wealth Partners, Ltd. Spdr Nuveen Bloomberg Short Te Transaction History

Strategic Wealth Partners, Ltd.

$1.19 Billion
Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 9,601 shares of SHM stock, worth $460,175. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,601

Previous 9,927 3.28%

Holding current value

$460,175

Previous $474,000 2.53%

% of portfolio

0.04%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$47.76 - $48.46 $15,569 - $15,797	-326 Reduced 3.28%	9,601 $462,000
Q2 2025 Aug 11, 2025	SELL	$47.02 - $47.83 $24,450 - $24,871	-520 Reduced 4.98%	9,927 $474,000
Q4 2024 Feb 14, 2025	SELL	$47.26 - $48.18 $7,089 - $7,227	-150 Reduced 1.42%	10,447 $495,000
Q3 2024 Oct 08, 2024	SELL	$47.01 - $48.2 $145,731 - $149,420	-3,100 Reduced 22.63%	10,597 $510,000
Q1 2024 May 20, 2024	SELL	$47.44 - $47.9 $13,046 - $13,172	-275 Reduced 1.97%	13,697 $649,000

Q3 2023 May 20, 2024	BUY	$46.19 - $47.22 $9,792 - $10,010	212 Added 1.54%	13,972 $645,000
Q1 2023 Apr 24, 2023	SELL	$46.61 - $47.68 $80,681 - $82,534	-1,731 Reduced 11.17%	13,760 $654,000
Q4 2022 Apr 24, 2023	SELL	$45.97 - $47.2 $112,672 - $115,687	-2,451 Reduced 13.66%	15,491 $727,000
Q3 2022 Apr 24, 2023	BUY	$46.05 - $47.82 $137,735 - $143,029	2,991 Added 20.01%	17,942 $0
Q2 2022 Aug 22, 2022	SELL	$46.52 - $47.45 $129,232 - $131,816	-2,778 Reduced 15.67%	14,951 $707,000
Q1 2022 May 19, 2022	BUY	$47.3 - $49.17 $72,652 - $75,525	1,536 Added 9.49%	17,729 $0
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $96,330 - $96,895	1,950 Added 13.69%	16,193 $800,000
Q2 2021 Aug 25, 2021	SELL	$49.5 - $49.73 $35,640 - $35,805	-720 Reduced 4.81%	14,243 $706,000
Q1 2021 May 24, 2021	BUY	$49.43 - $49.87 $12,258 - $12,367	248 Added 1.69%	14,963 $742,000
Q4 2020 Feb 18, 2021	BUY	$49.66 - $49.86 $39,876 - $40,037	803 Added 5.77%	14,715 $733,000
Q3 2020 Nov 10, 2020	SELL	$49.76 - $50.06 $305,227 - $307,068	-6,134 Reduced 30.6%	13,912 $694,000
Q2 2020 Aug 11, 2020	SELL	$48.24 - $49.96 $282,879 - $292,965	-5,864 Reduced 22.63%	20,046 $1 Million
Q4 2019 Jan 30, 2020	SELL	$48.87 - $49.12 $188,833 - $189,799	-3,864 Reduced 12.98%	25,910 $1.27 Million
Q3 2019 Oct 28, 2019	BUY	$48.76 - $49.06 $100,006 - $100,622	2,051 Added 7.4%	29,774 $96.9 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-3,646 Reduced 11.62%	27,723 $1.36 Million
Q1 2019 May 14, 2019	BUY	N/A	5,589 Added 21.68%	31,369 $1.52 Million
Q4 2018 Jan 24, 2019	BUY	N/A	1,492 Added 6.14%	25,780 $0
Q3 2018 Dec 06, 2018	SELL	N/A	-3,647 Reduced 13.06%	24,288 $1.16 Million
Q2 2018 Sep 04, 2018	BUY	N/A	3,394 Added 13.83%	27,935 $1.34 Million
Q1 2018 Jul 13, 2018	BUY	N/A	24,541 New	24,541 $1.17 Million

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
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Strategic Wealth Partners, Ltd. Spdr Nuveen Bloomberg Short Te Transaction History