Latest Institutional Transactions on Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-702- 6.87% |
$33.2K - $33.6K
|
9.51K
$449K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.59K- 23.68% |
$123K - $124K
|
8.34K
$393K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-5.93K- 56.53% |
$281K - $284K
|
4.56K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-3- 0.1% |
$142 - $144
|
3.07K
$145K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-11.9K- 57.88% |
$561K - $568K
|
8.63K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.68K+ 13.21% |
$79.3K - $80.3K
|
14.4K
$677K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-95.2K- 16.58% |
$4.51M - $4.56M
|
479K
$22.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.13K- 39.34% |
$432K - $437K
|
14.1K
$664K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-207K- 12.08% |
$9.81M - $9.93M
|
1.51M
$71.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-927- 4.89% |
$43.9K - $44.4K
|
18K
$850K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
43.8KNew |
$2.08M - $2.1M
|
43.8K
$2.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-849- 7.78% |
$40.2K - $40.7K
|
10.1K
$474K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.48K+ 1.08% |
$117K - $119K
|
232K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.05K- 10.36% |
$49.7K - $50.4K
|
9.1K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 0.71% |
$2.22K - $2.25K
|
6.66K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
185+ 2.81% |
$8.76K - $8.87K
|
6.77K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-21K- 8.11% |
$996K - $1.01M
|
238K
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
45.3KNew |
$2.14M - $2.17M
|
45.3K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-11- 2.71% |
$521 - $527
|
395
$18.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-595- 3.81% |
$28.2K - $28.5K
|
15K
$708K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15.7K- 9.33% |
$745K - $754K
|
153K
$7.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-7.47K- 18.64% |
$354K - $358K
|
32.6K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
27.4K+ 4.87% |
$1.3M - $1.31M
|
590K
$27.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.43M- 97.9% |
$67.5M - $68.4M
|
30.6K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14+ 0.22% |
$663 - $671
|
6.36K
$300K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
559+ 4.01% |
$26.5K - $26.8K
|
14.5K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20.4K- 13.77% |
$965K - $977K
|
128K
$6.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-139- 2.48% |
$6.58K - $6.66K
|
5.47K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.7K- 1.44% |
$80.5K - $81.5K
|
116K
$5.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-405- 0.32% |
$19.2K - $19.4K
|
126K
$5.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
713New |
$33.7K - $34.2K
|
713
$33.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.16K- 6.83% |
$197K - $200K
|
56.8K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
707+ 4.64% |
$33.5K - $33.9K
|
15.9K
$752K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.38K+ 15.42% |
$113K - $114K
|
17.8K
$839K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.64K- 5.04% |
$125K - $126K
|
49.7K
$2.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
SELL
|
- |
-45.6K- 58.1% |
$2.16M - $2.19M
|
32.9K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-170- 0.77% |
$8.05K - $8.15K
|
21.8K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
37+ 0.37% |
$1.75K - $1.77K
|
10K
$473K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.54K- 8.53% |
$167K - $169K
|
37.9K
$1.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
4.36KNew |
$206K - $209K
|
4.36K
$206K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
126+ 0.37% |
$5.96K - $6.04K
|
33.8K
$1.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-145- 1.2% |
$6.86K - $6.95K
|
11.9K
$563K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
86.9K+ 6.52% |
$4.11M - $4.16M
|
1.42M
$66.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.71K+ 10.61% |
$128K - $130K
|
28.3K
$1.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-846- 95.92% |
$40K - $40.5K
|
36
$1.7K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
977+ 2.95% |
$46.2K - $46.8K
|
34.1K
$1.61M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-697- 1.43% |
$33K - $33.4K
|
48K
$2.27M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
222New |
$10.5K - $10.7K
|
222
$10.5K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.23KNew |
$200K - $204K
|
4.23K
$199K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.09KNew |
$51.5K - $52.5K
|
1.09K
$51.4K
|
|