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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14.7K+ 3.7% |
$701K - $712K
|
412K
$19.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-34.3K- 16.05% |
$1.64M - $1.66M
|
180K
$8.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
SELL
|
- |
-1.53K- 1.81% |
$73K - $74K
|
82.8K
$3.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.8K+ 7.0% |
$85.8K - $87K
|
27.4K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39+ 0.32% |
$1.86K - $1.89K
|
12.3K
$591K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 6.17% |
$49.8K - $50.5K
|
17.9K
$860K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-381- 20.9% |
$18.2K - $18.5K
|
1.44K
$69.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-63K- 85.81% |
$3.01M - $3.05M
|
10.4K
$500K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
6K+ 12.71% |
$287K - $291K
|
53.2K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-625- 11.11% |
$29.9K - $30.3K
|
5K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
52+ 0.33% |
$2.48K - $2.52K
|
15.7K
$755K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
435+ 0.91% |
$20.8K - $21.1K
|
48K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
252+ 3.64% |
$12K - $12.2K
|
7.17K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.97K- 9.69% |
$142K - $144K
|
27.7K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-263- 0.8% |
$12.6K - $12.7K
|
32.6K
$1.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-265K- 44.83% |
$12.7M - $12.9M
|
327K
$15.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-63.7K- 3.91% |
$3.04M - $3.09M
|
1.56M
$75M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
6.17KNew |
$295K - $299K
|
6.17K
$296K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.7% |
$191 - $194
|
573
$27.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
300New |
$14.3K - $14.5K
|
300
$14.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.77K- 12.04% |
$466K - $473K
|
71.4K
$3.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.29K+ 19.15% |
$301K - $305K
|
39.2K
$1.88M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.27K- 0.5% |
$156K - $158K
|
655K
$31.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-88- 56.05% |
$4.2K - $4.26K
|
69
$3.31K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.51K+ 17.72% |
$72.3K - $73.3K
|
10.1K
$482K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.88K+ 7.36% |
$281K - $285K
|
85.8K
$4.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
8.39K+ 81.33% |
$401K - $407K
|
18.7K
$897K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-78- 2.32% |
$3.73K - $3.78K
|
3.29K
$158K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-9.94K- 67.92% |
$475K - $482K
|
4.7K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-627- 6.9% |
$29.9K - $30.4K
|
8.47K
$406K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.6KNew |
$458K - $465K
|
9.6K
$460K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10+ 0.11% |
$478 - $485
|
9.11K
$436K
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
854+ 1.88% |
$40.8K - $41.4K
|
46.3K
$2.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.56K+ 1.83% |
$122K - $124K
|
142K
$6.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
29+ 0.66% |
$1.39K - $1.41K
|
4.44K
$213K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.13K- 0.6% |
$53.8K - $54.6K
|
188K
$8.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.51KNew |
$311K - $316K
|
6.51K
$312K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
448+ 3.09% |
$21.4K - $21.7K
|
14.9K
$715K
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.16K+ 3.49% |
$55.3K - $56.1K
|
34.3K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Leisure Capital Management
|
SELL
|
- |
-12.6K- 13.2% |
$603K - $612K
|
83.1K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
17.1K+ 13.47% |
$815K - $827K
|
144K
$6.89M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 1.54% |
$263K - $267K
|
364K
$17.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.74K+ 26.05% |
$179K - $181K
|
18.1K
$868K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9+ 0.78% |
$430 - $436
|
1.16K
$55.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.22K- 1.27% |
$154K - $156K
|
250K
$12M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-3.15K- 16.17% |
$150K - $152K
|
16.3K
$782K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
493+ 4.11% |
$23.5K - $23.9K
|
12.5K
$598K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-2.61K- 17.47% |
$125K - $126K
|
12.3K
$591K
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
384+ 1.16% |
$18.3K - $18.6K
|
33.6K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.35% |
$2.63K - $2.67K
|
15.7K
$753K
|
|