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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-275- 5.48% |
$13K - $13.2K
|
4.74K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
510+ 2.61% |
$24.1K - $24.6K
|
20K
$960K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.85K- 18.38% |
$182K - $186K
|
17.1K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.4K+ 1.63% |
$3.66M - $3.73M
|
4.82M
$231M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.67K+ 11.48% |
$173K - $177K
|
35.6K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 0.23% |
$646K - $659K
|
5.87M
$281M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
45.2K+ 48.65% |
$2.14M - $2.18M
|
138K
$6.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-603- 1.65% |
$28.5K - $29.1K
|
36K
$1.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
31.1K+ 13.65% |
$1.47M - $1.5M
|
259K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.7K- 4.01% |
$696K - $709K
|
353K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
600New |
$28.4K - $28.9K
|
600
$28.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.82K+ 6.07% |
$133K - $136K
|
49.3K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.95K- 51.77% |
$281K - $286K
|
5.54K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84.7K- 1.75% |
$4M - $4.08M
|
4.76M
$228M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
132K+ 5.54% |
$6.23M - $6.36M
|
2.51M
$120M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.3K+ 6.39% |
$2.09M - $2.13M
|
738K
$35.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.05K+ 23.11% |
$96.6K - $98.5K
|
10.9K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-40.4K- 5.58% |
$1.91M - $1.94M
|
683K
$32.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.7K+ 2.11% |
$1.55M - $1.58M
|
1.58M
$75.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-400- 1.67% |
$18.9K - $19.3K
|
23.6K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.44KNew |
$257K - $262K
|
5.44K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 15.63% |
$518K - $528K
|
81.1K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.22% |
$47.3 - $48.2
|
83
$3.98K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.83K- 26.95% |
$276K - $281K
|
15.8K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
882+ 7.41% |
$41.7K - $42.5K
|
12.8K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
625New |
$29.5K - $30.1K
|
625
$29.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.39% |
$567 - $578
|
3.07K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.4K- 58.3% |
$821K - $837K
|
12.4K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72+ 0.36% |
$3.4K - $3.47K
|
19.9K
$954K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.6K- 32.0% |
$217K - $222K
|
9.78K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13.2K+ 194.11% |
$623K - $635K
|
20K
$957K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
13.6KNew |
$645K - $657K
|
13.6K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
171K+ 10.61% |
$8.08M - $8.24M
|
1.78M
$85.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.83% |
$142 - $145
|
366
$17.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 28.06% |
$113K - $115K
|
6.12K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
166New |
$7.85K - $8K
|
166
$7.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-749- 1.35% |
$35.4K - $36.1K
|
54.9K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.1KNew |
$288K - $294K
|
6.1K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.1K- 22.45% |
$948K - $966K
|
69.3K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 18.21% |
$826K - $842K
|
78.5K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.35K- 86.7% |
$158K - $161K
|
514
$24.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
40+ 0.61% |
$1.89K - $1.93K
|
6.61K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
77.8KNew |
$3.68M - $3.75M
|
77.8K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
97.4KNew |
$4.6M - $4.69M
|
97.4K
$4.67M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-505- 0.36% |
$23.9K - $24.3K
|
138K
$6.63M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 6.08% |
$208K - $212K
|
76.9K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-9.15K- 34.61% |
$432K - $441K
|
17.3K
$828K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$567 - $578
|
3.95K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.41K+ 6.13% |
$161K - $164K
|
59K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.2K- 11.61% |
$1.05M - $1.07M
|
169K
$8.08M
|