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 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.48KNew |
$259K - $264K
|
5.48K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
36.6K+ 458.24% |
$1.73M - $1.76M
|
44.6K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.93K- 2.49% |
$186K - $189K
|
154K
$7.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.69K- 8.02% |
$79.8K - $81.3K
|
19.4K
$927K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.44K+ 4.94% |
$163K - $166K
|
73K
$3.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 9.74% |
$96.6K - $98.4K
|
18.9K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.5K- 31.93% |
$544K - $555K
|
24.6K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
398+ 4.43% |
$18.8K - $19.2K
|
9.38K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
51.1K+ 61.08% |
$2.41M - $2.46M
|
135K
$6.46M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.44K- 4.29% |
$68.1K - $69.5K
|
32.1K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25.5K- 14.49% |
$1.21M - $1.23M
|
151K
$7.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
235KNew |
$11.1M - $11.3M
|
235K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.2K+ 60.41% |
$576K - $588K
|
32.4K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62+ 0.4% |
$2.93K - $2.99K
|
15.6K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.6K- 2.96% |
$170K - $173K
|
118K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.19K- 8.14% |
$103K - $105K
|
24.6K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11K+ 23.59% |
$522K - $532K
|
57.8K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 8.56% |
$67.3K - $68.6K
|
18K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.42% |
$284 - $289
|
1.43K
$68.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 4.62% |
$110K - $112K
|
48.1K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
40+ 0.4% |
$1.89K - $1.93K
|
9.99K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.3K- 44.69% |
$768K - $783K
|
20.1K
$964K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.36K+ 35.57% |
$111K - $114K
|
8.99K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98New |
$4.63K - $4.72K
|
98
$4.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.29K- 14.86% |
$203K - $207K
|
24.6K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 52.0% |
$132K - $134K
|
8.14K
$390K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
423+ 114.02% |
$20K - $20.4K
|
794
$38K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
13.7K+ 27.52% |
$646K - $659K
|
63.3K
$3.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.87K- 5.47% |
$230K - $235K
|
84.2K
$4.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.3K- 32.65% |
$298K - $304K
|
13K
$623K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.5K+ 13.38% |
$118K - $120K
|
21.2K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.64K+ 46.47% |
$172K - $175K
|
11.5K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
19.7K+ 247.12% |
$932K - $950K
|
27.7K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2.4K- 2.32% |
$113K - $115K
|
101K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-109- 0.09% |
$5.15K - $5.25K
|
124K
$5.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
925+ 21.14% |
$43.7K - $44.6K
|
5.3K
$254K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.11KNew |
$241K - $246K
|
5.11K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
448+ 2.68% |
$21.2K - $21.6K
|
17.2K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.38K- 7.93% |
$302K - $307K
|
74.1K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
97New |
$4.58K - $4.67K
|
97
$4.65K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.67K+ 55.66% |
$173K - $177K
|
10.3K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 7.54% |
$52.2K - $53.2K
|
15.8K
$755K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.7K- 26.42% |
$696K - $709K
|
41K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
17.7K+ 7.43% |
$836K - $853K
|
256K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
37.3KNew |
$1.76M - $1.8M
|
37.3K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.65K+ 106.11% |
$314K - $320K
|
12.9K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
49+ 0.06% |
$2.32K - $2.36K
|
76.9K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14KNew |
$385K - $392K
|
8.14K
$390K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$61.4K - $62.6K
|
1.3K
$62.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 16.73% |
$129K - $132K
|
19.1K
$915K
|