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 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.33K- 27.88% |
$63.6K - $64.5K
|
3.45K
$165K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
55+ 0.59% |
$2.63K - $2.67K
|
9.34K
$447K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.7KNew |
$272K - $276K
|
5.7K
$273K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.71K+ 43.69% |
$273K - $277K
|
18.8K
$900K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
591New |
$28.2K - $28.6K
|
591
$28.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.66K- 8.65% |
$127K - $129K
|
28.1K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-36- 0.04% |
$1.72K - $1.74K
|
102K
$4.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
7.54K+ 22.71% |
$360K - $365K
|
40.7K
$1.95M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.02K- 5.31% |
$48.6K - $49.3K
|
18.2K
$871K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-632- 3.32% |
$30.2K - $30.6K
|
18.4K
$882K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-255- 1.42% |
$12.2K - $12.4K
|
17.7K
$846K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99K+ 29.56% |
$143K - $145K
|
13.1K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 3.7% |
$53.5K - $54.3K
|
31.4K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-13.4K- 33.54% |
$642K - $651K
|
26.6K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.6KNew |
$602K - $611K
|
12.6K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.08M- 42.47% |
$99.5M - $101M
|
2.82M
$135M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-890- 3.99% |
$42.5K - $43.1K
|
21.4K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
6+ 0.06% |
$287 - $291
|
10.5K
$504K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3K+ 57.4% |
$143K - $146K
|
8.24K
$395K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
8.51K+ 4.27% |
$407K - $413K
|
208K
$9.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.71K+ 8.94% |
$130K - $131K
|
33K
$1.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.38K- 5.2% |
$114K - $116K
|
43.4K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7+ 0.67% |
$334 - $339
|
1.05K
$50.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
45+ 0.18% |
$2.15K - $2.18K
|
24.5K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
112+ 2.64% |
$5.35K - $5.43K
|
4.35K
$208K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.04K- 26.96% |
$193K - $196K
|
11K
$525K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-6.43K- 4.82% |
$307K - $312K
|
127K
$6.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-61- 1.42% |
$2.91K - $2.96K
|
4.24K
$203K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
111K+ 41.61% |
$5.28M - $5.36M
|
376K
$18M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-410- 0.86% |
$19.6K - $19.9K
|
47.3K
$2.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-6.31K- 13.57% |
$301K - $306K
|
40.2K
$1.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.48K- 6.57% |
$214K - $217K
|
63.7K
$3.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-721- 3.59% |
$34.4K - $34.9K
|
19.4K
$928K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-98- 1.09% |
$4.68K - $4.75K
|
8.86K
$425K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.26K+ 7.77% |
$204K - $206K
|
59.1K
$2.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-6K- 8.58% |
$287K - $291K
|
63.9K
$3.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.2KNew |
$105K - $106K
|
2.2K
$105K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.98K- 13.68% |
$94.6K - $96K
|
12.5K
$599K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-8.6K- 17.28% |
$411K - $417K
|
41.2K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
28+ 0.39% |
$1.34K - $1.36K
|
7.29K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.04K- 1.22% |
$145K - $147K
|
246K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.68K+ 6.27% |
$271K - $275K
|
96.2K
$4.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.25KNew |
$251K - $254K
|
5.25K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-116- 0.35% |
$5.54K - $5.62K
|
32.7K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-14- 2.72% |
$669 - $678
|
500
$24K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.45K- 11.58% |
$260K - $264K
|
41.6K
$2M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
46+ 3.36% |
$2.2K - $2.23K
|
1.42K
$67.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
304+ 3.7% |
$14.5K - $14.7K
|
8.52K
$408K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
44+ 0.24% |
$2.1K - $2.13K
|
18.1K
$866K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.23KClosed |
$297K - $302K
|
0
$0
|
|