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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 36.17% |
$737K - $751K
|
27.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
34+ 0.79% |
$1.61K - $1.64K
|
4.34K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
12.1KNew |
$572K - $583K
|
12.1K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-796- 3.92% |
$37.6K - $38.4K
|
19.5K
$934K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-108- 61.36% |
$5.1K - $5.2K
|
68
$3.26K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.59K- 3.32% |
$75.2K - $76.7K
|
46.3K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-24.8K- 9.39% |
$1.17M - $1.2M
|
240K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.15K+ 55.19% |
$243K - $248K
|
14.5K
$694K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.63KNew |
$313K - $319K
|
6.63K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.54K+ 17.78% |
$72.5K - $74K
|
10.2K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.59K+ 5.78% |
$217K - $221K
|
84K
$4.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7.6KNew |
$359K - $366K
|
7.6K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-520- 4.49% |
$24.6K - $25.1K
|
11.1K
$530K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.4K- 7.2% |
$66.2K - $67.5K
|
18K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.47% |
$945 - $964
|
4.25K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
357New |
$16.9K - $17.2K
|
357
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.59KNew |
$311K - $317K
|
6.59K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
21+ 0.28% |
$992 - $1.01K
|
7.53K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
233K+ 21.15% |
$11M - $11.2M
|
1.33M
$63.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 19.52% |
$118K - $120K
|
10.3K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
85K+ 38.74% |
$4.02M - $4.1M
|
305K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
701+ 22.83% |
$33.1K - $33.8K
|
3.77K
$181K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.72K- 22.68% |
$412K - $420K
|
29.7K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
476New |
$22.5K - $22.9K
|
476
$22.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.88KNew |
$88.8K - $90.5K
|
1.88K
$90K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 18.38% |
$548K - $559K
|
51.5K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.39K+ 7468.75% |
$113K - $115K
|
2.42K
$116K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-616- 24.55% |
$29.1K - $29.7K
|
1.89K
$90.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.87K- 14.12% |
$88.1K - $89.9K
|
11.3K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.9K- 40.87% |
$844K - $861K
|
25.9K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.15K- 46.0% |
$54.3K - $55.4K
|
1.35K
$64.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.01% |
$142 - $145
|
51.5K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.16K+ 0.34% |
$102K - $104K
|
642K
$30.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 10.74% |
$58.7K - $59.9K
|
12.8K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.15KNew |
$54.1K - $55.2K
|
1.15K
$54.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.42K+ 8.99% |
$162K - $165K
|
41.5K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.08KNew |
$287K - $293K
|
6.08K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.65K- 7.0% |
$361K - $368K
|
102K
$4.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
212+ 1.36% |
$10K - $10.2K
|
15.7K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.21K- 19.3% |
$341K - $348K
|
30.2K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.26K- 11.28% |
$201K - $205K
|
33.5K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12.7K- 39.55% |
$598K - $610K
|
19.3K
$927K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$496K - $505K
|
10.5K
$502K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-294- 0.6% |
$13.9K - $14.2K
|
48.9K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.53KNew |
$308K - $314K
|
6.53K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90+ 16.51% |
$4.25K - $4.34K
|
635
$30.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-17.3K- 14.77% |
$819K - $835K
|
100K
$4.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.43K- 9.48% |
$115K - $117K
|
23.2K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.4K- 29.36% |
$66.1K - $67.4K
|
3.37K
$161K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.46KNew |
$211K - $215K
|
4.46K
$214K
|