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 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.64K+ 2.04% |
$77.6K - $79.2K
|
82.1K
$3.93M
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.94KNew |
$186K - $190K
|
3.94K
$189K
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
556+ 2.95% |
$26.3K - $26.8K
|
19.4K
$929K
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-1.23K- 1.25% |
$58.2K - $59.3K
|
96.9K
$4.64M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-105- 1.28% |
$4.96K - $5.06K
|
8.13K
$389K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-990- 3.8% |
$46.8K - $47.7K
|
25.1K
$1.2M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
718+ 5.62% |
$33.9K - $34.6K
|
13.5K
$646K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-534- 3.69% |
$25.2K - $25.7K
|
13.9K
$668K
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36K- 12.2% |
$1.7M - $1.74M
|
259K
$12.4M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.9KNew |
$702K - $716K
|
14.9K
$712K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 9.85% |
$567K - $578K
|
110K
$5.26M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
319New |
$15.1K - $15.4K
|
319
$15.3K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-445- 4.78% |
$21K - $21.4K
|
8.87K
$425K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.71K- 14.75% |
$80.6K - $82.1K
|
9.85K
$472K
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-750- 3.53% |
$35.4K - $36.1K
|
20.5K
$981K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.07KNew |
$98K - $99.9K
|
2.07K
$99.3K
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
8.83K+ 74.89% |
$417K - $425K
|
20.6K
$988K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-691- 4.92% |
$32.7K - $33.3K
|
13.3K
$639K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-589- 3.11% |
$27.8K - $28.4K
|
18.3K
$879K
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-537- 0.42% |
$25.4K - $25.9K
|
126K
$6.05M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-298- 0.52% |
$14.1K - $14.4K
|
56.5K
$2.71M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
29.9K+ 15.02% |
$1.42M - $1.44M
|
229K
$11M
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-18- 0.21% |
$851 - $867
|
8.55K
$409K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 5.69% |
$56K - $57.1K
|
22K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.63K- 25.96% |
$361K - $368K
|
21.8K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-428- 4.02% |
$20.2K - $20.6K
|
10.2K
$489K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.36K+ 0.88% |
$64.4K - $65.6K
|
156K
$7.46M
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-16.6K- 64.99% |
$784K - $799K
|
8.94K
$428K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12.4K+ 22.5% |
$586K - $597K
|
67.5K
$3.23M
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-74.9K- 89.75% |
$3.54M - $3.61M
|
8.56K
$410K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.41K- 10.0% |
$161K - $164K
|
30.7K
$1.47M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.63K- 5.73% |
$171K - $175K
|
59.6K
$2.86M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 24.51% |
$102K - $104K
|
10.9K
$524K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 6.02% |
$52.1K - $53.1K
|
17.2K
$824K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494+ 43.64% |
$23.3K - $23.8K
|
1.63K
$77.9K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 22.86% |
$291K - $297K
|
33.1K
$1.58M
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
218+ 1.37% |
$10.3K - $10.5K
|
16.1K
$774K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
953+ 2.44% |
$45K - $45.9K
|
40.1K
$1.92M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65.2K+ 13.13% |
$3.08M - $3.14M
|
562K
$26.9M
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-570- 2.21% |
$26.9K - $27.5K
|
25.2K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.24% |
$1.75K - $1.78K
|
15.4K
$739K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37KNew |
$112K - $114K
|
2.37K
$113K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.39K- 2.99% |
$65.6K - $66.9K
|
45K
$2.15M
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-431- 3.5% |
$20.4K - $20.8K
|
11.9K
$570K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
441+ 4.21% |
$20.8K - $21.2K
|
10.9K
$523K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.16K- 3.99% |
$291K - $297K
|
148K
$7.09M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
118K+ 7.37% |
$5.57M - $5.67M
|
1.72M
$82.2M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
348+ 25.25% |
$16.4K - $16.8K
|
1.73K
$82.7K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
573+ 1.66% |
$27.1K - $27.6K
|
35.2K
$1.69M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-170- 0.88% |
$8.03K - $8.19K
|
19.1K
$917K
|