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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
28+ 0.64% |
$1.32K - $1.34K
|
4.38K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$231K - $235K
|
4.92K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
719+ 3994.44% |
$33.8K - $34.4K
|
737
$35.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21- 0.38% |
$987 - $1K
|
5.52K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.23KNew |
$387K - $393K
|
8.23K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.54K- 11.78% |
$119K - $121K
|
19K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.21K+ 90.81% |
$386K - $393K
|
17.3K
$827K
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
20.7KNew |
$973K - $989K
|
20.7K
$991K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6.34K- 25.64% |
$298K - $303K
|
18.4K
$881K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.32K- 19.72% |
$203K - $207K
|
17.6K
$844K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-59K- 98.18% |
$2.77M - $2.82M
|
1.09K
$52.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110- 29.57% |
$5.17K - $5.26K
|
262
$12.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-310- 2.78% |
$14.6K - $14.8K
|
10.9K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$325K - $331K
|
6.92K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.92K- 24.31% |
$231K - $235K
|
15.3K
$734K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
5.42KNew |
$255K - $259K
|
5.42K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.48K- 6.23% |
$164K - $166K
|
52.4K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-673- 7.64% |
$31.6K - $32.2K
|
8.14K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-36- 2.36% |
$1.69K - $1.72K
|
1.49K
$71.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-86- 0.87% |
$4.04K - $4.11K
|
9.79K
$469K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.14K- 3.23% |
$53.4K - $54.3K
|
34K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
11.3KNew |
$529K - $538K
|
11.3K
$539K
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.36K- 49.03% |
$393K - $400K
|
8.69K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-533- 14.05% |
$25.1K - $25.5K
|
3.26K
$156K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-481- 6.87% |
$22.6K - $23K
|
6.52K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.13K- 21.68% |
$99.9K - $102K
|
7.68K
$368K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.44K- 7.75% |
$209K - $212K
|
52.8K
$2.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.03K- 58.52% |
$284K - $288K
|
4.28K
$205K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7New |
$329 - $335
|
7
$336
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.05K- 4.34% |
$96.5K - $98.1K
|
45.3K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-19.6K- 41.84% |
$922K - $938K
|
27.3K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-11- 6.32% |
$517 - $526
|
163
$7.81K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7.43KNew |
$349K - $355K
|
7.43K
$356K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.07K- 14.16% |
$97.4K - $99.1K
|
12.6K
$602K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-481- 12.58% |
$22.6K - $23K
|
3.34K
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
169+ 3.97% |
$7.95K - $8.08K
|
4.42K
$212K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-50- 40.98% |
$2.35K - $2.39K
|
72
$3.45K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26+ 56.52% |
$1.22K - $1.24K
|
72
$3.45K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-17- 0.58% |
$799 - $813
|
2.92K
$140K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
67New |
$3.15K - $3.2K
|
67
$3.21K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-471- 6.48% |
$22.1K - $22.5K
|
6.8K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1.16K- 10.05% |
$54.5K - $55.5K
|
10.4K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
536+ 6.42% |
$25.2K - $25.6K
|
8.88K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.5K+ 45.45% |
$118K - $120K
|
8K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 19.04% |
$55K - $55.9K
|
4.97K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.75K- 5.54% |
$129K - $132K
|
46.9K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
48.4KNew |
$2.28M - $2.31M
|
48.4K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-31- 0.68% |
$1.46K - $1.48K
|
4.55K
$218K
|
|