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 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
933+ 5.18% |
$44.1K - $45K
|
19K
$908K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-70- 1.3% |
$3.31K - $3.37K
|
5.31K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.3K- 16.4% |
$61.3K - $62.5K
|
6.61K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.67K+ 49.32% |
$315K - $321K
|
20.2K
$967K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
798+ 1.84% |
$37.7K - $38.4K
|
44.2K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
109+ 0.56% |
$5.15K - $5.25K
|
19.6K
$938K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-4.74K- 5.69% |
$224K - $228K
|
78.5K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 12.2% |
$109K - $112K
|
21.3K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
942+ 6.43% |
$44.5K - $45.4K
|
15.6K
$748K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.56K- 6.09% |
$121K - $123K
|
39.4K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.37K+ 5.86% |
$159K - $162K
|
60.9K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.39K- 8.34% |
$65.5K - $66.8K
|
15.2K
$730K
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.39K- 2.49% |
$65.8K - $67.1K
|
54.6K
$2.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
272K+ 59.21% |
$12.8M - $13.1M
|
730K
$35M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.98K- 5.4% |
$141K - $144K
|
52.3K
$2.51M
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
233+ 0.7% |
$11K - $11.2K
|
33.7K
$1.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
94+ 22.93% |
$4.44K - $4.53K
|
504
$24.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 41.51% |
$1.63M - $1.67M
|
48.7K
$2.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-33- 3.61% |
$1.56K - $1.59K
|
882
$42.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4.54K+ 21.61% |
$215K - $219K
|
25.5K
$1.22M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.74K+ 24.88% |
$224K - $228K
|
23.8K
$1.14M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-137K- 95.72% |
$6.46M - $6.63M
|
6.14K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.48K+ 171.19% |
$399K - $409K
|
13.4K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
52+ 0.35% |
$2.44K - $2.51K
|
15K
$716K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187- 26.04% |
$8.79K - $9.01K
|
531
$25.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.37% |
$79.5K - $81.5K
|
73K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$5.12K - $5.25K
|
109
$5.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.81K- 27.9% |
$132K - $136K
|
7.27K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.39KNew |
$254K - $260K
|
5.39K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
8.69KNew |
$408K - $419K
|
8.69K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$47 - $48.2
|
1
$47.9
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 25.89% |
$97.4K - $99.8K
|
5.93K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 17.65% |
$70.5K - $72.3K
|
7K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.6KNew |
$2.05M - $2.1M
|
43.6K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-600- 94.94% |
$28.2K - $28.9K
|
32
$1.53K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-148- 0.67% |
$6.96K - $7.13K
|
21.9K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-253- 1.59% |
$11.9K - $12.2K
|
15.7K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.21K- 21.35% |
$104K - $107K
|
8.15K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 1.55% |
$88.3K - $90.6K
|
120K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-235- 5.03% |
$11K - $11.3K
|
4.44K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.08KNew |
$50.5K - $51.8K
|
1.08K
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.15% |
$376 - $386
|
5.46K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.5KNew |
$1.81M - $1.86M
|
38.5K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-591- 7.25% |
$27.8K - $28.5K
|
7.56K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 2.94% |
$14.1K - $14.4K
|
9.87K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-546- 96.98% |
$25.7K - $26.3K
|
17
$814
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
950New |
$44.7K - $45.8K
|
950
$45.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 19.54% |
$48.6K - $49.8K
|
4.26K
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.38% |
$94 - $96.4
|
522
$25K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.38KNew |
$441K - $452K
|
9.38K
$450K
|
|