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, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
350New |
$16.5K - $16.9K
|
350
$16.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21K- 35.69% |
$151K - $155K
|
5.79K
$277K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 12.79% |
$1.03K - $1.06K
|
194
$9.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.89K- 31.83% |
$136K - $139K
|
6.19K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.49K+ 16.79% |
$305K - $313K
|
45.1K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.8K- 55.41% |
$509K - $521K
|
8.71K
$417K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.48K- 23.64% |
$69.6K - $71.4K
|
4.78K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
31.1KNew |
$1.46M - $1.5M
|
31.1K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39+ 0.56% |
$1.83K - $1.88K
|
7.04K
$337K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.02KNew |
$330K - $338K
|
7.02K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-459- 48.37% |
$21.6K - $22.1K
|
490
$23.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
418+ 18.47% |
$19.7K - $20.1K
|
2.68K
$128K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-104- 71.23% |
$4.89K - $5.01K
|
42
$2.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 38.11% |
$34.6K - $35.5K
|
1.2K
$57.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
895+ 7.96% |
$42.1K - $43.1K
|
12.1K
$582K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.23K- 18.02% |
$105K - $107K
|
10.1K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-486- 73.64% |
$22.8K - $23.4K
|
174
$8.34K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 60.71% |
$799 - $819
|
11
$527
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 59.17% |
$4.7K - $4.82K
|
69
$3.31K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.4K- 8.88% |
$254K - $260K
|
55.5K
$2.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.24K+ 4.37% |
$387K - $397K
|
197K
$9.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.89% |
$94 - $96.4
|
227
$10.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 5.4% |
$19.5K - $20K
|
7.27K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.78K- 3.99% |
$83.8K - $85.9K
|
42.9K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.53K+ 627.79% |
$119K - $122K
|
2.93K
$141K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.28% |
$94 - $96.4
|
709
$34K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 23.31% |
$54.2K - $55.6K
|
3.79K
$182K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.54K- 13.96% |
$120K - $123K
|
15.7K
$751K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
4.19KNew |
$197K - $202K
|
4.19K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-9.92K- 17.47% |
$466K - $478K
|
46.8K
$2.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114+ 0.26% |
$5.36K - $5.49K
|
43.7K
$2.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 8.97% |
$1.88K - $1.93K
|
406
$19.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
52+ 0.23% |
$2.44K - $2.51K
|
22.3K
$1.07M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-648- 12.15% |
$30.5K - $31.2K
|
4.69K
$225K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
400New |
$18.7K - $18.9K
|
400
$19.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$1.03K - $1.04K
|
22
$1.05K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-303- 71.63% |
$14.2K - $14.3K
|
120
$5.75K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12- 3.04% |
$562 - $568
|
383
$18.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 33.05% |
$131K - $132K
|
5.66K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-339- 6.29% |
$15.9K - $16K
|
5.05K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.69KNew |
$219K - $222K
|
4.69K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-42- 7.34% |
$1.97K - $1.99K
|
530
$25.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 0.39% |
$2.86K - $2.89K
|
15.5K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
787+ 380.19% |
$36.9K - $37.2K
|
994
$47.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.57KNew |
$214K - $216K
|
4.57K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22K- 55.24% |
$1.03M - $1.04M
|
17.8K
$854K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 7.96% |
$202K - $204K
|
50K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
610New |
$28.6K - $28.9K
|
610
$29.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9KNew |
$422K - $426K
|
9K
$431K
|
|