Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
272K+ 59.21% |
$12.8M - $13.1M
|
730K
$34.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
118K+ 7.37% |
$5.57M - $5.67M
|
1.72M
$81.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65.2K+ 13.13% |
$3.08M - $3.14M
|
562K
$26.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
29.9K+ 15.02% |
$1.42M - $1.44M
|
229K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.9KNew |
$702K - $716K
|
14.9K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12.4K+ 22.5% |
$586K - $597K
|
67.5K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
8.83K+ 74.89% |
$417K - $425K
|
20.6K
$979K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.67K+ 49.32% |
$315K - $321K
|
20.2K
$959K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 22.86% |
$291K - $297K
|
33.1K
$1.57M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.74K+ 24.88% |
$224K - $228K
|
23.8K
$1.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4.54K+ 21.61% |
$215K - $219K
|
25.5K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.37K+ 5.86% |
$159K - $162K
|
60.9K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37KNew |
$112K - $114K
|
2.37K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 12.2% |
$109K - $112K
|
21.3K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 24.51% |
$102K - $104K
|
10.9K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.07KNew |
$98K - $99.9K
|
2.07K
$98.5K
|
|
|
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
$7.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 5.69% |
$56K - $57.1K
|
22K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
953+ 2.44% |
$45K - $45.9K
|
40.1K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
942+ 6.43% |
$44.5K - $45.4K
|
15.6K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
933+ 5.18% |
$44.1K - $45K
|
19K
$900K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
798+ 1.84% |
$37.7K - $38.4K
|
44.2K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
718+ 5.62% |
$33.9K - $34.6K
|
13.5K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
573+ 1.66% |
$27.1K - $27.6K
|
35.2K
$1.67M
|
|
|
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
$77.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
441+ 4.21% |
$20.8K - $21.2K
|
10.9K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
348+ 25.25% |
$16.4K - $16.8K
|
1.73K
$82K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
233+ 0.7% |
$11K - $11.2K
|
33.7K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
218+ 1.37% |
$10.3K - $10.5K
|
16.1K
$767K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
109+ 0.56% |
$5.15K - $5.25K
|
19.6K
$930K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
94+ 22.93% |
$4.44K - $4.53K
|
504
$23.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.24% |
$1.75K - $1.78K
|
15.4K
$733K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
297K+ 1.87% |
$14M - $14.3M
|
16.2M
$769M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
209K+ 99.11% |
$9.83M - $10.1M
|
420K
$20M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
194K+ 127.53% |
$9.14M - $9.37M
|
347K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162K+ 566.82% |
$7.63M - $7.83M
|
191K
$9.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
136K+ 27.04% |
$6.4M - $6.57M
|
640K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
123K+ 10752.1% |
$5.78M - $5.93M
|
124K
$5.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
93.7K+ 9.31% |
$4.41M - $4.52M
|
1.1M
$52.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
79.4KNew |
$3.73M - $3.83M
|
79.4K
$3.77M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.7KNew |
$2.62M - $2.69M
|
55.7K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.7KNew |
$2.53M - $2.59M
|
53.7K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.3K+ 0.87% |
$2.27M - $2.33M
|
5.62M
$267M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
44.1K+ 15.75% |
$2.07M - $2.12M
|
324K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.6KNew |
$2.05M - $2.1M
|
43.6K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.5KNew |
$1.81M - $1.86M
|
38.5K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
31.1KNew |
$1.46M - $1.5M
|
31.1K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 3.95% |
$1.24M - $1.27M
|
693K
$32.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.5K+ 21.16% |
$1.15M - $1.18M
|
140K
$6.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.11M - $1.14M
|
23.6K
$1.12M
|
|