Purchases and Sales Made in Q3 2025 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 2025. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG SHORT TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
6K+ 12.71% |
$287K - $291K
|
53.2K
$2.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.88K+ 7.36% |
$281K - $285K
|
85.8K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
5.71K+ 43.69% |
$273K - $277K
|
18.8K
$900K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.7KNew |
$272K - $276K
|
5.7K
$273K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.69K+ 22.76% |
$272K - $276K
|
30.7K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.68K+ 6.27% |
$271K - $275K
|
96.2K
$4.61M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 1.54% |
$263K - $267K
|
364K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.48K+ 35.34% |
$262K - $266K
|
21K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.26K+ 3.92% |
$251K - $255K
|
139K
$6.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.25KNew |
$251K - $254K
|
5.25K
$252K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.03K+ 9.91% |
$240K - $244K
|
55.8K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.85K+ 35.11% |
$232K - $235K
|
18.7K
$894K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.67KNew |
$223K - $226K
|
4.67K
$224K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
4.54K+ 21.52% |
$217K - $220K
|
25.6K
$1.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.33K+ 16.79% |
$207K - $210K
|
30.1K
$1.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.26K+ 7.77% |
$204K - $206K
|
59.1K
$2.83M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
3.84K+ 5.88% |
$183K - $186K
|
69.1K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
3.74K+ 26.05% |
$179K - $181K
|
18.1K
$868K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
3.33K+ 2.05% |
$159K - $161K
|
166K
$7.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.23K+ 7.54% |
$154K - $156K
|
46K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.04K+ 14.51% |
$145K - $147K
|
24K
$1.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3K+ 57.4% |
$143K - $146K
|
8.24K
$395K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$143K - $145K
|
3K
$144K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.99K+ 29.56% |
$143K - $145K
|
13.1K
$628K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.71K+ 8.94% |
$130K - $131K
|
33K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.66K+ 16.8% |
$127K - $129K
|
18.5K
$885K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.56K+ 1.83% |
$122K - $124K
|
142K
$6.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.54K+ 3.59% |
$121K - $123K
|
73.4K
$3.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.4K+ 14.13% |
$115K - $116K
|
19.4K
$930K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.2KNew |
$105K - $106K
|
2.2K
$105K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.95K+ 16.65% |
$93.1K - $94.5K
|
13.7K
$655K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 10.66% |
$90.6K - $92K
|
19.7K
$944K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.85K+ 5.97% |
$88.3K - $89.6K
|
32.8K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.8K+ 7.0% |
$85.8K - $87K
|
27.4K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.77K+ 4.25% |
$84.7K - $86K
|
43.5K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.63K+ 2.93% |
$78K - $79.2K
|
57.5K
$2.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
1.51K+ 17.72% |
$72.3K - $73.3K
|
10.1K
$482K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.32K+ 2.84% |
$62.9K - $63.9K
|
47.8K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.16K+ 3.49% |
$55.3K - $56.1K
|
34.3K
$1.64M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.79% |
$54.2K - $55K
|
41.7K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.12K+ 2.06% |
$53.7K - $54.5K
|
55.6K
$2.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.12K+ 3.7% |
$53.5K - $54.3K
|
31.4K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.04K+ 6.17% |
$49.8K - $50.5K
|
17.9K
$860K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
969+ 2.93% |
$46.3K - $47K
|
34K
$1.63M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
947+ 37.14% |
$45.2K - $45.9K
|
3.5K
$168K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
901+ 5.42% |
$43K - $43.7K
|
17.5K
$841K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
884+ 2.6% |
$42.2K - $42.8K
|
34.9K
$1.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
854+ 1.88% |
$40.8K - $41.4K
|
46.3K
$2.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
739+ 3.78% |
$35.3K - $35.8K
|
20.3K
$973K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
591New |
$28.2K - $28.6K
|
591
$28.3K
|
|