Purchases and Sales Made in Q4 2025 in Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 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
Jan 15, 2026 Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
17K
+ 11.97%
$815K - $820K
159K $7.64M
Jan 21, 2026 Q4 2025
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
7.09K
New
$339K - $341K
7.09K $340K
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.38K
+ 42.75%
$305K - $307K
21.3K $1.02M
Jan 08, 2026 Q4 2025
Marshall Financial Group LLC

BUY
 -
5.29K
New
$253K - $255K
5.29K $254K
Jan 08, 2026 Q4 2025
Elmwood Wealth Management, Inc.

BUY
 -
4.19K
+ 12.21%
$201K - $202K
38.5K $1.85M
Jan 23, 2026 Q4 2025
Octavia Wealth Advisors, LLC

BUY
 -
2.64K
+ 59.34%
$126K - $127K
7.09K $340K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.67K
+ 0.68%
$79.7K - $80.2K
248K $11.9M
Jan 23, 2026 Q4 2025
Keener Financial Planning LLC

Keller, TX
BUY
 -
1.48K
+ 44.97%
$70.8K - $71.2K
4.77K $229K
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
1.4K
New
$67K - $67.4K
1.4K $67.1K
Jan 23, 2026 Q4 2025
Westside Investment Management, Inc.

BUY
 -
1.15K
+ 3.68%
$55.2K - $55.6K
32.5K $1.56M
Jan 07, 2026 Q4 2025
Aquire Wealth Advisors, LLC

BUY
 -
1.09K
+ 2.83%
$52K - $52.3K
39.4K $1.89M
Jan 21, 2026 Q4 2025
Modera Wealth Management, LLC

BUY
 -
781
+ 3.19%
$37.4K - $37.6K
25.2K $1.21M
Jan 08, 2026 Q4 2025
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
619
+ 13.27%
$29.6K - $29.8K
5.29K $253K
Jan 15, 2026 Q4 2025
Avant Financial Advisors LLC

Austin, TX
BUY
 -
616
+ 7.48%
$29.5K - $29.7K
8.85K $424K
Jan 07, 2026 Q4 2025
Boston Standard Wealth Management, LLC

BUY
 -
485
+ 1.16%
$23.2K - $23.3K
42.2K $2.02M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
427
+ 0.23%
$20.4K - $20.6K
188K $9.01M
Jan 22, 2026 Q4 2025
Altfest L J & CO Inc

BUY
 -
358
+ 0.67%
$17.1K - $17.2K
53.6K $2.57M
Jan 13, 2026 Q4 2025
Legacy Solutions, LLC

Kennett Square, PA
BUY
 -
254
+ 1.86%
$12.2K - $12.2K
13.9K $667K
Jan 14, 2026 Q4 2025
Cypress Financial Planning LLC

BUY
 -
201
+ 1.04%
$9.62K - $9.68K
19.6K $939K
Jan 21, 2026 Q4 2025
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
190
+ 1.02%
$9.09K - $9.15K
18.9K $904K
Jan 20, 2026 Q4 2025
Capital Advisors Wealth Management, LLC

BUY
 -
153
+ 0.43%
$7.32K - $7.37K
35.9K $1.72M
Jan 22, 2026 Q4 2025
Eagle Strategies LLC

New York, NY
BUY
 -
131
+ 0.35%
$6.27K - $6.31K
37.5K $1.8M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
85
+ 0.42%
$4.07K - $4.09K
20.4K $977K
Jan 14, 2026 Q4 2025
True Vision Mn LLC

Woodbury, MN
BUY
 -
76
+ 1.72%
$3.64K - $3.66K
4.5K $216K
Jan 22, 2026 Q4 2025
Ritholtz Wealth Management

BUY
 -
61
+ 0.34%
$2.92K - $2.94K
18.1K $869K
Jan 07, 2026 Q4 2025
Next Level Private LLC

Harrison, NY
BUY
 -
44
+ 0.68%
$2.11K - $2.12K
6.5K $312K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
32
+ 0.14%
$1.53K - $1.54K
22.4K $1.07M
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
21
New
$1.01K - $1.01K
21 $1.01K
Jan 08, 2026 Q4 2025
Traveka Wealth, LLC

San Jose, CA
BUY
 -
5
+ 0.01%
$239 - $241
38.4K $1.84M
Jan 08, 2026 Q4 2025
Charles Schwab Trust CO

BUY
 -
4
+ 0.01%
$191 - $193
48.4K $2.32M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1
+ 0.14%
$47.9 - $48.1
738 $35.4K
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
1
+ 0.09%
$47.9 - $48.1
1.16K $55.6K
Jan 07, 2026 Q4 2025
Hilltop National Bank

Casper, WY
SELL
 -
-5
- 0.17%
$239 - $241
2.91K $140K
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-9
- 0.9%
$431 - $433
987 $47.3K
Jan 13, 2026 Q4 2025
Mayflower Financial Advisors, LLC

SELL
 -
-22
- 0.18%
$1.05K - $1.06K
12.5K $599K
Jan 07, 2026 Q4 2025
Cwa Asset Management Group, LLC

SELL
 -
-37
- 0.55%
$1.77K - $1.78K
6.64K $318K
Jan 07, 2026 Q4 2025
Riversedge Advisors, LLC

SELL
 -
-51
- 0.52%
$2.44K - $2.46K
9.73K $466K
Jan 08, 2026 Q4 2025
Hardin Capital Partners, LLC

Greenville, SC
SELL
 -
-62
- 1.42%
$2.97K - $2.98K
4.29K $206K
Jan 20, 2026 Q4 2025
Voisard Asset Management Group, Inc.

Grand Rapids, MI
SELL
 -
-173
- 0.6%
$8.28K - $8.33K
28.5K $1.37M
Jan 20, 2026 Q4 2025
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-224
- 0.57%
$10.7K - $10.8K
38.9K $1.87M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
SELL
 -
-239
- 1.55%
$11.4K - $11.5K
15.2K $728K
Jan 16, 2026 Q4 2025
Bangor Savings Bank

Bangor, ME
SELL
 -
-261
- 66.08%
$12.5K - $12.6K
134 $6.42K
Jan 20, 2026 Q4 2025
Moseley Investment Management Inc

SELL
 -
-299
- 3.61%
$14.3K - $14.4K
7.98K $383K
Jan 13, 2026 Q4 2025
Ifg Advisors, LLC

SELL
 -
-306
- 3.28%
$14.6K - $14.7K
9.03K $433K
Jan 14, 2026 Q4 2025
Wealthcare Capital Partners, LLC

West Chester, PA
SELL
 -
-324
- 3.22%
$15.5K - $15.6K
9.73K $466K
Jan 20, 2026 Q4 2025
Bka Wealth Consulting, Inc.

SELL
 -
-562
- 10.79%
$26.9K - $27.1K
4.65K $223K
Jan 08, 2026 Q4 2025
Dynamic Advisor Solutions LLC

SELL
 -
-709
- 1.48%
$33.9K - $34.1K
47.1K $2.26M
Jan 07, 2026 Q4 2025
Qp Wealth Management, LLC

SELL
 -
-817
- 4.51%
$39.1K - $39.3K
17.3K $829K
Jan 12, 2026 Q4 2025
Canvas Wealth Advisors, LLC

SELL
 -
-914
- 5.82%
$43.7K - $44K
14.8K $710K

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