Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.59K+ 16.27% |
$74.3K - $76K
|
11.4K
$541K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.21K+ 9.93% |
$56.2K - $57.5K
|
13.3K
$633K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.1K+ 0.82% |
$51.3K - $52.5K
|
136K
$6.44M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.05KNew |
$48.8K - $49.9K
|
1.05K
$49.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.04K+ 10.84% |
$48.6K - $49.7K
|
10.7K
$506K
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
883+ 1.9% |
$41.2K - $42.1K
|
47.2K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
877+ 4.99% |
$40.9K - $41.8K
|
18.4K
$876K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
876+ 4.76% |
$40.8K - $41.8K
|
19.3K
$915K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
858+ 11.09% |
$40K - $40.9K
|
8.6K
$408K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
852+ 1775.0% |
$39.7K - $40.6K
|
900
$42.7K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
849+ 1.1% |
$39.6K - $40.5K
|
77.8K
$3.69M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
775+ 26.89% |
$36.1K - $37K
|
3.66K
$174K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
771+ 1.49% |
$35.9K - $36.8K
|
52.4K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
735+ 86.78% |
$34.3K - $35K
|
1.58K
$75.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
730+ 1.07% |
$34K - $34.8K
|
69.1K
$3.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
715+ 3.18% |
$33.3K - $34.1K
|
23.2K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
666New |
$31K - $31.8K
|
666
$31.6K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
650+ 14.8% |
$30.3K - $31K
|
5.04K
$239K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
610+ 0.67% |
$28.4K - $29.1K
|
91.1K
$4.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
597+ 3.05% |
$27.8K - $28.5K
|
20.1K
$956K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
570+ 13.0% |
$26.6K - $27.2K
|
4.95K
$235K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
566+ 3.3% |
$26.4K - $27K
|
17.7K
$842K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
500+ 10.41% |
$23.3K - $23.8K
|
5.31K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
490+ 0.46% |
$22.8K - $23.4K
|
107K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
474+ 0.78% |
$22.1K - $22.6K
|
61.6K
$2.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
467+ 2.44% |
$21.8K - $22.3K
|
19.6K
$931K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
416+ 4.6% |
$19.4K - $19.8K
|
9.46K
$449K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
415+ 8.85% |
$19.3K - $19.8K
|
5.1K
$242K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
414+ 3.24% |
$19.3K - $19.7K
|
13.2K
$627K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
403+ 2015.0% |
$18.8K - $19.2K
|
423
$20.1K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
347+ 1.26% |
$16.2K - $16.5K
|
27.8K
$1.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
306+ 0.33% |
$14.3K - $14.6K
|
92.8K
$4.41M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
300New |
$14K - $14.3K
|
300
$14.2K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
284+ 0.72% |
$13.2K - $13.5K
|
39.6K
$1.88M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
273New |
$12.7K - $13K
|
273
$13K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
222New |
$10.3K - $10.6K
|
222
$10.5K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
204+ 4.05% |
$9.51K - $9.73K
|
5.24K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
191New |
$8.9K - $9.11K
|
191
$9.07K
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
156+ 0.89% |
$7.27K - $7.44K
|
17.8K
$844K
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
146+ 0.03% |
$6.81K - $6.96K
|
450K
$21.4M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
$4.66K - $4.77K
|
100
$4.75K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$3.31K - $3.39K
|
71
$3.37K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
71+ 0.52% |
$3.31K - $3.39K
|
13.6K
$646K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60New |
$2.8K - $2.86K
|
60
$2.85K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
54+ 0.32% |
$2.52K - $2.57K
|
17K
$808K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
51+ 0.1% |
$2.38K - $2.43K
|
50.6K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
50+ 13.05% |
$2.33K - $2.38K
|
433
$20.6K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
48New |
$2.24K - $2.29K
|
48
$2.28K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
45+ 0.13% |
$2.1K - $2.15K
|
33.6K
$1.59M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34New |
$1.58K - $1.62K
|
34
$1.61K
|