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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
33+ 13.31% |
$1.54K - $1.57K
|
281
$13.3K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22+ 0.14% |
$1.03K - $1.05K
|
15.5K
$738K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20+ 0.1% |
$932 - $954
|
20.2K
$959K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
16+ 0.17% |
$746 - $763
|
9.54K
$453K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14+ 140.0% |
$653 - $668
|
24
$1.14K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
9New |
$419 - $429
|
9
$427
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9+ 0.16% |
$419 - $429
|
5.8K
$275K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-15- 1.67% |
$699 - $715
|
883
$41.9K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-18- 0.26% |
$839 - $858
|
6.88K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-23- 0.07% |
$1.07K - $1.1K
|
34.2K
$1.62M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-26- 86.67% |
$1.21K - $1.24K
|
4
$190
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-26- 0.33% |
$1.21K - $1.24K
|
7.74K
$367K
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-33- 0.09% |
$1.54K - $1.57K
|
34.9K
$1.66M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-50- 47.62% |
$2.33K - $2.38K
|
55
$2.61K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$2.84K - $2.91K
|
6.39K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-65- 2.19% |
$3.03K - $3.1K
|
2.9K
$138K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-70- 3.13% |
$3.26K - $3.34K
|
2.16K
$103K
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-94- 7.65% |
$4.38K - $4.48K
|
1.14K
$53.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-117- 23.78% |
$5.45K - $5.58K
|
375
$17.8K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-145- 2.12% |
$6.76K - $6.91K
|
6.71K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-145- 0.99% |
$6.76K - $6.91K
|
14.5K
$688K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-153- 1.71% |
$7.13K - $7.3K
|
8.81K
$418K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-213- 0.24% |
$9.93K - $10.2K
|
87.1K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-226- 5.72% |
$10.5K - $10.8K
|
3.72K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-236- 0.53% |
$11K - $11.3K
|
44.6K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 1.37% |
$11.1K - $11.4K
|
17.2K
$814K
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-248- 3.07% |
$11.6K - $11.8K
|
7.83K
$372K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-250- 1.85% |
$11.7K - $11.9K
|
13.3K
$629K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-266- 4.92% |
$12.4K - $12.7K
|
5.14K
$244K
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-295- 2.94% |
$13.7K - $14.1K
|
9.73K
$462K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-350- 8.17% |
$16.3K - $16.7K
|
3.94K
$187K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-369- 0.36% |
$17.2K - $17.6K
|
101K
$4.79M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-375- 0.69% |
$17.5K - $17.9K
|
54.1K
$2.57M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-385- 5.95% |
$17.9K - $18.4K
|
6.08K
$289K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-389- 2.78% |
$18.1K - $18.5K
|
13.6K
$646K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-397- 8.11% |
$18.5K - $18.9K
|
4.5K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-403- 95.27% |
$18.8K - $19.2K
|
20
$950
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-429- 1.12% |
$20K - $20.5K
|
37.8K
$1.8M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-442- 7.24% |
$20.6K - $21.1K
|
5.66K
$269K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-500- 0.57% |
$23.3K - $23.8K
|
86.5K
$4.11M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-500- 9.03% |
$23.3K - $23.8K
|
5.04K
$239K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-513- 64.53% |
$23.9K - $24.5K
|
282
$13.4K
|
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-517- 3.0% |
$24.1K - $24.7K
|
16.7K
$794K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-525- 8.48% |
$24.5K - $25K
|
5.67K
$269K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-543- 6.25% |
$25.3K - $25.9K
|
8.14K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-545- 4.6% |
$25.4K - $26K
|
11.3K
$537K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-546- 5.67% |
$25.4K - $26K
|
9.09K
$432K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-644- 10.55% |
$30K - $30.7K
|
5.46K
$259K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-646- 30.16% |
$30.1K - $30.8K
|
1.5K
$71K
|