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 02, 2023
Q1 2023
|
Friedenthal Financial
|
SELL
|
- |
-680- 3.26% |
$31.7K - $32.4K
|
20.2K
$958K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-682- 6.64% |
$31.8K - $32.5K
|
9.59K
$455K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-716- 6.9% |
$33.4K - $34.1K
|
9.67K
$459K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-718- 12.19% |
$33.5K - $34.2K
|
5.17K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 12.64% |
$35K - $35.8K
|
5.19K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-769- 2.18% |
$35.8K - $36.7K
|
34.5K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-781- 3.59% |
$36.4K - $37.2K
|
21K
$996K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-794- 5.28% |
$37K - $37.9K
|
14.2K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-854- 14.7% |
$39.8K - $40.7K
|
4.96K
$235K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-871- 3.59% |
$40.6K - $41.5K
|
23.4K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-879- 7.75% |
$41K - $41.9K
|
10.5K
$497K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-907- 10.23% |
$42.3K - $43.2K
|
7.96K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-940- 11.28% |
$43.8K - $44.8K
|
7.39K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-968- 4.37% |
$45.1K - $46.2K
|
21.2K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 16.1% |
$46.6K - $47.7K
|
5.21K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1K- 3.14% |
$46.8K - $47.9K
|
31K
$1.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 8.32% |
$49.8K - $50.9K
|
11.8K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.09K- 32.85% |
$50.8K - $51.9K
|
2.23K
$106K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.11K- 14.91% |
$51.5K - $52.7K
|
6.31K
$299K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 13.52% |
$56.8K - $58.1K
|
7.79K
$370K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.26K- 20.16% |
$58.5K - $59.8K
|
4.97K
$236K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.26K- 8.3% |
$58.6K - $59.9K
|
13.9K
$659K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.33K- 5.51% |
$61.8K - $63.2K
|
22.7K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 5.7% |
$61.8K - $63.2K
|
21.9K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 7.86% |
$65.8K - $67.3K
|
16.6K
$786K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 5.79% |
$72.7K - $74.3K
|
25.3K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.61K- 2.12% |
$75.2K - $77K
|
74.6K
$3.54M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.63K- 2.39% |
$75.8K - $77.6K
|
66.5K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 4.62% |
$78.1K - $79.9K
|
34.6K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.73K- 11.17% |
$80.7K - $82.5K
|
13.8K
$653K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-1.78K- 2.52% |
$82.9K - $84.8K
|
68.7K
$3.26M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.86K- 17.69% |
$86.5K - $88.5K
|
8.64K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.86K- 19.3% |
$86.6K - $88.5K
|
7.77K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.88K- 30.59% |
$87.8K - $89.8K
|
4.28K
$203K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.94K- 6.66% |
$90.3K - $92.4K
|
27.1K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.07K- 6.84% |
$96.6K - $98.8K
|
28.2K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.09K- 3.57% |
$97.4K - $99.6K
|
56.5K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.13K- 4.07% |
$99.2K - $102K
|
50.2K
$2.38M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.21K- 7.09% |
$103K - $105K
|
29K
$1.38M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.38K- 16.32% |
$111K - $113K
|
12.2K
$579K
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.39K- 14.0% |
$111K - $114K
|
14.7K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.44K- 8.13% |
$114K - $116K
|
27.6K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.55K- 23.29% |
$119K - $122K
|
8.41K
$399K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.6K- 2.37% |
$121K - $124K
|
107K
$5.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.61K- 6.35% |
$122K - $124K
|
38.5K
$1.83M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.67K- 28.75% |
$124K - $127K
|
6.6K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.69K- 23.34% |
$125K - $128K
|
8.84K
$419K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.78K- 92.21% |
$130K - $133K
|
235
$11.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.94K- 12.1% |
$137K - $140K
|
21.4K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.95K- 18.57% |
$137K - $141K
|
12.9K
$614K
|