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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.03K- 1.64% |
$141K - $144K
|
181K
$8.6M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.14K- 63.56% |
$146K - $150K
|
1.8K
$85.5K
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.2K- 6.36% |
$149K - $153K
|
47.1K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3.5K- 7.84% |
$163K - $167K
|
41.1K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.58K- 19.45% |
$167K - $171K
|
14.8K
$703K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.69K- 18.59% |
$172K - $176K
|
16.1K
$766K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.69K- 18.59% |
$172K - $176K
|
16.1K
$766K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.74K- 7.58% |
$174K - $178K
|
45.6K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 28.31% |
$188K - $193K
|
10.2K
$486K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.16K- 5.21% |
$194K - $198K
|
75.6K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.29K- 27.8% |
$200K - $204K
|
11.1K
$529K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.44K- 40.05% |
$207K - $212K
|
6.65K
$316K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.45K- 15.26% |
$208K - $212K
|
24.7K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-4.53K- 10.31% |
$211K - $216K
|
39.4K
$1.87M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.57K- 17.49% |
$213K - $218K
|
21.6K
$1.02M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-4.68K- 2.99% |
$218K - $223K
|
152K
$7.2M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.75K- 3.86% |
$221K - $226K
|
118K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-4.77K- 11.69% |
$223K - $228K
|
36.1K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 45.95% |
$228K - $233K
|
5.74K
$273K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-4.97K- 8.29% |
$232K - $237K
|
55K
$2.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-5.1K- 3.33% |
$238K - $243K
|
148K
$7.03M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.18K- 36.48% |
$242K - $247K
|
9.03K
$429K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.19K- 0.81% |
$242K - $248K
|
636K
$30.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-5.21K- 12.53% |
$243K - $248K
|
36.4K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.31K- 45.03% |
$247K - $253K
|
6.48K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.49K- 23.21% |
$256K - $262K
|
18.2K
$863K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-5.69K- 22.23% |
$265K - $271K
|
19.9K
$945K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-5.83K- 17.34% |
$272K - $278K
|
27.8K
$1.32M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6K- 24.88% |
$280K - $286K
|
18.1K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.25K- 8.94% |
$291K - $298K
|
63.6K
$3.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.36K- 35.42% |
$296K - $303K
|
11.6K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-6.78K- 30.11% |
$316K - $323K
|
15.7K
$747K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.22K- 58.95% |
$337K - $344K
|
5.03K
$239K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-7.28K- 3.16% |
$339K - $347K
|
223K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.1K- 26.21% |
$378K - $386K
|
22.8K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.3K- 7.3% |
$387K - $396K
|
105K
$5M
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-10.7K- 1.55% |
$500K - $511K
|
683K
$32.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 51.05% |
$548K - $561K
|
11.3K
$536K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-12K- 28.14% |
$559K - $571K
|
30.6K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12.1K- 67.51% |
$562K - $575K
|
5.8K
$275K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13K- 8.03% |
$606K - $620K
|
149K
$7.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.6K- 70.92% |
$633K - $648K
|
5.57K
$265K
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-15.1K- 40.43% |
$703K - $719K
|
22.2K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-16.6K- 27.95% |
$771K - $789K
|
42.7K
$2.03M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-16.9K- 99.08% |
$788K - $806K
|
157
$7.45K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-17.5K- 16.08% |
$816K - $834K
|
91.3K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.8K- 32.43% |
$828K - $847K
|
37K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-18K- 22.36% |
$840K - $860K
|
62.6K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.6K- 44.38% |
$869K - $888K
|
23.4K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-18.7K- 52.78% |
$870K - $890K
|
16.7K
$793K
|