Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2024. 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, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.38M+ 7212.12% |
$65.3M - $65.9M
|
1.39M
$66.7M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.27M+ 8.61% |
$60.2M - $60.8M
|
16M
$765M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
375K+ 4.64% |
$17.8M - $18M
|
8.46M
$404M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
216K+ 23278.64% |
$10.2M - $10.3M
|
217K
$10.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
137KNew |
$6.48M - $6.55M
|
137K
$6.53M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
125K+ 16.79% |
$5.95M - $6.01M
|
873K
$41.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
120K+ 108.35% |
$5.7M - $5.76M
|
231K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
110KNew |
$5.22M - $5.27M
|
110K
$5.26M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
92.1KNew |
$4.37M - $4.41M
|
92.1K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
87.2KNew |
$4.14M - $4.18M
|
87.2K
$4.17M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
86K+ 19.57% |
$4.08M - $4.12M
|
525K
$25.1M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.1K+ 1.38% |
$3.66M - $3.69M
|
5.65M
$270M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
75.6KNew |
$3.58M - $3.62M
|
75.6K
$3.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
68KNew |
$3.23M - $3.26M
|
68K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
64K+ 18.29% |
$3.04M - $3.07M
|
414K
$19.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
60.6K+ 52.39% |
$2.87M - $2.9M
|
176K
$8.42M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
55.4K+ 70.34% |
$2.63M - $2.65M
|
134K
$6.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
53.4K+ 13.37% |
$2.53M - $2.56M
|
453K
$21.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
51.6K+ 205.2% |
$2.45M - $2.47M
|
76.7K
$3.67M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
51.3K+ 32.25% |
$2.43M - $2.46M
|
210K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.5K+ 67.94% |
$2.06M - $2.08M
|
107K
$5.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
38.7K+ 8.05% |
$1.84M - $1.85M
|
519K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.5KNew |
$1.83M - $1.84M
|
38.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
33KNew |
$1.57M - $1.58M
|
33K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24.4K+ 10.62% |
$1.16M - $1.17M
|
254K
$12.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.7K+ 4.79% |
$1.03M - $1.04M
|
476K
$22.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
19.6K+ 99.2% |
$930K - $939K
|
39.4K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
19.4K+ 6.83% |
$921K - $930K
|
304K
$14.5M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17.9KNew |
$849K - $858K
|
17.9K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.5K+ 136.53% |
$832K - $840K
|
30.4K
$1.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 1.07% |
$772K - $779K
|
1.53M
$73.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
16.2KNew |
$769K - $776K
|
16.2K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16K+ 9.49% |
$758K - $765K
|
184K
$8.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.5K+ 8.92% |
$734K - $741K
|
189K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.1KNew |
$718K - $725K
|
15.1K
$723K
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
14.8K+ 125.09% |
$703K - $710K
|
26.7K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
13.8KNew |
$656K - $662K
|
13.8K
$661K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
13.3KNew |
$631K - $637K
|
13.3K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
11.2K+ 34.46% |
$531K - $536K
|
43.6K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
11K+ 18.89% |
$522K - $527K
|
69.2K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11K+ 23.47% |
$520K - $525K
|
57.7K
$2.76M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
10.7K+ 134.57% |
$509K - $514K
|
18.7K
$894K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.4KNew |
$492K - $497K
|
10.4K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$492K - $497K
|
10.4K
$496K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
9.55K+ 21.24% |
$453K - $458K
|
54.5K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
9.33KNew |
$442K - $447K
|
9.33K
$446K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.22K+ 5.83% |
$437K - $441K
|
167K
$8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.13K+ 13.44% |
$433K - $437K
|
77.1K
$3.68M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.81K+ 7.38% |
$418K - $422K
|
128K
$6.13M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
7.89KNew |
$374K - $378K
|
7.89K
$377K
|