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 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
594+ 47.98% |
$28.2K - $28.5K
|
1.83K
$87.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
509+ 2.8% |
$24.1K - $24.4K
|
18.7K
$892K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
500+ 11.63% |
$23.7K - $24K
|
4.8K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
498+ 2.31% |
$23.6K - $23.9K
|
22.1K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
466+ 7.88% |
$22.1K - $22.3K
|
6.38K
$305K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
462+ 2.28% |
$21.9K - $22.1K
|
20.7K
$990K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
459New |
$21.8K - $22K
|
459
$21.9K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
459+ 0.85% |
$21.8K - $22K
|
54.3K
$2.59M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
437+ 2.62% |
$20.7K - $20.9K
|
17.1K
$818K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
424New |
$20.1K - $20.3K
|
424
$20.3K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
410+ 3.06% |
$19.5K - $19.6K
|
13.8K
$660K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
403New |
$19.1K - $19.3K
|
403
$19.3K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
401+ 4.1% |
$19K - $19.2K
|
10.2K
$487K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
384+ 14.55% |
$18.2K - $18.4K
|
3.02K
$144K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
377+ 4.74% |
$17.9K - $18.1K
|
8.33K
$398K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
363+ 4033.33% |
$17.2K - $17.4K
|
372
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
357+ 1.25% |
$16.9K - $17.1K
|
29K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
355+ 0.37% |
$16.8K - $17K
|
95.9K
$4.58M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
338+ 25.53% |
$16K - $16.2K
|
1.66K
$79.4K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
328New |
$15.6K - $15.7K
|
328
$15.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
323+ 1.74% |
$15.3K - $15.5K
|
18.9K
$904K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
303+ 252.5% |
$14.4K - $14.5K
|
423
$20.2K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
242+ 1.42% |
$11.5K - $11.6K
|
17.3K
$825K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
225+ 2.04% |
$10.7K - $10.8K
|
11.2K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
222+ 0.39% |
$10.5K - $10.6K
|
57.1K
$2.73M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
201+ 2.75% |
$9.54K - $9.63K
|
7.52K
$359K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
161+ 1.19% |
$7.64K - $7.71K
|
13.6K
$652K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
156New |
$7.4K - $7.47K
|
156
$7.46K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
151+ 0.71% |
$7.16K - $7.23K
|
21.5K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
138+ 3.77% |
$6.55K - $6.61K
|
3.8K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
126New |
$5.98K - $6.04K
|
126
$6.02K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82New |
$3.89K - $3.93K
|
82
$3.92K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
80+ 0.43% |
$3.8K - $3.83K
|
18.8K
$900K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
78+ 0.76% |
$3.7K - $3.74K
|
10.3K
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
74+ 0.06% |
$3.51K - $3.54K
|
129K
$6.17M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
73New |
$3.46K - $3.5K
|
73
$3.49K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 0.94% |
$3.08K - $3.11K
|
6.96K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
35+ 1.23% |
$1.66K - $1.68K
|
2.89K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
34+ 0.98% |
$1.61K - $1.63K
|
3.49K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
31+ 0.42% |
$1.47K - $1.48K
|
7.46K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27+ 0.48% |
$1.28K - $1.29K
|
5.67K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 2.45% |
$1.09K - $1.1K
|
963
$46K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.23% |
$712 - $719
|
6.59K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13+ 4.63% |
$617 - $623
|
294
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12+ 133.33% |
$569 - $575
|
21
$1K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10+ 0.22% |
$474 - $479
|
4.46K
$213K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$285 - $287
|
6
$287
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.07% |
$190 - $192
|
5.45K
$261K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.05% |
$190 - $192
|
8.41K
$402K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$142 - $144
|
14.4K
$691K
|