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 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.16% |
$142 - $144
|
1.84K
$87.9K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.04% |
$142 - $144
|
8.11K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.19% |
$47.4 - $47.9
|
517
$24.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.69% |
$47.4 - $47.9
|
145
$6.93K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$47.4 - $47.9
|
6.95K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.82% |
$47.4 - $47.9
|
123
$5.88K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$47.4 - $47.9
|
307
$14.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$47.4 - $47.9
|
873K
$41.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.79% |
$380 - $383
|
1K
$48K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-13- 0.04% |
$617 - $623
|
33.2K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-16- 0.32% |
$759 - $766
|
4.95K
$236K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-21- 0.43% |
$996 - $1.01K
|
4.82K
$230K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 2.89% |
$996 - $1.01K
|
706
$33.7K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-24- 0.17% |
$1.14K - $1.15K
|
14K
$671K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.56% |
$1.19K - $1.2K
|
4.42K
$211K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-45- 0.16% |
$2.13K - $2.16K
|
27.3K
$1.31M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-48- 0.4% |
$2.28K - $2.3K
|
12K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-50- 33.11% |
$2.37K - $2.4K
|
101
$4.83K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-51- 10.26% |
$2.42K - $2.44K
|
446
$21.3K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-61- 0.39% |
$2.89K - $2.92K
|
15.5K
$739K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-71- 0.94% |
$3.37K - $3.4K
|
7.52K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-77- 0.2% |
$3.65K - $3.69K
|
38.2K
$1.82M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-87- 0.84% |
$4.13K - $4.17K
|
10.3K
$493K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-106- 13.84% |
$5.03K - $5.08K
|
660
$31.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-111- 0.84% |
$5.27K - $5.32K
|
13K
$623K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-118- 1.71% |
$5.6K - $5.65K
|
6.79K
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-133- 6.1% |
$6.31K - $6.37K
|
2.05K
$97.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-138- 2.14% |
$6.55K - $6.61K
|
6.32K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-145- 1.07% |
$6.88K - $6.95K
|
13.4K
$640K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-165- 22.12% |
$7.83K - $7.9K
|
581
$27.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-169Closed |
$8.02K - $8.1K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-181- 1.78% |
$8.59K - $8.67K
|
10K
$478K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-198- 0.97% |
$9.39K - $9.48K
|
20.3K
$969K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 0.37% |
$9.49K - $9.58K
|
53.7K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-211- 2.27% |
$10K - $10.1K
|
9.1K
$435K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-226- 1.52% |
$10.7K - $10.8K
|
14.7K
$701K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-240- 52.63% |
$11.4K - $11.5K
|
216
$10.3K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-241- 4.6% |
$11.4K - $11.5K
|
5K
$239K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-256- 0.22% |
$12.1K - $12.3K
|
116K
$5.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-258- 2.71% |
$12.2K - $12.4K
|
9.25K
$442K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-264- 1.48% |
$12.5K - $12.6K
|
17.6K
$842K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-275- 1.97% |
$13K - $13.2K
|
13.7K
$655K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-287- 2.82% |
$13.6K - $13.7K
|
9.88K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-290- 0.46% |
$13.8K - $13.9K
|
63.1K
$3.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-294- 0.97% |
$13.9K - $14.1K
|
30.1K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-321- 0.81% |
$15.2K - $15.4K
|
39.4K
$1.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-376- 1.58% |
$17.8K - $18K
|
23.4K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-401- 1.24% |
$19K - $19.2K
|
32K
$1.53M
|