Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 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
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
2.93M
+ 511.39%
$136M - $140M
3.5M $167M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
507K
+ 79.78%
$23.6M - $24.2M
1.14M $54.6M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
165K
+ 2.71%
$7.68M - $7.88M
6.26M $299M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
156K
+ 3.49%
$7.24M - $7.43M
4.62M $221M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
118K
+ 21.33%
$5.49M - $5.62M
671K $32M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
118K
+ 21.33%
$5.49M - $5.62M
671K $32M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
114K
+ 42.14%
$5.32M - $5.45M
385K $18.4M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
112K
+ 5.5%
$5.2M - $5.33M
2.14M $102M
Jul 27, 2023 Q2 2023
Leisure Capital Management

BUY
 -
109K
+ 853.18%
$5.08M - $5.21M
122K $5.83M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
83.1K
+ 22.01%
$3.87M - $3.96M
460K $22M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
77.2K
+ 352.48%
$3.59M - $3.68M
99.1K $4.74M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
72.4K
+ 386.64%
$3.37M - $3.45M
91.1K $4.35M
Aug 11, 2023 Q2 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
67.8K
New
$3.16M - $3.24M
67.8K $3.24M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
60.6K
+ 143.13%
$2.82M - $2.89M
103K $4.92M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
55.9K
+ 12.39%
$2.6M - $2.67M
507K $24.2M
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
50.4K
+ 41.27%
$2.35M - $2.4M
172K $8.24M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
50K
+ 2.91%
$2.33M - $2.39M
1.77M $84.4M
Aug 10, 2023 Q2 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
46.6K
+ 72.43%
$2.17M - $2.22M
111K $5.3M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
41.8K
New
$1.95M - $2M
41.8K $2M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
40.4K
New
$1.88M - $1.93M
40.4K $1.93M
Aug 22, 2023 Q2 2023
Idaho Trust Bank

Boise, ID
BUY
 -
39.7K
New
$1.85M - $1.9M
39.7K $1.9M
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
39.4K
+ 3.92%
$1.83M - $1.88M
1.04M $49.9M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
35.3K
+ 0.4%
$1.65M - $1.69M
8.95M $428M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
35.2K
+ 105.26%
$1.64M - $1.68M
68.5K $3.28M
Jul 13, 2023 Q2 2023
Chatham Capital Group, Inc.

BUY
 -
32.7K
+ 22.05%
$1.52M - $1.56M
181K $8.64M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
30.9K
New
$1.44M - $1.48M
30.9K $1.48M
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
30.8K
+ 117.05%
$1.43M - $1.47M
57.1K $2.73M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
29.3K
+ 22.9%
$1.36M - $1.4M
157K $7.51M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
28.6K
+ 23.97%
$1.33M - $1.37M
148K $7.08M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
28.4K
New
$1.32M - $1.35M
28.4K $1.36M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
25.1K
New
$1.17M - $1.2M
25.1K $1.2M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
22.9K
+ 37.27%
$1.07M - $1.09M
84.5K $4.04M
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
21.6K
+ 62.4%
$1.01M - $1.03M
56.2K $2.69M
Jul 24, 2023 Q2 2023
Moneywise, Inc.

BUY
 -
21.1K
+ 29.43%
$983K - $1.01M
92.9K $4.44M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
20.7K
New
$964K - $988K
20.7K $990K
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
20.1K
+ 178.35%
$933K - $957K
31.3K $1.5M
Aug 14, 2023 Q2 2023
Pfw Advisors LLC

Atlanta, GA
BUY
 -
19.2K
New
$894K - $917K
19.2K $918K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
16.8K
+ 18.13%
$783K - $803K
110K $5.24M
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
16.5K
+ 23.55%
$769K - $789K
86.8K $4.15M
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
15.9K
+ 5303.0%
$740K - $759K
16.2K $775K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
15.5K
+ 9.36%
$723K - $741K
181K $8.67M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
14.5K
+ 14.64%
$675K - $692K
114K $5.43M
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
12.3K
+ 6.15%
$574K - $589K
213K $10.2M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
12.3K
+ 4352.13%
$571K - $586K
12.6K $600K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
11.2K
+ 100.17%
$519K - $532K
22.3K $1.07M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
11.1K
+ 48.61%
$516K - $529K
33.9K $1.62M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.8K
+ 28.2%
$505K - $517K
49.3K $2.36M
Aug 16, 2023 Q2 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
10.6K
New
$492K - $504K
10.6K $505K
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
10.5K
+ 29.03%
$487K - $500K
46.5K $2.22M

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