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 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
10K
New
$466K - $478K
10K $479K
Jul 19, 2023 Q2 2023
Shore Haven Wealth Partners, LLC

BUY
 -
9.93K
New
$462K - $474K
9.93K $475K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
9.84K
+ 13.38%
$458K - $470K
83.4K $3.99M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
9.79K
+ 0.19%
$455K - $467K
5.3M $254M
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
9.79K
+ 0.19%
$455K - $467K
5.3M $254M
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
8.77K
New
$408K - $419K
8.77K $420K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
8.74K
+ 30.96%
$407K - $417K
36.9K $1.77M
Jul 21, 2023 Q2 2023
Ackerman Capital Advisors, LLC

BUY
 -
8.17K
+ 2.41%
$380K - $390K
348K $16.6M
Jul 03, 2023 Q2 2023
Confluence Investment Management LLC

BUY
 -
7.97K
+ 100.68%
$371K - $380K
15.9K $760K
Jul 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
7.91K
+ 41.75%
$368K - $377K
26.9K $1.29M
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
6.96K
+ 6.24%
$324K - $332K
119K $5.68M
Jul 11, 2023 Q2 2023
Juncture Wealth Strategies, LLC

BUY
 -
6.91K
+ 40.63%
$322K - $330K
23.9K $1.15M
Jul 18, 2023 Q2 2023
Burt Wealth Advisors

BUY
 -
6.44K
+ 49.54%
$300K - $307K
19.4K $931K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
6.33K
New
$295K - $302K
6.33K $303K
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
6.23K
+ 35.06%
$290K - $297K
24K $1.15M
Jul 07, 2023 Q2 2023
Auour Investments LLC

Wenham, MA
BUY
 -
6.19K
New
$288K - $295K
6.19K $296K
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
6.11K
+ 1.36%
$284K - $291K
457K $21.9M
Aug 14, 2023 Q2 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
5.94K
+ 5.56%
$276K - $283K
113K $5.4M
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
5.93K
+ 18.07%
$276K - $283K
38.7K $1.85M
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
5.9K
+ 589.6%
$274K - $281K
6.9K $330K
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
5.83K
New
$271K - $278K
5.83K $279K
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
5.78K
+ 30.8%
$269K - $276K
24.5K $1.17M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
5.62K
+ 17.75%
$262K - $268K
37.3K $1.79M
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
5.62K
+ 111.55%
$262K - $268K
10.7K $510K
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.34K
+ 0.69%
$248K - $255K
782K $37.4M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.17K
+ 6.92%
$240K - $247K
79.8K $3.82M
Jul 28, 2023 Q2 2023
Lws Wealth Advisors, Inc.

BUY
 -
5.01K
+ 21.43%
$233K - $239K
28.4K $1.36M
Aug 02, 2023 Q2 2023
Mc Adam, LLC

BUY
 -
4.87K
+ 9.28%
$227K - $233K
57.4K $2.75M
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
BUY
 -
4.81K
New
$224K - $230K
4.81K $230K
Aug 01, 2023 Q2 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
4.62K
New
$215K - $221K
4.62K $221K
Jul 21, 2023 Q2 2023
Cypress Wealth Services, LLC

BUY
 -
4.55K
New
$212K - $217K
4.55K $218K
Aug 14, 2023 Q2 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
4.45K
New
$207K - $212K
4.45K $213K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
4.41K
New
$205K - $210K
4.41K $211K
Aug 04, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
4.3K
New
$200K - $205K
4.3K $206K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
4.17K
+ 13.63%
$194K - $199K
34.8K $1.66M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
3.85K
+ 2.61%
$179K - $184K
151K $7.24M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
3.66K
+ 63.81%
$171K - $175K
9.41K $450K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.56K
+ 53.53%
$166K - $170K
10.2K $488K
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
3.48K
+ 18.07%
$162K - $166K
22.8K $1.09M
Jul 21, 2023 Q2 2023
Eagle Global Advisors LLC

Houston, TX
BUY
 -
3.3K
+ 7.0%
$154K - $157K
50.4K $2.41M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
3.21K
+ 1.24%
$149K - $153K
263K $12.6M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
2.66K
+ 27.15%
$124K - $127K
12.4K $596K
Jul 24, 2023 Q2 2023
Evensky & Katz LLC

BUY
 -
2.65K
New
$123K - $126K
2.65K $127K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
2.62K
+ 20.24%
$122K - $125K
15.5K $744K
Aug 07, 2023 Q2 2023
Ironwood Wealth Management, Llc.

BUY
 -
2.43K
+ 2.4%
$113K - $116K
104K $4.96M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
2.29K
+ 44.25%
$106K - $109K
7.46K $357K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
2.26K
+ 3.65%
$105K - $108K
64K $3.06M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.11K
+ 21.84%
$98.2K - $101K
11.8K $564K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
2K
+ 200.0%
$93.1K - $95.4K
3K $144K

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