Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
200+ 0.23% |
$9.31K - $9.54K
|
86.7K
$4.15M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
193+ 1.92% |
$8.98K - $9.21K
|
10.2K
$490K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
184+ 1.0% |
$8.56K - $8.78K
|
18.6K
$892K
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
144+ 0.98% |
$6.7K - $6.87K
|
14.8K
$709K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
140+ 0.9% |
$6.52K - $6.68K
|
15.7K
$751K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
135New |
$6.28K - $6.44K
|
135
$6.46K
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
90+ 1.86% |
$4.19K - $4.29K
|
4.92K
$236K
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
89+ 0.28% |
$4.14K - $4.25K
|
32.4K
$1.55M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
88+ 1.14% |
$4.1K - $4.2K
|
7.83K
$375K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
88+ 0.2% |
$4.1K - $4.2K
|
44.6K
$2.14M
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
74+ 0.15% |
$3.44K - $3.53K
|
50.6K
$2.42M
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
67+ 0.2% |
$3.12K - $3.2K
|
33.6K
$1.61M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58+ 0.67% |
$2.7K - $2.77K
|
8.66K
$414K
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
42+ 0.22% |
$1.95K - $2K
|
18.8K
$902K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.02K - $1.05K
|
22
$1.05K
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.13% |
$977 - $1K
|
15.8K
$754K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17New |
$791 - $811
|
17
$814
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
15+ 0.16% |
$698 - $716
|
9.6K
$460K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.26% |
$558 - $573
|
4.7K
$225K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.05% |
$419 - $429
|
19.8K
$948K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 25.81% |
$372 - $382
|
39
$1.87K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.1% |
$233 - $239
|
5.15K
$247K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$233 - $239
|
5
$239
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5+ 0.23% |
$233 - $239
|
2.17K
$104K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.04% |
$93.1 - $95.4
|
5.24K
$251K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1New |
$46.5 - $47.7
|
1
$47.9
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.7% |
$46.5 - $47.7
|
144
$6.89K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.01% |
$46.5 - $47.7
|
7.19K
$344K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.02% |
$46.5 - $47.7
|
5.77K
$276K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21- 0.72% |
$977 - $1K
|
2.88K
$138K
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-25- 0.49% |
$1.16K - $1.19K
|
5.12K
$245K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-26- 2.94% |
$1.21K - $1.24K
|
857
$41K
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-30- 54.55% |
$1.4K - $1.43K
|
25
$1.2K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.73% |
$1.68K - $1.72K
|
4.92K
$235K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-37- 0.2% |
$1.72K - $1.77K
|
18.1K
$866K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 1.37% |
$2.33K - $2.39K
|
3.61K
$173K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-50- 4.41% |
$2.33K - $2.39K
|
1.09K
$51.9K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-54- 0.86% |
$2.51K - $2.58K
|
6.25K
$299K
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-55- 1.4% |
$2.56K - $2.62K
|
3.88K
$186K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 23.83% |
$2.61K - $2.67K
|
179
$8.57K
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-89- 0.45% |
$4.14K - $4.25K
|
19.8K
$948K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-102- 2.0% |
$4.75K - $4.87K
|
5K
$239K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 0.6% |
$4.98K - $5.11K
|
17.6K
$844K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-115- 30.67% |
$5.35K - $5.49K
|
260
$12.4K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-119- 75.8% |
$5.54K - $5.68K
|
38
$1.82K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-135- 6.06% |
$6.28K - $6.44K
|
2.09K
$100K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-143- 0.89% |
$6.66K - $6.82K
|
16K
$766K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-143- 0.89% |
$6.66K - $6.82K
|
16K
$766K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-158- 0.57% |
$7.35K - $7.54K
|
27.6K
$1.32M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-159- 3.21% |
$7.4K - $7.59K
|
4.8K
$230K
|