Purchases and Sales Made in Q2 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.94KNew |
$232K - $234K
|
4.94K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.91KNew |
$230K - $232K
|
4.91K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$227K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
4.77K+ 11.3% |
$223K - $226K
|
46.9K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.69KNew |
$219K - $222K
|
4.69K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.57KNew |
$214K - $216K
|
4.57K
$217K
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.26K+ 5.64% |
$200K - $202K
|
79.8K
$3.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.05K+ 13.48% |
$190K - $192K
|
34.1K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4K+ 46.76% |
$187K - $189K
|
12.6K
$596K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.87K+ 32.2% |
$181K - $183K
|
15.9K
$754K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.78K+ 2.8% |
$177K - $179K
|
139K
$6.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.62K+ 11.29% |
$170K - $171K
|
35.7K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.49K+ 26.25% |
$164K - $165K
|
16.8K
$797K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3.43K+ 19.0% |
$161K - $162K
|
21.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.43KNew |
$161K - $162K
|
3.43K
$163K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.33K+ 28.56% |
$156K - $157K
|
15K
$711K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3.27K+ 1.19% |
$153K - $155K
|
278K
$13.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3KNew |
$140K - $142K
|
3K
$142K
|
|
|
Jul 03, 2024
Q2 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
2.97K+ 5.19% |
$139K - $140K
|
60.1K
$2.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
2.9K+ 12.31% |
$136K - $137K
|
26.5K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.66K+ 6.49% |
$125K - $126K
|
43.6K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.65K+ 5.58% |
$124K - $125K
|
50.1K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 4.45% |
$109K - $110K
|
54.5K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.19K+ 12.5% |
$103K - $104K
|
19.7K
$937K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.19K+ 13.57% |
$103K - $104K
|
18.3K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.19K+ 15.84% |
$103K - $104K
|
16K
$760K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.14K+ 11.55% |
$100K - $101K
|
20.7K
$983K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.93KNew |
$90.6K - $91.5K
|
1.93K
$91.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.87K+ 1.97% |
$87.6K - $88.5K
|
97K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 1.71% |
$85.8K - $86.7K
|
109K
$5.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.8K+ 4.57% |
$84.3K - $85.2K
|
41.2K
$1.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 8.89% |
$72.6K - $73.3K
|
19K
$901K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.5K+ 19.73% |
$70K - $70.7K
|
9.07K
$431K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 0.65% |
$70K - $70.7K
|
233K
$11.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.48K+ 10.21% |
$69.1K - $69.8K
|
15.9K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.48K+ 19.62% |
$69.1K - $69.8K
|
8.99K
$427K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.45K+ 12.87% |
$67.7K - $68.4K
|
12.7K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.38K+ 1.92% |
$64.6K - $65.3K
|
73.2K
$3.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15K+ 7.85% |
$54K - $54.5K
|
15.8K
$751K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$46.8K - $47.3K
|
1K
$47.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
997+ 11.97% |
$46.7K - $47.2K
|
9.33K
$443K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
979+ 53.44% |
$45.9K - $46.3K
|
2.81K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
942+ 1.83% |
$44.1K - $44.6K
|
52.4K
$2.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
908+ 3.48% |
$42.5K - $43K
|
27K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
890+ 6.54% |
$41.7K - $42.1K
|
14.5K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
820+ 26.32% |
$38.4K - $38.8K
|
3.94K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
787+ 380.19% |
$36.9K - $37.2K
|
994
$47.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
744+ 148.8% |
$34.8K - $35.2K
|
1.24K
$59.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
687+ 12.2% |
$32.2K - $32.5K
|
6.32K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
610New |
$28.6K - $28.9K
|
610
$29K
|