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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
604+ 2.51% |
$28.3K - $28.6K
|
24.6K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
600+ 6.8% |
$28.1K - $28.4K
|
9.43K
$447K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
600New |
$28.1K - $28.4K
|
600
$28.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
577+ 1.37% |
$27K - $27.3K
|
42.8K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
563New |
$26.4K - $26.6K
|
563
$26.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
546+ 5.53% |
$25.6K - $25.8K
|
10.4K
$495K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
502+ 5.64% |
$23.5K - $23.8K
|
9.41K
$447K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
490+ 106.75% |
$23K - $23.2K
|
949
$45.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
446+ 6.99% |
$20.9K - $21.1K
|
6.83K
$324K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 7.73% |
$20.5K - $20.7K
|
6.11K
$290K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
429+ 1.85% |
$20.1K - $20.3K
|
23.6K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
362New |
$17K - $17.1K
|
362
$17.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
361+ 6.41% |
$16.9K - $17.1K
|
6K
$285K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
341+ 2.5% |
$16K - $16.1K
|
14K
$664K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
314+ 2.71% |
$14.7K - $14.9K
|
11.9K
$564K
|
|
|
Jul 17, 2024
Q2 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
288+ 1.54% |
$13.5K - $13.6K
|
19K
$900K
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
BUY
|
- |
281+ 1.49% |
$13.2K - $13.3K
|
19.2K
$912K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
252+ 26.17% |
$11.8K - $11.9K
|
1.22K
$57.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
248+ 27.68% |
$11.6K - $11.7K
|
1.14K
$54.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
228+ 4.5% |
$10.7K - $10.8K
|
5.29K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
225+ 7.8% |
$10.5K - $10.6K
|
3.11K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
216+ 1.54% |
$10.1K - $10.2K
|
14.2K
$676K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
215+ 4.53% |
$10.1K - $10.2K
|
4.96K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
181+ 3.62% |
$8.48K - $8.56K
|
5.18K
$246K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
169New |
$7.92K - $8K
|
169
$8.02K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
149+ 0.14% |
$6.98K - $7.05K
|
106K
$5.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
138+ 1.2% |
$6.46K - $6.53K
|
11.7K
$555K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
114+ 0.67% |
$5.34K - $5.39K
|
17.2K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
93+ 0.28% |
$4.36K - $4.4K
|
33.1K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
91New |
$4.26K - $4.31K
|
91
$4.32K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
71+ 0.35% |
$3.33K - $3.36K
|
20.3K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 0.39% |
$2.86K - $2.89K
|
15.5K
$737K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
57+ 0.15% |
$2.67K - $2.7K
|
38.2K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
51+ 0.61% |
$2.39K - $2.41K
|
8.38K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29+ 0.62% |
$1.36K - $1.37K
|
4.69K
$223K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 0.93% |
$1.31K - $1.32K
|
3.05K
$145K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$1.03K - $1.04K
|
22
$1.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
20+ 0.45% |
$937 - $946
|
4.43K
$210K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
19+ 0.25% |
$890 - $899
|
7.48K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 10.26% |
$749 - $757
|
172
$8.17K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
BUY
|
- |
7+ 0.01% |
$328 - $331
|
63.1K
$3M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6+ 27.27% |
$281 - $284
|
28
$1.33K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$281 - $284
|
6
$285
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$187 - $189
|
10.3K
$490K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.58% |
$141 - $142
|
520
$24.7K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.01% |
$46.8 - $47.3
|
9.31K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$46.8 - $47.3
|
6.95K
$330K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.14% |
$46.8 - $47.3
|
707
$33.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.69% |
$46.8 - $47.3
|
146
$6.93K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$46.8 - $47.3
|
40
$1.9K
|