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 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.45% |
$46.8 - $47.3
|
225
$10.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2- 0.01% |
$93.7 - $94.6
|
33.3K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5- 0.09% |
$234 - $237
|
5.45K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-7- 0.07% |
$328 - $331
|
10.2K
$483K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-8- 2.15% |
$375 - $379
|
364
$17.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12- 3.04% |
$562 - $568
|
383
$18.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 90.48% |
$890 - $899
|
2
$95
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-22- 0.21% |
$1.03K - $1.04K
|
10.4K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-23- 23.71% |
$1.08K - $1.09K
|
74
$3.51K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-35- 0.78% |
$1.64K - $1.66K
|
4.43K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-37- 30.08% |
$1.73K - $1.75K
|
86
$4.08K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-42- 7.34% |
$1.97K - $1.99K
|
530
$25.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-46- 0.06% |
$2.15K - $2.18K
|
81.6K
$3.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-52- 24.07% |
$2.44K - $2.46K
|
164
$7.79K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-57- 0.06% |
$2.67K - $2.7K
|
89.6K
$4.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.39% |
$2.86K - $2.89K
|
4.34K
$206K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.93% |
$3.04K - $3.08K
|
6.9K
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70- 1.11% |
$3.28K - $3.31K
|
6.25K
$297K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 1.09% |
$3.37K - $3.41K
|
6.52K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-78- 0.57% |
$3.65K - $3.69K
|
13.7K
$652K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.84% |
$4.64K - $4.68K
|
11.7K
$553K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-100- 0.83% |
$4.68K - $4.73K
|
11.9K
$564K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-107- 0.53% |
$5.01K - $5.06K
|
20.2K
$961K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-118- 1.74% |
$5.53K - $5.58K
|
6.67K
$317K
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-120- 1.37% |
$5.62K - $5.68K
|
8.63K
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-128- 0.12% |
$6K - $6.06K
|
109K
$5.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-172- 0.32% |
$8.06K - $8.14K
|
54.4K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-189- 0.55% |
$8.85K - $8.94K
|
34.1K
$1.62M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-244- 2.06% |
$11.4K - $11.5K
|
11.6K
$550K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-245- 98.0% |
$11.5K - $11.6K
|
5
$237
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-246- 0.98% |
$11.5K - $11.6K
|
24.9K
$1.18M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-250- 21.28% |
$11.7K - $11.8K
|
925
$43.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-282- 1.45% |
$13.2K - $13.3K
|
19.2K
$911K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-283- 1.41% |
$13.3K - $13.4K
|
19.7K
$937K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-303- 71.63% |
$14.2K - $14.3K
|
120
$5.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-339- 6.29% |
$15.9K - $16K
|
5.05K
$240K
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-365- 0.95% |
$17.1K - $17.3K
|
37.9K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-375- 0.26% |
$17.6K - $17.7K
|
144K
$6.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-407- 2.82% |
$19.1K - $19.3K
|
14K
$667K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-409- 0.22% |
$19.2K - $19.4K
|
189K
$8.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 8.82% |
$19.7K - $19.9K
|
4.34K
$206K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-425- 12.16% |
$19.9K - $20.1K
|
3.07K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-448- 11.8% |
$21K - $21.2K
|
3.35K
$159K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-475- 23.08% |
$22.2K - $22.5K
|
1.58K
$75.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-523- 0.6% |
$24.5K - $24.7K
|
86.7K
$4.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-530- 4.11% |
$24.8K - $25.1K
|
12.4K
$588K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-531- 61.25% |
$24.9K - $25.1K
|
336
$16K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-580- 9.81% |
$27.2K - $27.4K
|
5.34K
$253K
|