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 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-583- 1.01% |
$27.3K - $27.6K
|
57.1K
$2.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-607- 6.36% |
$28.4K - $28.7K
|
8.94K
$424K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-637- 7.0% |
$29.8K - $30.1K
|
8.47K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-690- 10.72% |
$32.3K - $32.7K
|
5.75K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-804- 1.46% |
$37.7K - $38K
|
54.3K
$2.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-816- 11.75% |
$38.2K - $38.6K
|
6.13K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-850- 1.78% |
$39.8K - $40.2K
|
46.9K
$2.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-868- 1.26% |
$40.7K - $41.1K
|
68.2K
$3.24M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-872- 33.75% |
$40.8K - $41.3K
|
1.71K
$81.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-877- 0.01% |
$41.1K - $41.5K
|
8.46M
$402M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-930- 2.21% |
$43.6K - $44K
|
41.2K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-941- 9.19% |
$44.1K - $44.5K
|
9.3K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-947- 1.23% |
$44.4K - $44.8K
|
76.1K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-974- 1.05% |
$45.6K - $46.1K
|
91.4K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-999- 9.99% |
$46.8K - $47.3K
|
9.01K
$428K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1K- 5.31% |
$46.8K - $47.3K
|
17.8K
$847K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.03K- 4.63% |
$48.1K - $48.6K
|
21.2K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.06K- 2.27% |
$49.5K - $50K
|
45.5K
$2.16M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.08K- 0.92% |
$50.4K - $51K
|
116K
$5.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.14K- 3.4% |
$53.4K - $54K
|
32.4K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-1.15K- 62.59% |
$53.9K - $54.5K
|
688
$32.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 16.17% |
$54.4K - $54.9K
|
6.02K
$286K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.16K- 1.31% |
$54.5K - $55.1K
|
87.5K
$4.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 9.21% |
$57.8K - $58.4K
|
12.2K
$577K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.34K- 2.35% |
$62.7K - $63.4K
|
55.7K
$2.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.42K- 9.09% |
$66.4K - $67.1K
|
14.2K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 24.42% |
$70.1K - $70.8K
|
4.63K
$220K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.5K- 10.13% |
$70.3K - $71K
|
13.3K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 3.9% |
$70.4K - $71.1K
|
37K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.61K- 6.42% |
$75.4K - $76.1K
|
23.5K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.67K- 12.82% |
$78.2K - $79K
|
11.4K
$539K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 25.71% |
$80K - $80.8K
|
4.93K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.8K- 17.48% |
$84.5K - $85.3K
|
8.51K
$404K
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1.85K- 1.5% |
$86.7K - $87.5K
|
122K
$5.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.85K- 26.71% |
$86.7K - $87.5K
|
5.08K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.92K- 0.25% |
$89.7K - $90.7K
|
759K
$36M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.92K- 14.29% |
$89.9K - $90.8K
|
11.5K
$546K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.98K- 5.11% |
$92.8K - $93.7K
|
36.8K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.14K- 25.49% |
$100K - $101K
|
6.26K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.2K- 31.6% |
$103K - $104K
|
4.76K
$226K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.21K- 7.09% |
$104K - $105K
|
29K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 15.64% |
$106K - $107K
|
12.2K
$577K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2.27K- 6.79% |
$106K - $107K
|
31.1K
$1.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-2.29K- 24.7% |
$107K - $108K
|
6.97K
$331K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.29K- 10.18% |
$107K - $108K
|
20.2K
$959K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.29K- 10.18% |
$107K - $108K
|
20.2K
$959K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.38K- 11.49% |
$111K - $113K
|
18.3K
$870K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.42K- 22.85% |
$113K - $114K
|
8.15K
$387K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.72K- 17.28% |
$127K - $128K
|
13K
$617K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.76K- 15.99% |
$129K - $131K
|
14.5K
$689K
|