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 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 33.05% |
$131K - $132K
|
5.66K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.97K- 11.84% |
$139K - $140K
|
22.1K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.06K- 22.1% |
$143K - $145K
|
10.8K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.17K- 39.13% |
$149K - $150K
|
4.94K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.56K- 15.23% |
$167K - $169K
|
19.8K
$941K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.65K- 2.26% |
$171K - $172K
|
157K
$7.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.89K- 14.22% |
$182K - $184K
|
23.4K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.2K- 25.17% |
$197K - $199K
|
12.5K
$592K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 7.96% |
$202K - $204K
|
50K
$2.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-4.43K- 11.24% |
$208K - $210K
|
35K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.49K- 18.97% |
$210K - $212K
|
19.2K
$910K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.5K- 45.0% |
$211K - $213K
|
5.5K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-4.5K- 13.26% |
$211K - $213K
|
29.4K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-4.53K- 3.51% |
$212K - $214K
|
125K
$5.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.85K- 8.94% |
$227K - $230K
|
49.4K
$2.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.07K- 21.99% |
$238K - $240K
|
18K
$854K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.16K- 3.17% |
$241K - $244K
|
157K
$7.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.26K- 7.95% |
$246K - $249K
|
60.9K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-5.33K- 10.75% |
$250K - $252K
|
44.3K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.41K- 58.33% |
$253K - $256K
|
3.86K
$183K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.46K- 30.93% |
$256K - $258K
|
12.2K
$579K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.63K- 16.41% |
$263K - $266K
|
28.6K
$1.36M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-5.89K- 39.04% |
$276K - $279K
|
9.19K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.12K- 27.74% |
$287K - $290K
|
15.9K
$757K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6.16K- 9.74% |
$289K - $292K
|
57.1K
$2.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-6.17K- 23.14% |
$289K - $292K
|
20.5K
$973K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.25K- 7.37% |
$293K - $296K
|
78.5K
$3.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.32K- 4.62% |
$296K - $299K
|
130K
$6.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-6.35K- 6.85% |
$298K - $301K
|
86.3K
$4.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.36K- 26.65% |
$298K - $301K
|
17.5K
$831K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-6.68K- 6.56% |
$313K - $316K
|
95.1K
$4.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.72K- 85.12% |
$315K - $318K
|
1.18K
$55.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.81K- 5.31% |
$319K - $322K
|
121K
$5.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.01K- 24.21% |
$328K - $332K
|
22K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-7.3K- 11.84% |
$342K - $345K
|
54.3K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.63K- 3.56% |
$357K - $361K
|
207K
$9.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8.2K- 43.18% |
$384K - $388K
|
10.8K
$512K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.43K- 1.77% |
$395K - $399K
|
467K
$22.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.54K- 12.56% |
$400K - $404K
|
59.5K
$2.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-9.05K- 20.73% |
$424K - $428K
|
34.6K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.22K- 5.51% |
$432K - $436K
|
158K
$7.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.43K- 31.87% |
$442K - $446K
|
20.2K
$957K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-9.53K- 11.69% |
$447K - $451K
|
72K
$3.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.53K- 1.61% |
$447K - $451K
|
582K
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.2K- 54.7% |
$479K - $484K
|
8.48K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 12.14% |
$484K - $489K
|
74.8K
$3.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 5.15% |
$523K - $529K
|
206K
$9.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6K- 37.49% |
$545K - $551K
|
19.4K
$922K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 1.77% |
$563K - $568K
|
667K
$31.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-12.3K- 12.78% |
$574K - $580K
|
83.6K
$3.97M
|