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 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-13.8K- 14.43% |
$644K - $651K
|
81.5K
$3.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.4K- 69.82% |
$674K - $680K
|
6.21K
$295K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-15.6K- 3.01% |
$732K - $739K
|
504K
$23.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.7K- 3.68% |
$733K - $741K
|
410K
$19.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-17K- 19.55% |
$797K - $806K
|
70.1K
$3.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-17.3K- 62.09% |
$810K - $818K
|
10.6K
$501K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.2K- 23.06% |
$901K - $911K
|
64.2K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.4K- 14.54% |
$910K - $919K
|
114K
$5.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-21.5K- 32.2% |
$1.01M - $1.02M
|
45.3K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-21.9K- 27.86% |
$1.03M - $1.04M
|
56.8K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22K- 55.24% |
$1.03M - $1.04M
|
17.8K
$846K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-22K- 8.64% |
$1.03M - $1.04M
|
233K
$11.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-22.3K- 96.05% |
$1.04M - $1.05M
|
915
$43.4K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22.3K- 0.88% |
$1.04M - $1.05M
|
2.52M
$120M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-23.4K- 20.17% |
$1.09M - $1.11M
|
92.5K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24.2K- 39.54% |
$1.14M - $1.15M
|
37.1K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-24.6K- 38.71% |
$1.15M - $1.16M
|
38.9K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-25.9K- 35.15% |
$1.21M - $1.22M
|
47.7K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.6K- 22.29% |
$1.34M - $1.35M
|
99.6K
$4.73M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-31.6K- 99.38% |
$1.48M - $1.5M
|
196
$9.31K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-33.9K- 11.16% |
$1.59M - $1.6M
|
270K
$12.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-41.2K- 84.02% |
$1.93M - $1.95M
|
7.83K
$372K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-50.6K- 12.84% |
$2.37M - $2.39M
|
343K
$16.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-60.7K- 33.8% |
$2.84M - $2.87M
|
119K
$5.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-71.3K- 83.8% |
$3.34M - $3.37M
|
13.8K
$654K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-72.4K- 1.18% |
$3.39M - $3.43M
|
6.05M
$287M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.1K- 1.36% |
$3.61M - $3.65M
|
5.58M
$265M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.1K- 1.36% |
$3.61M - $3.65M
|
5.58M
$265M
|
|
|
Aug 01, 2024
Q2 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-78.8K- 90.8% |
$3.69M - $3.73M
|
7.98K
$379K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93K- 3.15% |
$4.36M - $4.4M
|
2.86M
$136M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-99.8K- 5.81% |
$4.68M - $4.72M
|
1.62M
$76.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-103K- 24.83% |
$4.81M - $4.86M
|
311K
$14.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-108K- 55.44% |
$5.05M - $5.1M
|
86.7K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-118K- 0.74% |
$5.51M - $5.57M
|
15.9M
$754M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-131K- 93.41% |
$6.12M - $6.19M
|
9.22K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.74M- 23.19% |
$81.7M - $82.6M
|
5.78M
$274M
|