Purchases and Sales Made in Q3 2022 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
903K+ 139.29% |
$41.6M - $43.2M
|
1.55M
$74.1M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770K+ 18.67% |
$35.5M - $36.8M
|
4.9M
$234M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
748K+ 16.79% |
$34.4M - $35.8M
|
5.2M
$249M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
748K+ 16.79% |
$34.4M - $35.8M
|
5.2M
$249M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
645K+ 19.67% |
$29.7M - $30.9M
|
3.93M
$188M
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
338KNew |
$15.6M - $16.2M
|
338K
$16.1M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
294K+ 2901.32% |
$13.6M - $14.1M
|
304K
$14.5M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
292K+ 270.62% |
$13.4M - $13.9M
|
399K
$19.1M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
266K+ 3.15% |
$12.3M - $12.7M
|
8.73M
$417M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
149K+ 264.63% |
$6.86M - $7.12M
|
205K
$9.81M
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
142KNew |
$6.53M - $6.78M
|
142K
$6.77M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
123K+ 69.18% |
$5.68M - $5.9M
|
302K
$14.4M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 21.45% |
$5.51M - $5.72M
|
677K
$32.3M
|
|
Nov 10, 2022
Q3 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
103K+ 1173.7% |
$4.75M - $4.94M
|
112K
$5.35M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
102K+ 106.08% |
$4.68M - $4.86M
|
197K
$9.43M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
92.2K+ 24.22% |
$4.24M - $4.41M
|
473K
$22.6M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.7K+ 4.05% |
$3.81M - $3.95M
|
2.13M
$102M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82.3K+ 86.01% |
$3.79M - $3.94M
|
178K
$8.51M
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
77.7K+ 91.69% |
$3.58M - $3.72M
|
163K
$7.77M
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
74.1K+ 14.67% |
$3.41M - $3.54M
|
579K
$27.7M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.4K+ 27.51% |
$3.38M - $3.51M
|
340K
$16.3M
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
69.1K+ 238.92% |
$3.18M - $3.3M
|
98K
$4.68M
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
68.4KNew |
$3.15M - $3.27M
|
68.4K
$3.27M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66.9K+ 55.01% |
$3.08M - $3.2M
|
188K
$9.01M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
52.1K+ 343.67% |
$2.4M - $2.49M
|
67.3K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
51.1K+ 11.96% |
$2.36M - $2.45M
|
479K
$22.9M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
42.4K+ 86.3% |
$1.95M - $2.03M
|
91.5K
$4.37M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
40.4K+ 47.57% |
$1.86M - $1.93M
|
125K
$5.99M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
39.9K+ 46.32% |
$1.84M - $1.91M
|
126K
$6.02M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
36.8K+ 10.33% |
$1.7M - $1.76M
|
393K
$18.8M
|
|
Nov 09, 2022
Q3 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
33.4K+ 12.77% |
$1.54M - $1.6M
|
295K
$14.1M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 3.58% |
$1.47M - $1.52M
|
924K
$44.1M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.4KNew |
$1.31M - $1.36M
|
28.4K
$1.36M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
27.9K+ 7.89% |
$1.29M - $1.34M
|
382K
$18.3M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
27.7KNew |
$1.28M - $1.32M
|
27.7K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.5K+ 164.8% |
$1.17M - $1.22M
|
40.9K
$1.96M
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
23.7KNew |
$1.09M - $1.13M
|
23.7K
$1.13M
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
23.7K+ 261.26% |
$1.09M - $1.13M
|
32.7K
$1.56M
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
22.3KNew |
$1.03M - $1.07M
|
22.3K
$1.07M
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
19.8K+ 138.36% |
$911K - $946K
|
34.1K
$1.63M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
19.6KNew |
$902K - $937K
|
19.6K
$936K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.3KNew |
$890K - $924K
|
19.3K
$923K
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
BUY
|
- |
18.7KNew |
$861K - $894K
|
18.7K
$893K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
17.9K+ 124.77% |
$823K - $855K
|
32.2K
$1.54M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
16.5KNew |
$761K - $790K
|
16.5K
$790K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
16.1KNew |
$742K - $771K
|
16.1K
$770K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$717K - $744K
|
15.6K
$744K
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
15.5K+ 18.17% |
$715K - $742K
|
101K
$4.82M
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15.5K+ 1.86% |
$714K - $741K
|
850K
$40.6M
|
|
Nov 10, 2022
Q3 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
15KNew |
$691K - $717K
|
15K
$717K
|