Purchases and Sales Made in Q3 2022 in Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

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
Oct 26, 2022 Q3 2022
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
5.45K
New
$251K - $261K
5.45K $261K
Nov 14, 2022 Q3 2022
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
5.44K
New
$250K - $260K
5.44K $260K
Nov 14, 2022 Q3 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
5.37K
New
$247K - $257K
5.37K $257K
Oct 12, 2022 Q3 2022
Qp Wealth Management, LLC

BUY
 -
5.28K
+ 29.18%
$243K - $252K
23.4K $1.12M
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
5.19K
+ 13.19%
$239K - $248K
44.5K $2.13M
Oct 13, 2022 Q3 2022
Moseley Investment Management Inc

BUY
 -
5.17K
+ 11.71%
$238K - $247K
49.3K $2.36M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
5.14K
+ 15.96%
$236K - $246K
37.3K $1.79M
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
5.13K
New
$236K - $245K
5.13K $246K
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.97K
New
$229K - $238K
4.97K $238K
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
4.96K
New
$228K - $237K
4.96K $237K
Nov 14, 2022 Q3 2022
Northern Trust Corp

Chicago, IL
BUY
 -
4.48K
+ 38.79%
$206K - $214K
16K $767K
Nov 14, 2022 Q3 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
4.44K
+ 6.1%
$205K - $212K
77.2K $3.7M
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
4.39K
+ 45.05%
$202K - $210K
14.1K $676K
Oct 24, 2022 Q3 2022
W Advisors, LLC

Germantown, TN
BUY
 -
4.33K
New
$199K - $207K
4.33K $207K
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
4.09K
+ 6.9%
$188K - $196K
63.4K $3.03M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
4K
+ 15.09%
$184K - $191K
30.5K $1.46M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
3.87K
+ 13.01%
$178K - $185K
33.6K $1.61M
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

BUY
 -
3.46K
+ 20.1%
$159K - $165K
20.7K $989K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.45K
+ 16.25%
$159K - $165K
24.7K $1.18M
Oct 26, 2022 Q3 2022
Kwmg, LLC

BUY
 -
3.06K
+ 4.83%
$141K - $146K
66.3K $3.18M
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

BUY
 -
3.01K
+ 55.46%
$139K - $144K
8.44K $404K
Nov 07, 2022 Q3 2022
Cullen/Frost Bankers, Inc.

BUY
 -
2.99K
+ 3.85%
$138K - $143K
80.6K $3.86M
Apr 24, 2023 Q3 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
2.99K
+ 20.01%
$138K - $143K
17.9K $859K
Nov 01, 2022 Q3 2022
Parkside Financial Bank & Trust

BUY
 -
2.58K
+ 9.89%
$119K - $123K
28.7K $1.37M
Nov 09, 2022 Q3 2022
Mma Asset Management LLC

New York, NY
BUY
 -
2.47K
+ 17.85%
$114K - $118K
16.3K $780K
Nov 14, 2022 Q3 2022
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
2.13K
+ 9.64%
$98K - $102K
24.2K $1.16M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.07K
+ 2.03%
$95.4K - $99.1K
104K $4.98M
Nov 14, 2022 Q3 2022
Lws Wealth Advisors, Inc.

BUY
 -
1.91K
+ 24.4%
$87.9K - $91.2K
9.73K $466K
Oct 21, 2022 Q3 2022
Spinnaker Investment Group, LLC

BUY
 -
1.69K
+ 13.99%
$77.8K - $80.8K
13.8K $659K
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
1.45K
+ 0.36%
$66.5K - $69.1K
408K $19.5M
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.4K
+ 14.34%
$64.3K - $66.8K
11.1K $533K
Nov 04, 2022 Q3 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
1.34K
+ 2.86%
$61.7K - $64.1K
48.1K $2.3M
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.32K
New
$61K - $63.3K
1.32K $63.4K
Nov 10, 2022 Q3 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
1.3K
+ 12.32%
$59.9K - $62.2K
11.9K $567K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.24K
+ 4.39%
$57.2K - $59.4K
29.6K $1.41M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.12K
+ 2.47%
$51.4K - $53.4K
46.3K $2.22M
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.01K
+ 5065.0%
$46.6K - $48.4K
1.03K $49.4K
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
938
+ 4.89%
$43.2K - $44.9K
20.1K $963K
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
895
+ 1.47%
$41.2K - $42.8K
61.9K $2.96M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
828
+ 3.31%
$38.1K - $39.6K
25.9K $1.24M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
754
New
$34.7K - $36.1K
754 $36.1K
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
666
+ 15.02%
$30.7K - $31.8K
5.1K $244K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
616
+ 3.75%
$28.4K - $29.5K
17K $816K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
611
+ 4.1%
$28.1K - $29.2K
15.5K $743K
Nov 14, 2022 Q3 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
593
+ 2.04%
$27.3K - $28.4K
29.6K $1.42M
Oct 11, 2022 Q3 2022
Juncture Wealth Strategies, LLC

BUY
 -
566
+ 2.98%
$26.1K - $27.1K
19.6K $937K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
539
+ 2.33%
$24.8K - $25.8K
23.7K $1.13M
Nov 03, 2022 Q3 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
508
+ 3.21%
$23.4K - $24.3K
16.3K $781K
Nov 08, 2022 Q3 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
496
+ 0.99%
$22.8K - $23.7K
50.4K $2.41M

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