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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
435+ 1.95% |
$20K - $20.8K
|
22.8K
$1.09M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
433+ 28.87% |
$19.9K - $20.7K
|
1.93K
$92.5K
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
391+ 1.85% |
$18K - $18.7K
|
21.5K
$1.03M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
390+ 0.43% |
$18K - $18.6K
|
91.7K
$4.39M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
371+ 2.57% |
$17.1K - $17.7K
|
14.8K
$709K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
343New |
$15.8K - $16.4K
|
343
$16.4K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
316+ 0.34% |
$14.6K - $15.1K
|
92.9K
$4.45M
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
302+ 2.84% |
$13.9K - $14.4K
|
10.9K
$523K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
293+ 8.06% |
$13.5K - $14K
|
3.93K
$188K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
285+ 12.71% |
$13.1K - $13.6K
|
2.53K
$121K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
248New |
$11.4K - $11.9K
|
248
$11.9K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
243New |
$11.2K - $11.6K
|
243
$11.6K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
214+ 3.5% |
$9.85K - $10.2K
|
6.34K
$303K
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
210+ 3.42% |
$9.67K - $10K
|
6.35K
$304K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
185+ 0.3% |
$8.52K - $8.85K
|
60.9K
$2.91M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
123+ 1.67% |
$5.66K - $5.88K
|
7.47K
$358K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
108+ 1.78% |
$4.97K - $5.16K
|
6.17K
$295K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
61New |
$2.81K - $2.92K
|
61
$2.92K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$2.72K - $2.82K
|
59
$2.82K
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
58+ 0.85% |
$2.67K - $2.77K
|
6.9K
$330K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
45+ 0.16% |
$2.07K - $2.15K
|
27.6K
$1.32M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
34+ 0.16% |
$1.57K - $1.63K
|
20.9K
$1M
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
16+ 0.17% |
$737 - $765
|
9.49K
$454K
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
BUY
|
- |
15+ 0.19% |
$691 - $717
|
7.75K
$371K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9+ 0.16% |
$414 - $430
|
5.78K
$277K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5+ 0.01% |
$230 - $239
|
51.5K
$2.47M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.17% |
$184 - $191
|
2.39K
$114K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.03% |
$138 - $143
|
8.88K
$425K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1New |
$46.1 - $47.8
|
1
$47.9
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$46.1 - $47.8
|
510
$24.4K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.7% |
$46.1 - $47.8
|
143
$6.85K
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.1 - $47.8
|
4.45K
$213K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-27- 4.1% |
$1.24K - $1.29K
|
632
$30.3K
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-49- 0.99% |
$2.26K - $2.34K
|
4.89K
$234K
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-50- 0.72% |
$2.3K - $2.39K
|
6.92K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-60- 0.11% |
$2.76K - $2.87K
|
53.4K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-60- 0.19% |
$2.76K - $2.87K
|
32.2K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-62- 0.28% |
$2.86K - $2.96K
|
22K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-93- 1.74% |
$4.28K - $4.45K
|
5.25K
$251K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 9.75% |
$4.97K - $5.16K
|
1K
$47.9K
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-124- 2.34% |
$5.71K - $5.93K
|
5.17K
$248K
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-135- 0.23% |
$6.22K - $6.46K
|
58.5K
$2.8M
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.15% |
$6.22K - $6.46K
|
11.6K
$556K
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-136- 1.58% |
$6.26K - $6.5K
|
8.46K
$405K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-137- 26.76% |
$6.31K - $6.55K
|
375
$18K
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-148- 0.74% |
$6.82K - $7.08K
|
19.9K
$954K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-159- 16.68% |
$7.32K - $7.6K
|
794
$38K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-195- 2.91% |
$8.98K - $9.32K
|
6.51K
$312K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-215- 3.23% |
$9.9K - $10.3K
|
6.45K
$309K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-223- 81.68% |
$10.3K - $10.7K
|
50
$2.39K
|