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 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-238- 0.97% |
$11K - $11.4K
|
24.3K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-240- 1.37% |
$11.1K - $11.5K
|
17.2K
$825K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-250- 31.21% |
$11.5K - $12K
|
551
$26.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-255- 5.31% |
$11.7K - $12.2K
|
4.55K
$218K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-272- 5.66% |
$12.5K - $13K
|
4.53K
$217K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-279- 14.4% |
$12.8K - $13.3K
|
1.66K
$79.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-286- 1.59% |
$13.2K - $13.7K
|
17.7K
$846K
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-295- 0.8% |
$13.6K - $14.1K
|
36.5K
$1.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-296- 2.76% |
$13.6K - $14.2K
|
10.4K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-325- 0.91% |
$15K - $15.5K
|
35.3K
$1.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-400- 0.66% |
$18.4K - $19.1K
|
60.5K
$2.89M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-500- 1.37% |
$23K - $23.9K
|
35.9K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-534- 14.72% |
$24.6K - $25.5K
|
3.09K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-627- 2.76% |
$28.9K - $30K
|
22.1K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-640- 2.13% |
$29.5K - $30.6K
|
29.4K
$1.41M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-647- 0.64% |
$29.8K - $30.9K
|
101K
$4.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-718Closed |
$33.1K - $34.3K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-743- 4.78% |
$34.2K - $35.5K
|
14.8K
$709K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-770- 53.29% |
$35.5K - $36.8K
|
675
$32.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-793- 2.09% |
$36.5K - $37.9K
|
37.1K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-850- 54.21% |
$39.1K - $40.6K
|
718
$34.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-884- 1.49% |
$40.7K - $42.3K
|
58.4K
$2.79M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-913- 5.52% |
$42K - $43.7K
|
15.6K
$748K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-985- 12.24% |
$45.4K - $47.1K
|
7.07K
$338K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.03K- 18.47% |
$47.2K - $49K
|
4.53K
$217K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 11.3% |
$48K - $49.8K
|
8.18K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 5.42% |
$48.8K - $50.7K
|
18.5K
$885K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.07K- 4.13% |
$49.1K - $51K
|
24.7K
$1.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 18.34% |
$51.5K - $53.5K
|
4.98K
$239K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.12K- 4.98% |
$51.8K - $53.7K
|
21.4K
$1.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.2K- 1.36% |
$55.3K - $57.4K
|
87K
$4.17M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.34K- 7.06% |
$61.5K - $63.8K
|
17.6K
$841K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.34K- 15.29% |
$61.7K - $64.1K
|
7.43K
$355K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 76.4% |
$62.6K - $65K
|
420
$20.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.37K- 7.51% |
$63K - $65.5K
|
16.9K
$807K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.37K- 7.51% |
$63K - $65.5K
|
16.9K
$807K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.43K- 0.53% |
$66K - $68.6K
|
271K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.55K- 96.22% |
$71.5K - $74.2K
|
61
$2.92K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.56K- 4.47% |
$71.7K - $74.5K
|
33.3K
$1.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.59K- 14.22% |
$73.4K - $76.2K
|
9.61K
$460K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.61K- 12.43% |
$74.3K - $77.2K
|
11.4K
$544K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.66K- 16.93% |
$76.6K - $79.5K
|
8.16K
$391K
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.79K- 2.3% |
$82.6K - $85.7K
|
76.2K
$3.65M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.82K- 2.08% |
$83.9K - $87.1K
|
85.8K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.85K- 13.0% |
$85K - $88.3K
|
12.4K
$592K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.97K- 26.3% |
$90.6K - $94.1K
|
5.52K
$264K
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2K- 46.88% |
$92.1K - $95.6K
|
2.27K
$108K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.13K- 6.04% |
$98.2K - $102K
|
33.2K
$1.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-2.17K- 15.33% |
$100K - $104K
|
12K
$574K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.22K- 0.41% |
$102K - $106K
|
537K
$25.7M
|