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 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 19.65% |
$104K - $108K
|
9.26K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.39K- 23.36% |
$110K - $114K
|
7.82K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.4K- 1.89% |
$111K - $115K
|
125K
$5.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2.52K- 3.17% |
$116K - $121K
|
77K
$3.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.72K- 4.38% |
$125K - $130K
|
59.4K
$2.84M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.75K- 26.6% |
$127K - $132K
|
7.59K
$363K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.88K- 3.0% |
$132K - $137K
|
93K
$4.45M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.07K- 18.21% |
$141K - $147K
|
13.8K
$660K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.09K- 12.17% |
$142K - $148K
|
22.3K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.22K- 15.87% |
$148K - $154K
|
17.1K
$818K
|
|
|
Oct 21, 2022
Q3 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-3.28K- 8.8% |
$151K - $157K
|
34K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.4K- 23.99% |
$156K - $162K
|
10.8K
$515K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.46K- 9.13% |
$159K - $165K
|
34.4K
$1.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.52K- 13.49% |
$162K - $168K
|
22.6K
$1.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.69K- 13.24% |
$170K - $177K
|
24.2K
$1.16M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.84K- 38.42% |
$177K - $184K
|
6.15K
$295K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.84K- 38.42% |
$177K - $184K
|
6.15K
$295K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.9K- 5.19% |
$179K - $186K
|
71.2K
$3.41M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.91K- 13.86% |
$180K - $187K
|
24.3K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-4.1K- 0.58% |
$189K - $196K
|
702K
$33.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.18K- 56.95% |
$192K - $200K
|
3.16K
$151K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 40.98% |
$195K - $202K
|
6.08K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.25K- 6.4% |
$196K - $203K
|
62.2K
$2.98M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.28K- 17.12% |
$197K - $205K
|
20.7K
$991K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-4.36K- 20.47% |
$201K - $209K
|
17K
$812K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.39K- 37.85% |
$202K - $210K
|
7.22K
$345K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.46K- 98.74% |
$206K - $213K
|
57
$2.73K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.53K- 4.04% |
$209K - $217K
|
108K
$5.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.69K- 8.59% |
$216K - $224K
|
50K
$2.39M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.97K- 7.23% |
$229K - $238K
|
63.7K
$3.05M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.97K- 6.89% |
$229K - $238K
|
67.2K
$3.22M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.12K- 48.98% |
$236K - $245K
|
5.33K
$255K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.32K- 23.84% |
$245K - $255K
|
17K
$814K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-5.43K- 34.85% |
$250K - $260K
|
10.1K
$486K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.5K- 24.16% |
$253K - $263K
|
17.3K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.64K- 47.51% |
$260K - $270K
|
6.23K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5.88K- 3.83% |
$271K - $281K
|
148K
$7.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.98K- 30.77% |
$275K - $286K
|
13.4K
$644K
|
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.41K- 11.38% |
$295K - $307K
|
49.9K
$2.39M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-6.48K- 12.16% |
$299K - $310K
|
46.8K
$2.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.49K- 53.55% |
$299K - $311K
|
5.63K
$270K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.73K- 78.44% |
$310K - $322K
|
1.85K
$88.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.53K- 22.17% |
$347K - $360K
|
26.4K
$1.27M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.64K- 96.76% |
$352K - $365K
|
256
$12.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.83K- 99.23% |
$361K - $375K
|
61
$2.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-8.03K- 7.9% |
$370K - $384K
|
93.6K
$4.48M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-8.25K- 38.51% |
$380K - $394K
|
13.2K
$630K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.3K- 96.39% |
$382K - $397K
|
311
$14.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-8.36K- 23.31% |
$385K - $400K
|
27.5K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-8.53K- 7.41% |
$393K - $408K
|
107K
$5.1M
|