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
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.72K- 5.56% |
$401K - $417K
|
148K
$7.09M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.96K- 31.18% |
$413K - $428K
|
19.8K
$947K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.34K- 15.25% |
$430K - $447K
|
51.9K
$2.48M
|
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-9.51K- 25.02% |
$438K - $455K
|
28.5K
$1.36M
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.72KClosed |
$447K - $465K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-10K- 6.23% |
$463K - $480K
|
151K
$7.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-10.2K- 14.59% |
$470K - $489K
|
59.8K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 43.12% |
$498K - $517K
|
14.3K
$683K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-10.9K- 24.78% |
$504K - $523K
|
33.2K
$1.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11K- 51.14% |
$508K - $527K
|
10.5K
$504K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.4K- 22.08% |
$525K - $545K
|
40.2K
$1.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 95.04% |
$543K - $564K
|
615
$29.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.9K- 33.05% |
$549K - $570K
|
24.1K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-12K- 10.82% |
$552K - $574K
|
98.9K
$4.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.4K- 20.38% |
$573K - $595K
|
48.6K
$2.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-12.6K- 32.89% |
$582K - $605K
|
25.8K
$1.24M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.4K- 12.46% |
$616K - $640K
|
94.1K
$4.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 57.85% |
$648K - $673K
|
10.3K
$491K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-14.3K- 22.53% |
$658K - $684K
|
49.1K
$2.35M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.3K- 7.0% |
$659K - $684K
|
190K
$9.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-15.3K- 13.45% |
$706K - $733K
|
98.6K
$4.72M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-15.5K- 14.77% |
$713K - $741K
|
89.4K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-15.9K- 17.59% |
$734K - $762K
|
74.6K
$3.57M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-16.8K- 2.29% |
$771K - $801K
|
716K
$34.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 26.61% |
$775K - $804K
|
46.4K
$2.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-16.9K- 25.08% |
$780K - $810K
|
50.6K
$2.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-18.1K- 42.15% |
$836K - $868K
|
24.9K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-18.6K- 27.11% |
$856K - $889K
|
50K
$2.39M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-20K- 4.78% |
$922K - $958K
|
399K
$19.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-20.8K- 67.8% |
$960K - $997K
|
9.9K
$474K
|
|
|
Oct 28, 2022
Q3 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-22.9K- 10.17% |
$1.05M - $1.09M
|
202K
$9.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-26.2K- 32.08% |
$1.21M - $1.25M
|
55.4K
$2.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
SELL
|
- |
-26.2K- 13.84% |
$1.21M - $1.25M
|
163K
$7.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-27.6K- 20.36% |
$1.27M - $1.32M
|
108K
$5.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.5K- 85.95% |
$1.36M - $1.41M
|
4.82K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.2K- 10.73% |
$1.39M - $1.44M
|
251K
$12M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30.5K- 96.83% |
$1.41M - $1.46M
|
1K
$47.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32.1K- 30.15% |
$1.48M - $1.54M
|
74.5K
$3.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34.1K- 23.46% |
$1.57M - $1.63M
|
111K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-34.3K- 32.83% |
$1.58M - $1.64M
|
70.1K
$3.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-38K- 5.91% |
$1.75M - $1.82M
|
605K
$29M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.8K- 8.82% |
$1.83M - $1.9M
|
411K
$19.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-46.4K- 4.02% |
$2.13M - $2.22M
|
1.11M
$52.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.5K- 13.86% |
$2.33M - $2.42M
|
314K
$15M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-51.6K- 33.87% |
$2.38M - $2.47M
|
101K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58K- 10.71% |
$2.67M - $2.77M
|
483K
$23.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-58K- 99.99% |
$2.67M - $2.77M
|
4
$191
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-58.4K- 77.57% |
$2.69M - $2.79M
|
16.9K
$808K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-58.4K- 24.89% |
$2.69M - $2.79M
|
176K
$8.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-73.2K- 44.05% |
$3.37M - $3.5M
|
93K
$4.45M
|