Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 2023. 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 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.23M+ 19.65% |
$56.9M - $58.1M
|
7.49M
$356M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
891K+ 3616.75% |
$41.2M - $42.1M
|
916K
$43.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
508KNew |
$23.5M - $24M
|
508K
$24.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
325K+ 75.03% |
$15M - $15.4M
|
759K
$36M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
139KNew |
$6.41M - $6.56M
|
139K
$6.59M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
113KNew |
$5.2M - $5.32M
|
113K
$5.35M
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
102K+ 328.6% |
$4.69M - $4.8M
|
133K
$6.29M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
79.5K+ 11.86% |
$3.67M - $3.75M
|
750K
$35.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
79.5K+ 11.86% |
$3.67M - $3.75M
|
750K
$35.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.4K+ 90.71% |
$3.34M - $3.42M
|
152K
$7.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
68.1K+ 1.28% |
$3.14M - $3.21M
|
5.37M
$255M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
52.9KNew |
$2.44M - $2.5M
|
52.9K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
51.4K+ 341.13% |
$2.37M - $2.43M
|
66.4K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.3K+ 9.62% |
$2.04M - $2.09M
|
505K
$24M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
40.7KNew |
$1.88M - $1.92M
|
40.7K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40.6K+ 25.85% |
$1.88M - $1.92M
|
198K
$9.39M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
39.6KNew |
$1.83M - $1.87M
|
39.6K
$1.88M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
$1.52M - $1.55M
|
32.8K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.8K+ 3211.97% |
$1.38M - $1.41M
|
30.7K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.3K+ 45.34% |
$1.31M - $1.33M
|
90.6K
$4.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.3KNew |
$1.26M - $1.29M
|
27.3K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.1KNew |
$1.25M - $1.28M
|
27.1K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
24.7KNew |
$1.14M - $1.16M
|
24.7K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
23.1K+ 66.43% |
$1.07M - $1.09M
|
57.9K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.03M - $1.06M
|
22.4K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
21.8K+ 23.52% |
$1.01M - $1.03M
|
115K
$5.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
20.5K+ 23.64% |
$947K - $968K
|
107K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4KNew |
$941K - $962K
|
20.4K
$967K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.3KNew |
$936K - $957K
|
20.3K
$962K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.7K+ 12.35% |
$862K - $881K
|
170K
$8.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
16.6K+ 17.79% |
$767K - $784K
|
110K
$5.22M
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
15.9K+ 33.32% |
$734K - $750K
|
63.6K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.7K+ 18.86% |
$725K - $741K
|
98.9K
$4.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.6K+ 82.11% |
$674K - $689K
|
32.4K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.8KNew |
$637K - $651K
|
13.8K
$655K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
13.8K+ 229.04% |
$635K - $649K
|
19.8K
$938K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
13.7KNew |
$635K - $649K
|
13.7K
$652K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
13.3K+ 6.24% |
$613K - $627K
|
226K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.5K+ 98.36% |
$578K - $591K
|
25.2K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.5K+ 14.77% |
$577K - $589K
|
97K
$4.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12K+ 3.18% |
$556K - $569K
|
390K
$18.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
10.7KNew |
$492K - $503K
|
10.7K
$506K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
10.6KNew |
$491K - $502K
|
10.6K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
10.5K+ 12.17% |
$487K - $498K
|
97.2K
$4.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 4.01% |
$486K - $497K
|
273K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10.1K+ 8.92% |
$464K - $475K
|
123K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.4K+ 19.08% |
$434K - $444K
|
58.7K
$2.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
8.99K+ 37.46% |
$415K - $425K
|
33K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.93K+ 176.24% |
$413K - $422K
|
14K
$665K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.74K+ 39.22% |
$404K - $413K
|
31K
$1.47M
|