Purchases and Sales Made in Q3 2023 in Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

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
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
8.71K
New
$402K - $411K
8.71K $414K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
8.58K
+ 7.82%
$396K - $405K
118K $5.61M
Nov 09, 2023 Q3 2023
Heritage Investors Management Corp

BUY
 -
8K
New
$370K - $378K
8K $380K
Nov 14, 2023 Q3 2023
River Glades Family Offices LLC

Naples, FL
BUY
 -
7.57K
+ 18.16%
$350K - $357K
49.3K $2.34M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
7.33K
+ 276.64%
$339K - $346K
9.98K $474K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
7.17K
New
$331K - $339K
7.17K $340K
Nov 14, 2023 Q3 2023
Theory Financial LLC

Fort Collins, CO
BUY
 -
6.65K
New
$307K - $314K
6.65K $316K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
5.55K
New
$256K - $262K
5.55K $264K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
5.55K
+ 54.4%
$256K - $262K
15.8K $748K
Oct 31, 2023 Q3 2023
Spinnaker Investment Group, LLC

BUY
 -
5.5K
+ 24.17%
$254K - $260K
28.3K $1.34M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
4.91K
New
$227K - $232K
4.91K $233K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
4.83K
+ 11.18%
$223K - $228K
48K $2.28M
Oct 20, 2023 Q3 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
4.75K
+ 12.8%
$219K - $224K
41.8K $1.99M
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
BUY
 -
4.71K
+ 225.01%
$217K - $222K
6.8K $323K
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
4.62K
+ 7.23%
$214K - $218K
68.6K $3.26M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.35K
+ 17.71%
$201K - $205K
28.9K $1.37M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
4.15K
+ 33.37%
$192K - $196K
16.6K $788K
Oct 05, 2023 Q3 2023
Mc Naughton Wealth Management, LLC

BUY
 -
4K
+ 11.8%
$185K - $189K
37.9K $1.8M
Nov 13, 2023 Q3 2023
Lws Wealth Advisors, Inc.

BUY
 -
3.96K
+ 13.98%
$183K - $187K
32.3K $1.53M
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
3.76K
+ 3.17%
$174K - $177K
122K $5.81M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
3.72K
+ 3.36%
$172K - $176K
115K $5.44M
Oct 18, 2023 Q3 2023
Financial Strategies Group, Inc.

BUY
 -
3.55K
+ 24.11%
$164K - $167K
18.3K $867K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
3.5K
+ 60.7%
$162K - $165K
9.27K $440K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
3.49K
+ 22.09%
$161K - $165K
19.3K $916K
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
3.48K
+ 4.91%
$161K - $164K
74.3K $3.53M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
3.08K
+ 4.76%
$142K - $145K
67.6K $3.21M
Oct 31, 2023 Q3 2023
Alaska Permanent Capital Management

BUY
 -
2.91K
+ 7.63%
$134K - $137K
41K $1.95M
Nov 14, 2023 Q3 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
2.78K
+ 11.33%
$128K - $131K
27.3K $1.3M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
2.7K
+ 3.58%
$125K - $127K
78K $3.7M
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
2.67K
+ 5.77%
$124K - $126K
49K $2.33M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.64K
+ 1.35%
$122K - $125K
198K $9.39M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
2.51K
+ 13.47%
$116K - $118K
21.1K $1M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
2.35K
+ 15.48%
$108K - $111K
17.5K $831K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
1.89K
+ 17.59%
$87.4K - $89.4K
12.7K $601K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.82K
+ 0.97%
$84.2K - $86K
190K $9.01M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
1.79K
+ 4.85%
$82.7K - $84.6K
38.7K $1.84M
Oct 10, 2023 Q3 2023
Cypress Financial Planning LLC

BUY
 -
1.74K
+ 25.8%
$80.5K - $82.3K
8.5K $403K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
1.66K
+ 13.09%
$76.7K - $78.4K
14.4K $682K
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.65K
+ 30.11%
$76.2K - $77.9K
7.13K $338K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.5K
New
$69.1K - $70.7K
1.5K $71.1K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.48K
+ 11.85%
$68.5K - $70K
14K $664K
Nov 14, 2023 Q3 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
1.43K
+ 3.07%
$66.1K - $67.5K
48K $2.28M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.38K
+ 5.68%
$63.7K - $65.1K
25.6K $1.22M
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
1.33K
New
$61.2K - $62.6K
1.33K $62.9K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.29K
+ 0.94%
$59.5K - $60.8K
139K $6.59M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.21K
New
$55.8K - $57K
1.21K $57.3K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.21K
+ 23.39%
$55.7K - $56.9K
6.36K $302K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
1.13K
+ 0.96%
$52.3K - $53.5K
120K $5.68M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.01K
+ 2.98%
$46.8K - $47.8K
35.1K $1.66M

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