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 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
982+ 14.27% |
$45.4K - $46.4K
|
7.86K
$373K
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
966+ 0.98% |
$44.6K - $45.6K
|
99.2K
$4.71M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
939New |
$43.4K - $44.3K
|
939
$44.6K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
906+ 15.99% |
$41.8K - $42.8K
|
6.57K
$312K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
831New |
$38.4K - $39.2K
|
831
$39.5K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
774+ 1.55% |
$35.8K - $36.5K
|
50.6K
$2.4M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
597+ 16.55% |
$27.6K - $28.2K
|
4.2K
$200K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
489+ 0.22% |
$22.6K - $23.1K
|
225K
$10.7M
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
417+ 5.97% |
$19.3K - $19.7K
|
7.4K
$351K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
349+ 1.63% |
$16.1K - $16.5K
|
21.8K
$1.03M
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
300+ 0.36% |
$13.9K - $14.2K
|
83.2K
$3.95M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
292+ 1.39% |
$13.5K - $13.8K
|
21.4K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
272+ 2.68% |
$12.6K - $12.8K
|
10.4K
$495K
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
254+ 5.65% |
$11.7K - $12K
|
4.75K
$226K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
250New |
$11.5K - $11.8K
|
250
$11.9K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
240New |
$11.1K - $11.3K
|
240
$11.4K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
212+ 1.54% |
$9.79K - $10K
|
14K
$663K
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
209+ 3.38% |
$9.65K - $9.87K
|
6.39K
$304K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
196+ 0.53% |
$9.05K - $9.26K
|
37.1K
$1.76M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
175+ 2.35% |
$8.08K - $8.26K
|
7.63K
$362K
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
110+ 0.28% |
$5.08K - $5.19K
|
38.9K
$1.85M
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$5.03K - $5.15K
|
109
$5.18K
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
103+ 1.02% |
$4.76K - $4.86K
|
10.2K
$485K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
81+ 1.6% |
$3.74K - $3.82K
|
5.16K
$245K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
77+ 0.23% |
$3.56K - $3.64K
|
33.7K
$1.6M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
76New |
$3.51K - $3.59K
|
76
$3.61K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
66+ 1.13% |
$3.05K - $3.12K
|
5.9K
$280K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
61+ 156.41% |
$2.82K - $2.88K
|
100
$4.75K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
58+ 32.4% |
$2.68K - $2.74K
|
237
$11.3K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46New |
$2.12K - $2.17K
|
46
$2.18K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$1.29K - $1.32K
|
28
$1.33K
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
BUY
|
- |
25+ 0.03% |
$1.15K - $1.18K
|
90K
$4.27M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
24+ 0.15% |
$1.11K - $1.13K
|
15.8K
$749K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 4.07% |
$924 - $944
|
511
$24.3K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.35% |
$739 - $756
|
4.62K
$220K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12+ 0.12% |
$554 - $567
|
10K
$476K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$416 - $425
|
9
$427
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6+ 0.03% |
$277 - $283
|
20K
$948K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6+ 0.01% |
$277 - $283
|
44.7K
$2.12M
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
6+ 0.28% |
$277 - $283
|
2.17K
$103K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.17% |
$231 - $236
|
2.88K
$137K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4+ 0.07% |
$185 - $189
|
5.44K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.03% |
$92.4 - $94.4
|
7.98K
$379K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.04% |
$92.4 - $94.4
|
5.24K
$249K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$46.2 - $47.2
|
6.95K
$330K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.45% |
$46.2 - $47.2
|
223
$10.6K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.69% |
$46.2 - $47.2
|
143
$6.79K
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-8- 0.05% |
$370 - $378
|
14.8K
$703K
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9- 0.83% |
$416 - $425
|
1.08K
$51.1K
|