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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 0.21% |
$970 - $992
|
9.97K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29- 0.02% |
$1.34K - $1.37K
|
175K
$8.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-29- 0.38% |
$1.34K - $1.37K
|
7.69K
$365K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.38% |
$1.34K - $1.37K
|
7.69K
$365K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-43- 0.87% |
$1.99K - $2.03K
|
4.88K
$232K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 0.15% |
$2.31K - $2.36K
|
34.1K
$1.62M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-51- 9.26% |
$2.36K - $2.41K
|
500
$23.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-53- 0.1% |
$2.45K - $2.5K
|
50.6K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-55- 0.17% |
$2.54K - $2.6K
|
31.6K
$1.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-86- 1.28% |
$3.97K - $4.06K
|
6.63K
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-96- 1.01% |
$4.43K - $4.53K
|
9.42K
$447K
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.7% |
$4.57K - $4.67K
|
14K
$663K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-99- 0.87% |
$4.57K - $4.67K
|
11.3K
$535K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-142- 3.07% |
$6.56K - $6.71K
|
4.48K
$213K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-146- 1.25% |
$6.74K - $6.89K
|
11.5K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-164- 3.28% |
$7.58K - $7.74K
|
4.84K
$230K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-164- 0.69% |
$7.58K - $7.74K
|
23.8K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-165- 0.42% |
$7.62K - $7.79K
|
39.6K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-172- 10.87% |
$7.94K - $8.12K
|
1.41K
$66.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-195- 1.08% |
$9.01K - $9.21K
|
17.9K
$850K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-198- 0.23% |
$9.15K - $9.35K
|
84.4K
$4.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-205- 0.72% |
$9.47K - $9.68K
|
28.1K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-222- 2.84% |
$10.3K - $10.5K
|
7.61K
$361K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-235- 0.27% |
$10.9K - $11.1K
|
86.5K
$4.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-277- 3.54% |
$12.8K - $13.1K
|
7.56K
$359K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-284- 0.16% |
$13.1K - $13.4K
|
172K
$8.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-300- 2.26% |
$13.9K - $14.2K
|
13K
$615K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-357- 41.66% |
$16.5K - $16.9K
|
500
$23.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-358- 3.77% |
$16.5K - $16.9K
|
9.14K
$434K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-395- 5.31% |
$18.2K - $18.7K
|
7.04K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-417- 1.8% |
$19.3K - $19.7K
|
22.8K
$1.08M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-465- 1.83% |
$21.5K - $22K
|
24.9K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-477- 1.23% |
$22K - $22.5K
|
38.3K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-481- 3.81% |
$22.2K - $22.7K
|
12.1K
$577K
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-488- 3.52% |
$22.5K - $23K
|
13.4K
$635K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-581- 2.83% |
$26.8K - $27.4K
|
20K
$948K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-667- 2.42% |
$30.8K - $31.5K
|
26.9K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-685- 56.24% |
$31.6K - $32.3K
|
533
$25.3K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-691- 3.96% |
$31.9K - $32.6K
|
16.8K
$796K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-693- 1.37% |
$32K - $32.7K
|
50K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-744- 4.65% |
$34.4K - $35.1K
|
15.2K
$724K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-750- 1.49% |
$34.6K - $35.4K
|
49.7K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-789- 9.12% |
$36.4K - $37.3K
|
7.87K
$374K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-792- 95.88% |
$36.6K - $37.4K
|
34
$1.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-794- 14.42% |
$36.7K - $37.5K
|
4.71K
$224K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-798- 1.16% |
$36.9K - $37.7K
|
67.7K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-807- 5.3% |
$37.3K - $38.1K
|
14.4K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-827- 5.27% |
$38.2K - $39.1K
|
14.9K
$705K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-839- 5.4% |
$38.8K - $39.6K
|
14.7K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-908- 6.6% |
$41.9K - $42.9K
|
12.8K
$610K
|