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 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-922- 0.73% |
$42.6K - $43.5K
|
125K
$5.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-956- 3.9% |
$44.2K - $45.1K
|
23.6K
$1.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-994- 87.27% |
$45.9K - $46.9K
|
145
$6.88K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 11.06% |
$48K - $49.1K
|
8.37K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.07K- 3.77% |
$49.3K - $50.4K
|
27.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-1.13K- 3.26% |
$52.2K - $53.4K
|
33.6K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.14K- 13.35% |
$52.5K - $53.6K
|
7.38K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.14K- 6.91% |
$52.5K - $53.6K
|
15.3K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.15K- 10.52% |
$53.1K - $54.3K
|
9.78K
$464K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.19K- 4.9% |
$54.7K - $56K
|
23K
$1.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.21K- 10.73% |
$55.8K - $57K
|
10K
$477K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.27K- 1.04% |
$58.5K - $59.8K
|
121K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-1.31K- 8.62% |
$60.3K - $61.6K
|
13.8K
$657K
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 6.88% |
$61K - $62.4K
|
17.9K
$849K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 4.69% |
$61.5K - $62.8K
|
27K
$1.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.34K- 42.13% |
$61.7K - $63K
|
1.83K
$87.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.5K- 2.8% |
$69.2K - $70.7K
|
51.9K
$2.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.53K- 7.87% |
$70.7K - $72.2K
|
17.9K
$850K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.58K- 7.74% |
$72.8K - $74.5K
|
18.8K
$892K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.64K- 12.8% |
$75.8K - $77.4K
|
11.2K
$530K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.69K- 7.35% |
$77.9K - $79.7K
|
21.3K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-1.79K- 7.07% |
$82.8K - $84.7K
|
23.6K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.57% |
$84.7K - $86.6K
|
5.94K
$282K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.91K- 18.55% |
$88.2K - $90.2K
|
8.38K
$398K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.92K- 42.64% |
$88.8K - $90.8K
|
2.59K
$123K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.96K- 65.89% |
$90.5K - $92.5K
|
1.01K
$48.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 77.4% |
$92.4K - $94.4K
|
584
$27.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.02K- 4.54% |
$93.1K - $95.2K
|
42.3K
$2.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.11K- 9.22% |
$97.3K - $99.5K
|
20.7K
$985K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 0.52% |
$98.2K - $100K
|
404K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.16K- 7.52% |
$99.5K - $102K
|
26.5K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.2K- 25.02% |
$101K - $104K
|
6.58K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.25K- 28.9% |
$104K - $106K
|
5.52K
$262K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.32K- 6.83% |
$107K - $110K
|
31.7K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.85% |
$108K - $110K
|
9.44K
$448K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 2.42% |
$110K - $112K
|
95.5K
$4.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-2.42K- 20.75% |
$112K - $114K
|
9.24K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.45K- 11.44% |
$113K - $116K
|
19K
$901K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-2.5K- 20.0% |
$115K - $118K
|
10K
$475K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.57K- 3.77% |
$119K - $121K
|
65.5K
$3.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.6K- 8.02% |
$120K - $123K
|
29.8K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.6K- 86.73% |
$120K - $123K
|
398
$18.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 25.51% |
$121K - $123K
|
7.62K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.66K- 32.49% |
$123K - $125K
|
5.52K
$262K
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-2.85K- 5.36% |
$132K - $135K
|
50.3K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.92K- 20.16% |
$135K - $138K
|
11.6K
$549K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.05K- 22.51% |
$141K - $144K
|
10.5K
$499K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-3.22K- 7.44% |
$149K - $152K
|
40K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.25K- 3.08% |
$150K - $154K
|
102K
$4.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.34K- 86.16% |
$154K - $158K
|
537
$25.5K
|