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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.69K- 16.32% |
$170K - $174K
|
18.9K
$897K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.93K- 36.82% |
$181K - $185K
|
6.74K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.97K- 35.07% |
$183K - $187K
|
7.35K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.14K- 3.07% |
$191K - $195K
|
131K
$6.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.2K- 0.46% |
$194K - $198K
|
908K
$43.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-4.59K- 8.0% |
$212K - $217K
|
52.8K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-4.9K- 6.39% |
$226K - $231K
|
71.7K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.96K- 4.39% |
$229K - $234K
|
108K
$5.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.11K- 0.24% |
$236K - $241K
|
2.14M
$101M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.15K- 48.77% |
$238K - $243K
|
5.41K
$257K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.26K- 6.9% |
$243K - $248K
|
70.9K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.51K- 3.2% |
$254K - $260K
|
167K
$7.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-5.65K- 5.16% |
$261K - $267K
|
104K
$4.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.75K- 27.74% |
$265K - $271K
|
15K
$711K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-5.79K- 20.95% |
$267K - $273K
|
21.8K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.8K- 96.84% |
$268K - $274K
|
189
$8.97K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.87K- 7.79% |
$271K - $277K
|
69.6K
$3.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.18K- 10.82% |
$286K - $292K
|
50.9K
$2.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.39K- 5.63% |
$295K - $302K
|
107K
$5.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6.42K- 13.55% |
$297K - $303K
|
41K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.49K- 1.81% |
$300K - $306K
|
352K
$16.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.52K- 26.45% |
$301K - $308K
|
18.1K
$860K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.59K- 11.72% |
$304K - $311K
|
49.6K
$2.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-7.15K- 29.45% |
$330K - $338K
|
17.1K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.19K- 20.99% |
$332K - $340K
|
27.1K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.86K- 29.29% |
$363K - $371K
|
19K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.85K- 23.72% |
$409K - $418K
|
28.5K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-9.43K- 33.51% |
$436K - $445K
|
18.7K
$888K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-9.45K- 9.09% |
$436K - $446K
|
94.5K
$4.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.6K- 2.49% |
$444K - $453K
|
376K
$17.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-9.67K- 51.31% |
$447K - $457K
|
9.17K
$436K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-10.7K- 58.23% |
$494K - $505K
|
7.68K
$364K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.2K- 6.18% |
$518K - $530K
|
170K
$8.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.3K- 90.37% |
$524K - $536K
|
1.21K
$57.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-11.8K- 43.55% |
$544K - $556K
|
15.3K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-12.2K- 61.55% |
$563K - $576K
|
7.62K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-14.1K- 52.48% |
$651K - $665K
|
12.8K
$606K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-15.4K- 4.44% |
$713K - $729K
|
332K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-15.9K- 50.7% |
$733K - $749K
|
15.4K
$733K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-16.2K- 27.96% |
$749K - $765K
|
41.8K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.4K- 23.27% |
$760K - $776K
|
54.2K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17K- 8.21% |
$784K - $802K
|
190K
$9.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-17.1K- 2.19% |
$792K - $809K
|
764K
$36.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-17.6K- 11.91% |
$815K - $833K
|
130K
$6.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-20.9K- 19.73% |
$966K - $987K
|
85.1K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-22.3K- 53.44% |
$1.03M - $1.06M
|
19.5K
$924K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-22.6K- 23.3% |
$1.04M - $1.07M
|
74.4K
$3.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-22.9K- 56.73% |
$1.06M - $1.08M
|
17.5K
$830K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-25.6K- 5.61% |
$1.18M - $1.21M
|
431K
$20.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-27.3K- 20.48% |
$1.26M - $1.29M
|
106K
$5.03M
|