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
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.7K- 33.21% |
$1.28M - $1.31M
|
55.7K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-28.2K- 7.97% |
$1.3M - $1.33M
|
326K
$15.5M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-29.7K- 66.48% |
$1.37M - $1.4M
|
15K
$711K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-31.5K- 17.42% |
$1.45M - $1.49M
|
149K
$7.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-36.7K- 11.92% |
$1.7M - $1.73M
|
271K
$12.9M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-44.4K- 8.76% |
$2.05M - $2.1M
|
462K
$22M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-44.7K- 44.37% |
$2.07M - $2.11M
|
56.1K
$2.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-46.4K- 44.85% |
$2.15M - $2.19M
|
57.1K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-47.3K- 21.63% |
$2.18M - $2.23M
|
171K
$8.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.5K- 47.14% |
$2.24M - $2.29M
|
54.4K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-48.6K- 8.52% |
$2.24M - $2.29M
|
521K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-51K- 75.18% |
$2.35M - $2.41M
|
16.8K
$799K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.6K- 2.92% |
$2.38M - $2.44M
|
1.72M
$81.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-54.3K- 57.98% |
$2.51M - $2.56M
|
39.4K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-59.1K- 25.68% |
$2.73M - $2.79M
|
171K
$8.12M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-80K- 43.22% |
$3.7M - $3.78M
|
105K
$4.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-81.3K- 89.22% |
$3.75M - $3.84M
|
9.82K
$466K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-85.9K- 10.2% |
$3.97M - $4.06M
|
756K
$35.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 19.9% |
$5.08M - $5.19M
|
443K
$21M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-139K- 95.7% |
$6.43M - $6.58M
|
6.27K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-141K- 25.74% |
$6.5M - $6.64M
|
406K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-162K- 4.66% |
$7.47M - $7.64M
|
3.31M
$157M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 2.79% |
$7.76M - $7.93M
|
5.85M
$278M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-341K- 15.81% |
$15.8M - $16.1M
|
1.82M
$86.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-424K- 9.17% |
$19.6M - $20M
|
4.2M
$199M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-911K- 10.18% |
$42.1M - $43M
|
8.04M
$382M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-989K- 94.73% |
$45.7M - $46.7M
|
55K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.5M- 71.53% |
$116M - $118M
|
997K
$47.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.12M- 48.85% |
$237M - $242M
|
5.37M
$255M
|