Purchases and Sales Made in Q3 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 2024. 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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
297K+ 1.87% |
$14M - $14.3M
|
16.2M
$773M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
209K+ 99.11% |
$9.83M - $10.1M
|
420K
$20.1M
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
194K+ 127.53% |
$9.14M - $9.37M
|
347K
$16.6M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162K+ 566.82% |
$7.63M - $7.83M
|
191K
$9.13M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
136K+ 27.04% |
$6.4M - $6.57M
|
640K
$30.6M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
123K+ 10752.1% |
$5.78M - $5.93M
|
124K
$5.93M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
93.7K+ 9.31% |
$4.41M - $4.52M
|
1.1M
$52.6M
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
93.4K+ 6.21% |
$4.39M - $4.5M
|
1.6M
$76.4M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
79.4KNew |
$3.73M - $3.83M
|
79.4K
$3.79M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
55.7KNew |
$2.62M - $2.69M
|
55.7K
$2.66M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.7KNew |
$2.53M - $2.59M
|
53.7K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.3K+ 0.87% |
$2.27M - $2.33M
|
5.62M
$269M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
44.1K+ 15.75% |
$2.07M - $2.12M
|
324K
$15.5M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.6KNew |
$2.05M - $2.1M
|
43.6K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.5KNew |
$1.81M - $1.86M
|
38.5K
$1.84M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
31.1KNew |
$1.46M - $1.5M
|
31.1K
$1.49M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26.7K+ 13637.76% |
$1.26M - $1.29M
|
26.9K
$1.29M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 3.95% |
$1.24M - $1.27M
|
693K
$33.1M
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
24.5K+ 21.16% |
$1.15M - $1.18M
|
140K
$6.71M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.11M - $1.14M
|
23.6K
$1.13M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.9K+ 4.83% |
$1.08M - $1.1M
|
497K
$23.8M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
16.2K+ 44.02% |
$762K - $781K
|
53K
$2.53M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
16.1K+ 7.91% |
$756K - $775K
|
219K
$10.5M
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
15.1K+ 22.07% |
$709K - $727K
|
83.4K
$3.99M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.9K+ 33.87% |
$655K - $672K
|
55.1K
$2.63M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13.5KNew |
$636K - $652K
|
13.5K
$646K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 0.46% |
$508K - $521K
|
2.38M
$114M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10.1K+ 7.01% |
$475K - $487K
|
154K
$7.37M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.38KNew |
$441K - $452K
|
9.38K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.76K+ 103.33% |
$412K - $422K
|
17.2K
$824K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
8.69KNew |
$408K - $419K
|
8.69K
$415K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
8.55K+ 4.48% |
$402K - $412K
|
199K
$9.53M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.48K+ 171.19% |
$399K - $409K
|
13.4K
$642K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.24K+ 4.37% |
$387K - $397K
|
197K
$9.41M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.23KNew |
$387K - $397K
|
8.23K
$393K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
8.14K+ 3.02% |
$382K - $392K
|
278K
$13.3M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.11K+ 7.43% |
$381K - $391K
|
117K
$5.61M
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
7.02KNew |
$330K - $338K
|
7.02K
$335K
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.57KNew |
$309K - $317K
|
6.57K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
6.53K+ 72.65% |
$307K - $315K
|
15.5K
$742K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.52K+ 81.69% |
$307K - $314K
|
14.5K
$693K
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.49K+ 16.79% |
$305K - $313K
|
45.1K
$2.16M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.75K+ 36.22% |
$270K - $277K
|
21.6K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.74K+ 99.83% |
$270K - $277K
|
11.5K
$549K
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.39KNew |
$254K - $260K
|
5.39K
$258K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.05K+ 6.7% |
$238K - $244K
|
80.5K
$3.85M
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.04K+ 24.6% |
$237K - $243K
|
25.5K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.47K+ 149.08% |
$210K - $215K
|
7.47K
$357K
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.38KNew |
$206K - $211K
|
4.38K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.33K+ 1.85% |
$204K - $209K
|
238K
$11.4M
|