Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.46MNew |
$251M - $258M
|
5.46M
$261M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.23M+ 25089.99% |
$56.4M - $58M
|
1.23M
$58.9M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
694K+ 14.18% |
$31.9M - $32.8M
|
5.59M
$267M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
516K+ 1167.62% |
$23.7M - $24.4M
|
560K
$26.8M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
484K+ 25.15% |
$22.2M - $22.8M
|
2.41M
$115M
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
456K+ 78.81% |
$21M - $21.5M
|
1.04M
$49.5M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388K+ 18.26% |
$17.8M - $18.3M
|
2.51M
$120M
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
340KNew |
$15.6M - $16M
|
340K
$16.2M
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
220KNew |
$10.1M - $10.4M
|
220K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172K+ 36.0% |
$7.92M - $8.14M
|
651K
$31.1M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
172K+ 410.78% |
$7.92M - $8.13M
|
214K
$10.2M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
170K+ 43.14% |
$7.81M - $8.02M
|
564K
$27M
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
131KNew |
$6.04M - $6.2M
|
131K
$6.28M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
119K+ 25.08% |
$5.45M - $5.59M
|
591K
$28.3M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
115K+ 281.35% |
$5.29M - $5.44M
|
156K
$7.46M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
110KNew |
$5.07M - $5.21M
|
110K
$5.27M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
105K+ 84.08% |
$4.84M - $4.97M
|
231K
$11M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
101K+ 26.56% |
$4.66M - $4.79M
|
483K
$23.1M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.3K+ 1.11% |
$4.47M - $4.59M
|
8.83M
$422M
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
92.7K+ 99.59% |
$4.26M - $4.37M
|
186K
$8.87M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
92.3K+ 98.93% |
$4.25M - $4.36M
|
186K
$8.87M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.7K+ 438.49% |
$3.99M - $4.09M
|
107K
$5.09M
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
84.8K+ 42.55% |
$3.9M - $4M
|
284K
$13.6M
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
84.3KNew |
$3.87M - $3.98M
|
84.3K
$4.03M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
82.3K+ 811.39% |
$3.79M - $3.89M
|
92.5K
$4.42M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78.4K+ 4477.89% |
$3.6M - $3.7M
|
80.1K
$3.83M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
76.3KNew |
$3.51M - $3.6M
|
76.3K
$3.65M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
75.7K+ 19.24% |
$3.48M - $3.57M
|
469K
$22.4M
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
73.1KNew |
$3.36M - $3.45M
|
73.1K
$3.49M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
72.7K+ 90.15% |
$3.34M - $3.43M
|
153K
$7.33M
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
71.3KNew |
$3.28M - $3.37M
|
71.3K
$3.41M
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
70.4KNew |
$3.24M - $3.32M
|
70.4K
$3.36M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
61.2KNew |
$2.81M - $2.89M
|
61.2K
$2.93M
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
61.2KNew |
$2.81M - $2.89M
|
61.2K
$2.92M
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
60.8K+ 963.13% |
$2.8M - $2.87M
|
67.1K
$3.21M
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
60KNew |
$2.76M - $2.83M
|
60K
$2.87M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
58.6KNew |
$2.69M - $2.77M
|
58.6K
$2.8M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
55K+ 21.91% |
$2.53M - $2.6M
|
306K
$14.6M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
54.8KNew |
$2.52M - $2.59M
|
54.8K
$2.62M
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
54.6K+ 79.83% |
$2.51M - $2.58M
|
123K
$5.88M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
51.6KNew |
$2.37M - $2.43M
|
51.6K
$2.47M
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
49.2K+ 92.26% |
$2.26M - $2.32M
|
103K
$4.9M
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
44.4KNew |
$2.04M - $2.1M
|
44.4K
$2.12M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
43.4K+ 175.76% |
$2M - $2.05M
|
68.1K
$3.25M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.3K+ 10.05% |
$1.9M - $1.95M
|
452K
$21.6M
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
40.8KNew |
$1.88M - $1.93M
|
40.8K
$1.95M
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
39K+ 28.21% |
$1.79M - $1.84M
|
177K
$8.46M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.3KNew |
$1.67M - $1.71M
|
36.3K
$1.73M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
35.6KNew |
$1.64M - $1.68M
|
35.6K
$1.7M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33.3KNew |
$1.53M - $1.57M
|
33.3K
$1.59M
|