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 14, 2023
Q4 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
8.84K+ 164.45% |
$406K - $417K
|
14.2K
$680K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
8.75K+ 18.19% |
$402K - $413K
|
56.9K
$2.72M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.11K+ 8.05% |
$373K - $383K
|
109K
$5.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.85KNew |
$361K - $370K
|
7.85K
$376K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.82KNew |
$359K - $369K
|
7.82K
$374K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.77KNew |
$357K - $367K
|
7.77K
$372K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
7.74KNew |
$356K - $365K
|
7.74K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.25K+ 42.93% |
$333K - $342K
|
24.1K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.82K+ 150.36% |
$313K - $322K
|
11.3K
$543K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.8K+ 743.17% |
$313K - $321K
|
7.72K
$369K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
6.8K+ 743.17% |
$313K - $321K
|
7.72K
$369K
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
6.79K+ 131.22% |
$312K - $320K
|
12K
$573K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$322K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
6.71K+ 7.5% |
$308K - $317K
|
96.1K
$4.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
6.7KNew |
$308K - $316K
|
6.7K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
6.55K+ 45.82% |
$301K - $309K
|
20.9K
$998K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6.55K+ 1025.51% |
$301K - $309K
|
7.19K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.45KNew |
$296K - $304K
|
6.45K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.42K+ 78.66% |
$295K - $303K
|
14.6K
$698K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.23KNew |
$286K - $294K
|
6.23K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.18K+ 3.47% |
$284K - $292K
|
184K
$8.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.14K+ 35.96% |
$282K - $290K
|
23.2K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.86K+ 129.36% |
$269K - $276K
|
10.4K
$497K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.78KNew |
$265K - $273K
|
5.78K
$276K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.74KNew |
$264K - $271K
|
5.74K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
5.48K+ 79.51% |
$252K - $259K
|
12.4K
$593K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.44K+ 5.23% |
$250K - $257K
|
110K
$5.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
5.39K+ 22.74% |
$248K - $254K
|
29.1K
$1.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.21K+ 8.61% |
$240K - $246K
|
65.7K
$3.15M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.12K+ 5.27% |
$236K - $242K
|
102K
$4.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.03KNew |
$231K - $238K
|
5.03K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$230K - $236K
|
5K
$239K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.9KNew |
$225K - $231K
|
4.9K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.89K+ 46.39% |
$225K - $231K
|
15.4K
$738K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.87K+ 20.04% |
$224K - $230K
|
29.2K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.86KNew |
$224K - $230K
|
4.86K
$233K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.63K+ 33.67% |
$213K - $219K
|
18.4K
$881K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.62KNew |
$212K - $218K
|
4.62K
$221K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 9.93% |
$212K - $217K
|
51K
$2.44M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.56KNew |
$210K - $215K
|
4.56K
$218K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.38KNew |
$201K - $207K
|
4.38K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.32KNew |
$198K - $204K
|
4.32K
$207K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.3KNew |
$198K - $203K
|
4.3K
$206K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
4.27K+ 50.11% |
$196K - $202K
|
12.8K
$612K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.27KNew |
$196K - $201K
|
4.27K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$189K - $194K
|
4.12K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
4.03KNew |
$185K - $190K
|
4.03K
$193K
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
3.76K+ 8.82% |
$173K - $177K
|
46.4K
$2.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
3.51K+ 8.5% |
$161K - $166K
|
44.8K
$2.14M
|