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 |
---|---|---|---|---|---|---|---|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-536- 2.59% |
$24.6K - $25.3K
|
20.2K
$966K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-600- 7.74% |
$27.6K - $28.3K
|
7.15K
$342K
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-654- 3.04% |
$30.1K - $30.9K
|
20.9K
$998K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-810- 12.77% |
$37.2K - $38.2K
|
5.54K
$265K
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-816- 9.01% |
$37.5K - $38.5K
|
8.24K
$394K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-834- 6.75% |
$38.3K - $39.4K
|
11.5K
$552K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-856- 12.77% |
$39.4K - $40.4K
|
5.85K
$280K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-885- 3.79% |
$40.7K - $41.8K
|
22.5K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-920- 9.95% |
$42.3K - $43.4K
|
8.33K
$399K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-930- 0.87% |
$42.8K - $43.9K
|
106K
$5.06M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-960- 1.68% |
$44.1K - $45.3K
|
56.3K
$2.7M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1K- 11.3% |
$46K - $47.2K
|
7.85K
$376K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1K- 14.45% |
$46K - $47.2K
|
5.92K
$283K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 41.46% |
$48.2K - $49.5K
|
1.48K
$70.8K
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.1K- 16.93% |
$50.7K - $52K
|
5.41K
$259K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.23K- 27.11% |
$56.7K - $58.2K
|
3.32K
$159K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.24K- 9.03% |
$56.9K - $58.4K
|
12.5K
$597K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.31K- 11.95% |
$60K - $61.6K
|
9.62K
$460K
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.35K- 23.94% |
$62K - $63.7K
|
4.29K
$205K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.38K- 18.12% |
$63.2K - $64.9K
|
6.21K
$297K
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.51K- 5.86% |
$69.5K - $71.3K
|
24.3K
$1.16M
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.55K- 24.03% |
$71.3K - $73.2K
|
4.9K
$235K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 7.06% |
$78.6K - $80.7K
|
22.5K
$1.08M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.78K- 8.49% |
$81.6K - $83.8K
|
19.1K
$916K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.85KClosed |
$85K - $87.3K
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86K- 21.62% |
$85.3K - $87.6K
|
6.73K
$322K
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-1.93K- 11.37% |
$88.6K - $91K
|
15K
$719K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.03K- 10.35% |
$93.2K - $95.7K
|
17.6K
$841K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.15K- 26.78% |
$99K - $102K
|
5.89K
$282K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.2K- 22.87% |
$101K - $104K
|
7.41K
$355K
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.26K- 6.18% |
$104K - $106K
|
34.2K
$1.64M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.31K- 0.32% |
$106K - $109K
|
713K
$34.1M
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.34K- 34.73% |
$107K - $110K
|
4.39K
$210K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.45K- 13.66% |
$113K - $116K
|
15.5K
$742K
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.61K- 13.32% |
$120K - $123K
|
17K
$812K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.71K- 13.1% |
$124K - $128K
|
18K
$860K
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.77K- 37.83% |
$127K - $131K
|
4.55K
$218K
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.97K- 6.67% |
$137K - $140K
|
41.6K
$1.99M
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3.01K- 6.32% |
$138K - $142K
|
44.6K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-3.15K- 38.94% |
$145K - $149K
|
4.94K
$236K
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-3.16K- 32.52% |
$145K - $149K
|
6.56K
$314K
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-3.38K- 19.85% |
$156K - $160K
|
13.7K
$654K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.39K- 86.84% |
$156K - $160K
|
513
$24.6K
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-3.48K- 5.81% |
$160K - $164K
|
56.3K
$2.7M
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.87K- 62.63% |
$178K - $182K
|
2.31K
$110K
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4K- 3.2% |
$184K - $189K
|
121K
$5.79M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-4.21K- 6.61% |
$194K - $199K
|
59.5K
$2.85M
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-4.38K- 5.02% |
$201K - $207K
|
82.8K
$3.96M
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.5K- 6.42% |
$207K - $212K
|
65.6K
$3.14M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.63K- 44.33% |
$213K - $218K
|
5.81K
$278K
|