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 13, 2023
Q4 2022
|
Wealth Cmt
|
SELL
|
- |
-4.78K- 9.39% |
$220K - $225K
|
46.1K
$2.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-4.84K- 35.06% |
$222K - $228K
|
8.96K
$429K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.33K- 10.8% |
$245K - $251K
|
44K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.49K- 22.24% |
$252K - $259K
|
19.2K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.87K- 17.64% |
$270K - $277K
|
27.4K
$1.31M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.93K- 15.98% |
$273K - $280K
|
31.2K
$1.49M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-6.28K- 3.87% |
$289K - $297K
|
156K
$7.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.34K- 25.65% |
$292K - $299K
|
18.4K
$880K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-6.47K- 8.41% |
$298K - $306K
|
70.5K
$3.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.51K- 8.73% |
$299K - $307K
|
68.1K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-6.56K- 13.35% |
$302K - $310K
|
42.6K
$2.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-6.56K- 5.21% |
$302K - $310K
|
119K
$5.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-6.65K- 74.85% |
$306K - $314K
|
2.23K
$107K
|
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.91K- 46.11% |
$318K - $326K
|
8.08K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.99K- 15.09% |
$321K - $330K
|
39.3K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.39K- 9.56% |
$339K - $349K
|
69.8K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.61K- 44.14% |
$350K - $359K
|
9.62K
$461K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-7.83K- 13.18% |
$360K - $369K
|
51.6K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7.91K- 35.8% |
$364K - $373K
|
14.2K
$679K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7.96K- 53.75% |
$366K - $376K
|
6.85K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-8.15K- 13.09% |
$375K - $385K
|
54.1K
$2.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-8.49K- 32.1% |
$390K - $401K
|
18K
$860K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-8.6K- 1.23% |
$395K - $406K
|
693K
$33.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-8.87K- 17.75% |
$408K - $419K
|
41.1K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.13K- 27.5% |
$420K - $431K
|
24.1K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9.5K- 25.09% |
$437K - $448K
|
28.4K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.57K- 15.47% |
$440K - $452K
|
52.3K
$2.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.85K- 39.42% |
$453K - $465K
|
15.1K
$725K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10.1K- 41.69% |
$463K - $475K
|
14.1K
$674K
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10.1K- 16.75% |
$465K - $478K
|
50.3K
$2.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10.2K- 46.31% |
$468K - $480K
|
11.8K
$564K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-10.5K- 37.75% |
$481K - $494K
|
17.2K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 20.26% |
$490K - $503K
|
42K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.3K- 37.11% |
$520K - $534K
|
19.2K
$917K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.8K- 13.69% |
$540K - $555K
|
74.1K
$3.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-12K- 13.07% |
$551K - $566K
|
79.7K
$3.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.2K- 13.18% |
$563K - $578K
|
80.6K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-12.4K- 47.03% |
$571K - $587K
|
14K
$670K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.7K- 18.87% |
$583K - $598K
|
54.5K
$2.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.9K- 51.55% |
$594K - $609K
|
12.1K
$581K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.4K- 19.9% |
$616K - $632K
|
53.9K
$2.58M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-13.6K- 13.46% |
$624K - $641K
|
87.3K
$4.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-13.9K- 42.34% |
$637K - $654K
|
18.9K
$904K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-14.2K- 38.92% |
$654K - $671K
|
22.3K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-14.4K- 9.29% |
$660K - $678K
|
140K
$6.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-14.8K- 72.03% |
$679K - $698K
|
5.74K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-15.1K- 30.16% |
$693K - $712K
|
34.9K
$1.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4K- 38.08% |
$707K - $726K
|
25K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 40.39% |
$718K - $737K
|
23K
$1.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15.6K- 78.38% |
$718K - $737K
|
4.31K
$206K
|