Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2023. 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 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.5KNew |
$716K - $743K
|
15.5K
$737K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
15.5K+ 121.32% |
$714K - $741K
|
28.2K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
15.4K+ 38.6% |
$712K - $739K
|
55.4K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15.2K+ 152.26% |
$700K - $726K
|
25.1K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15K+ 28.4% |
$693K - $719K
|
67.9K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 16.43% |
$686K - $712K
|
105K
$5.01M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
14.1KNew |
$648K - $673K
|
14.1K
$667K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13.6KNew |
$628K - $652K
|
13.6K
$647K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
13.6K+ 127.55% |
$627K - $650K
|
24.2K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
12.9K+ 4.77% |
$596K - $619K
|
284K
$13.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
12.7KNew |
$587K - $609K
|
12.7K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.4K+ 18.6% |
$570K - $591K
|
78.8K
$3.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
12.3KNew |
$567K - $589K
|
12.3K
$584K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.1KNew |
$557K - $577K
|
12.1K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.2K+ 11.31% |
$516K - $535K
|
110K
$5.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.2KNew |
$515K - $534K
|
11.2K
$530K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
11KNew |
$508K - $527K
|
11K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.9K+ 94.5% |
$504K - $523K
|
22.5K
$1.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
10.2K+ 9.99% |
$472K - $490K
|
113K
$5.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.2KNew |
$470K - $487K
|
10.2K
$484K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
9.93KNew |
$458K - $475K
|
9.93K
$472K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.64K+ 7.39% |
$445K - $461K
|
140K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
9.31KNew |
$430K - $446K
|
9.31K
$442K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.13KNew |
$421K - $437K
|
9.13K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.41KNew |
$388K - $402K
|
8.41K
$399K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.02K+ 7.48% |
$370K - $384K
|
115K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
7.95KNew |
$367K - $380K
|
7.95K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
7.43KNew |
$343K - $356K
|
7.43K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.32KNew |
$338K - $350K
|
7.32K
$347K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.11KNew |
$328K - $340K
|
7.11K
$337K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.1K+ 18.73% |
$327K - $340K
|
45K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
6.81KNew |
$314K - $326K
|
6.81K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.68K+ 2.97% |
$308K - $319K
|
231K
$11M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.52K+ 2.39% |
$301K - $312K
|
280K
$13.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.46KNew |
$298K - $309K
|
6.46K
$307K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
5.73KNew |
$264K - $274K
|
5.73K
$272K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5.7KNew |
$263K - $273K
|
5.7K
$270K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.56KNew |
$257K - $266K
|
5.56K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$254K - $264K
|
5.51K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.44K+ 10.3% |
$251K - $260K
|
58.2K
$2.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.28K+ 8.99% |
$243K - $252K
|
64K
$3.04M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.2KNew |
$240K - $249K
|
5.2K
$247K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
5.17K+ 2.29% |
$238K - $247K
|
231K
$11M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.06KNew |
$234K - $242K
|
5.06K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.02K+ 9.25% |
$231K - $240K
|
59.2K
$2.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
4.84KNew |
$223K - $232K
|
4.84K
$230K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
4.78K+ 6.43% |
$220K - $228K
|
79.1K
$3.76M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.69KNew |
$216K - $224K
|
4.69K
$222K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.45KNew |
$205K - $213K
|
4.45K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$203K - $211K
|
4.41K
$209K
|