Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

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
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4.41K
+ 5.18%
$203K - $211K
89.5K $4.25M
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
4.4K
New
$203K - $210K
4.4K $209K
Jan 16, 2024 Q4 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
4.3K
New
$198K - $206K
4.3K $204K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
4.25K
New
$196K - $203K
4.25K $202K
Jan 05, 2024 Q4 2023
Banc First Trust & Investment Management

Oklahoma City, OK
BUY
 -
4.23K
New
$195K - $202K
4.23K $201K
Feb 09, 2024 Q4 2023
Eagle Global Advisors LLC

Houston, TX
BUY
 -
4.2K
+ 8.45%
$194K - $201K
53.9K $2.56M
Feb 08, 2024 Q4 2023
Apexium Financial, LP

BUY
 -
3.84K
+ 34.42%
$177K - $184K
15K $713K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
3.74K
+ 89.01%
$173K - $179K
7.95K $377K
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
3.66K
New
$169K - $175K
3.66K $174K
Jan 08, 2024 Q4 2023
Juncture Wealth Strategies, LLC

BUY
 -
3.6K
+ 15.16%
$166K - $172K
27.4K $1.3M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.5K
+ 12.29%
$161K - $167K
32K $1.52M
Feb 01, 2024 Q4 2023
Bfsg, LLC

BUY
 -
3.46K
New
$160K - $166K
3.46K $164K
Jan 16, 2024 Q4 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
3.46K
New
$160K - $166K
3.46K $164K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
3.37K
+ 13.35%
$155K - $161K
28.6K $1.36M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
3.18K
+ 22.06%
$147K - $152K
17.6K $836K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
3.12K
+ 24.64%
$144K - $149K
15.8K $749K
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
3.02K
+ 41.0%
$139K - $145K
10.4K $494K
Feb 14, 2024 Q4 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
2.92K
+ 14.99%
$135K - $140K
22.4K $1.06M
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
2.9K
+ 29.57%
$134K - $139K
12.7K $604K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
2.87K
+ 5.97%
$132K - $137K
50.9K $2.42M
Jan 31, 2024 Q4 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
2.7K
+ 2.23%
$125K - $129K
124K $5.87M
Jan 29, 2024 Q4 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
2.6K
+ 3.8%
$120K - $125K
71.2K $3.38M
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.55K
+ 0.33%
$117K - $122K
767K $36.4M
Feb 06, 2024 Q4 2023
Clearwater Capital Advisors, LLC

BUY
 -
2.39K
+ 12.56%
$110K - $114K
21.4K $1.01M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
2.22K
+ 28.19%
$102K - $106K
10.1K $479K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
BUY
 -
2.19K
+ 7.04%
$101K - $105K
33.2K $1.58M
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.01K
+ 40.97%
$92.8K - $96.3K
6.93K $329K
Feb 15, 2024 Q4 2023
Main Street Group, LTD

Glen Allen, VA
BUY
 -
1.84K
New
$84.7K - $87.9K
1.84K $87.2K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.74K
+ 35.87%
$80K - $83K
6.57K $312K
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

BUY
 -
1.57K
+ 29.04%
$72.2K - $74.9K
6.96K $330K
Jan 11, 2024 Q4 2023
Bcs Wealth Management

BUY
 -
1.48K
+ 12.78%
$68.1K - $70.6K
13K $618K
Feb 13, 2024 Q4 2023
Running Point Capital Advisors, LLC

BUY
 -
1.37K
New
$63.2K - $65.6K
1.37K $65.1K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.31K
+ 19.28%
$60.4K - $62.7K
8.11K $385K
Feb 13, 2024 Q4 2023
Black Rock Inc.

New York, NY
BUY
 -
1.27K
+ 104.8%
$58.4K - $60.6K
2.48K $118K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
1.24K
New
$57.1K - $59.2K
1.24K $58.8K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
1.12K
New
$51.4K - $53.4K
1.12K $52.9K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
1.11K
+ 222.4%
$51.3K - $53.2K
1.61K $76.5K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.11K
+ 2.98%
$51.1K - $53K
38.3K $1.82M
Feb 08, 2024 Q4 2023
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
1.02K
New
$46.9K - $48.7K
1.02K $48.3K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

BUY
 -
978
+ 2.79%
$45.1K - $46.8K
36K $1.71M
Feb 09, 2024 Q4 2023
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
867
New
$40K - $41.5K
867 $41.2K
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
723
+ 1.87%
$33.3K - $34.6K
39.4K $1.87M
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
718
+ 2.71%
$33.1K - $34.4K
27.2K $1.29M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
696
+ 5.73%
$32.1K - $33.3K
12.8K $610K
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
591
+ 2.3%
$27.3K - $28.3K
26.2K $1.25M
Jan 19, 2024 Q4 2023
Hengehold Capital Management LLC

BUY
 -
538
+ 11.32%
$24.8K - $25.7K
5.29K $251K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
516
New
$23.8K - $24.7K
516 $24.5K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
500
New
$23.1K - $23.9K
500 $23.7K
Feb 14, 2024 Q4 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
458
+ 0.95%
$21.1K - $21.9K
48.4K $2.3M

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