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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-204- 3.55% |
$9.41K - $9.76K
|
5.54K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-206- 0.6% |
$9.5K - $9.86K
|
33.9K
$1.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-213- 36.47% |
$9.82K - $10.2K
|
371
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-237Closed |
$10.9K - $11.3K
|
0
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-245- 8.5% |
$11.3K - $11.7K
|
2.64K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-249- 2.72% |
$11.5K - $11.9K
|
8.9K
$423K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-253- 1.72% |
$11.7K - $12.1K
|
14.4K
$686K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-272- 1.31% |
$12.5K - $13K
|
20.5K
$972K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-275- 3.86% |
$12.7K - $13.2K
|
6.85K
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-303- 71.63% |
$14K - $14.5K
|
120
$5.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-310- 4.4% |
$14.3K - $14.8K
|
6.73K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-443- 6.97% |
$20.4K - $21.2K
|
5.91K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-450- 6.04% |
$20.8K - $21.5K
|
7K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-480- 39.77% |
$22.1K - $23K
|
727
$34.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528- 63.54% |
$24.4K - $25.3K
|
303
$14.4K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-579- 3.86% |
$26.7K - $27.7K
|
14.4K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-604- 2.43% |
$27.9K - $28.9K
|
24.3K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-608- 4.34% |
$28K - $29.1K
|
13.4K
$636K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-620- 8.65% |
$28.6K - $29.7K
|
6.55K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-639- 3.57% |
$29.5K - $30.6K
|
17.3K
$820K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-639- 8.89% |
$29.5K - $30.6K
|
6.55K
$311K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-649- 5.76% |
$29.9K - $31.1K
|
10.6K
$504K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-695- 15.17% |
$32.1K - $33.3K
|
3.89K
$184K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-700- 4.77% |
$32.3K - $33.5K
|
14K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-800- 4.22% |
$36.9K - $38.3K
|
18.2K
$863K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-838- 9.17% |
$38.6K - $40.1K
|
8.3K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-851- 15.41% |
$39.2K - $40.7K
|
4.67K
$222K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-863- 85.11% |
$39.8K - $41.3K
|
151
$7.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-886- 23.6% |
$40.9K - $42.4K
|
2.87K
$136K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-913- 0.85% |
$42.1K - $43.7K
|
106K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-962- 11.47% |
$44.4K - $46K
|
7.42K
$352K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1K- 12.5% |
$46.1K - $47.9K
|
7K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.15K- 18.03% |
$53.2K - $55.2K
|
5.24K
$249K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.15K- 12.47% |
$53.2K - $55.2K
|
8.09K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.24K- 69.33% |
$57.3K - $59.5K
|
550
$26.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.29K- 12.4% |
$59.6K - $61.8K
|
9.13K
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.36K- 6.83% |
$62.9K - $65.3K
|
18.6K
$883K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.39K- 1.05% |
$64.3K - $66.7K
|
131K
$6.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.45K- 18.47% |
$66.9K - $69.4K
|
6.4K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.49K- 2.08% |
$68.6K - $71.2K
|
70.2K
$3.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.5K- 9.8% |
$69.2K - $71.8K
|
13.8K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.53K- 8.19% |
$70.7K - $73.4K
|
17.2K
$816K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-1.56K- 1.36% |
$71.7K - $74.4K
|
113K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.62K- 16.13% |
$74.5K - $77.3K
|
8.4K
$399K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.62K- 1.67% |
$74.6K - $77.4K
|
95.5K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.71K- 11.22% |
$78.9K - $81.9K
|
13.5K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.73K- 6.39% |
$79.8K - $82.8K
|
25.4K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.89K- 7.01% |
$87K - $90.2K
|
25K
$1.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.94K- 3.84% |
$89.2K - $92.6K
|
48.4K
$2.3M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.95K- 29.68% |
$89.9K - $93.3K
|
4.62K
$219K
|