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 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 2.05% |
$90.3K - $93.6K
|
93.5K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2K- 27.06% |
$92.2K - $95.7K
|
5.39K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.09K- 19.86% |
$96.2K - $99.8K
|
8.42K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.09K- 3.19% |
$96.3K - $99.9K
|
63.4K
$3.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-2.13K- 1.8% |
$98.4K - $102K
|
116K
$5.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.19K- 28.75% |
$101K - $105K
|
5.43K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 4.06% |
$105K - $109K
|
53.8K
$2.55M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.37K- 5.67% |
$109K - $113K
|
39.5K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.39K- 2.87% |
$110K - $114K
|
80.8K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.56K- 34.85% |
$118K - $123K
|
4.79K
$227K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.86K- 0.38% |
$132K - $137K
|
747K
$35.5M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.86K- 0.38% |
$132K - $137K
|
747K
$35.5M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.97K- 13.02% |
$137K - $142K
|
19.8K
$941K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 1.75% |
$139K - $144K
|
168K
$7.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-3.05K- 28.64% |
$140K - $146K
|
7.59K
$360K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-3.08K- 14.1% |
$142K - $147K
|
18.8K
$890K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.11K- 18.72% |
$143K - $149K
|
13.5K
$641K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.19K- 41.84% |
$147K - $153K
|
4.44K
$211K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 12.11% |
$151K - $157K
|
23.8K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-3.45K- 28.87% |
$159K - $165K
|
8.5K
$404K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.49K- 2.85% |
$161K - $167K
|
119K
$5.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 37.77% |
$161K - $167K
|
5.77K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.62K- 25.84% |
$167K - $173K
|
10.4K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.7K- 3.91% |
$170K - $177K
|
90.8K
$4.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.73K- 9.1% |
$172K - $178K
|
37.2K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.8K- 7.51% |
$175K - $182K
|
46.8K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-3.91K- 28.0% |
$180K - $187K
|
10.1K
$477K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.99K- 21.12% |
$184K - $191K
|
14.9K
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-4.03K- 29.12% |
$186K - $193K
|
9.8K
$465K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.1K- 20.81% |
$189K - $196K
|
15.6K
$741K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-4.14K- 60.37% |
$191K - $198K
|
2.72K
$129K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.19K- 29.19% |
$193K - $200K
|
10.2K
$483K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.3K- 27.31% |
$198K - $206K
|
11.5K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.4K- 43.84% |
$203K - $211K
|
5.64K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-4.41K- 13.98% |
$203K - $211K
|
27.1K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.48K- 3.64% |
$206K - $214K
|
118K
$5.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.7K- 22.03% |
$217K - $225K
|
16.6K
$790K
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.76K- 5.64% |
$220K - $228K
|
79.7K
$3.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-5.14K- 12.53% |
$237K - $246K
|
35.9K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.22K- 10.31% |
$241K - $250K
|
45.4K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.34K- 19.74% |
$246K - $256K
|
21.7K
$1.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.57K- 5.26% |
$257K - $267K
|
100K
$4.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.59K- 26.26% |
$258K - $267K
|
15.7K
$745K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-5.65K- 30.06% |
$260K - $270K
|
13.1K
$624K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.85K- 38.31% |
$270K - $280K
|
9.42K
$447K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.86K- 15.32% |
$270K - $281K
|
32.4K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-5.92K- 38.38% |
$273K - $283K
|
9.51K
$451K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.19K- 36.14% |
$286K - $296K
|
10.9K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.21K- 9.18% |
$286K - $297K
|
61.4K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.71K- 9.9% |
$309K - $321K
|
61K
$2.9M
|