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 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-6.72K- 10.57% |
$310K - $322K
|
56.9K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-6.88K- 39.44% |
$317K - $329K
|
10.6K
$501K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-7.32K- 49.41% |
$337K - $350K
|
7.49K
$356K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-7.45K- 18.33% |
$344K - $357K
|
33.2K
$1.58M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7.57K- 10.17% |
$349K - $362K
|
66.9K
$3.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-8.23K- 6.58% |
$379K - $394K
|
117K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.25K- 25.11% |
$380K - $395K
|
24.6K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.31K- 43.75% |
$383K - $397K
|
10.7K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.43K- 41.4% |
$389K - $404K
|
11.9K
$567K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-9.17K- 58.1% |
$423K - $439K
|
6.61K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-9.27K- 18.91% |
$427K - $444K
|
39.8K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-10.9K- 27.57% |
$500K - $519K
|
28.5K
$1.35M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.1K- 6.51% |
$511K - $530K
|
159K
$7.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.1K- 8.51% |
$513K - $532K
|
119K
$5.67M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.2K- 11.25% |
$561K - $582K
|
95.9K
$4.55M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-12.8K- 12.87% |
$589K - $611K
|
86.4K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 8.91% |
$625K - $648K
|
139K
$6.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.7K- 26.34% |
$677K - $702K
|
41K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-14.8K- 13.45% |
$682K - $708K
|
95.2K
$4.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-15.2K- 47.98% |
$701K - $727K
|
16.5K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-15.3K- 21.94% |
$704K - $730K
|
54.3K
$2.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.7K- 11.31% |
$724K - $751K
|
123K
$5.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-16.1K- 65.4% |
$744K - $772K
|
8.53K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-16.2K- 31.77% |
$746K - $774K
|
34.8K
$1.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 8.64% |
$756K - $785K
|
173K
$8.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-16.6K- 13.73% |
$764K - $793K
|
104K
$4.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-17K- 11.41% |
$785K - $815K
|
132K
$6.28M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-17.5K- 44.15% |
$806K - $836K
|
22.1K
$1.05M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-17.9K- 77.71% |
$824K - $855K
|
5.12K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 65.43% |
$824K - $855K
|
9.44K
$448K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-18.3K- 64.87% |
$845K - $877K
|
9.93K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.8K- 9.93% |
$869K - $902K
|
171K
$8.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-19.1K- 32.95% |
$880K - $912K
|
38.8K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-19.6K- 39.21% |
$903K - $937K
|
30.4K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.6K- 36.04% |
$904K - $938K
|
34.8K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-20.5K- 51.83% |
$946K - $981K
|
19.1K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-21.7K- 64.72% |
$1M - $1.04M
|
11.8K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-22.6K- 20.06% |
$1.04M - $1.08M
|
90.1K
$4.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22.6K- 11.44% |
$1.04M - $1.08M
|
175K
$8.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-22.8K- 41.36% |
$1.05M - $1.09M
|
32.3K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-23.2K- 44.73% |
$1.07M - $1.11M
|
28.7K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.2K- 52.71% |
$1.21M - $1.25M
|
23.5K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26.6K- 3.51% |
$1.23M - $1.27M
|
730K
$34.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.8K- 34.36% |
$1.24M - $1.28M
|
51.2K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-27.9K- 8.58% |
$1.29M - $1.34M
|
298K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-31.5K- 44.4% |
$1.45M - $1.51M
|
39.4K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-32.1K- 1.77% |
$1.48M - $1.54M
|
1.79M
$84.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-32.2K- 63.87% |
$1.49M - $1.54M
|
18.2K
$865K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-32.6K- 23.51% |
$1.5M - $1.56M
|
106K
$5.04M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-36.8K- 34.99% |
$1.7M - $1.76M
|
68.3K
$3.24M
|