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 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-39.2K- 68.69% |
$1.81M - $1.88M
|
17.9K
$849K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-39.8K- 22.82% |
$1.84M - $1.91M
|
135K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-39.9K- 41.15% |
$1.84M - $1.91M
|
57.1K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-45.1K- 9.76% |
$2.08M - $2.16M
|
417K
$19.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-46.1K- 11.37% |
$2.13M - $2.21M
|
360K
$17.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.6K- 10.55% |
$2.47M - $2.56M
|
454K
$21.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-65.3K- 12.93% |
$3.01M - $3.12M
|
439K
$20.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-68.8K- 66.28% |
$3.17M - $3.29M
|
35K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-84.7K- 49.88% |
$3.91M - $4.05M
|
85.1K
$4.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-110K- 1.88% |
$5.07M - $5.26M
|
5.74M
$273M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-122K- 34.63% |
$5.62M - $5.84M
|
230K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 29.39% |
$6M - $6.23M
|
313K
$14.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-140K- 81.15% |
$6.44M - $6.69M
|
32.5K
$1.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-197K- 11.48% |
$9.08M - $9.42M
|
1.52M
$72.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-236K- 54.83% |
$10.9M - $11.3M
|
195K
$9.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-246K- 7.44% |
$11.3M - $11.8M
|
3.06M
$145M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-270K- 29.48% |
$12.5M - $12.9M
|
646K
$30.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-305K- 91.92% |
$14.1M - $14.6M
|
26.8K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-463K- 50.98% |
$21.4M - $22.2M
|
445K
$21.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-643K- 84.77% |
$29.7M - $30.8M
|
116K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-928K- 5.92% |
$42.8M - $44.4M
|
14.7M
$700M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46M- 18.12% |
$67.2M - $69.7M
|
6.59M
$313M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.61M- 38.4% |
$74.3M - $77.1M
|
2.59M
$123M
|