Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2024. 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 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
8.83K+ 74.89% |
$417K - $425K
|
20.6K
$988K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14KNew |
$385K - $392K
|
8.14K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7.6KNew |
$359K - $366K
|
7.6K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.78KNew |
$321K - $327K
|
6.78K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.67K+ 49.32% |
$315K - $321K
|
20.2K
$968K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.65K+ 106.11% |
$314K - $320K
|
12.9K
$619K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.63KNew |
$313K - $319K
|
6.63K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.59KNew |
$311K - $317K
|
6.59K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.53KNew |
$308K - $314K
|
6.53K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.5K+ 5.54% |
$307K - $313K
|
124K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 22.86% |
$291K - $297K
|
33.1K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
6.1KNew |
$288K - $294K
|
6.1K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.08KNew |
$287K - $293K
|
6.08K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.01KNew |
$284K - $289K
|
6.01K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.48KNew |
$259K - $264K
|
5.48K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
5.44KNew |
$257K - $262K
|
5.44K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
5.26KNew |
$249K - $253K
|
5.26K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.15K+ 55.19% |
$243K - $248K
|
14.5K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.11KNew |
$241K - $246K
|
5.11K
$245K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.74K+ 24.88% |
$224K - $228K
|
23.8K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.69KNew |
$222K - $226K
|
4.69K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.68K+ 29.63% |
$221K - $225K
|
20.5K
$980K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.59K+ 5.78% |
$217K - $221K
|
84K
$4.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4.54K+ 21.61% |
$215K - $219K
|
25.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.46KNew |
$211K - $215K
|
4.46K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.42KNew |
$209K - $213K
|
4.42K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 6.08% |
$208K - $212K
|
76.9K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.94KNew |
$186K - $190K
|
3.94K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.77K+ 20.83% |
$178K - $182K
|
21.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.73K+ 3.91% |
$176K - $180K
|
99K
$4.74M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.67K+ 55.66% |
$173K - $177K
|
10.3K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.67K+ 11.48% |
$173K - $177K
|
35.6K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.64K+ 46.47% |
$172K - $175K
|
11.5K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.53K+ 0.69% |
$167K - $170K
|
514K
$24.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.44K+ 4.94% |
$163K - $166K
|
73K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.42K+ 8.99% |
$162K - $165K
|
41.5K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.41K+ 6.13% |
$161K - $164K
|
59K
$2.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.37K+ 5.86% |
$159K - $162K
|
60.9K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.82K+ 6.07% |
$133K - $136K
|
49.3K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.79K+ 52.0% |
$132K - $134K
|
8.14K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.77K+ 5.94% |
$131K - $133K
|
49.4K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 16.73% |
$129K - $132K
|
19.1K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.74K+ 5.1% |
$129K - $132K
|
56.5K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.65K+ 39.81% |
$125K - $127K
|
9.29K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
2.5K+ 13.38% |
$118K - $120K
|
21.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.4K+ 77.04% |
$113K - $115K
|
5.51K
$264K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.39K+ 7468.75% |
$113K - $115K
|
2.42K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37KNew |
$112K - $114K
|
2.37K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.36K+ 35.57% |
$111K - $114K
|
8.99K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.34K+ 17.74% |
$110K - $113K
|
15.5K
$743K
|