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 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 12.2% |
$109K - $112K
|
21.3K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.16K+ 0.34% |
$102K - $104K
|
642K
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 24.51% |
$102K - $104K
|
10.9K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.07KNew |
$98K - $99.9K
|
2.07K
$99.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
2.05K+ 23.11% |
$96.6K - $98.5K
|
10.9K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.88KNew |
$88.8K - $90.5K
|
1.88K
$90K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.64K+ 2.04% |
$77.6K - $79.2K
|
82.1K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.62K+ 35.71% |
$76.6K - $78.1K
|
6.16K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.54K+ 17.78% |
$72.5K - $74K
|
10.2K
$487K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 8.56% |
$67.3K - $68.6K
|
18K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.39K+ 1.92% |
$65.7K - $67K
|
74K
$3.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.36K+ 0.88% |
$64.4K - $65.6K
|
156K
$7.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.33K+ 8.83% |
$62.8K - $64K
|
16.4K
$785K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.33K+ 9.54% |
$62.8K - $64K
|
15.3K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$61.4K - $62.6K
|
1.3K
$62.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 10.74% |
$58.7K - $59.9K
|
12.8K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 5.69% |
$56K - $57.1K
|
22K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.15KNew |
$54.1K - $55.2K
|
1.15K
$54.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 7.54% |
$52.2K - $53.2K
|
15.8K
$755K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.09KNew |
$51.5K - $52.5K
|
1.09K
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.05K+ 5.17% |
$49.7K - $50.6K
|
21.4K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.02K+ 4.23% |
$48.1K - $49K
|
25.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1K+ 1.86% |
$47.3K - $48.2K
|
54.7K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
953+ 2.44% |
$45K - $45.9K
|
40.1K
$1.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
942+ 6.43% |
$44.5K - $45.4K
|
15.6K
$748K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
933+ 5.18% |
$44.1K - $45K
|
19K
$908K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
925+ 21.14% |
$43.7K - $44.6K
|
5.3K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
882+ 7.41% |
$41.7K - $42.5K
|
12.8K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
807+ 2.42% |
$38.1K - $38.9K
|
34.1K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
800+ 0.77% |
$37.8K - $38.5K
|
105K
$5.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
798+ 1.84% |
$37.7K - $38.4K
|
44.2K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
718+ 5.62% |
$33.9K - $34.6K
|
13.5K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
701+ 22.83% |
$33.1K - $33.8K
|
3.77K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
689New |
$32.6K - $33.2K
|
689
$33K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
625New |
$29.5K - $30.1K
|
625
$30K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
601+ 3.17% |
$28.4K - $29K
|
19.6K
$937K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
600New |
$28.4K - $28.9K
|
600
$28.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
593+ 0.83% |
$28K - $28.6K
|
72.1K
$3.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
573+ 1.66% |
$27.1K - $27.6K
|
35.2K
$1.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
569New |
$26.9K - $27.4K
|
569
$27.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
556+ 2.95% |
$26.3K - $26.8K
|
19.4K
$929K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
510+ 2.61% |
$24.1K - $24.6K
|
20K
$960K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494+ 43.64% |
$23.3K - $23.8K
|
1.63K
$77.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
477+ 1.12% |
$22.5K - $23K
|
43.2K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
476New |
$22.5K - $22.9K
|
476
$22.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
448+ 2.68% |
$21.2K - $21.6K
|
17.2K
$823K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
441+ 4.21% |
$20.8K - $21.2K
|
10.9K
$523K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
423+ 114.02% |
$20K - $20.4K
|
794
$38K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
398+ 4.43% |
$18.8K - $19.2K
|
9.38K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
357New |
$16.9K - $17.2K
|
357
$17.1K
|