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 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
348+ 25.25% |
$16.4K - $16.8K
|
1.73K
$82.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
319New |
$15.1K - $15.4K
|
319
$15.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
233+ 0.7% |
$11K - $11.2K
|
33.7K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
218+ 1.37% |
$10.3K - $10.5K
|
16.1K
$774K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
212+ 1.36% |
$10K - $10.2K
|
15.7K
$754K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
166New |
$7.85K - $8K
|
166
$7.95K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
109+ 0.56% |
$5.15K - $5.25K
|
19.6K
$938K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98New |
$4.63K - $4.72K
|
98
$4.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
97New |
$4.58K - $4.67K
|
97
$4.65K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
94+ 22.93% |
$4.44K - $4.53K
|
504
$24.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90+ 16.51% |
$4.25K - $4.34K
|
635
$30.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
72+ 0.36% |
$3.4K - $3.47K
|
19.9K
$954K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62+ 0.4% |
$2.93K - $2.99K
|
15.6K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
50+ 0.03% |
$2.36K - $2.41K
|
190K
$9.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
49+ 0.06% |
$2.32K - $2.36K
|
76.9K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
47New |
$2.22K - $2.26K
|
47
$2.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
45+ 0.4% |
$2.13K - $2.17K
|
11.4K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
40+ 0.61% |
$1.89K - $1.93K
|
6.61K
$317K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
40+ 0.4% |
$1.89K - $1.93K
|
9.99K
$479K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.24% |
$1.75K - $1.78K
|
15.4K
$739K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
34+ 0.79% |
$1.61K - $1.64K
|
4.34K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
23+ 0.11% |
$1.09K - $1.11K
|
21K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
21+ 0.28% |
$992 - $1.01K
|
7.53K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.47% |
$945 - $964
|
4.25K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17+ 0.14% |
$803 - $819
|
12.2K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.3% |
$567 - $578
|
3.95K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12+ 0.39% |
$567 - $578
|
3.07K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5+ 0.89% |
$236 - $241
|
564
$27K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.83% |
$142 - $145
|
366
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.01% |
$142 - $145
|
51.5K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.02% |
$142 - $145
|
12.1K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.22% |
$47.3 - $48.2
|
83
$3.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 1.16% |
$47.3 - $48.2
|
87
$4.17K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.35% |
$47.3 - $48.2
|
75
$3.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.06% |
$142 - $145
|
5.23K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 3.3% |
$284 - $289
|
176
$8.43K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.42% |
$284 - $289
|
1.43K
$68.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11- 73.33% |
$520 - $530
|
4
$192
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14- 11.29% |
$662 - $675
|
110
$5.27K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-18- 0.21% |
$851 - $867
|
8.55K
$410K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-33- 3.61% |
$1.56K - $1.59K
|
882
$42.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-70- 1.3% |
$3.31K - $3.37K
|
5.31K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-105- 1.28% |
$4.96K - $5.06K
|
8.13K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-108- 61.36% |
$5.1K - $5.2K
|
68
$3.26K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-109- 0.09% |
$5.15K - $5.25K
|
124K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-150- 1.42% |
$7.09K - $7.23K
|
10.4K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-152- 61.79% |
$7.18K - $7.32K
|
94
$4.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-170- 0.88% |
$8.03K - $8.19K
|
19.1K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-209- 7.28% |
$9.88K - $10.1K
|
2.66K
$127K
|