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 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 19.52% |
$118K - $120K
|
10.3K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.56K- 6.09% |
$121K - $123K
|
39.4K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-2.7K- 5.08% |
$127K - $130K
|
50.3K
$2.41M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.98K- 5.4% |
$141K - $144K
|
52.3K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.3K- 6.88% |
$156K - $159K
|
44.6K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.33K- 31.98% |
$158K - $161K
|
7.09K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.35K- 86.7% |
$158K - $161K
|
514
$24.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.41K- 10.0% |
$161K - $164K
|
30.7K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.6K- 2.96% |
$170K - $173K
|
118K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.63K- 5.73% |
$171K - $175K
|
59.6K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.85K- 18.38% |
$182K - $186K
|
17.1K
$820K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.93K- 2.49% |
$186K - $189K
|
154K
$7.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.1K- 3.69% |
$194K - $197K
|
107K
$5.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.26K- 11.28% |
$201K - $205K
|
33.5K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.29K- 14.86% |
$203K - $207K
|
24.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.46K- 12.35% |
$211K - $215K
|
31.6K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.6K- 32.0% |
$217K - $222K
|
9.78K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-4.74K- 5.69% |
$224K - $228K
|
78.5K
$3.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.83K- 9.44% |
$228K - $233K
|
46.3K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.87K- 5.47% |
$230K - $235K
|
84.2K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-4.99K- 5.57% |
$236K - $241K
|
84.6K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.83K- 26.95% |
$276K - $281K
|
15.8K
$757K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.95K- 51.77% |
$281K - $286K
|
5.54K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.16K- 3.99% |
$291K - $297K
|
148K
$7.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.3K- 32.65% |
$298K - $304K
|
13K
$623K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.38K- 7.93% |
$302K - $307K
|
74.1K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.97K- 12.23% |
$329K - $336K
|
50K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.21K- 19.3% |
$341K - $348K
|
30.2K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.63K- 25.96% |
$361K - $368K
|
21.8K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.65K- 7.0% |
$361K - $368K
|
102K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.08K- 3.58% |
$382K - $389K
|
218K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.1K- 20.3% |
$383K - $390K
|
31.8K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.61K- 49.95% |
$407K - $415K
|
8.63K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.72K- 22.68% |
$412K - $420K
|
29.7K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-9.15K- 34.61% |
$432K - $441K
|
17.3K
$828K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.5K- 31.93% |
$544K - $555K
|
24.6K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 18.38% |
$548K - $559K
|
51.5K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-11.9K- 50.41% |
$561K - $572K
|
11.7K
$560K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 9.85% |
$567K - $578K
|
110K
$5.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12.7K- 39.55% |
$598K - $610K
|
19.3K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13.3K- 9.51% |
$631K - $643K
|
127K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-13.6K- 15.45% |
$643K - $656K
|
74.5K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 0.23% |
$646K - $659K
|
5.87M
$281M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14K- 46.63% |
$660K - $673K
|
16K
$767K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.7K- 26.42% |
$696K - $709K
|
41K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.7K- 4.01% |
$696K - $709K
|
353K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 67.29% |
$735K - $749K
|
7.56K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 36.17% |
$737K - $751K
|
27.5K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-16.2K- 13.07% |
$767K - $781K
|
108K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.3K- 44.69% |
$768K - $783K
|
20.1K
$964K
|