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 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-16.6K- 64.99% |
$784K - $799K
|
8.94K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-17.3K- 14.77% |
$819K - $835K
|
100K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.4K- 58.3% |
$821K - $837K
|
12.4K
$595K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 18.21% |
$826K - $842K
|
78.5K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.9K- 40.87% |
$844K - $861K
|
25.9K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.1K- 22.45% |
$948K - $966K
|
69.3K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.2K- 11.61% |
$1.05M - $1.07M
|
169K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-24.8K- 9.39% |
$1.17M - $1.2M
|
240K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25.5K- 14.49% |
$1.21M - $1.23M
|
151K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.4K- 20.73% |
$1.58M - $1.61M
|
128K
$6.13M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-34.6K- 41.51% |
$1.63M - $1.67M
|
48.7K
$2.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-35.5K- 12.79% |
$1.68M - $1.71M
|
242K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-36K- 12.2% |
$1.7M - $1.74M
|
259K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-40.4K- 5.58% |
$1.91M - $1.94M
|
683K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-52.1K- 59.21% |
$2.46M - $2.51M
|
35.9K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-70.4K- 2.79% |
$3.33M - $3.39M
|
2.46M
$118M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-74.9K- 89.75% |
$3.54M - $3.61M
|
8.56K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84.7K- 1.75% |
$4M - $4.08M
|
4.76M
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-87.4K- 45.74% |
$4.13M - $4.21M
|
104K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-162K- 5.87% |
$7.65M - $7.8M
|
2.6M
$124M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-326K- 36.04% |
$15.4M - $15.7M
|
578K
$27.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-375K- 89.29% |
$17.7M - $18.1M
|
45K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.31M- 58.89% |
$157M - $160M
|
2.31M
$111M
|