Strategies Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 125,817 shares of SHM stock, worth $5.99 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

125,817

Previous 127,007 0.94%

Holding current value

$5.99 Million

Previous $6.06 Billion 1.17%

% of portfolio

0.73%

Previous 0.75%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$47.33 - $47.92 $56,322 - $57,024	-1,190 Reduced 0.94%	125,817 $5.99 Billion
Q4 2024 Feb 13, 2025	SELL	$47.26 - $48.18 $630,826 - $643,106	-13,348 Reduced 9.51%	127,007 $6.06 Billion
Q3 2024 Oct 07, 2024	BUY	$47.01 - $48.2 $1.15 Million - $1.18 Million	24,512 Added 21.16%	140,355 $6.76 Billion
Q2 2024 Jul 29, 2024	SELL	$46.84 - $47.32 $50,446 - $50,963	-1,077 Reduced 0.92%	115,843 $5.47 Billion
Q1 2024 Apr 22, 2024	SELL	$47.44 - $47.9 $91,084 - $91,968	-1,920 Reduced 1.62%	116,920 $5.55 Billion
Q4 2023 Jan 22, 2024	SELL	$46.12 - $47.85 $160,774 - $166,805	-3,486 Reduced 2.85%	118,840 $5.68 Billion
Q3 2023 Oct 10, 2023	BUY	$46.19 - $47.22 $173,535 - $177,405	3,757 Added 3.17%	122,326 $5.66 Billion
Q2 2023 Jul 12, 2023	BUY	$46.54 - $47.72 $323,964 - $332,178	6,961 Added 6.24%	118,569 $5.58 Billion
Q1 2023 Jun 27, 2023	BUY	$46.61 - $47.68 $428,672 - $438,512	9,197 Added 8.98%	111,608 $5.31 Billion
Q4 2022 Jun 27, 2023	BUY	$45.97 - $47.2 $235,550 - $241,852	5,124 Added 5.27%	102,411 $4.81 Billion
Q2 2022 Jun 27, 2023	SELL	$46.52 - $47.45 $182,916 - $186,573	-3,932 Reduced 3.88%	97,287 $4.6 Billion
Q1 2022 Jun 27, 2023	BUY	$47.3 - $49.17 $162,522 - $168,948	3,436 Added 3.51%	101,219 $4.79 Billion
Q4 2021 Jun 26, 2023	BUY	$49.16 - $49.38 $4.81 Million - $4.83 Million	97,783 New	97,783 $4.81 Billion

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
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Strategies Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History