Apcm Wealth Management For Individuals Spdr Nuveen Bloomberg Short Te Transaction History

Apcm Wealth Management For Individuals

$643 Million
Q4 2024

A detailed history of Apcm Wealth Management For Individuals transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Apcm Wealth Management For Individuals holds 304,528 shares of SHM stock, worth $14.5 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

304,528

Previous 219,499 38.74%

Holding current value

$14.5 Million

Previous $10.6 Million 36.58%

% of portfolio

2.24%

Previous 1.59%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$47.26 - $48.18 $4.02 Million - $4.1 Million	85,029 Added 38.74%	304,528 $14.4 Million
Q3 2024 Nov 04, 2024	BUY	$47.01 - $48.2 $756,155 - $775,297	16,085 Added 7.91%	219,499 $10.6 Million
Q2 2024 Jul 22, 2024	BUY	$46.84 - $47.32 $1.28 Million - $1.29 Million	27,222 Added 15.45%	203,414 $9.6 Million
Q1 2024 Apr 18, 2024	BUY	$47.44 - $47.9 $2.87 Million - $2.9 Million	60,571 Added 52.39%	176,192 $8.36 Million
Q4 2023 Jan 16, 2024	SELL	$46.12 - $47.85 $29.7 Million - $30.8 Million	-643,445 Reduced 84.77%	115,621 $5.53 Million
Q3 2023 Oct 31, 2023	BUY	$46.19 - $47.22 $15 Million - $15.4 Million	325,386 Added 75.03%	759,066 $35.1 Million
Q2 2023 Jul 28, 2023	SELL	$46.54 - $47.72 $771,307 - $790,863	-16,573 Reduced 3.68%	433,680 $20.4 Million
Q1 2023 May 09, 2023	BUY	$46.61 - $47.68 $6,805 - $6,961	146 Added 0.03%	450,253 $21.4 Million
Q4 2022 Feb 01, 2023	BUY	$45.97 - $47.2 $826,448 - $848,561	17,978 Added 4.16%	450,107 $21.1 Million
Q3 2022 Oct 21, 2022	BUY	$46.05 - $47.82 $212,198 - $220,354	4,608 Added 1.08%	432,129 $19.9 Million
Q2 2022 Jul 15, 2022	BUY	$46.52 - $47.45 $5.01 Million - $5.11 Million	107,727 Added 33.69%	427,521 $20.2 Million
Q1 2022 Apr 11, 2022	SELL	$47.3 - $49.17 $1.03 Million - $1.08 Million	-21,866 Reduced 6.4%	319,794 $15.1 Million
Q4 2021 Jan 19, 2022	BUY	$49.16 - $49.38 $889,206 - $893,185	18,088 Added 5.59%	341,660 $16.8 Million
Q3 2021 Oct 21, 2021	BUY	$49.4 - $49.69 $497,408 - $500,328	10,069 Added 3.21%	323,572 $16 Million
Q2 2021 Jul 13, 2021	SELL	$49.5 - $49.73 $972,229 - $976,746	-19,641 Reduced 5.9%	313,503 $15.5 Million
Q1 2021 Apr 13, 2021	SELL	$49.43 - $49.87 $13.3 Million - $13.4 Million	-268,753 Reduced 44.65%	333,144 $16.5 Million
Q4 2020 Jan 12, 2021	BUY	$49.66 - $49.86 $2.06 Million - $2.07 Million	41,522 Added 7.41%	601,897 $30 Million
Q3 2020 Oct 06, 2020	BUY	$49.76 - $50.06 $3.48 Million - $3.5 Million	69,880 Added 14.25%	560,375 $27.9 Million
Q2 2020 Aug 14, 2020	BUY	$48.24 - $49.96 $11.9 Million - $12.3 Million	246,139 Added 100.73%	490,495 $24.5 Million
Q1 2020 May 15, 2020	SELL	$43.92 - $49.69 $13.7 Million - $15.5 Million	-312,215 Reduced 56.1%	244,356 $0
Q4 2019 Feb 11, 2020	BUY	$48.87 - $49.12 $23.1 Million - $23.2 Million	472,096 Added 558.86%	556,571 $27.3 Million
Q3 2019 Nov 18, 2019	SELL	$48.76 - $49.06 $26.4 Million - $26.5 Million	-540,633 Reduced 86.49%	84,475 $0
Q1 2019 May 16, 2019	BUY	N/A	124,925 Added 24.98%	625,108 $30.3 Million
Q4 2018 Feb 14, 2019	BUY	N/A	21,577 Added 4.51%	500,183 $24 Million
Q3 2018 Nov 15, 2018	BUY	N/A	183,776 Added 62.33%	478,606 $22.8 Million
Q2 2018 Aug 15, 2018	BUY	N/A	26,512 Added 9.88%	294,830 $14.1 Million
Q1 2018 May 16, 2018	BUY	N/A	12,230 Added 4.78%	268,318 $12.8 Million
Q4 2017 Feb 16, 2018	BUY	N/A	256,088	256,088 $12.3 Million

Others Institutions Holding SHM

# of Institutions

440

Shares Held

73.2M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Apcm Wealth Management For Individuals, based on Form 13F filings with the SEC.

News

Stay updated on Apcm Wealth Management For Individuals with notifications on news.

Account

Apcm Wealth Management For Individuals Spdr Nuveen Bloomberg Short Te Transaction History