Buckingham Strategic Partners Spdr Nuveen Bloomberg Short Te Transaction History

Buckingham Strategic Partners

$3.51 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$46.12 - $47.85 $240,608 - $249,633	-5,217 Reduced 10.31%	45,376 $2.17 Million
Q3 2023 Nov 14, 2023	SELL	$46.19 - $47.22 $2,448 - $2,502	-53 Reduced 0.1%	50,593 $2.34 Million
Q2 2023 Aug 14, 2023	BUY	$46.54 - $47.72 $21,501 - $22,046	462 Added 0.92%	50,646 $2.38 Million
Q1 2023 May 15, 2023	SELL	$46.61 - $47.68 $99,232 - $101,510	-2,129 Reduced 4.07%	50,184 $2.39 Million
Q4 2022 Feb 14, 2023	SELL	$45.97 - $47.2 $440,024 - $451,798	-9,572 Reduced 15.47%	52,313 $2.46 Million
Q3 2022 Nov 14, 2022	BUY	$46.05 - $47.82 $41,214 - $42,798	895 Added 1.47%	61,885 $2.85 Million
Q2 2022 Aug 12, 2022	BUY	$46.52 - $47.45 $2.32 Million - $2.36 Million	49,840 Added 447.0%	60,990 $2.88 Million
Q1 2022 May 10, 2022	BUY	$47.3 - $49.17 $527,395 - $548,245	11,150 New	11,150 $527,000

Others Institutions Holding SHM

# of Institutions

446

Shares Held

78.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$754 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$402 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$279 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$274 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$265 Million
0.02% of portfolio

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