Clearstead Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

A detailed history of Clearstead Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Clearstead Advisors, LLC holds 15,802 shares of SHM stock, worth $753,913. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,802

Previous 21,632 26.95%

Holding current value

$753,913

Previous $1.04 Million 28.15%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$47.26 - $48.18 $275,525 - $280,889	-5,830 Reduced 26.95%	15,802 $748,000
Q3 2024 Nov 13, 2024	BUY	$47.01 - $48.2 $270,401 - $277,246	5,752 Added 36.22%	21,632 $1.04 Million
Q2 2024 Aug 09, 2024	BUY	$46.84 - $47.32 $743,819 - $751,441	15,880 New	15,880 $749,000
Q1 2022 May 04, 2022	SELL	$47.3 - $49.17 $257,217 - $267,386	-5,438 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$49.16 - $49.38 $835 - $839	17 Added 0.31%	5,438 $267,000
Q3 2021 Nov 12, 2021	BUY	$49.4 - $49.69 $494 - $496	10 Added 0.18%	5,421 $268,000
Q2 2021 Aug 12, 2021	BUY	$49.5 - $49.73 $544 - $547	11 Added 0.2%	5,411 $268,000
Q1 2021 May 14, 2021	BUY	$49.43 - $49.87 $266,922 - $269,298	5,400 New	5,400 $268,000

Others Institutions Holding SHM

# of Institutions

444

Shares Held

73.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History