Crewe Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History

Crewe Advisors LLC

$888 Million
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$46.61 - $47.68 $146,355 - $149,715	-3,140 Reduced 63.56%	1,800 $85,000
Q4 2022 Feb 07, 2023	SELL	$45.97 - $47.2 $144,805 - $148,680	-3,150 Reduced 38.94%	4,940 $232,000
Q2 2022 Aug 02, 2022	BUY	$46.52 - $47.45 $146,538 - $149,467	3,150 Added 63.77%	8,090 $382,000
Q1 2022 Apr 27, 2022	BUY	$47.3 - $49.17 $93,417 - $97,110	1,975 Added 66.61%	4,940 $234,000
Q4 2021 Feb 10, 2022	SELL	$49.16 - $49.38 $22,613 - $22,714	-460 Reduced 13.43%	2,965 $146,000
Q3 2021 Oct 29, 2021	BUY	$49.4 - $49.69 $14,820 - $14,907	300 Added 9.6%	3,425 $169,000
Q2 2021 Aug 11, 2021	BUY	$49.5 - $49.73 $107,662 - $108,162	2,175 Added 228.95%	3,125 $155,000
Q1 2021 Apr 21, 2021	BUY	$49.43 - $49.87 $46,958 - $47,376	950 New	950 $47,000
Q1 2020 May 07, 2020	SELL	$43.92 - $49.69 $45,808 - $51,826	-1,043 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$48.76 - $49.06 $50,807 - $51,120	-1,042 Reduced 49.98%	1,043 $51,000
Q2 2019 Aug 09, 2019	SELL	N/A	-8,871 Reduced 80.97%	2,085 $102,000
Q2 2018 Aug 07, 2018	SELL	N/A	-1,292 Reduced 10.55%	10,956 $526,000
Q1 2018 May 07, 2018	BUY	N/A	2,983 Added 32.2%	12,248 $586,000
Q4 2017 Feb 09, 2018	BUY	N/A	9,265	9,265 $444,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

15.9M
Shares

$759 Million
0.07% of portfolio
Wells Fargo & Company San Francisco, CA

8.46M
Shares

$404 Million
0.1% of portfolio
Envestnet Asset Management Inc

5.88M
Shares

$281 Million
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

5.78M
Shares

$276 Million
0.05% of portfolio
Morgan Stanley New York, NY

5.58M
Shares

$266 Million
0.02% of portfolio

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