Financial Advocates Investment Management Spdr Nuveen Bloomberg Short Te Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Financial Advocates Investment Management holds 12,923 shares of SHM stock, worth $612,162. This represents 0.04% of its overall portfolio holdings.

Number of Shares

12,923

Holding current value

$612,162

% of portfolio

0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$47.33 - $47.92 $611,645 - $619,270	12,923 New	12,923 $615,000
Q2 2022 Aug 12, 2022	SELL	$46.52 - $47.45 $449,104 - $458,082	-9,654 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$47.3 - $49.17 $51,084 - $53,103	-1,080 Reduced 10.06%	9,654 $457,000
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $70,741 - $71,057	-1,439 Reduced 11.82%	10,734 $528,000
Q3 2021 Nov 04, 2021	BUY	$49.4 - $49.69 $152,893 - $153,790	3,095 Added 34.09%	12,173 $618,000
Q2 2021 Aug 03, 2021	BUY	$49.5 - $49.73 $120,087 - $120,644	2,426 Added 36.47%	9,078 $450,000
Q1 2021 May 10, 2021	SELL	$49.43 - $49.87 $143,050 - $144,323	-2,894 Reduced 30.32%	6,652 $330,000
Q4 2020 Feb 12, 2021	BUY	$49.66 - $49.86 $86,954 - $87,304	1,751 Added 22.46%	9,546 $472,000
Q3 2020 Nov 04, 2020	SELL	$49.76 - $50.06 $30,353 - $30,536	-610 Reduced 7.26%	7,795 $389,000
Q2 2020 Aug 14, 2020	BUY	$48.24 - $49.96 $135,120 - $139,937	2,801 Added 49.98%	8,405 $419,000
Q1 2020 Apr 29, 2020	SELL	$43.92 - $49.69 $24,770 - $28,025	-564 Reduced 9.14%	5,604 $274,000
Q4 2019 Feb 13, 2020	BUY	$48.87 - $49.12 $95,540 - $96,029	1,955 Added 46.4%	6,168 $303,000
Q3 2019 Nov 13, 2019	SELL	$48.76 - $49.06 $106,443 - $107,097	-2,183 Reduced 34.13%	4,213 $206,000
Q2 2019 Aug 08, 2019	BUY	N/A	417 Added 6.97%	6,396 $313,000
Q1 2019 May 16, 2019	BUY	N/A	121 Added 2.07%	5,979 $290,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,336 Reduced 18.57%	5,858 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1 Added 0.01%	7,194 $0
Q2 2018 Aug 09, 2018	BUY	N/A	1 Added 0.01%	7,193 $345,000
Q1 2018 May 11, 2018	BUY	N/A	1,250 Added 21.04%	7,192 $344,000
Q4 2017 Feb 15, 2018	BUY	N/A	5,942	5,942 $285,000

Others Institutions Holding SHM

# of Institutions

459

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Financial Advocates Investment Management Spdr Nuveen Bloomberg Short Te Transaction History