Global Retirement Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Global Retirement Partners, LLC holds 19,103 shares of SHM stock, worth $907,965. This represents 0.03% of its overall portfolio holdings.

Number of Shares

19,103

Previous 16,365 16.73%

Holding current value

$907,965

Previous $787,000 14.99%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$47.26 - $48.18 $129,397 - $131,916	2,738 Added 16.73%	19,103 $905,000
Q3 2024 Oct 16, 2024	BUY	$47.01 - $48.2 $65,672 - $67,335	1,397 Added 9.33%	16,365 $787,000
Q2 2024 Jul 23, 2024	BUY	$46.84 - $47.32 $155,743 - $157,339	3,325 Added 28.56%	14,968 $706,000
Q1 2024 Apr 23, 2024	BUY	$47.44 - $47.9 $175,385 - $177,086	3,697 Added 46.53%	11,643 $552,000
Q4 2023 Jan 18, 2024	BUY	$46.12 - $47.85 $172,581 - $179,054	3,742 Added 89.01%	7,946 $379,000
Q3 2023 Oct 13, 2023	BUY	$46.19 - $47.22 $27,575 - $28,190	597 Added 16.55%	4,204 $194,000
Q2 2023 Jul 20, 2023	SELL	$46.54 - $47.72 $2,327 - $2,386	-50 Reduced 1.37%	3,607 $169,000
Q1 2023 May 05, 2023	BUY	$46.61 - $47.68 $36,122 - $36,952	775 Added 26.89%	3,657 $173,000
Q4 2022 Feb 13, 2023	BUY	$45.97 - $47.2 $43,625 - $44,792	949 Added 49.09%	2,882 $135,000
Q3 2022 Nov 03, 2022	BUY	$46.05 - $47.82 $19,939 - $20,706	433 Added 28.87%	1,933 $89,000
Q1 2022 Jul 14, 2022	BUY	$47.3 - $49.17 $70,950 - $73,755	1,500 New	1,500 $70,000
Q4 2021 Jan 21, 2022	SELL	$49.16 - $49.38 $73,740 - $74,070	-1,500 Closed	0 $0
Q3 2018 Oct 17, 2018	SELL	N/A	-416 Reduced 21.71%	1,500 $72,000
Q1 2018 Aug 10, 2018	SELL	N/A	-173 Reduced 8.28%	1,916 $92,000
Q4 2017 Aug 13, 2018	BUY	N/A	1,500 Added 254.67%	2,089 $100,000
Q2 2017 Aug 10, 2018	BUY	N/A	589	589 $29,000

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Global Retirement Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History