Moneywise, Inc. Spdr Nuveen Bloomberg Short Te Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Moneywise, Inc. holds 19,348 shares of SHM stock, worth $919,803. This represents 0.49% of its overall portfolio holdings.

Number of Shares

19,348

Previous 32,008 39.55%

Holding current value

$919,803

Previous $1.54 Million 40.52%

% of portfolio

0.49%

Previous 0.8%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$47.26 - $48.18 $598,311 - $609,958	-12,660 Reduced 39.55%	19,348 $916,000
Q3 2024 Oct 21, 2024	SELL	$47.01 - $48.2 $1.79 Million - $1.83 Million	-38,042 Reduced 54.31%	32,008 $1.54 Million
Q2 2024 Jul 17, 2024	SELL	$46.84 - $47.32 $797,451 - $805,623	-17,025 Reduced 19.55%	70,050 $3.31 Million
Q1 2024 Apr 22, 2024	SELL	$47.44 - $47.9 $1.24 Million - $1.25 Million	-26,106 Reduced 23.07%	87,075 $4.13 Million
Q4 2023 Jan 29, 2024	SELL	$46.12 - $47.85 $71,716 - $74,406	-1,555 Reduced 1.36%	113,181 $5.41 Million
Q3 2023 Oct 23, 2023	BUY	$46.19 - $47.22 $1.01 Million - $1.03 Million	21,846 Added 23.52%	114,736 $5.3 Million
Q2 2023 Jul 24, 2023	BUY	$46.54 - $47.72 $982,878 - $1.01 Million	21,119 Added 29.43%	92,890 $4.37 Million
Q1 2023 Apr 21, 2023	BUY	$46.61 - $47.68 $719,099 - $735,607	15,428 Added 27.38%	71,771 $3.41 Million
Q4 2022 Jan 30, 2023	SELL	$45.97 - $47.2 $159,791 - $164,067	-3,476 Reduced 5.81%	56,343 $2.65 Million
Q3 2022 Nov 03, 2022	SELL	$46.05 - $47.82 $470,446 - $488,529	-10,216 Reduced 14.59%	59,819 $2.76 Million
Q2 2022 Aug 02, 2022	SELL	$46.52 - $47.45 $663,747 - $677,016	-14,268 Reduced 16.92%	70,035 $3.31 Million
Q1 2022 Apr 20, 2022	BUY	$47.3 - $49.17 $249,743 - $259,617	5,280 Added 6.68%	84,303 $3.99 Million
Q4 2021 Jan 12, 2022	BUY	$49.16 - $49.38 $182,875 - $183,693	3,720 Added 4.94%	79,023 $3.89 Million
Q3 2021 Oct 12, 2021	BUY	$49.4 - $49.69 $395,496 - $397,818	8,006 Added 11.9%	75,303 $3.72 Million
Q2 2021 Jul 22, 2021	BUY	$49.5 - $49.73 $104,890 - $105,377	2,119 Added 3.25%	67,297 $3.34 Million
Q1 2021 Apr 14, 2021	BUY	$49.43 - $49.87 $9,935 - $10,023	201 Added 0.31%	65,178 $3.23 Million
Q4 2020 Jan 15, 2021	BUY	$49.66 - $49.86 $52,987 - $53,200	1,067 Added 1.67%	64,977 $3.24 Million
Q3 2020 Oct 13, 2020	SELL	$49.76 - $50.06 $147,239 - $148,127	-2,959 Reduced 4.43%	63,910 $3.19 Million
Q2 2020 Jul 10, 2020	SELL	$48.24 - $49.96 $470,484 - $487,259	-9,753 Reduced 12.73%	66,869 $3.34 Million
Q1 2020 Apr 13, 2020	SELL	$43.92 - $49.69 $166,456 - $188,325	-3,790 Reduced 4.71%	76,622 $3.75 Million
Q4 2019 Jan 07, 2020	BUY	$48.87 - $49.12 $107,758 - $108,309	2,205 Added 2.82%	80,412 $3.94 Million
Q3 2019 Oct 23, 2019	SELL	$48.76 - $49.06 $306,017 - $307,900	-6,276 Reduced 7.43%	78,207 $3.83 Million
Q2 2019 Jul 17, 2019	BUY	N/A	6,425 Added 8.23%	84,483 $4.13 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-3,997 Reduced 4.87%	78,058 $3.73 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-6,177 Reduced 7.0%	82,055 $3.94 Million
Q3 2018 Oct 15, 2018	BUY	N/A	3,787 Added 4.48%	88,232 $4.21 Million
Q2 2018 Jul 19, 2018	BUY	N/A	5,971 Added 7.61%	84,445 $4.05 Million
Q1 2018 Apr 17, 2018	BUY	N/A	935 Added 1.21%	78,474 $3.75 Million
Q4 2017 Jan 08, 2018	BUY	N/A	2,494 Added 3.32%	77,539 $3.72 Million
Q3 2017 Oct 10, 2017	BUY	N/A	75,045	75,045 $3.65 Million

Others Institutions Holding SHM

# of Institutions

453

Shares Held

73.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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