A detailed history of Omega Financial Group, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Omega Financial Group, LLC holds 19,315 shares of SHM stock, worth $919,780. This represents 0.35% of its overall portfolio holdings.

Number of Shares
19,315
Previous 20,339 5.03%
Holding current value
$919,780
Previous $959,000 3.13%
% of portfolio
0.35%
Previous 0.39%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$47.01 - $48.2 $48,138 - $49,356
-1,024 Reduced 5.03%
19,315 $929,000
Q2 2024

Jul 12, 2024

BUY
$46.84 - $47.32 $3,325 - $3,359
71 Added 0.35%
20,339 $959,000
Q1 2024

Apr 17, 2024

SELL
$47.44 - $47.9 $9,393 - $9,484
-198 Reduced 0.97%
20,268 $961,000
Q4 2023

Jan 10, 2024

SELL
$46.12 - $47.85 $12,544 - $13,015
-272 Reduced 1.31%
20,466 $978,000
Q3 2023

Oct 10, 2023

SELL
$46.19 - $47.22 $97,322 - $99,492
-2,107 Reduced 9.22%
20,738 $958,000
Q2 2023

Jul 11, 2023

BUY
$46.54 - $47.72 $39,372 - $40,371
846 Added 3.85%
22,845 $1.07 Million
Q1 2023

Apr 07, 2023

BUY
$46.61 - $47.68 $145,329 - $148,666
3,118 Added 16.51%
21,999 $1.05 Million
Q4 2022

Feb 09, 2023

SELL
$45.97 - $47.2 $637,328 - $654,380
-13,864 Reduced 42.34%
18,881 $887,000
Q3 2022

Oct 14, 2022

BUY
$46.05 - $47.82 $1.09 Million - $1.13 Million
23,681 Added 261.26%
32,745 $1.51 Million
Q2 2022

Jul 13, 2022

SELL
$46.52 - $47.45 $270,374 - $275,779
-5,812 Reduced 39.07%
9,064 $428,000
Q1 2022

Apr 25, 2022

BUY
$47.3 - $49.17 $314,923 - $327,373
6,658 Added 81.02%
14,876 $704,000
Q4 2021

Jan 24, 2022

BUY
$49.16 - $49.38 $35,886 - $36,047
730 Added 9.75%
8,218 $404,000
Q3 2021

Oct 13, 2021

BUY
$49.4 - $49.69 $4,100 - $4,124
83 Added 1.12%
7,488 $370,000
Q2 2021

Aug 16, 2021

BUY
$49.5 - $49.73 $990 - $994
20 Added 0.27%
7,405 $367,000
Q1 2021

Apr 19, 2021

BUY
$49.43 - $49.87 $67,373 - $67,972
1,363 Added 22.63%
7,385 $366,000
Q4 2020

Feb 04, 2021

SELL
$49.66 - $49.86 $86,507 - $86,856
-1,742 Reduced 22.44%
6,022 $300,000
Q3 2020

Oct 14, 2020

BUY
$49.76 - $50.06 $40,703 - $40,949
818 Added 11.78%
7,764 $387,000
Q2 2020

Jul 09, 2020

SELL
$48.24 - $49.96 $22,431 - $23,231
-465 Reduced 6.27%
6,946 $346,000
Q1 2020

Apr 29, 2020

SELL
$43.92 - $49.69 $1.49 Million - $1.69 Million
-33,913 Reduced 82.07%
7,411 $362,000
Q4 2019

Jan 13, 2020

BUY
$48.87 - $49.12 $114,649 - $115,235
2,346 Added 6.02%
41,324 $2.03 Million
Q3 2019

Oct 22, 2019

BUY
$48.76 - $49.06 $697,706 - $701,999
14,309 Added 58.0%
38,978 $1.91 Million
Q2 2019

Aug 02, 2019

BUY
N/A
1,892 Added 8.31%
24,669 $1.21 Million
Q1 2019

May 10, 2019

BUY
N/A
1,964 Added 9.44%
22,777 $1.1 Million
Q4 2018

Feb 14, 2019

BUY
N/A
20,813 New
20,813 $1 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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