Omega Financial Group, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Omega Financial Group, LLC

  • $280 Million
  • Q2 2025

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 20,307 shares of SHM stock, worth $976,969. This represents 0.35% of its overall portfolio holdings.

Number of Shares
20,307
Previous 19,184 5.85%
Holding current value
$976,969
Previous $913,000 6.35%
% of portfolio
0.35%
Previous 0.35%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$47.02 - $47.83 $52,803 - $53,713
1,123 Added 5.85%
20,307 $971,000
Q1 2025

May 01, 2025
BUY
$47.33 - $47.92 $1,845 - $1,868
39 Added 0.2%
19,184 $913,000
Q4 2024

Jan 14, 2025
SELL
$47.26 - $48.18 $8,034 - $8,190
-170 Reduced 0.88%
19,145 $907,000
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

# of Institutions
452
Shares Held
70.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
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More about SHM
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