Ritholtz Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Ritholtz Wealth Management

  • $3.29 Billion
  • Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Ritholtz Wealth Management holds 18,030 shares of SHM stock, worth $857,146. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,030
Previous 18,957 4.89%
Holding current value
$857,146
Previous $898,000 4.57%
% of portfolio
0.03%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$47.33 - $47.92 $43,874 - $44,421
-927 Reduced 4.89%
18,030 $857,000
Q4 2024

Jan 14, 2025
BUY
$47.26 - $48.18 $44,093 - $44,951
933 Added 5.18%
18,957 $898,000
Q3 2024

Oct 10, 2024
BUY
$47.01 - $48.2 $1,692 - $1,735
36 Added 0.2%
18,024 $867,000
Q2 2024

Jul 31, 2024
SELL
$46.84 - $47.32 $237,525 - $239,959
-5,071 Reduced 21.99%
17,988 $848,000
Q1 2024

Apr 24, 2024
SELL
$47.44 - $47.9 $25,522 - $25,770
-538 Reduced 2.28%
23,059 $1.09 Million
Q4 2023

Jan 18, 2024
BUY
$46.12 - $47.85 $1,429 - $1,483
31 Added 0.13%
23,597 $1.13 Million
Q3 2023

Oct 13, 2023
SELL
$46.19 - $47.22 $44,157 - $45,142
-956 Reduced 3.9%
23,566 $1.09 Million
Q2 2023

Jul 14, 2023
SELL
$46.54 - $47.72 $1.16 Million - $1.19 Million
-24,891 Reduced 50.37%
24,522 $1.15 Million
Q1 2023

Apr 19, 2023
BUY
$46.61 - $47.68 $224,054 - $229,197
4,807 Added 10.78%
49,413 $2.35 Million
Q4 2022

Jan 18, 2023
BUY
$45.97 - $47.2 $484,523 - $497,488
10,540 Added 30.94%
44,606 $0
Q3 2022

Oct 18, 2022
BUY
$46.05 - $47.82 $910,592 - $945,592
19,774 Added 138.36%
34,066 $1.57 Million
Q2 2022

Jul 15, 2022
BUY
$46.52 - $47.45 $664,863 - $678,155
14,292 New
14,292 $675,000
Q4 2019

Jan 17, 2020
SELL
$48.87 - $49.12 $417,105 - $419,239
-8,535 Closed
0 $0
Q3 2019

Oct 17, 2019
BUY
$48.76 - $49.06 $536 - $539
11 Added 0.13%
8,535 $418,000
Q2 2019

Jul 15, 2019
SELL
N/A
-106 Reduced 1.23%
8,524 $417,000
Q1 2019

Apr 12, 2019
BUY
N/A
126 Added 1.48%
8,630 $418,000
Q4 2018

Jan 18, 2019
SELL
N/A
-788 Reduced 8.48%
8,504 $409,000
Q3 2018

Oct 12, 2018
BUY
N/A
4,871 Added 110.18%
9,292 $443,000
Q2 2018

Jul 12, 2018
BUY
N/A
66 Added 1.52%
4,421 $212,000
Q1 2018

Apr 17, 2018
BUY
N/A
9 Added 0.21%
4,355 $208,000
Q4 2017

Jan 23, 2018
SELL
N/A
-692 Reduced 13.74%
4,346 $208,000
Q3 2017

Oct 17, 2017
BUY
N/A
5,038
5,038 $245,000

Others Institutions Holding SHM

# of Institutions
456
Shares Held
74.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email