Sage View Advisory Group, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 34,227 shares of SHM stock, worth $1.63 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

34,227

Previous 34,149 0.23%

Holding current value

$1.63 Million

Previous $1.62 Billion 0.67%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$47.33 - $47.92 $3,691 - $3,737	78 Added 0.23%	34,227 $1.63 Billion
Q4 2024 Feb 13, 2025	BUY	$47.26 - $48.18 $38,138 - $38,881	807 Added 2.42%	34,149 $1.62 Billion
Q3 2024 Nov 14, 2024	BUY	$47.01 - $48.2 $2,961 - $3,036	63 Added 0.19%	33,342 $1.61 Billion
Q2 2024 Aug 14, 2024	BUY	$46.84 - $47.32 $884,948 - $894,016	18,893 Added 131.33%	33,279 $1.57 Billion
Q1 2024 May 08, 2024	SELL	$47.44 - $47.9 $1.54 Million - $1.55 Million	-32,408 Reduced 69.26%	14,386 $1.37 Billion
Q4 2023 Feb 09, 2024	SELL	$46.12 - $47.85 $175,117 - $181,686	-3,797 Reduced 7.51%	46,794 $2.23 Billion
Q3 2023 Nov 02, 2023	BUY	$46.19 - $47.22 $35,751 - $36,548	774 Added 1.55%	50,591 $2.34 Billion
Q2 2023 Aug 11, 2023	SELL	$46.54 - $47.72 $118,304 - $121,304	-2,542 Reduced 4.85%	49,817 $2.34 Billion
Q1 2023 May 01, 2023	BUY	$46.61 - $47.68 $35,936 - $36,761	771 Added 1.49%	52,359 $2.49 Billion
Q4 2022 Feb 14, 2023	BUY	$45.97 - $47.2 $2.37 Million - $2.43 Million	51,588 New	51,588 $2.42 Billion

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

Ticker SHM
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Sage View Advisory Group, LLC Spdr Nuveen Bloomberg Short Te Transaction History