Sheets Smith Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 2025

A detailed history of Sheets Smith Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Sheets Smith Wealth Management holds 4,583 shares of SHM stock, worth $218,059. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,583

Previous 4,783 4.18%

Holding current value

$218,059

Previous $226,000 3.54%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$47.33 - $47.92 $9,466 - $9,584	-200 Reduced 4.18%	4,583 $218,000
Q3 2024 Nov 01, 2024	SELL	$47.01 - $48.2 $69,621 - $71,384	-1,481 Reduced 23.64%	4,783 $230,000
Q2 2024 Jul 30, 2024	SELL	$46.84 - $47.32 $100,378 - $101,406	-2,143 Reduced 25.49%	6,264 $295,000
Q1 2024 May 08, 2024	BUY	$47.44 - $47.9 $189 - $191	4 Added 0.05%	8,407 $398,000
Q4 2023 Feb 06, 2024	SELL	$46.12 - $47.85 $74,529 - $77,325	-1,616 Reduced 16.13%	8,403 $401,000
Q3 2023 Oct 23, 2023	BUY	$46.19 - $47.22 $554 - $566	12 Added 0.12%	10,019 $463,000
Q2 2023 Aug 09, 2023	BUY	$46.54 - $47.72 $465,725 - $477,534	10,007 New	10,007 $470,000

Others Institutions Holding SHM

# of Institutions

462

Shares Held

71.1M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Sheets Smith Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History