Spire Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Spire Wealth Management

$3.01 Billion
Q1 2024

A detailed history of Spire Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Spire Wealth Management holds 4,947 shares of SHM stock, worth $232,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,947

Previous 4,963 0.32%

Holding current value

$232,805

Previous $237,000 1.27%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$47.44 - $47.9 $759 - $766	-16 Reduced 0.32%	4,947 $234,000
Q4 2023 Feb 06, 2024	SELL	$46.12 - $47.85 $9,039 - $9,378	-196 Reduced 3.8%	4,963 $237,000
Q3 2023 Nov 08, 2023	BUY	$46.19 - $47.22 $3,741 - $3,824	81 Added 1.6%	5,159 $238,000
Q2 2023 Aug 09, 2023	SELL	$46.54 - $47.72 $127,566 - $130,800	-2,741 Reduced 35.06%	5,078 $238,000
Q1 2023 May 09, 2023	BUY	$46.61 - $47.68 $350,507 - $358,553	7,520 Added 2515.05%	7,819 $371,000

Q4 2022 Feb 03, 2023	SELL	$46.08 - $47.2 $552 - $566	-12 Reduced 3.86%	299 $14,000
Q3 2022 Nov 07, 2022	SELL	N/A	-8,300 Reduced 96.39%	311 $14,000
Q2 2022 Jul 22, 2022	SELL	N/A	-3,541 Reduced 29.14%	8,611 $407,000
Q1 2021 May 21, 2021	BUY	N/A	12,152 New	12,152 $602,000

Others Institutions Holding SHM

# of Institutions

455

Shares Held

78.2M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Spire Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History