A detailed history of Strategic Wealth Partners, Ltd. transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 10,597 shares of SHM stock, worth $506,218. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,597
Previous 13,697 22.63%
Holding current value
$506,218
Previous $646,000 21.05%
% of portfolio
0.05%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
$47.01 - $48.2 $145,731 - $149,420
-3,100 Reduced 22.63%
10,597 $510,000
Q1 2024

May 20, 2024

SELL
$47.44 - $47.9 $13,046 - $13,172
-275 Reduced 1.97%
13,697 $649,000
Q3 2023

May 20, 2024

BUY
$46.19 - $47.22 $9,792 - $10,010
212 Added 1.54%
13,972 $645,000
Q1 2023

Apr 24, 2023

SELL
$46.61 - $47.68 $80,681 - $82,534
-1,731 Reduced 11.17%
13,760 $654,000
Q4 2022

Apr 24, 2023

SELL
$45.97 - $47.2 $112,672 - $115,687
-2,451 Reduced 13.66%
15,491 $727,000
Q3 2022

Apr 24, 2023

BUY
$46.05 - $47.82 $137,735 - $143,029
2,991 Added 20.01%
17,942 $0
Q2 2022

Aug 22, 2022

SELL
$46.52 - $47.45 $129,232 - $131,816
-2,778 Reduced 15.67%
14,951 $707,000
Q1 2022

May 19, 2022

BUY
$47.3 - $49.17 $72,652 - $75,525
1,536 Added 9.49%
17,729 $0
Q3 2021

Nov 12, 2021

BUY
$49.4 - $49.69 $96,330 - $96,895
1,950 Added 13.69%
16,193 $800,000
Q2 2021

Aug 25, 2021

SELL
$49.5 - $49.73 $35,640 - $35,805
-720 Reduced 4.81%
14,243 $706,000
Q1 2021

May 24, 2021

BUY
$49.43 - $49.87 $12,258 - $12,367
248 Added 1.69%
14,963 $742,000
Q4 2020

Feb 18, 2021

BUY
$49.66 - $49.86 $39,876 - $40,037
803 Added 5.77%
14,715 $733,000
Q3 2020

Nov 10, 2020

SELL
$49.76 - $50.06 $305,227 - $307,068
-6,134 Reduced 30.6%
13,912 $694,000
Q2 2020

Aug 11, 2020

SELL
$48.24 - $49.96 $282,879 - $292,965
-5,864 Reduced 22.63%
20,046 $1 Million
Q4 2019

Jan 30, 2020

SELL
$48.87 - $49.12 $188,833 - $189,799
-3,864 Reduced 12.98%
25,910 $1.27 Million
Q3 2019

Oct 28, 2019

BUY
$48.76 - $49.06 $100,006 - $100,622
2,051 Added 7.4%
29,774 $96.9 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-3,646 Reduced 11.62%
27,723 $1.36 Million
Q1 2019

May 14, 2019

BUY
N/A
5,589 Added 21.68%
31,369 $1.52 Million
Q4 2018

Jan 24, 2019

BUY
N/A
1,492 Added 6.14%
25,780 $0
Q3 2018

Dec 06, 2018

SELL
N/A
-3,647 Reduced 13.06%
24,288 $1.16 Million
Q2 2018

Sep 04, 2018

BUY
N/A
3,394 Added 13.83%
27,935 $1.34 Million
Q1 2018

Jul 13, 2018

BUY
N/A
24,541 New
24,541 $1.17 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.