United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg Short Te Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,431,266 shares of SHM stock, worth $116 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

2,431,266

Previous 2,455,065 0.97%

Holding current value

$116 Million

Previous $116 Million 0.53%

% of portfolio

1.0%

Previous 1.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$47.33 - $47.92 $1.13 Million - $1.14 Million	-23,799 Reduced 0.97%	2,431,266 $116 Million
Q4 2024 Feb 13, 2025	SELL	$47.26 - $48.18 $3.33 Million - $3.39 Million	-70,402 Reduced 2.79%	2,455,065 $116 Million
Q3 2024 Nov 12, 2024	BUY	$47.01 - $48.2 $202,095 - $207,211	4,299 Added 0.17%	2,525,467 $122 Million
Q2 2024 Aug 14, 2024	SELL	$46.84 - $47.32 $1.04 Million - $1.05 Million	-22,278 Reduced 0.88%	2,521,168 $119 Million
Q1 2024 May 15, 2024	SELL	$47.44 - $47.9 $1.99 Million - $2.01 Million	-41,915 Reduced 1.62%	2,543,446 $121 Million
Q4 2023 Feb 14, 2024	SELL	$46.12 - $47.85 $74.3 Million - $77.1 Million	-1,611,974 Reduced 38.4%	2,585,361 $124 Million
Q3 2023 Nov 14, 2023	SELL	$46.19 - $47.22 $19.6 Million - $20 Million	-423,687 Reduced 9.17%	4,197,335 $194 Million
Q2 2023 Aug 14, 2023	BUY	$46.54 - $47.72 $7.24 Million - $7.43 Million	155,636 Added 3.49%	4,621,022 $217 Million
Q1 2023 Aug 14, 2023	SELL	$46.61 - $47.68 $7.47 Million - $7.64 Million	-160,269 Reduced 3.47%	4,460,753 $212 Million
Q1 2023 May 15, 2023	BUY	$46.61 - $47.68 $26.7 Million - $27.3 Million	573,129 Added 14.72%	4,465,386 $212 Million
Q4 2022 Feb 14, 2023	SELL	$45.97 - $47.2 $1.6 Million - $1.64 Million	-34,786 Reduced 0.89%	3,892,257 $183 Million
Q3 2022 Nov 14, 2022	BUY	$46.05 - $47.82 $29.7 Million - $30.9 Million	645,423 Added 19.67%	3,927,043 $181 Million
Q2 2022 Aug 11, 2022	BUY	$46.52 - $47.45 $7.88 Million - $8.03 Million	169,318 Added 5.44%	3,281,620 $155 Million
Q1 2022 May 16, 2022	BUY	$47.3 - $49.17 $19.7 Million - $20.4 Million	415,768 Added 15.42%	3,112,302 $147 Million
Q4 2021 Feb 14, 2022	BUY	$49.16 - $49.38 $19.3 Million - $19.4 Million	392,637 Added 17.04%	2,696,534 $133 Million
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $18.7 Million - $18.8 Million	378,114 Added 19.63%	2,303,897 $114 Million
Q2 2021 Aug 13, 2021	BUY	$49.5 - $49.73 $19.1 Million - $19.2 Million	386,348 Added 25.1%	1,925,783 $95.4 Million
Q1 2021 May 14, 2021	BUY	$49.43 - $49.87 $15.7 Million - $15.8 Million	317,519 Added 25.99%	1,539,435 $76.3 Million
Q4 2020 Feb 17, 2021	BUY	$49.66 - $49.86 $15.3 Million - $15.3 Million	307,475 Added 33.62%	1,221,916 $60.8 Million
Q3 2020 Nov 13, 2020	BUY	$49.76 - $50.06 $39 Million - $39.2 Million	783,569 Added 598.73%	914,441 $45.6 Million
Q2 2020 Aug 13, 2020	BUY	$48.24 - $49.96 $253,887 - $262,939	5,263 Added 4.19%	130,872 $6.53 Million
Q1 2020 May 15, 2020	BUY	$43.92 - $49.69 $4.43 Million - $5.02 Million	100,945 Added 409.28%	125,609 $6.14 Million
Q4 2019 Feb 14, 2020	SELL	$48.87 - $49.12 $144,508 - $145,247	-2,957 Reduced 10.71%	24,664 $1.21 Million
Q3 2019 Nov 14, 2019	SELL	$48.76 - $49.06 $103,615 - $104,252	-2,125 Reduced 7.14%	27,621 $1.35 Million
Q2 2019 Aug 13, 2019	BUY	N/A	1,603 Added 5.7%	29,746 $1.46 Million
Q1 2019 May 14, 2019	SELL	N/A	-7,162 Reduced 20.29%	28,143 $1.36 Million
Q4 2018 Feb 14, 2019	BUY	N/A	7,762 Added 28.18%	35,305 $1.7 Million
Q3 2018 Nov 14, 2018	BUY	N/A	464 Added 1.71%	27,543 $1.31 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,062 Added 4.08%	27,079 $1.3 Million
Q1 2018 May 15, 2018	BUY	N/A	26,017 New	26,017 $1.24 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-23,157 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	1,614 Added 7.49%	23,157 $1.13 Million
Q2 2017 Aug 14, 2017	BUY	N/A	21,543	21,543 $1.05 Million

Others Institutions Holding SHM

# of Institutions

463

Shares Held

70.9M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg Short Te Transaction History