A detailed history of Wealthsource Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealthsource Partners, LLC holds 85,120 shares of SHM stock, worth $4.05 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
85,120
Previous 169,837 49.88%
Holding current value
$4.05 Million
Previous $7.85 Million 48.2%
% of portfolio
0.27%
Previous 0.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

SELL
$46.12 - $47.85 $3.91 Million - $4.05 Million
-84,717 Reduced 49.88%
85,120 $4.07 Million
Q3 2023

Nov 09, 2023

BUY
$46.19 - $47.22 $862,043 - $881,266
18,663 Added 12.35%
169,837 $7.85 Million
Q2 2023

Aug 14, 2023

BUY
$46.54 - $47.72 $179,272 - $183,817
3,852 Added 2.61%
151,174 $7.11 Million
Q1 2023

May 15, 2023

SELL
$46.61 - $47.68 $1.32 Million - $1.35 Million
-28,271 Reduced 16.1%
147,322 $7.01 Million
Q4 2022

Feb 09, 2023

SELL
$45.97 - $47.2 $1.36 Million - $1.4 Million
-29,669 Reduced 14.45%
175,593 $8.25 Million
Q3 2022

Nov 14, 2022

BUY
$46.05 - $47.82 $6.86 Million - $7.12 Million
148,968 Added 264.63%
205,262 $9.46 Million
Q2 2022

Aug 10, 2022

BUY
$46.52 - $47.45 $870,854 - $888,264
18,720 Added 49.82%
56,294 $2.66 Million
Q1 2022

May 09, 2022

BUY
$47.3 - $49.17 $380,575 - $395,621
8,046 Added 27.25%
37,574 $1.78 Million
Q4 2021

Feb 14, 2022

SELL
$49.16 - $49.38 $1.12 Million - $1.13 Million
-22,835 Reduced 43.61%
29,528 $1.45 Million
Q3 2021

Nov 18, 2021

BUY
$49.4 - $49.69 $1.31 Million - $1.32 Million
26,536 Added 102.75%
52,363 $2.59 Million
Q2 2021

Nov 18, 2021

SELL
$49.5 - $49.73 $1.05 Million - $1.05 Million
-21,153 Reduced 45.03%
25,827 $1.28 Million
Q1 2021

Jun 21, 2021

BUY
$49.43 - $49.87 $2.32 Million - $2.34 Million
46,980 New
46,980 $2.33 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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