Latest Institutional Transactions on Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.1K- 42.22% |
$525K - $531K
|
15.2K
$724K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.8K- 61.2% |
$704K - $711K
|
9.4K
$449K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-21- 0.43% |
$996 - $1.01K
|
4.82K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 17.16% |
$53.8K - $54.3K
|
5.48K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.56% |
$1.19K - $1.2K
|
4.42K
$211K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.15KNew |
$244K - $247K
|
5.15K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.83K- 18.18% |
$87K - $87.8K
|
8.25K
$394K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.11KNew |
$242K - $245K
|
5.11K
$244K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1K- 14.29% |
$47.4K - $47.9K
|
6K
$287K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$174K - $176K
|
3.68K
$176K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-421- 15.48% |
$20K - $20.2K
|
2.3K
$110K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.07K- 12.66% |
$50.5K - $51K
|
7.35K
$351K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.79% |
$380 - $383
|
1K
$48K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
500+ 11.63% |
$23.7K - $24K
|
4.8K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
424New |
$20.1K - $20.3K
|
424
$20.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-133- 6.1% |
$6.31K - $6.37K
|
2.05K
$97.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-264- 1.48% |
$12.5K - $12.6K
|
17.6K
$842K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-165- 22.12% |
$7.83K - $7.9K
|
581
$27.8K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-752- 14.47% |
$35.7K - $36K
|
4.45K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.5K- 82.44% |
$546K - $552K
|
2.45K
$117K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$507 - $526
|
11
$525
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 37.77% |
$161K - $167K
|
5.77K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$254K - $264K
|
5.51K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
40New |
$1.84K - $1.91K
|
40
$1.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.24K- 69.33% |
$57.3K - $59.5K
|
550
$26.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.41KNew |
$388K - $402K
|
8.41K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
155New |
$7.15K - $7.42K
|
155
$7.4K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 20.0% |
$4.61K - $4.79K
|
400
$19.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-249- 2.72% |
$11.5K - $11.9K
|
8.9K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.37KNew |
$63.2K - $65.6K
|
1.37K
$65.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.1 - $47.9
|
1
$47.8
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.2KNew |
$515K - $534K
|
11.2K
$533K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43+ 0.47% |
$1.98K - $2.06K
|
9.22K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$203K - $211K
|
4.41K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
5.73KNew |
$264K - $274K
|
5.73K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.13% |
$1.43M - $1.49M
|
63.4K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-16.1K- 65.4% |
$744K - $772K
|
8.53K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.56K- 34.85% |
$118K - $123K
|
4.79K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
30KNew |
$1.38M - $1.44M
|
30K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.56KNew |
$257K - $266K
|
5.56K
$266K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-275- 3.86% |
$12.7K - $13.2K
|
6.85K
$327K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
27.1K+ 114.8% |
$1.25M - $1.29M
|
50.6K
$2.42M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-579- 3.86% |
$26.7K - $27.7K
|
14.4K
$688K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$23.1K - $23.9K
|
500
$23.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-204- 3.55% |
$9.41K - $9.76K
|
5.54K
$264K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-17.9K- 77.71% |
$824K - $855K
|
5.12K
$245K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
111KNew |
$5.12M - $5.31M
|
111K
$5.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.73K- 9.1% |
$172K - $178K
|
37.2K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-620- 8.65% |
$28.6K - $29.7K
|
6.55K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.85K- 38.31% |
$270K - $280K
|
9.42K
$450K
|
|