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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-18.3K- 64.87% |
$845K - $877K
|
9.93K
$474K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 3.08% |
$369 - $383
|
268
$12.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
538+ 11.32% |
$24.8K - $25.7K
|
5.29K
$253K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
231New |
$10.7K - $11.1K
|
231
$11K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5.7KNew |
$263K - $273K
|
5.7K
$272K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528- 63.54% |
$24.4K - $25.3K
|
303
$14.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.12KNew |
$51.4K - $53.4K
|
1.12K
$53.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.46KNew |
$160K - $166K
|
3.46K
$165K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-639- 8.89% |
$29.5K - $30.6K
|
6.55K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-84.7K- 49.88% |
$3.91M - $4.05M
|
85.1K
$4.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-188- 36.65% |
$8.67K - $9K
|
325
$15.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-838- 9.17% |
$38.6K - $40.1K
|
8.3K
$397K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.45K- 18.47% |
$66.9K - $69.4K
|
6.4K
$306K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$195K - $202K
|
4.23K
$202K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-792- 95.88% |
$36.6K - $37.4K
|
34
$1.62K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.2K- 25.02% |
$101K - $104K
|
6.58K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-794- 14.42% |
$36.7K - $37.5K
|
4.71K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.07K- 3.77% |
$49.3K - $50.4K
|
27.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.72K+ 3.36% |
$172K - $176K
|
115K
$5.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.51K- 3.2% |
$254K - $260K
|
167K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.66K- 32.49% |
$123K - $125K
|
5.52K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.65KNew |
$307K - $314K
|
6.65K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.35% |
$739 - $756
|
4.62K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-685- 56.24% |
$31.6K - $32.3K
|
533
$25.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-172- 10.87% |
$7.94K - $8.12K
|
1.41K
$67.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-300- 2.26% |
$13.9K - $14.2K
|
13K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-222- 2.84% |
$10.3K - $10.5K
|
7.61K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
417+ 5.97% |
$19.3K - $19.7K
|
7.4K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$1.29K - $1.32K
|
28
$1.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
982+ 14.27% |
$45.4K - $46.4K
|
7.86K
$376K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
100KNew |
$4.62M - $4.73M
|
100K
$4.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.4KNew |
$1.03M - $1.06M
|
22.4K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.15K- 48.77% |
$238K - $243K
|
5.41K
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-86- 1.28% |
$3.97K - $4.06K
|
6.63K
$316K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.34K- 42.13% |
$61.7K - $63K
|
1.83K
$87.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12K+ 3.18% |
$556K - $569K
|
390K
$18.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
240New |
$11.1K - $11.3K
|
240
$11.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-142- 3.07% |
$6.56K - $6.71K
|
4.48K
$214K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6+ 0.01% |
$277 - $283
|
44.7K
$2.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 11.06% |
$48K - $49.1K
|
8.37K
$400K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.57% |
$84.7K - $86.6K
|
5.94K
$284K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.93K- 36.82% |
$181K - $185K
|
6.74K
$322K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46New |
$2.12K - $2.17K
|
46
$2.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
110+ 0.28% |
$5.08K - $5.19K
|
38.9K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.3KNew |
$936K - $957K
|
20.3K
$968K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$416 - $425
|
9
$430
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-29- 0.38% |
$1.34K - $1.37K
|
7.69K
$367K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.52K- 26.45% |
$301K - $308K
|
18.1K
$866K
|
|
| Q2 2023 | |||||||
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-9.54KClosed |
$444K - $455K
|
0
$0
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-17.4K- 27.37% |
$810K - $831K
|
46.2K
$2.21M
|
|