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 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86K- 21.62% |
$85.3K - $87.6K
|
6.73K
$321K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$321K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
37New |
$1.7K - $1.75K
|
37
$1.77K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.77K- 37.83% |
$127K - $131K
|
4.55K
$217K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.2K+ 47.52% |
$101K - $104K
|
6.83K
$326K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15.6K- 78.38% |
$718K - $737K
|
4.31K
$206K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-92.1K- 22.6% |
$4.24M - $4.35M
|
315K
$15.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.05K+ 64.44% |
$140K - $144K
|
7.79K
$372K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4K- 38.08% |
$707K - $726K
|
25K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-14.8K- 72.03% |
$679K - $698K
|
5.74K
$274K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
44.4KNew |
$2.04M - $2.1M
|
44.4K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
220KNew |
$10.1M - $10.4M
|
220K
$10.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$54.5K - $56K
|
1.19K
$56.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
322New |
$14.8K - $15.2K
|
322
$15.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
71.3KNew |
$3.28M - $3.37M
|
71.3K
$3.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
903New |
$41.5K - $42.6K
|
903
$43.1K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$46.1 - $47.8
|
510
$24.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.17% |
$184 - $191
|
2.39K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.39K- 23.36% |
$110K - $114K
|
7.82K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.72K- 5.56% |
$401K - $417K
|
148K
$7.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1New |
$46.1 - $47.8
|
1
$47.8
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10KNew |
$461K - $478K
|
10K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.98K- 30.77% |
$275K - $286K
|
13.4K
$642K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
243New |
$11.2K - $11.6K
|
243
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.64K- 47.51% |
$260K - $270K
|
6.23K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-640- 2.13% |
$29.5K - $30.6K
|
29.4K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 5.42% |
$48.8K - $50.7K
|
18.5K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-60- 0.19% |
$2.76K - $2.87K
|
32.2K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.46K- 9.13% |
$159K - $165K
|
34.4K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.39K- 37.85% |
$202K - $210K
|
7.22K
$345K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 18.34% |
$51.5K - $53.5K
|
4.98K
$238K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.48KNew |
$391K - $406K
|
8.48K
$405K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
754New |
$34.7K - $36.1K
|
754
$36K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
666+ 15.02% |
$30.7K - $31.8K
|
5.1K
$244K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-279- 14.4% |
$12.8K - $13.3K
|
1.66K
$79.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.9K- 5.19% |
$179K - $186K
|
71.2K
$3.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
6.1KNew |
$281K - $292K
|
6.1K
$291K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.18K- 56.95% |
$192K - $200K
|
3.16K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.15% |
$6.22K - $6.46K
|
11.6K
$555K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 57.85% |
$648K - $673K
|
10.3K
$490K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.38K+ 44.28% |
$386K - $401K
|
27.3K
$1.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 11.3% |
$48K - $49.8K
|
8.18K
$391K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.69K- 13.24% |
$170K - $177K
|
24.2K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30.5K- 96.83% |
$1.41M - $1.46M
|
1K
$47.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-93- 1.74% |
$4.28K - $4.45K
|
5.25K
$251K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.59KNew |
$395K - $411K
|
8.59K
$410K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-985- 12.24% |
$45.4K - $47.1K
|
7.07K
$337K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-500- 1.37% |
$23K - $23.9K
|
35.9K
$1.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 9.75% |
$4.97K - $5.16K
|
1K
$47.8K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.45KNew |
$251K - $261K
|
5.45K
$260K
|
|