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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.07KClosed |
$202K - $203K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.28KClosed |
$63.4K - $63.7K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1KClosed |
$49.5K - $49.7K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-87Closed |
$4.31K - $4.33K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-721Closed |
$35.7K - $35.9K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-498Closed |
$24.7K - $24.8K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-7.25KClosed |
$359K - $361K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-10.1KClosed |
$500K - $502K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-27.6KClosed |
$1.37M - $1.37M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-67Closed |
$3.32K - $3.33K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.41KClosed |
$218K - $219K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
35.6KNew |
$1.76M - $1.77M
|
35.6K
$1.7M
|
|
|
Jul 19, 2021
Q2 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$515K - $517K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
275New |
$13.6K - $13.7K
|
275
$13.1K
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24.5KClosed |
$1.21M - $1.22M
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$88.7K - $89.5K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-5.58KClosed |
$276K - $278K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-928Closed |
$45.9K - $46.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-800Closed |
$39.5K - $39.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-74.2KClosed |
$3.67M - $3.7M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.44KClosed |
$220K - $222K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-201Closed |
$9.94K - $10K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-23.5KClosed |
$1.16M - $1.17M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-12.3KClosed |
$610K - $616K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.4K+ 42.31% |
$267K - $269K
|
18.1K
$867K
|
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-398Closed |
$19.7K - $19.8K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-456Closed |
$22.5K - $22.7K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1Closed |
$49.4 - $49.9
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-240Closed |
$11.9K - $12K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-8.57KClosed |
$424K - $427K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.55KClosed |
$472K - $476K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.36KClosed |
$166K - $167K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
SELL
|
- |
-5.58KClosed |
$276K - $278K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1KClosed |
$497K - $501K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-2.88KClosed |
$142K - $143K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.88KClosed |
$142K - $143K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.96KClosed |
$96.9K - $97.8K
|
0
$0
|
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
308New |
$15.2K - $15.4K
|
308
$14.7K
|
|
| Q4 2020 | |||||||
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-37KClosed |
$1.84M - $1.84M
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19KClosed |
$945K - $949K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
158KNew |
$7.86M - $7.89M
|
158K
$7.56M
|
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-30Closed |
$1.49K - $1.5K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.05KClosed |
$251K - $252K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.13KClosed |
$56.1K - $56.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.3KClosed |
$908K - $911K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2Closed |
$99.3 - $99.7
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.21KClosed |
$407K - $409K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
4.92KNew |
$244K - $245K
|
4.92K
$235K
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$225K - $226K
|
4.54K
$217K
|
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2KClosed |
$99.3K - $99.7K
|
0
$0
|
|