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 28, 2021
Q4 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-12.3KClosed |
$612K - $614K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.43KClosed |
$121K - $121K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.57KClosed |
$227K - $228K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-4.24KClosed |
$211K - $211K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-5.84KClosed |
$290K - $291K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-55Closed |
$2.74K - $2.75K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.66KClosed |
$331K - $333K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.96KNew |
$147K - $148K
|
2.96K
$141K
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.03KClosed |
$250K - $252K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-41KClosed |
$2.04M - $2.05M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-225Closed |
$11.2K - $11.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.18KClosed |
$58.5K - $58.8K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.02KClosed |
$250K - $251K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-500- 19.23% |
$24.9K - $25K
|
2.1K
$100K
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-1KClosed |
$49.8K - $50.1K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-4.12KClosed |
$205K - $206K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-10.5KClosed |
$523K - $526K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-195Closed |
$9.7K - $9.76K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.72K- 15.25% |
$227K - $236K
|
26.2K
$1.25M
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20.2KClosed |
$974K - $1.01M
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-30Closed |
$1.45K - $1.5K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-30K- 38.18% |
$1.45M - $1.5M
|
48.6K
$2.32M
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-215Closed |
$10.4K - $10.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-118Closed |
$5.69K - $5.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-70KClosed |
$3.38M - $3.5M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$731K - $757K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
$777K - $805K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.32KClosed |
$208K - $216K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-187Closed |
$9.02K - $9.34K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-812Closed |
$39.2K - $40.6K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.11KClosed |
$247K - $255K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-88.6KClosed |
$4.28M - $4.43M
|
0
$0
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.89KClosed |
$236K - $244K
|
0
$0
|
|
Q1 2020 | |||||||
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-493Closed |
$21.7K - $24.5K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-290Closed |
$12.7K - $14.4K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-360Closed |
$15.8K - $17.9K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-51Closed |
$2.24K - $2.53K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-25.3KClosed |
$1.11M - $1.26M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.48KNew |
$64.8K - $73.3K
|
1.48K
$70.5K
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.23KClosed |
$142K - $160K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-57KClosed |
$2.5M - $2.83M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$3.69K - $4.17K
|
84
$4.01K
|
|
May 06, 2020
Q1 2020
|
Compass Financial Group, Inc.
|
SELL
|
- |
-5.58KClosed |
$245K - $277K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.97KClosed |
$174K - $197K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-11.1KClosed |
$488K - $552K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Savior LLC
|
SELL
|
- |
-308Closed |
$13.5K - $15.3K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.49KClosed |
$241K - $273K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-5.37KClosed |
$236K - $267K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Bay Rivers Group
|
SELL
|
- |
-5.75KClosed |
$253K - $286K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-1.58KClosed |
$69.4K - $78.5K
|
0
$0
|