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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
SELL
|
- |
-75- 9.09% |
$3.29K - $3.73K
|
750
$35.8K
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-4.49KClosed |
$197K - $223K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77Closed |
$3.76K - $3.78K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-310Closed |
$15.1K - $15.2K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-131KClosed |
$6.4M - $6.44M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-14.4KClosed |
$704K - $708K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.1KClosed |
$201K - $202K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-6.35KClosed |
$310K - $312K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Motco
|
SELL
|
- |
-1Closed |
$48.9 - $49.1
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.58KClosed |
$370K - $372K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.19KClosed |
$58.3K - $58.6K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-2.47KClosed |
$120K - $121K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-4.85KClosed |
$236K - $238K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-3.31KClosed |
$161K - $162K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-180Closed |
$8.78K - $8.83K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23KClosed |
$1.12M - $1.13M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-1.13KClosed |
$55.3K - $55.6K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Girard Partners Ltd.
|
SELL
|
- |
-6.18KClosed |
$301K - $303K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Fulcrum Capital LLC
|
SELL
|
- |
-5KClosed |
$244K - $245K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-80Closed |
$3.9K - $3.92K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Acg Wealth
|
SELL
|
- |
-4.24KClosed |
$207K - $208K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Regions Financial Corp
|
SELL
|
- |
-8.15KClosed |
$397K - $400K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Peoples Bank
|
SELL
|
- |
-7.05KClosed |
$344K - $346K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.9KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-26KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-12.4KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.38KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Flc Capital Advisors
|
SELL
|
- |
-3K- 40.54% |
N/A
|
4.4K
$210K
|
|
|
Jul 31, 2019
Q2 2019
|
Nkcfo LLC
|
SELL
|
- |
-41KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.47KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-23.4KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-412Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-44Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-184KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Windham Capital Management, LLC
|
SELL
|
- |
-9.3KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.66K- 39.04% |
N/A
|
7.27K
$347K
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1.6K+ 19.05% |
N/A
|
10K
$478K
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5- 21.74% |
N/A
|
18
$860
|
|
|
Apr 22, 2019
Q1 2019
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-78.9KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Plancorp, LLC
|
SELL
|
- |
-121KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
83.9KNew |
N/A
|
83.9K
$4.01M
|
|
|
Feb 14, 2019
Q4 2018
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.44KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-6.07KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|