Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15K+ 28.4% |
$693K - $719K
|
67.9K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.2KNew |
$515K - $534K
|
11.2K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.41KNew |
$388K - $402K
|
8.41K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
5.73KNew |
$264K - $274K
|
5.73K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
5.7KNew |
$263K - $273K
|
5.7K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.56KNew |
$257K - $266K
|
5.56K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.51KNew |
$254K - $264K
|
5.51K
$264K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.41KNew |
$203K - $211K
|
4.41K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.4KNew |
$203K - $210K
|
4.4K
$210K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
4.23KNew |
$195K - $202K
|
4.23K
$202K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.46KNew |
$160K - $166K
|
3.46K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.37KNew |
$63.2K - $65.6K
|
1.37K
$65.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.12KNew |
$51.4K - $53.4K
|
1.12K
$53.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
538+ 11.32% |
$24.8K - $25.7K
|
5.29K
$253K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
$23.1K - $23.9K
|
500
$23.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
231New |
$10.7K - $11.1K
|
231
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
155New |
$7.15K - $7.42K
|
155
$7.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
43+ 0.47% |
$1.98K - $2.06K
|
9.22K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
40New |
$1.84K - $1.91K
|
40
$1.91K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
11New |
$507 - $526
|
11
$526
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
8+ 3.08% |
$369 - $383
|
268
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$46.1 - $47.9
|
1
$47.8
|
|
| Q3 2023 | |||||||
|
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
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20.3KNew |
$936K - $957K
|
20.3K
$968K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
12K+ 3.18% |
$556K - $569K
|
390K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.65KNew |
$307K - $314K
|
6.65K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3.72K+ 3.36% |
$172K - $176K
|
115K
$5.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
982+ 14.27% |
$45.4K - $46.4K
|
7.86K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
417+ 5.97% |
$19.3K - $19.7K
|
7.4K
$354K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
240New |
$11.1K - $11.3K
|
240
$11.5K
|
|
|
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 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46New |
$2.12K - $2.17K
|
46
$2.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
28New |
$1.29K - $1.32K
|
28
$1.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.35% |
$739 - $756
|
4.62K
$221K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$416 - $425
|
9
$430
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6+ 0.01% |
$277 - $283
|
44.7K
$2.13M
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
25.1KNew |
$1.17M - $1.2M
|
25.1K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
15.9K+ 5303.0% |
$740K - $759K
|
16.2K
$775K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.93KNew |
$462K - $474K
|
9.93K
$475K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.33KNew |
$295K - $302K
|
6.33K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.83KNew |
$271K - $278K
|
5.83K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.81KNew |
$224K - $230K
|
4.81K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.55KNew |
$212K - $217K
|
4.55K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.45KNew |
$207K - $212K
|
4.45K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.41KNew |
$205K - $210K
|
4.41K
$211K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.44K+ 0.95% |
$67.1K - $68.8K
|
153K
$7.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
565+ 10.34% |
$26.3K - $27K
|
6.03K
$288K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
267New |
$12.4K - $12.7K
|
267
$12.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
266+ 2.46% |
$12.4K - $12.7K
|
11.1K
$530K
|
|