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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$54.5K - $56K
|
1.19K
$56.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
903New |
$41.5K - $42.6K
|
903
$43.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
867New |
$39.9K - $40.9K
|
867
$41.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745New |
$34.2K - $35.2K
|
745
$35.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
625New |
$28.7K - $29.5K
|
625
$29.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
528New |
$24.3K - $24.9K
|
528
$25.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
322New |
$14.8K - $15.2K
|
322
$15.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
310+ 99.68% |
$14.3K - $14.6K
|
621
$29.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
289New |
$13.3K - $13.6K
|
289
$13.8K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
125+ 10.42% |
$5.75K - $5.9K
|
1.33K
$63.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
37New |
$1.7K - $1.75K
|
37
$1.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14+ 0.24% |
$644 - $661
|
5.78K
$276K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
16.5KNew |
$761K - $790K
|
16.5K
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10KNew |
$461K - $478K
|
10K
$478K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.59KNew |
$395K - $411K
|
8.59K
$410K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.48KNew |
$391K - $406K
|
8.48K
$405K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.38K+ 44.28% |
$386K - $401K
|
27.3K
$1.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
6.1KNew |
$281K - $292K
|
6.1K
$291K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.45KNew |
$251K - $261K
|
5.45K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.44KNew |
$250K - $260K
|
5.44K
$260K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.13KNew |
$236K - $245K
|
5.13K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.97KNew |
$229K - $238K
|
4.97K
$238K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.33KNew |
$199K - $207K
|
4.33K
$207K
|
|
|
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 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
243New |
$11.2K - $11.6K
|
243
$11.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.17% |
$184 - $191
|
2.39K
$114K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$46.1 - $47.8
|
510
$24.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1New |
$46.1 - $47.8
|
1
$47.8
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.3KNew |
$806K - $822K
|
17.3K
$828K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
14.9KNew |
$693K - $707K
|
14.9K
$712K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
14.8KNew |
$691K - $705K
|
14.8K
$710K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
14.8KNew |
$690K - $704K
|
14.8K
$709K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.25K+ 74.56% |
$430K - $439K
|
21.7K
$1.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.74KNew |
$407K - $415K
|
8.74K
$418K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.5KNew |
$395K - $403K
|
8.5K
$406K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7KNew |
$326K - $332K
|
7K
$335K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.85KNew |
$319K - $325K
|
6.85K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.01KNew |
$233K - $238K
|
5.01K
$239K
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.92KNew |
$229K - $233K
|
4.92K
$235K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.8K+ 98.56% |
$223K - $228K
|
9.67K
$462K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 123.27% |
$114K - $116K
|
4.43K
$212K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
726New |
$33.8K - $34.4K
|
726
$34.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710New |
$33K - $33.7K
|
710
$33.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
650+ 30.95% |
$30.2K - $30.8K
|
2.75K
$131K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
535New |
$24.9K - $25.4K
|
535
$25.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
149New |
$6.93K - $7.07K
|
149
$7.12K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$2.05K - $2.09K
|
44
$2.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23New |
$1.07K - $1.09K
|
23
$1.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
21+ 17.07% |
$977 - $996
|
144
$6.88K
|
|