Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.81K- 27.9% |
$132K - $136K
|
7.27K
$344K
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.54K- 13.96% |
$120K - $123K
|
15.7K
$743K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.21K- 21.35% |
$104K - $107K
|
8.15K
$386K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 25.89% |
$97.4K - $99.8K
|
5.93K
$281K
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 1.55% |
$88.3K - $90.6K
|
120K
$5.67M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.78K- 3.99% |
$83.8K - $85.9K
|
42.9K
$2.03M
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 17.65% |
$70.5K - $72.3K
|
7K
$332K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 23.31% |
$54.2K - $55.6K
|
3.79K
$180K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 38.11% |
$34.6K - $35.5K
|
1.2K
$56.7K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-648- 12.15% |
$30.5K - $31.2K
|
4.69K
$222K
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-600- 94.94% |
$28.2K - $28.9K
|
32
$1.52K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-591- 7.25% |
$27.8K - $28.5K
|
7.56K
$358K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-486- 73.64% |
$22.8K - $23.4K
|
174
$8.24K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-459- 48.37% |
$21.6K - $22.1K
|
490
$23.2K
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 5.4% |
$19.5K - $20K
|
7.27K
$344K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 2.94% |
$14.1K - $14.4K
|
9.87K
$468K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-253- 1.59% |
$11.9K - $12.2K
|
15.7K
$743K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-235- 5.03% |
$11K - $11.3K
|
4.44K
$210K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-148- 0.67% |
$6.96K - $7.13K
|
21.9K
$1.04M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-104- 71.23% |
$4.89K - $5.01K
|
42
$1.99K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 59.17% |
$4.7K - $4.82K
|
69
$3.27K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 60.71% |
$799 - $819
|
11
$521
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22K- 55.24% |
$1.03M - $1.04M
|
17.8K
$844K
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.4K- 69.82% |
$674K - $680K
|
6.21K
$294K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.72K- 85.12% |
$315K - $318K
|
1.18K
$55.7K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.5K- 45.0% |
$211K - $213K
|
5.5K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.32K- 7.96% |
$202K - $204K
|
50K
$2.37M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.2K- 25.17% |
$197K - $199K
|
12.5K
$591K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 33.05% |
$131K - $132K
|
5.66K
$268K
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.76K- 15.99% |
$129K - $131K
|
14.5K
$687K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.72K- 17.28% |
$127K - $128K
|
13K
$616K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.21K- 7.09% |
$104K - $105K
|
29K
$1.37M
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.92K- 14.29% |
$89.9K - $90.8K
|
11.5K
$545K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.85K- 26.71% |
$86.7K - $87.5K
|
5.08K
$240K
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 25.71% |
$80K - $80.8K
|
4.93K
$234K
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 24.42% |
$70.1K - $70.8K
|
4.63K
$219K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-816- 11.75% |
$38.2K - $38.6K
|
6.13K
$290K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-637- 7.0% |
$29.8K - $30.1K
|
8.47K
$401K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-531- 61.25% |
$24.9K - $25.1K
|
336
$15.9K
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 8.82% |
$19.7K - $19.9K
|
4.34K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-339- 6.29% |
$15.9K - $16K
|
5.05K
$239K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-303- 71.63% |
$14.2K - $14.3K
|
120
$5.68K
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-250- 21.28% |
$11.7K - $11.8K
|
925
$43.8K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-245- 98.0% |
$11.5K - $11.6K
|
5
$237
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.93% |
$3.04K - $3.08K
|
6.9K
$327K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.39% |
$2.86K - $2.89K
|
4.34K
$206K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-52- 24.07% |
$2.44K - $2.46K
|
164
$7.77K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-12- 3.04% |
$562 - $568
|
383
$18.1K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-8- 2.15% |
$375 - $379
|
364
$17.2K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.3K- 18.39% |
$961K - $970K
|
89.9K
$4.26M
|