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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.8K- 61.2% |
$704K - $711K
|
9.4K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.4K- 72.91% |
$587K - $593K
|
4.6K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.5K- 82.44% |
$546K - $552K
|
2.45K
$116K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.1K- 42.22% |
$525K - $531K
|
15.2K
$718K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.83K- 18.18% |
$87K - $87.8K
|
8.25K
$391K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 17.16% |
$53.8K - $54.3K
|
5.48K
$259K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.07K- 12.66% |
$50.5K - $51K
|
7.35K
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1K- 14.29% |
$47.4K - $47.9K
|
6K
$284K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-752- 14.47% |
$35.7K - $36K
|
4.45K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-618- 6.77% |
$29.3K - $29.6K
|
8.52K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-421- 15.48% |
$20K - $20.2K
|
2.3K
$109K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-264- 1.48% |
$12.5K - $12.6K
|
17.6K
$834K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-165- 22.12% |
$7.83K - $7.9K
|
581
$27.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-133- 6.1% |
$6.31K - $6.37K
|
2.05K
$96.9K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-25- 0.56% |
$1.19K - $1.2K
|
4.42K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-21- 0.43% |
$996 - $1.01K
|
4.82K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.79% |
$380 - $383
|
1K
$47.6K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-84.7K- 49.88% |
$3.91M - $4.05M
|
85.1K
$4.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-18.3K- 64.87% |
$845K - $877K
|
9.93K
$470K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-17.9K- 77.71% |
$824K - $855K
|
5.12K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-16.1K- 65.4% |
$744K - $772K
|
8.53K
$404K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.85K- 38.31% |
$270K - $280K
|
9.42K
$446K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.73K- 9.1% |
$172K - $178K
|
37.2K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 37.77% |
$161K - $167K
|
5.77K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.56K- 34.85% |
$118K - $123K
|
4.79K
$227K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.45K- 18.47% |
$66.9K - $69.4K
|
6.4K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.24K- 69.33% |
$57.3K - $59.5K
|
550
$26.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-838- 9.17% |
$38.6K - $40.1K
|
8.3K
$393K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-639- 8.89% |
$29.5K - $30.6K
|
6.55K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-620- 8.65% |
$28.6K - $29.7K
|
6.55K
$310K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-579- 3.86% |
$26.7K - $27.7K
|
14.4K
$682K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528- 63.54% |
$24.4K - $25.3K
|
303
$14.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-275- 3.86% |
$12.7K - $13.2K
|
6.85K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-249- 2.72% |
$11.5K - $11.9K
|
8.9K
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-204- 3.55% |
$9.41K - $9.76K
|
5.54K
$262K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-188- 36.65% |
$8.67K - $9K
|
325
$15.4K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 20.0% |
$4.61K - $4.79K
|
400
$18.9K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.52K- 26.45% |
$301K - $308K
|
18.1K
$858K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.51K- 3.2% |
$254K - $260K
|
167K
$7.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.15K- 48.77% |
$238K - $243K
|
5.41K
$256K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.93K- 36.82% |
$181K - $185K
|
6.74K
$319K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.66K- 32.49% |
$123K - $125K
|
5.52K
$261K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.2K- 25.02% |
$101K - $104K
|
6.58K
$312K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.57% |
$84.7K - $86.6K
|
5.94K
$282K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.34K- 42.13% |
$61.7K - $63K
|
1.83K
$86.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.07K- 3.77% |
$49.3K - $50.4K
|
27.3K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 11.06% |
$48K - $49.1K
|
8.37K
$396K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-794- 14.42% |
$36.7K - $37.5K
|
4.71K
$223K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-792- 95.88% |
$36.6K - $37.4K
|
34
$1.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-685- 56.24% |
$31.6K - $32.3K
|
533
$25.2K
|
|