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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-639- 8.89% |
$29.5K - $30.6K
|
6.55K
$313K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-620- 8.65% |
$28.6K - $29.7K
|
6.55K
$313K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-579- 3.86% |
$26.7K - $27.7K
|
14.4K
$688K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-528- 63.54% |
$24.4K - $25.3K
|
303
$14.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-275- 3.86% |
$12.7K - $13.2K
|
6.85K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-249- 2.72% |
$11.5K - $11.9K
|
8.9K
$426K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-213- 36.47% |
$9.82K - $10.2K
|
371
$17.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-204- 3.55% |
$9.41K - $9.76K
|
5.54K
$265K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-188- 36.65% |
$8.67K - $9K
|
325
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-100- 20.0% |
$4.61K - $4.79K
|
400
$19.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-86- 3.33% |
$3.97K - $4.12K
|
2.5K
$120K
|
|
| Q3 2023 | |||||||
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.52K- 26.45% |
$301K - $308K
|
18.1K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.51K- 3.2% |
$254K - $260K
|
167K
$7.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.15K- 48.77% |
$238K - $243K
|
5.41K
$259K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.93K- 36.82% |
$181K - $185K
|
6.74K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.66K- 32.49% |
$123K - $125K
|
5.52K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.6K- 86.73% |
$120K - $123K
|
398
$19K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.2K- 25.02% |
$101K - $104K
|
6.58K
$314K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 23.57% |
$84.7K - $86.6K
|
5.94K
$284K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.34K- 42.13% |
$61.7K - $63K
|
1.83K
$87.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.07K- 3.77% |
$49.3K - $50.4K
|
27.3K
$1.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 11.06% |
$48K - $49.1K
|
8.37K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-794- 14.42% |
$36.7K - $37.5K
|
4.71K
$225K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-792- 95.88% |
$36.6K - $37.4K
|
34
$1.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-685- 56.24% |
$31.6K - $32.3K
|
533
$25.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-300- 2.26% |
$13.9K - $14.2K
|
13K
$619K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-222- 2.84% |
$10.3K - $10.5K
|
7.61K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-172- 10.87% |
$7.94K - $8.12K
|
1.41K
$67.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-142- 3.07% |
$6.56K - $6.71K
|
4.48K
$214K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-86- 1.28% |
$3.97K - $4.06K
|
6.63K
$317K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-29- 0.38% |
$1.34K - $1.37K
|
7.69K
$367K
|
|
| Q2 2023 | |||||||
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-17.4K- 27.37% |
$810K - $831K
|
46.2K
$2.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-11.5K- 9.44% |
$537K - $551K
|
111K
$5.29M
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-9.54KClosed |
$444K - $455K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8.9K- 55.49% |
$414K - $425K
|
7.14K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 47.44% |
$262K - $268K
|
6.23K
$298K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5.04K- 10.32% |
$234K - $240K
|
43.7K
$2.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.48K- 20.8% |
$209K - $214K
|
17.1K
$816K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.87K- 31.02% |
$180K - $185K
|
8.61K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.7K- 99.36% |
$172K - $177K
|
24
$1.15K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.31K- 31.61% |
$154K - $158K
|
7.16K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 21.18% |
$76.8K - $78.7K
|
6.14K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 15.7% |
$74.8K - $76.7K
|
8.63K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1K- 16.74% |
$46.5K - $47.7K
|
4.98K
$238K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-311- 0.34% |
$14.5K - $14.8K
|
91K
$4.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 0.6% |
$4.98K - $5.11K
|
17.6K
$843K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.73% |
$1.68K - $1.72K
|
4.92K
$235K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-30- 54.55% |
$1.4K - $1.43K
|
25
$1.2K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-25- 0.49% |
$1.16K - $1.19K
|
5.12K
$245K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-413K- 85.49% |
$19.3M - $19.7M
|
70.1K
$3.35M
|
|