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 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-300- 2.26% |
$13.9K - $14.2K
|
13K
$613K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-222- 2.84% |
$10.3K - $10.5K
|
7.61K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-172- 10.87% |
$7.94K - $8.12K
|
1.41K
$66.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-142- 3.07% |
$6.56K - $6.71K
|
4.48K
$212K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-86- 1.28% |
$3.97K - $4.06K
|
6.63K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-29- 0.38% |
$1.34K - $1.37K
|
7.69K
$364K
|
|
| Q2 2023 | |||||||
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-17.4K- 27.37% |
$810K - $831K
|
46.2K
$2.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
SELL
|
- |
-11.5K- 9.44% |
$537K - $551K
|
111K
$5.24M
|
|
|
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
$338K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 47.44% |
$262K - $268K
|
6.23K
$295K
|
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5.04K- 10.32% |
$234K - $240K
|
43.7K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.48K- 20.8% |
$209K - $214K
|
17.1K
$809K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.87K- 31.02% |
$180K - $185K
|
8.61K
$408K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.31K- 31.61% |
$154K - $158K
|
7.16K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 21.18% |
$76.8K - $78.7K
|
6.14K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 15.7% |
$74.8K - $76.7K
|
8.63K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1K- 16.74% |
$46.5K - $47.7K
|
4.98K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-311- 0.34% |
$14.5K - $14.8K
|
91K
$4.31M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-107- 0.6% |
$4.98K - $5.11K
|
17.6K
$835K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-36- 0.73% |
$1.68K - $1.72K
|
4.92K
$233K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-30- 54.55% |
$1.4K - $1.43K
|
25
$1.18K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-25- 0.49% |
$1.16K - $1.19K
|
5.12K
$242K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-413K- 85.49% |
$19.3M - $19.7M
|
70.1K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.8K- 32.43% |
$828K - $847K
|
37K
$1.75M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12.1K- 67.51% |
$562K - $575K
|
5.8K
$275K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-10.7K- 1.55% |
$500K - $511K
|
683K
$32.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.36K- 35.42% |
$296K - $303K
|
11.6K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.49K- 23.21% |
$256K - $262K
|
18.2K
$861K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.31K- 45.03% |
$247K - $253K
|
6.48K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.14K- 63.56% |
$146K - $150K
|
1.8K
$85.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.67K- 28.75% |
$124K - $127K
|
6.6K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.55K- 23.29% |
$119K - $122K
|
8.41K
$398K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.26K- 20.16% |
$58.5K - $59.8K
|
4.97K
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 16.1% |
$46.6K - $47.7K
|
5.21K
$247K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-442- 7.24% |
$20.6K - $21.1K
|
5.66K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-153- 1.71% |
$7.13K - $7.3K
|
8.81K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$2.84K - $2.91K
|
6.39K
$303K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-26- 86.67% |
$1.21K - $1.24K
|
4
$189
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-249K- 91.88% |
$11.5M - $11.8M
|
22K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-92.1K- 22.6% |
$4.24M - $4.35M
|
315K
$14.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 90.65% |
$2.15M - $2.2M
|
4.82K
$228K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-36K- 75.8% |
$1.66M - $1.7M
|
11.5K
$545K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15.6K- 78.38% |
$718K - $737K
|
4.31K
$204K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4K- 38.08% |
$707K - $726K
|
25K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-14.8K- 72.03% |
$679K - $698K
|
5.74K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7.91K- 35.8% |
$364K - $373K
|
14.2K
$672K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.5K- 6.42% |
$207K - $212K
|
65.6K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.87K- 62.63% |
$178K - $182K
|
2.31K
$109K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.77K- 37.83% |
$127K - $131K
|
4.55K
$216K
|
|