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 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.8K- 32.43% |
$828K - $847K
|
37K
$1.77M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12.1K- 67.51% |
$562K - $575K
|
5.8K
$277K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-10.7K- 1.55% |
$500K - $511K
|
683K
$32.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.36K- 35.42% |
$296K - $303K
|
11.6K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.49K- 23.21% |
$256K - $262K
|
18.2K
$868K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.31K- 45.03% |
$247K - $253K
|
6.48K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.14K- 63.56% |
$146K - $150K
|
1.8K
$86K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.67K- 28.75% |
$124K - $127K
|
6.6K
$316K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.55K- 23.29% |
$119K - $122K
|
8.41K
$402K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.26K- 20.16% |
$58.5K - $59.8K
|
4.97K
$238K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 16.1% |
$46.6K - $47.7K
|
5.21K
$249K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-442- 7.24% |
$20.6K - $21.1K
|
5.66K
$271K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-153- 1.71% |
$7.13K - $7.3K
|
8.81K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$2.84K - $2.91K
|
6.39K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-26- 86.67% |
$1.21K - $1.24K
|
4
$191
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-249K- 91.88% |
$11.5M - $11.8M
|
22K
$1.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-92.1K- 22.6% |
$4.24M - $4.35M
|
315K
$15.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-46.7K- 90.65% |
$2.15M - $2.2M
|
4.82K
$230K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-36K- 75.8% |
$1.66M - $1.7M
|
11.5K
$549K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-15.6K- 78.38% |
$718K - $737K
|
4.31K
$206K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-15.4K- 38.08% |
$707K - $726K
|
25K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-14.8K- 72.03% |
$679K - $698K
|
5.74K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7.91K- 35.8% |
$364K - $373K
|
14.2K
$678K
|
|
|
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
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.87K- 62.63% |
$178K - $182K
|
2.31K
$110K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.77K- 37.83% |
$127K - $131K
|
4.55K
$217K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86K- 21.62% |
$85.3K - $87.6K
|
6.73K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.55K- 24.03% |
$71.3K - $73.2K
|
4.9K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 41.46% |
$48.2K - $49.5K
|
1.48K
$70.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-856- 12.77% |
$39.4K - $40.4K
|
5.85K
$279K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-441- 0.45% |
$20.3K - $20.8K
|
98.2K
$4.69M
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30.5K- 96.83% |
$1.41M - $1.46M
|
1K
$47.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 57.85% |
$648K - $673K
|
10.3K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9.34K- 15.25% |
$430K - $447K
|
51.9K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.72K- 5.56% |
$401K - $417K
|
148K
$7.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.83K- 99.23% |
$361K - $375K
|
61
$2.92K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.64K- 96.76% |
$352K - $365K
|
256
$12.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.98K- 30.77% |
$275K - $286K
|
13.4K
$643K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.64K- 47.51% |
$260K - $270K
|
6.23K
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.39K- 37.85% |
$202K - $210K
|
7.22K
$345K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.18K- 56.95% |
$192K - $200K
|
3.16K
$151K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.9K- 5.19% |
$179K - $186K
|
71.2K
$3.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.69K- 13.24% |
$170K - $177K
|
24.2K
$1.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.46K- 9.13% |
$159K - $165K
|
34.4K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.39K- 23.36% |
$110K - $114K
|
7.82K
$374K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 76.4% |
$62.6K - $65K
|
420
$20.1K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.34K- 15.29% |
$61.7K - $64.1K
|
7.43K
$355K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 18.34% |
$51.5K - $53.5K
|
4.98K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 5.42% |
$48.8K - $50.7K
|
18.5K
$883K
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 11.3% |
$48K - $49.8K
|
8.18K
$391K
|
|