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 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.86K- 21.62% |
$85.3K - $87.6K
|
6.73K
$319K
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.55K- 24.03% |
$71.3K - $73.2K
|
4.9K
$232K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 41.46% |
$48.2K - $49.5K
|
1.48K
$70.1K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-856- 12.77% |
$39.4K - $40.4K
|
5.85K
$277K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-441- 0.45% |
$20.3K - $20.8K
|
98.2K
$4.65M
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30.5K- 96.83% |
$1.41M - $1.46M
|
1K
$47.4K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 57.85% |
$648K - $673K
|
10.3K
$486K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-8.72K- 5.56% |
$401K - $417K
|
148K
$7.02M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.83K- 99.23% |
$361K - $375K
|
61
$2.89K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.64K- 96.76% |
$352K - $365K
|
256
$12.1K
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
SELL
|
- |
-5.98K- 30.77% |
$275K - $286K
|
13.4K
$637K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.64K- 47.51% |
$260K - $270K
|
6.23K
$295K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.39K- 37.85% |
$202K - $210K
|
7.22K
$342K
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.18K- 56.95% |
$192K - $200K
|
3.16K
$150K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.9K- 5.19% |
$179K - $186K
|
71.2K
$3.37M
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.69K- 13.24% |
$170K - $177K
|
24.2K
$1.15M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-3.46K- 9.13% |
$159K - $165K
|
34.4K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.39K- 23.36% |
$110K - $114K
|
7.82K
$371K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 76.4% |
$62.6K - $65K
|
420
$19.9K
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.34K- 15.29% |
$61.7K - $64.1K
|
7.43K
$352K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12K- 18.34% |
$51.5K - $53.5K
|
4.98K
$236K
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 5.42% |
$48.8K - $50.7K
|
18.5K
$876K
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 11.3% |
$48K - $49.8K
|
8.18K
$388K
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-985- 12.24% |
$45.4K - $47.1K
|
7.07K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
SELL
|
- |
-640- 2.13% |
$29.5K - $30.6K
|
29.4K
$1.39M
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-500- 1.37% |
$23K - $23.9K
|
35.9K
$1.7M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-279- 14.4% |
$12.8K - $13.3K
|
1.66K
$78.5K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.15% |
$6.22K - $6.46K
|
11.6K
$551K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 9.75% |
$4.97K - $5.16K
|
1K
$47.4K
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-93- 1.74% |
$4.28K - $4.45K
|
5.25K
$249K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-60- 0.19% |
$2.76K - $2.87K
|
32.2K
$1.53M
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.16M- 97.6% |
$194M - $197M
|
102K
$4.85M
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-301KClosed |
$14M - $14.3M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-118KClosed |
$5.49M - $5.6M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-94.6KClosed |
$4.4M - $4.49M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-74.3KClosed |
$3.46M - $3.52M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.4KClosed |
$1.88M - $1.92M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-30.4KClosed |
$1.41M - $1.44M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-15.7KClosed |
$731K - $746K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-15.1KClosed |
$704K - $718K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-14.9KClosed |
$692K - $706K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$553K - $564K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-11.4KClosed |
$530K - $540K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-11.3KClosed |
$527K - $538K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$507K - $517K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4KClosed |
$484K - $494K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.99KClosed |
$465K - $474K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.41KClosed |
$391K - $399K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.33KClosed |
$341K - $348K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.09KClosed |
$330K - $336K
|
0
$0
|