Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG SHORT TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
3M+ 5553.5% |
$140M - $143M
|
3.06M
$146M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
994K+ 13.27% |
$46.3M - $47.4M
|
8.48M
$404M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
573K+ 14.72% |
$26.7M - $27.3M
|
4.47M
$213M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
509K+ 9.11% |
$23.7M - $24.3M
|
6.1M
$290M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
310K+ 6.23% |
$14.5M - $14.8M
|
5.29M
$252M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
310K+ 6.23% |
$14.5M - $14.8M
|
5.29M
$252M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
250KNew |
$11.7M - $11.9M
|
250K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
205K+ 60.41% |
$9.57M - $9.79M
|
545K
$26M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200K+ 13.17% |
$9.31M - $9.52M
|
1.72M
$81.8M
|
|
|
Aug 22, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
124K+ 98.77% |
$5.8M - $5.93M
|
250K
$11.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
122K+ 42.9% |
$5.68M - $5.81M
|
406K
$19.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
118K+ 2108.16% |
$5.5M - $5.63M
|
124K
$5.89M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.8K+ 1.06% |
$4.37M - $4.47M
|
8.92M
$425M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
83.5K+ 17.79% |
$3.89M - $3.98M
|
553K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
74.8K+ 2.12% |
$3.49M - $3.57M
|
3.6M
$172M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
49.1K+ 22.12% |
$2.29M - $2.34M
|
271K
$12.9M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
49.1K+ 67.16% |
$2.29M - $2.34M
|
122K
$5.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
47.2K+ 22.23% |
$2.2M - $2.25M
|
259K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
44.4K+ 23.46% |
$2.07M - $2.12M
|
234K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
43K+ 1639.15% |
$2M - $2.05M
|
45.6K
$2.17M
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
42.5K+ 74.67% |
$1.98M - $2.02M
|
99.3K
$4.73M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41.2K+ 82.88% |
$1.92M - $1.97M
|
91K
$4.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
36.9K+ 110.64% |
$1.72M - $1.76M
|
70.2K
$3.34M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
32.5K+ 31.71% |
$1.52M - $1.55M
|
135K
$6.44M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3K+ 3.95% |
$1.5M - $1.54M
|
850K
$40.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
31.4K+ 7.49% |
$1.46M - $1.5M
|
451K
$21.5M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.2K+ 179.68% |
$1.27M - $1.3M
|
42.3K
$2.02M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
26K+ 27.05% |
$1.21M - $1.24M
|
122K
$5.81M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
23.5K+ 13.26% |
$1.09M - $1.12M
|
201K
$9.55M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
20.9K+ 183.39% |
$975K - $997K
|
32.3K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
20.2K+ 4.68% |
$939K - $961K
|
451K
$21.5M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19KNew |
$884K - $905K
|
19K
$904K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.9K+ 12.09% |
$834K - $854K
|
166K
$7.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
17.7K+ 204.23% |
$824K - $842K
|
26.3K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
17.5KNew |
$815K - $833K
|
17.5K
$832K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
16.8K+ 255.79% |
$783K - $801K
|
23.4K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8KNew |
$738K - $755K
|
15.8K
$754K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
15.4K+ 27.38% |
$719K - $736K
|
71.8K
$3.42M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
14.9K+ 17.94% |
$692K - $708K
|
97.7K
$4.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
14.7KNew |
$684K - $699K
|
14.7K
$699K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.3K+ 16.99% |
$667K - $683K
|
98.6K
$4.7M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.5K+ 28.12% |
$630K - $644K
|
61.6K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.2K+ 21.97% |
$617K - $632K
|
73.5K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
13.1K+ 4.01% |
$611K - $625K
|
339K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.5K+ 2.23% |
$582K - $595K
|
573K
$27.3M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
10.5KNew |
$491K - $503K
|
10.5K
$502K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10.4K+ 152.58% |
$483K - $494K
|
17.2K
$817K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.3KNew |
$482K - $493K
|
10.3K
$492K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$468K - $478K
|
10K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10KNew |
$466K - $477K
|
10K
$476K
|