Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg Short Te (SHM)

SHM Quotes by TradingView

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
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
9.79K
New
$456K - $467K
9.79K $466K
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
9.27K
New
$432K - $442K
9.27K $441K
Jun 27, 2023 Q1 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
9.2K
+ 8.98%
$429K - $439K
112K $5.31M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
8.15K
+ 59.61%
$380K - $388K
21.8K $1.04M
Apr 27, 2023 Q1 2023
Ironwood Wealth Management, Llc.

BUY
 -
7.81K
+ 8.36%
$364K - $372K
101K $4.82M
May 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
7.61K
+ 6.33%
$355K - $363K
128K $6.09M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
7.52K
+ 2515.05%
$351K - $359K
7.82K $372K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.14K
+ 6.28%
$333K - $340K
121K $5.75M
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
6.3K
+ 48.46%
$294K - $300K
19.3K $919K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
6.15K
+ 10.91%
$286K - $293K
62.5K $2.97M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
5.47K
+ 38.88%
$255K - $261K
19.6K $931K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
5.15K
New
$240K - $245K
5.15K $245K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.97K
New
$232K - $237K
4.97K $237K
Apr 07, 2023 Q1 2023
Cypress Financial Planning LLC

BUY
 -
4.87K
New
$227K - $232K
4.87K $232K
May 09, 2023 Q1 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
4.83K
New
$225K - $230K
4.83K $230K
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
4.81K
+ 10.78%
$224K - $229K
49.4K $2.35M
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
4.76K
New
$222K - $227K
4.76K $227K
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
4.63K
+ 16.44%
$216K - $221K
32.8K $1.56M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
4.57K
+ 13.54%
$213K - $218K
38.3K $1.82M
Apr 03, 2023 Q1 2023
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
4.5K
+ 14.56%
$210K - $215K
35.4K $1.69M
May 30, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
4.39K
New
$205K - $210K
4.39K $209K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
4.38K
New
$204K - $209K
4.38K $209K
Apr 11, 2023 Q1 2023
Telemus Capital, LLC

BUY
 -
4.23K
+ 15.59%
$197K - $202K
31.4K $1.49M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
4.08K
New
$190K - $194K
4.08K $194K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
4K
+ 14.45%
$186K - $191K
31.7K $1.51M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4K
+ 46.75%
$186K - $191K
12.6K $598K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
3.48K
+ 4.7%
$162K - $166K
77.5K $3.69M
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.48K
New
$162K - $166K
3.48K $166K
May 02, 2023 Q1 2023
Financial Strategies Group, Inc.

BUY
 -
3.43K
+ 28.71%
$160K - $164K
15.4K $733K
Apr 25, 2023 Q1 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
3.38K
+ 83.9%
$158K - $161K
7.41K $353K
May 11, 2023 Q1 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
3.16K
+ 41.23%
$147K - $151K
10.8K $515K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

BUY
 -
3.12K
+ 16.51%
$145K - $149K
22K $1.05M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
3.08K
+ 10.54%
$143K - $147K
32.3K $1.54M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
2.91K
+ 6.89%
$136K - $139K
45.2K $2.15M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.86K
+ 14.9%
$133K - $136K
22K $1.05M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
2.84K
+ 7.98%
$132K - $135K
38.5K $1.83M
May 04, 2023 Q1 2023
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
2.67K
+ 5.29%
$124K - $127K
53.2K $2.53M
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
2.66K
+ 5.77%
$124K - $127K
48.8K $2.32M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
2.66K
+ 7.8%
$124K - $127K
36.7K $1.75M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.59K
+ 11.62%
$121K - $124K
24.9K $1.19M
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
2.32K
+ 13.27%
$108K - $111K
19.8K $942K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
2.2K
+ 21.91%
$102K - $105K
12.2K $582K
May 09, 2023 Q1 2023
Alaska Permanent Capital Management

BUY
 -
2.14K
+ 5.94%
$99.6K - $102K
38.1K $1.81M
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
2.07K
+ 12.7%
$96.3K - $98.6K
18.3K $873K
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
1.93K
+ 20.7%
$89.9K - $91.9K
11.2K $535K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
1.91K
+ 11.36%
$89.2K - $91.2K
18.8K $893K
Apr 18, 2023 Q1 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.7K
+ 7.44%
$79.2K - $81.1K
24.5K $1.17M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.66K
New
$77.3K - $79.1K
1.66K $79K
Apr 28, 2023 Q1 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
1.65K
+ 2.75%
$77K - $78.8K
61.7K $2.94M

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