Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2024. 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 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.66K+ 475.0% |
$363K - $367K
|
9.27K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
7.39K+ 21.24% |
$350K - $354K
|
42.2K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.16KNew |
$340K - $343K
|
7.16K
$340K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.44KNew |
$305K - $308K
|
6.44K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.67K+ 6.34% |
$269K - $272K
|
95.2K
$4.52M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.38KNew |
$255K - $258K
|
5.38K
$256K
|
|
|
Apr 18, 2024
Q1 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.34K+ 9.63% |
$253K - $256K
|
60.8K
$2.89M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.3K+ 16.05% |
$251K - $254K
|
38.3K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.27K+ 8.26% |
$250K - $252K
|
69K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.24K+ 3.89% |
$249K - $251K
|
140K
$6.65M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.15KNew |
$244K - $247K
|
5.15K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.11KNew |
$242K - $245K
|
5.11K
$242K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.94K+ 13.7% |
$234K - $236K
|
41K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.66KNew |
$221K - $223K
|
4.66K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.58K+ 107.79% |
$217K - $219K
|
8.83K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.41KNew |
$209K - $211K
|
4.41K
$209K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.36K+ 3.11% |
$207K - $209K
|
144K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$204K - $206K
|
4.3K
$204K
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.94K+ 3.01% |
$187K - $189K
|
135K
$6.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.7K+ 46.53% |
$175K - $177K
|
11.6K
$553K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
3.69KNew |
$175K - $177K
|
3.69K
$175K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$174K - $176K
|
3.68K
$174K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
3.46K+ 48.73% |
$164K - $166K
|
10.6K
$502K
|
|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.79K+ 7.78% |
$132K - $134K
|
38.6K
$1.83M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.76K+ 6.98% |
$131K - $132K
|
42.2K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
2.69K+ 12.88% |
$128K - $129K
|
23.6K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
2.56K+ 3.23% |
$121K - $123K
|
81.7K
$3.88M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.3K+ 14.56% |
$109K - $110K
|
18.1K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.29K+ 13.3% |
$108K - $109K
|
19.5K
$924K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 42.2% |
$92.5K - $93.4K
|
6.57K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.92K+ 11.51% |
$90.9K - $91.8K
|
18.6K
$881K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.86K+ 2.34% |
$88.4K - $89.2K
|
81.5K
$3.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.81K+ 8.23% |
$86.1K - $86.9K
|
23.9K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.72K+ 904.74% |
$81.5K - $82.3K
|
1.91K
$90.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
1.72K+ 13.49% |
$81.5K - $82.3K
|
14.5K
$686K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.65K+ 12.64% |
$78.1K - $78.8K
|
14.7K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.61K+ 2.29% |
$76.2K - $77K
|
71.8K
$3.41M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.52K+ 5.18% |
$72.1K - $72.8K
|
30.8K
$1.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.36K+ 3.0% |
$64.3K - $64.9K
|
46.6K
$2.21M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.32K+ 27.67% |
$62.5K - $63.1K
|
6.08K
$289K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.21K+ 11.7% |
$57.5K - $58.1K
|
11.6K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.19K+ 2.45% |
$56.4K - $56.9K
|
49.6K
$2.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.15K+ 25.5% |
$54.3K - $54.8K
|
5.64K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 10.76% |
$54.2K - $54.7K
|
11.8K
$558K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
909+ 6.74% |
$43.1K - $43.5K
|
14.4K
$684K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
896New |
$42.5K - $42.9K
|
896
$42.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
840+ 11.22% |
$39.8K - $40.2K
|
8.33K
$395K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
820+ 4.51% |
$38.9K - $39.3K
|
19K
$902K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
700+ 5.86% |
$33.2K - $33.5K
|
12.6K
$600K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
594+ 47.98% |
$28.2K - $28.5K
|
1.83K
$87K
|