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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-421- 15.48% |
$20K - $20.2K
|
2.3K
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-445- 43.76% |
$21.1K - $21.3K
|
572
$27.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-455- 2.54% |
$21.6K - $21.8K
|
17.4K
$828K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-501- 3.64% |
$23.8K - $24K
|
13.3K
$630K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-509- 2.8% |
$24.1K - $24.4K
|
17.7K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-520- 1.49% |
$24.7K - $24.9K
|
34.3K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-538- 2.28% |
$25.5K - $25.8K
|
23.1K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-543- 1.75% |
$25.8K - $26K
|
30.5K
$1.45M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-546- 96.98% |
$25.9K - $26.2K
|
17
$807
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-560- 2.28% |
$26.6K - $26.8K
|
24K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-562- 1.66% |
$26.7K - $26.9K
|
33.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-618- 6.77% |
$29.3K - $29.6K
|
8.52K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-623- 1.2% |
$29.6K - $29.8K
|
51.5K
$2.44M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-665- 0.63% |
$31.5K - $31.9K
|
106K
$5.02M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-666- 12.27% |
$31.6K - $31.9K
|
4.76K
$226K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-725- 2.07% |
$34.4K - $34.7K
|
34.3K
$1.63M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-752- 14.47% |
$35.7K - $36K
|
4.45K
$211K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-795- 5.1% |
$37.7K - $38.1K
|
14.8K
$703K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-830- 11.18% |
$39.4K - $39.8K
|
6.59K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-929- 9.35% |
$44.1K - $44.5K
|
9K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-942- 16.58% |
$44.7K - $45.1K
|
4.74K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-970- 2.46% |
$46K - $46.5K
|
38.5K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-982- 10.4% |
$46.6K - $47K
|
8.46K
$402K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1K- 14.29% |
$47.4K - $47.9K
|
6K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-1.05K- 10.69% |
$49.7K - $50.2K
|
8.75K
$416K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.06K- 3.89% |
$50.1K - $50.6K
|
26.1K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.07K- 12.66% |
$50.5K - $51K
|
7.35K
$349K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.09K- 18.56% |
$51.7K - $52.2K
|
4.78K
$227K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.12K- 3.45% |
$52.9K - $53.4K
|
31.2K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.13K- 17.16% |
$53.8K - $54.3K
|
5.48K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.13K- 10.62% |
$53.8K - $54.3K
|
9.54K
$453K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
SELL
|
- |
-1.15K- 14.19% |
$54.5K - $55K
|
6.94K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.17K- 17.25% |
$55.7K - $56.2K
|
5.63K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 1.28% |
$56.8K - $57.3K
|
92.3K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.21K- 2.95% |
$57.5K - $58.1K
|
39.8K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.21K- 10.59% |
$57.5K - $58.1K
|
10.2K
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 17.46% |
$61.5K - $62.1K
|
6.13K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.43K- 2.79% |
$67.8K - $68.5K
|
49.7K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.44K- 1.59% |
$68.1K - $68.8K
|
88.6K
$4.21M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.5K- 3.04% |
$71.1K - $71.8K
|
47.8K
$2.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1.56K- 9.01% |
$73.8K - $74.5K
|
15.7K
$746K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.61K- 5.92% |
$76.4K - $77.2K
|
25.6K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.69K- 7.79% |
$80.2K - $81K
|
20K
$951K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.8K- 13.23% |
$85.5K - $86.4K
|
11.8K
$561K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.83K- 18.18% |
$87K - $87.8K
|
8.25K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.89K- 3.5% |
$89.8K - $90.6K
|
52.1K
$2.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.92K- 1.62% |
$91.1K - $92K
|
117K
$5.55M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.02K- 11.46% |
$95.7K - $96.7K
|
15.6K
$740K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.07K- 13.19% |
$98.2K - $99.1K
|
13.6K
$646K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.15K- 6.47% |
$102K - $103K
|
31.1K
$1.47M
|