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 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.2K- 45.96% |
$104K - $105K
|
2.58K
$123K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.27K- 91.64% |
$108K - $109K
|
207
$9.83K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-2.32K- 2.23% |
$110K - $111K
|
102K
$4.83M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.45K- 2.58% |
$116K - $118K
|
92.7K
$4.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.64K- 7.67% |
$125K - $126K
|
31.8K
$1.51M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-2.66K- 16.13% |
$126K - $127K
|
13.8K
$656K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.67K- 7.68% |
$127K - $128K
|
32.1K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.71K- 69.76% |
$129K - $130K
|
1.18K
$55.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 28.58% |
$136K - $138K
|
7.18K
$341K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.14K- 15.85% |
$149K - $150K
|
16.7K
$791K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.29K- 2.92% |
$156K - $158K
|
109K
$5.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-3.4K- 27.63% |
$161K - $163K
|
8.9K
$423K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.41K- 6.71% |
$162K - $163K
|
47.5K
$2.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-3.47K- 23.09% |
$164K - $166K
|
11.5K
$548K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.61K- 53.71% |
$171K - $173K
|
3.12K
$148K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.62K- 5.42% |
$172K - $174K
|
63.3K
$3M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-3.66K- 13.65% |
$174K - $175K
|
23.2K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.71K- 15.25% |
$176K - $177K
|
20.6K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.14K- 6.99% |
$196K - $198K
|
55.1K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.21K- 33.12% |
$200K - $202K
|
8.51K
$404K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.3K- 39.33% |
$204K - $206K
|
6.64K
$315K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.73K- 51.77% |
$224K - $226K
|
4.4K
$209K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-4.83K- 19.32% |
$229K - $231K
|
20.1K
$957K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.85K- 23.08% |
$230K - $232K
|
16.1K
$767K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.85K- 21.65% |
$230K - $232K
|
17.5K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-4.88K- 16.28% |
$232K - $234K
|
25.1K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.32K- 1.9% |
$252K - $255K
|
274K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.44K- 23.19% |
$258K - $261K
|
18K
$856K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-5.79K- 11.43% |
$274K - $277K
|
44.8K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.83K- 23.01% |
$277K - $279K
|
19.5K
$927K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.01K- 6.62% |
$285K - $288K
|
84.8K
$4.03M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.15K- 0.8% |
$292K - $295K
|
761K
$36.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6.29K- 12.99% |
$298K - $301K
|
42.1K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-6.51K- 22.68% |
$309K - $312K
|
22.2K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.56K- 46.39% |
$311K - $314K
|
7.58K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-6.76K- 12.12% |
$321K - $324K
|
49K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.89K- 21.57% |
$327K - $330K
|
25.1K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.01K- 10.25% |
$332K - $336K
|
61.3K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-7.02K- 31.77% |
$333K - $336K
|
15.1K
$716K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.15K- 11.64% |
$339K - $342K
|
54.3K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-7.24K- 8.96% |
$343K - $347K
|
73.6K
$3.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.7K- 8.91% |
$365K - $369K
|
78.7K
$3.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-8.8K- 6.65% |
$417K - $422K
|
123K
$5.86M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.89K- 20.96% |
$422K - $426K
|
33.5K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.5K- 7.54% |
$496K - $501K
|
128K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.8K- 10.76% |
$513K - $518K
|
89.6K
$4.25M
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-10.8K- 44.62% |
$513K - $518K
|
13.4K
$638K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-11.1K- 42.22% |
$525K - $531K
|
15.2K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.5K- 82.44% |
$546K - $552K
|
2.45K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.4K- 72.91% |
$587K - $593K
|
4.6K
$218K
|