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 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12.6K- 7.19% |
$597K - $603K
|
163K
$7.72M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-14K- 2.56% |
$662K - $669K
|
530K
$25.2M
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-14.1K- 14.01% |
$670K - $677K
|
86.8K
$4.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-14.2K- 19.91% |
$672K - $679K
|
57K
$2.71M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-14.8K- 61.2% |
$704K - $711K
|
9.4K
$447K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-15.3K- 7.87% |
$727K - $734K
|
179K
$8.52M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-16.3K- 41.27% |
$773K - $780K
|
23.2K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-19.4K- 4.37% |
$923K - $932K
|
426K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.3K- 18.39% |
$961K - $970K
|
89.9K
$4.27M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.3K- 19.23% |
$962K - $971K
|
85.2K
$4.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-20.7K- 42.68% |
$983K - $993K
|
27.8K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-21.6K- 18.48% |
$1.02M - $1.03M
|
95.3K
$4.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-22.3K- 79.05% |
$1.06M - $1.07M
|
5.92K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.8K- 39.91% |
$1.08M - $1.09M
|
34.3K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-23.2K- 5.57% |
$1.1M - $1.11M
|
394K
$18.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-26.1K- 23.07% |
$1.24M - $1.25M
|
87.1K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-28.2K- 31.4% |
$1.34M - $1.35M
|
61.6K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-28.3K- 45.86% |
$1.34M - $1.35M
|
33.4K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28.7K- 25.56% |
$1.36M - $1.37M
|
83.5K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.1K- 11.96% |
$1.38M - $1.39M
|
214K
$10.2M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-31.5K- 51.55% |
$1.49M - $1.51M
|
29.6K
$1.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-32.4K- 33.75% |
$1.53M - $1.55M
|
63.5K
$3.02M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-32.4K- 69.26% |
$1.54M - $1.55M
|
14.4K
$683K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-39.3K- 37.02% |
$1.86M - $1.88M
|
66.9K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.9K- 1.62% |
$1.99M - $2.01M
|
2.54M
$121M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-42.8K- 14.39% |
$2.03M - $2.05M
|
255K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-46.4K- 66.24% |
$2.2M - $2.22M
|
23.7K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.4K- 6.91% |
$2.39M - $2.42M
|
679K
$32.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.4K- 8.41% |
$2.58M - $2.6M
|
592K
$28.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57K- 46.29% |
$2.7M - $2.73M
|
66.1K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-60K- 35.08% |
$2.85M - $2.87M
|
111K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-60.3K- 41.48% |
$2.86M - $2.89M
|
85.1K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.8K- 27.27% |
$2.98M - $3.01M
|
167K
$7.95M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-68K- 3.81% |
$3.23M - $3.26M
|
1.72M
$81.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-70.5K- 30.44% |
$3.34M - $3.37M
|
161K
$7.64M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-85.1K- 36.81% |
$4.04M - $4.08M
|
146K
$6.94M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.4K- 1.58% |
$4.29M - $4.33M
|
5.65M
$268M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.4K- 1.58% |
$4.29M - $4.33M
|
5.65M
$268M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-107K- 92.58% |
$5.06M - $5.11M
|
8.56K
$406K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-112K- 3.67% |
$5.33M - $5.39M
|
2.95M
$140M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-115K- 39.94% |
$5.48M - $5.53M
|
174K
$8.25M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-118K- 99.47% |
$5.58M - $5.64M
|
632
$30K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-134K- 42.23% |
$6.34M - $6.4M
|
183K
$8.68M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-135K- 37.58% |
$6.41M - $6.47M
|
224K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-179K- 57.24% |
$8.49M - $8.57M
|
134K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-230K- 54.19% |
$10.9M - $11M
|
194K
$9.23M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-458K- 6.96% |
$21.7M - $22M
|
6.13M
$291M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-563K- 20.26% |
$26.7M - $27M
|
2.22M
$105M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.39M- 96.5% |
$113M - $114M
|
86.5K
$4.11M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.97M- 28.29% |
$141M - $142M
|
7.52M
$357M
|