Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
2.93M
+ 511.39%
$136M - $140M
3.5M $167M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
507K
+ 79.78%
$23.6M - $24.2M
1.14M $54.4M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
165K
+ 2.71%
$7.68M - $7.88M
6.26M $298M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
156K
+ 3.49%
$7.24M - $7.43M
4.62M $220M
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
118K
+ 21.33%
$5.49M - $5.62M
671K $31.9M
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
118K
+ 21.33%
$5.49M - $5.62M
671K $31.9M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
114K
+ 42.14%
$5.32M - $5.45M
385K $18.4M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
112K
+ 5.5%
$5.2M - $5.33M
2.14M $102M
Jul 27, 2023 Q2 2023
Leisure Capital Management

BUY
 -
109K
+ 853.18%
$5.08M - $5.21M
122K $5.81M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
83.1K
+ 22.01%
$3.87M - $3.96M
460K $21.9M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
77.2K
+ 352.48%
$3.59M - $3.68M
99.1K $4.72M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
72.4K
+ 386.64%
$3.37M - $3.45M
91.1K $4.34M
Aug 11, 2023 Q2 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
67.8K
New
$3.16M - $3.24M
67.8K $3.23M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
60.6K
+ 143.13%
$2.82M - $2.89M
103K $4.9M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
55.9K
+ 12.39%
$2.6M - $2.67M
507K $24.1M
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
50.4K
+ 41.27%
$2.35M - $2.4M
172K $8.21M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
50K
+ 2.91%
$2.33M - $2.39M
1.77M $84.1M
Aug 10, 2023 Q2 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
46.6K
+ 72.43%
$2.17M - $2.22M
111K $5.28M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
41.8K
New
$1.95M - $2M
41.8K $1.99M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
40.4K
New
$1.88M - $1.93M
40.4K $1.92M
Aug 22, 2023 Q2 2023
Idaho Trust Bank

Boise, ID
BUY
 -
39.7K
New
$1.85M - $1.9M
39.7K $1.89M
Jul 27, 2023 Q2 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
39.4K
+ 3.92%
$1.83M - $1.88M
1.04M $49.7M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
35.3K
+ 0.4%
$1.65M - $1.69M
8.95M $426M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
35.2K
+ 105.26%
$1.64M - $1.68M
68.5K $3.26M
Jul 13, 2023 Q2 2023
Chatham Capital Group, Inc.

BUY
 -
32.7K
+ 22.05%
$1.52M - $1.56M
181K $8.61M
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
30.9K
New
$1.44M - $1.48M
30.9K $1.47M
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
30.8K
+ 117.05%
$1.43M - $1.47M
57.1K $2.72M
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
29.3K
+ 22.9%
$1.36M - $1.4M
157K $7.49M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
28.6K
+ 23.97%
$1.33M - $1.37M
148K $7.05M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
28.4K
New
$1.32M - $1.35M
28.4K $1.35M
Jul 20, 2023 Q2 2023
Clarity Financial LLC

BUY
 -
25.1K
New
$1.17M - $1.2M
25.1K $1.19M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
22.9K
+ 37.27%
$1.07M - $1.09M
84.5K $4.02M
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
21.6K
+ 62.4%
$1.01M - $1.03M
56.2K $2.68M
Jul 24, 2023 Q2 2023
Moneywise, Inc.

BUY
 -
21.1K
+ 29.43%
$983K - $1.01M
92.9K $4.42M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
20.7K
New
$964K - $988K
20.7K $986K
Jul 11, 2023 Q2 2023
Wealth Management Resources, Inc.

BUY
 -
20.1K
+ 178.35%
$933K - $957K
31.3K $1.49M
Aug 14, 2023 Q2 2023
Pfw Advisors LLC

Atlanta, GA
BUY
 -
19.2K
New
$894K - $917K
19.2K $915K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
16.8K
+ 18.13%
$783K - $803K
110K $5.22M
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
16.5K
+ 23.55%
$769K - $789K
86.8K $4.13M
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
15.9K
+ 5303.0%
$740K - $759K
16.2K $772K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
15.5K
+ 9.36%
$723K - $741K
181K $8.64M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
14.5K
+ 14.64%
$675K - $692K
114K $5.41M
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
12.3K
+ 6.15%
$574K - $589K
213K $10.1M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
12.3K
+ 4352.13%
$571K - $586K
12.6K $598K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
11.2K
+ 100.17%
$519K - $532K
22.3K $1.06M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
11.1K
+ 48.61%
$516K - $529K
33.9K $1.61M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.8K
+ 28.2%
$505K - $517K
49.3K $2.35M
Aug 16, 2023 Q2 2023
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
10.6K
New
$492K - $504K
10.6K $503K
Aug 14, 2023 Q2 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
10.5K
+ 29.03%
$487K - $500K
46.5K $2.22M

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