Purchases and Sales Made in Q2 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.94K+ 188.08% |
$90.3K - $92.6K
|
2.97K
$141K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.89K+ 14.18% |
$88.1K - $90.3K
|
15.2K
$723K
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.89K+ 38.71% |
$87.7K - $90K
|
6.76K
$321K
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
1.79K+ 2.59% |
$83.1K - $85.2K
|
70.8K
$3.36M
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.7K+ 4.81% |
$79.2K - $81.2K
|
37.1K
$1.76M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.51K+ 50.27% |
$70.2K - $72K
|
4.51K
$214K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 5.91% |
$69.7K - $71.5K
|
26.8K
$1.27M
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.45K+ 6.23% |
$67.3K - $69K
|
24.6K
$1.17M
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.44K+ 0.95% |
$67.1K - $68.8K
|
153K
$7.26M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.31K+ 11.62% |
$61.2K - $62.7K
|
12.6K
$599K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.3K+ 13.74% |
$60.5K - $62K
|
10.8K
$511K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.27K+ 6.3% |
$59.1K - $60.6K
|
21.4K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 5.12% |
$55.6K - $57K
|
24.5K
$1.16M
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.17K+ 4.33% |
$54.6K - $56K
|
28.3K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.14KNew |
$53K - $54.4K
|
1.14K
$54K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 6.77% |
$46.6K - $47.8K
|
15.8K
$750K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
927New |
$43.1K - $44.2K
|
927
$44K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
927New |
$43.1K - $44.2K
|
927
$44K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
906+ 0.41% |
$42.2K - $43.2K
|
224K
$10.6M
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
900+ 5.15% |
$41.9K - $42.9K
|
18.4K
$872K
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
846+ 3.85% |
$39.4K - $40.4K
|
22.8K
$1.08M
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
828+ 3.37% |
$38.5K - $39.5K
|
25.4K
$1.2M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
792+ 2329.41% |
$36.9K - $37.8K
|
826
$39.2K
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
746+ 0.89% |
$34.7K - $35.6K
|
84.6K
$4.02M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
746+ 8.07% |
$34.7K - $35.6K
|
9.99K
$474K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
728+ 10.86% |
$33.9K - $34.7K
|
7.43K
$353K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
700+ 13.2% |
$32.6K - $33.4K
|
6.01K
$285K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
662+ 21.4% |
$30.8K - $31.6K
|
3.76K
$178K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
581New |
$27K - $27.7K
|
581
$27.6K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
580New |
$27K - $27.7K
|
580
$27.5K
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
575+ 0.59% |
$26.8K - $27.4K
|
98.2K
$4.66M
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
565+ 10.34% |
$26.3K - $27K
|
6.03K
$286K
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
550+ 1.34% |
$25.6K - $26.2K
|
41.7K
$1.98M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
541+ 2.46% |
$25.2K - $25.8K
|
22.6K
$1.07M
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
501+ 7.77% |
$23.3K - $23.9K
|
6.95K
$330K
|
|
Jul 14, 2023
Q2 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
500+ 5.14% |
$23.3K - $23.9K
|
10.2K
$485K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
500New |
$23.3K - $23.9K
|
500
$23.7K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
495+ 4.06% |
$23K - $23.6K
|
12.7K
$602K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
462+ 0.92% |
$21.5K - $22K
|
50.6K
$2.4M
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
459+ 0.97% |
$21.4K - $21.9K
|
47.7K
$2.26M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
447New |
$20.8K - $21.3K
|
447
$21.2K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
395New |
$18.4K - $18.8K
|
395
$18.7K
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
367+ 1.82% |
$17.1K - $17.5K
|
20.5K
$975K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
333+ 7.79% |
$15.5K - $15.9K
|
4.61K
$219K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
300+ 2.46% |
$14K - $14.3K
|
12.5K
$594K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
267New |
$12.4K - $12.7K
|
267
$12.7K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
266+ 2.46% |
$12.4K - $12.7K
|
11.1K
$526K
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
248+ 1.17% |
$11.5K - $11.8K
|
21.4K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
244New |
$11.4K - $11.6K
|
244
$11.6K
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
200+ 4.55% |
$9.31K - $9.54K
|
4.59K
$218K
|