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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-169- 2.08% |
$7.87K - $8.06K
|
7.97K
$380K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-188- 0.54% |
$8.75K - $8.97K
|
34.7K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-227- 0.97% |
$10.6K - $10.8K
|
23.2K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-247- 4.91% |
$11.5K - $11.8K
|
4.78K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-268- 4.5% |
$12.5K - $12.8K
|
5.68K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-285- 0.83% |
$13.3K - $13.6K
|
34.2K
$1.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-311- 0.34% |
$14.5K - $14.8K
|
91K
$4.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-318- 1.1% |
$14.8K - $15.2K
|
28.6K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-324- 3.67% |
$15.1K - $15.5K
|
8.51K
$405K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-345- 5.9% |
$16.1K - $16.5K
|
5.51K
$262K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-362- 2.54% |
$16.8K - $17.3K
|
13.9K
$660K
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-409- 3.48% |
$19K - $19.5K
|
11.4K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-460- 5.33% |
$21.4K - $22K
|
8.18K
$389K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-537- 5.04% |
$25K - $25.6K
|
10.1K
$482K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-674- 3.65% |
$31.4K - $32.2K
|
17.8K
$846K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-678- 0.99% |
$31.6K - $32.4K
|
68K
$3.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-685- 4.45% |
$31.9K - $32.7K
|
14.7K
$700K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-700- 9.45% |
$32.6K - $33.4K
|
6.71K
$320K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-751- 3.44% |
$35K - $35.8K
|
21.1K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-854- 0.98% |
$39.7K - $40.8K
|
86.6K
$4.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-871- 6.41% |
$40.5K - $41.6K
|
12.7K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-885- 0.65% |
$41.2K - $42.2K
|
135K
$6.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-901- 2.38% |
$41.9K - $43K
|
36.9K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-944- 0.88% |
$43.9K - $45K
|
106K
$5.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-949- 1.22% |
$44.2K - $45.3K
|
76.6K
$3.65M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-992- 4.65% |
$46.2K - $47.3K
|
20.4K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-1K- 16.74% |
$46.5K - $47.7K
|
4.98K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.05K- 5.02% |
$49K - $50.2K
|
19.9K
$949K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.06K- 1.16% |
$49.2K - $50.4K
|
90K
$4.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.1K- 13.8% |
$51.1K - $52.4K
|
6.86K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.25K- 2.74% |
$58.1K - $59.6K
|
44.4K
$2.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.31K- 10.11% |
$61.1K - $62.6K
|
11.7K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-1.34K- 22.64% |
$62.4K - $63.9K
|
4.58K
$218K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.51K- 11.46% |
$70.5K - $72.2K
|
11.7K
$557K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 8.03% |
$70.9K - $72.7K
|
17.5K
$831K
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-1.56K- 9.37% |
$72.8K - $74.6K
|
15.1K
$721K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 15.7% |
$74.8K - $76.7K
|
8.63K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.61K- 2.52% |
$74.9K - $76.8K
|
62.3K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 21.18% |
$76.8K - $78.7K
|
6.14K
$292K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 10.67% |
$78.1K - $80.1K
|
14.1K
$670K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.76K- 7.11% |
$81.7K - $83.8K
|
23K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.79K- 3.26% |
$83.4K - $85.5K
|
53.2K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.89K- 10.29% |
$87.8K - $90K
|
16.5K
$783K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.89K- 1.4% |
$87.9K - $90.1K
|
133K
$6.35M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.89K- 16.59% |
$87.9K - $90.1K
|
9.5K
$452K
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-1.94K- 1.74% |
$90.1K - $92.3K
|
110K
$5.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.04K- 22.65% |
$95.1K - $97.5K
|
6.98K
$332K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.41K- 5.28% |
$112K - $115K
|
43.2K
$2.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-2.47K- 6.79% |
$115K - $118K
|
33.9K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 4.85% |
$118K - $121K
|
49.8K
$2.37M
|