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 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.61K- 7.64% |
$122K - $125K
|
31.6K
$1.5M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.74K- 35.06% |
$128K - $131K
|
5.08K
$241K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.86K- 9.21% |
$133K - $136K
|
28.1K
$1.34M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.99K- 53.63% |
$139K - $143K
|
2.58K
$123K
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-3.03K- 3.01% |
$141K - $145K
|
97.9K
$4.64M
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.31K- 31.61% |
$154K - $158K
|
7.16K
$340K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.46K- 25.44% |
$161K - $165K
|
10.1K
$482K
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 31.06% |
$163K - $167K
|
7.78K
$369K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.52K- 12.67% |
$164K - $168K
|
24.3K
$1.15M
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.56K- 6.6% |
$166K - $170K
|
50.4K
$2.39M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.57K- 24.63% |
$166K - $170K
|
10.9K
$519K
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.7K- 99.36% |
$172K - $177K
|
24
$1.14K
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.79K- 40.87% |
$176K - $181K
|
5.48K
$260K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.84K- 30.59% |
$179K - $183K
|
8.71K
$413K
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-3.87K- 31.02% |
$180K - $185K
|
8.61K
$408K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.9K- 3.87% |
$182K - $186K
|
97.1K
$4.61M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.02K- 44.25% |
$187K - $192K
|
5.07K
$240K
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-4.2K- 10.91% |
$195K - $200K
|
34.3K
$1.63M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.26K- 11.12% |
$198K - $203K
|
34K
$1.62M
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.3K- 24.99% |
$200K - $205K
|
12.9K
$612K
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-4.38K- 31.51% |
$204K - $209K
|
9.51K
$451K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-4.48K- 20.8% |
$209K - $214K
|
17.1K
$810K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.63K- 7.39% |
$215K - $221K
|
58K
$2.75M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.75K- 4.84% |
$221K - $227K
|
93.3K
$4.43M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.75K- 4.84% |
$221K - $227K
|
93.3K
$4.43M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.95K- 19.86% |
$230K - $236K
|
20K
$947K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-5.03K- 40.29% |
$234K - $240K
|
7.45K
$354K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.03K- 24.91% |
$234K - $240K
|
15.2K
$720K
|
|
Jul 12, 2023
Q2 2023
|
Wealth Cmt
|
SELL
|
- |
-5.04K- 10.32% |
$234K - $240K
|
43.7K
$2.08M
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5.1K- 21.17% |
$237K - $243K
|
19K
$901K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.22K- 16.18% |
$243K - $249K
|
27K
$1.28M
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.44K- 13.79% |
$253K - $259K
|
34K
$1.61M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 47.44% |
$262K - $268K
|
6.23K
$295K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.68K- 48.68% |
$264K - $271K
|
5.99K
$284K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-5.79K- 1.85% |
$269K - $276K
|
308K
$14.6M
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-6K- 19.14% |
$279K - $286K
|
25.4K
$1.2M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.26K- 37.81% |
$291K - $299K
|
10.3K
$488K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.56K- 3.62% |
$305K - $313K
|
175K
$8.29M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.02K- 1.27% |
$327K - $335K
|
546K
$25.9M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.15K- 9.19% |
$333K - $341K
|
70.7K
$3.35M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.28K- 3.73% |
$339K - $347K
|
188K
$8.92M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-7.49K- 4.89% |
$348K - $357K
|
146K
$6.91M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.65K- 0.9% |
$356K - $365K
|
842K
$40M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7.73K- 6.13% |
$360K - $369K
|
118K
$5.62M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-8.05K- 38.59% |
$375K - $384K
|
12.8K
$608K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-8.24K- 42.12% |
$383K - $393K
|
11.3K
$537K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-8.35K- 42.6% |
$389K - $398K
|
11.3K
$534K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.86K- 8.08% |
$412K - $423K
|
101K
$4.78M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-8.9K- 55.49% |
$414K - $425K
|
7.14K
$339K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.98K- 39.51% |
$418K - $429K
|
13.8K
$653K
|