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
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

SELL
 -
-9.14K
- 24.88%
$425K - $436K
27.6K $1.31M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

SELL
 -
-9.45K
- 17.45%
$440K - $451K
44.7K $2.13M
Oct 28, 2024 Q2 2023
Old North State Wealth Management, LLC

Wilmington, NC
SELL
 -
-9.54K
Closed
$444K - $455K
0 $0
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-10.2K
- 59.72%
$477K - $489K
6.91K $329K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

SELL
 -
-10.2K
- 59.72%
$477K - $489K
6.91K $329K
Aug 09, 2023 Q2 2023
M&T Bank Corp

SELL
 -
-10.7K
- 8.63%
$497K - $509K
113K $5.38M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-11K
- 14.58%
$513K - $526K
64.6K $3.07M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-11.3K
- 7.6%
$526K - $540K
138K $6.55M
Jul 25, 2023 Q2 2023
Smart Money Group LLC

SELL
 -
-11.5K
- 9.44%
$537K - $551K
111K $5.27M
Aug 15, 2023 Q2 2023
Staley Capital Advisers Inc

SELL
 -
-11.8K
- 11.15%
$547K - $561K
93.7K $4.46M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

SELL
 -
-13K
- 3.1%
$606K - $621K
406K $19.4M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-13.1K
- 19.69%
$609K - $625K
53.4K $2.54M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-13.1K
- 47.52%
$610K - $626K
14.5K $689K
Aug 01, 2023 Q2 2023
Paulson Wealth Management Inc.

SELL
 -
-14.3K
- 12.06%
$663K - $680K
104K $4.95M
Aug 08, 2023 Q2 2023
Hill Island Financial LLC

Grand Rapids, MI
SELL
 -
-14.3K
- 26.95%
$667K - $684K
38.8K $1.85M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-14.9K
- 37.73%
$695K - $713K
24.6K $1.17M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

SELL
 -
-15.1K
- 24.16%
$702K - $720K
47.4K $2.26M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-15.2K
- 6.5%
$707K - $725K
218K $10.4M
Jul 28, 2023 Q2 2023
Sebold Capital Management, Inc.

Lisle, IL
SELL
 -
-15.3K
- 24.8%
$711K - $729K
46.3K $2.21M
Jul 24, 2023 Q2 2023
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-16.3K
- 27.35%
$757K - $776K
43.2K $2.06M
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

SELL
 -
-16.6K
- 3.68%
$771K - $791K
434K $20.7M
Aug 31, 2023 Q2 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-17.4K
- 27.37%
$810K - $831K
46.2K $2.2M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-19.9K
- 20.95%
$928K - $952K
75.3K $3.58M
Aug 02, 2023 Q2 2023
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-23.1K
- 23.29%
$1.08M - $1.1M
76.2K $3.63M
Feb 02, 2024 Q2 2023
Lji Wealth Management, LLC

Indianapolis, IN
SELL
 -
-23.2K
- 23.5%
$1.08M - $1.11M
75.4K $3.59M
Jul 14, 2023 Q2 2023
Ritholtz Wealth Management

SELL
 -
-24.9K
- 50.37%
$1.16M - $1.19M
24.5K $1.17M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
SELL
 -
-25.1K
- 12.72%
$1.17M - $1.2M
172K $8.2M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-27.2K
- 7.05%
$1.27M - $1.3M
359K $17.1M
Aug 11, 2023 Q2 2023
Karpus Management, Inc.

Pittsford, NY
SELL
 -
-27.6K
- 64.7%
$1.28M - $1.32M
15.1K $717K
Jul 17, 2023 Q2 2023
Dubuque Bank & Trust CO

SELL
 -
-27.9K
- 6.87%
$1.3M - $1.33M
378K $18M
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-28.3K
- 13.25%
$1.32M - $1.35M
185K $8.81M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-37.2K
- 30.87%
$1.73M - $1.77M
83.3K $3.96M
Aug 08, 2023 Q2 2023
Advisor Os, LLC

SELL
 -
-39.3K
- 87.07%
$1.83M - $1.88M
5.84K $278K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-51.1K
- 90.38%
$2.38M - $2.44M
5.44K $259K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-56.1K
- 22.34%
$2.61M - $2.68M
195K $9.29M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-68K
- 24.74%
$3.17M - $3.25M
207K $9.85M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-103K
- 31.02%
$4.82M - $4.94M
230K $11M
Aug 10, 2023 Q2 2023
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-112K
- 24.04%
$5.21M - $5.34M
354K $16.8M
Aug 11, 2023 Q2 2023
Ubs Group Ag

SELL
 -
-113K
- 16.58%
$5.27M - $5.41M
570K $27.1M
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
SELL
 -
-119K
- 11.51%
$5.52M - $5.67M
912K $43.4M
Aug 10, 2023 Q2 2023
Davidson Investment Advisors

SELL
 -
-124K
- 49.69%
$5.79M - $5.94M
126K $6M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-135K
- 3.76%
$6.3M - $6.46M
3.47M $165M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-145K
- 6.28%
$6.74M - $6.91M
2.16M $103M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-201K
- 1.27%
$9.36M - $9.6M
15.7M $746M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-213K
- 39.1%
$9.92M - $10.2M
332K $15.8M
Aug 21, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-591K
- 51.67%
$27.5M - $28.2M
553K $26.3M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
SELL
 -
-2.46M
- 29.02%
$115M - $117M
6.02M $287M

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