Purchases and Sales Made in Q2 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 2024. 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, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35MNew |
$63.2M - $63.9M
|
1.35M
$64.3M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
478K+ 552.62% |
$22.4M - $22.6M
|
565K
$26.9M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
269K+ 541.72% |
$12.6M - $12.8M
|
319K
$15.2M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
228KNew |
$10.7M - $10.8M
|
228K
$10.9M
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
187K+ 5068.52% |
$8.76M - $8.85M
|
191K
$9.08M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
153K+ 6.91% |
$7.18M - $7.25M
|
2.37M
$113M
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
134K+ 15.31% |
$6.26M - $6.32M
|
1.01M
$47.9M
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
BUY
|
- |
131K+ 1615.66% |
$6.16M - $6.22M
|
140K
$6.65M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 24.5% |
$6.03M - $6.09M
|
654K
$31.1M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 7.42% |
$5.33M - $5.39M
|
1.65M
$78.5M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
110K+ 7.9% |
$5.16M - $5.22M
|
1.5M
$71.7M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
110K+ 74.94% |
$5.13M - $5.18M
|
256K
$12.2M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.1K+ 665.08% |
$3.94M - $3.98M
|
96.7K
$4.61M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
74.8K+ 874.51% |
$3.51M - $3.54M
|
83.4K
$3.97M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
71.3KNew |
$3.34M - $3.37M
|
71.3K
$3.39M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
51.7KNew |
$2.42M - $2.44M
|
51.7K
$2.46M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47.3KNew |
$2.21M - $2.24M
|
47.3K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
28.1K+ 15.38% |
$1.32M - $1.33M
|
211K
$10M
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
27.6K+ 154.36% |
$1.29M - $1.31M
|
45.5K
$2.17M
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
27.2K+ 15.45% |
$1.28M - $1.29M
|
203K
$9.69M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
26.2KNew |
$1.23M - $1.24M
|
26.2K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
25.7K+ 10.11% |
$1.2M - $1.22M
|
280K
$13.3M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.5K+ 4.75% |
$1.01M - $1.02M
|
474K
$22.6M
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
20.5KNew |
$960K - $970K
|
20.5K
$976K
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
18.9K+ 61.35% |
$886K - $895K
|
49.8K
$2.37M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.9K+ 131.33% |
$885K - $894K
|
33.3K
$1.58M
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
18.3K+ 13.61% |
$856K - $864K
|
152K
$7.26M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.2K+ 21.06% |
$757K - $765K
|
92.9K
$4.42M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.9KNew |
$744K - $751K
|
15.9K
$756K
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.5KNew |
$726K - $734K
|
15.5K
$738K
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.2K+ 114.69% |
$713K - $721K
|
28.5K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8KNew |
$692K - $699K
|
14.8K
$704K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
12.6K+ 39.47% |
$592K - $598K
|
44.6K
$2.13M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 2.24% |
$557K - $563K
|
542K
$25.8M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.94K+ 5.4% |
$466K - $470K
|
194K
$9.24M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.91KNew |
$464K - $469K
|
9.91K
$472K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.47K+ 4.22% |
$443K - $448K
|
234K
$11.1M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9KNew |
$422K - $426K
|
9K
$429K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.98KNew |
$374K - $378K
|
7.98K
$380K
|
|
Jul 30, 2024
Q2 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.55K+ 12.43% |
$354K - $357K
|
68.3K
$3.25M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.52K+ 24.61% |
$352K - $356K
|
38.1K
$1.81M
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.28KNew |
$341K - $344K
|
7.28K
$347K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
7.21K+ 7.82% |
$337K - $341K
|
99.3K
$4.73M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.47K+ 135.19% |
$303K - $306K
|
11.2K
$536K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.35KNew |
$297K - $300K
|
6.35K
$302K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.16K+ 8.9% |
$289K - $292K
|
75.4K
$3.59M
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.86KNew |
$275K - $277K
|
5.86K
$279K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.22K+ 3.0% |
$244K - $247K
|
179K
$8.52M
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.11K+ 15.38% |
$239K - $242K
|
38.3K
$1.82M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.94KNew |
$232K - $234K
|
4.94K
$235K
|