Purchases and Sales Made in Q3 2024 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 Q3 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
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
297K
+ 1.87%
$14M - $14.3M
16.2M $775M
Nov 13, 2024 Q3 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
209K
+ 99.11%
$9.83M - $10.1M
420K $20.1M
Nov 13, 2024 Q3 2024
Karpus Management, Inc.

Pittsford, NY
BUY
 -
194K
+ 127.53%
$9.14M - $9.37M
347K $16.6M
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
162K
+ 566.82%
$7.63M - $7.83M
191K $9.14M
Oct 15, 2024 Q3 2024
Htlf Bank

Denver, CO
BUY
 -
136K
+ 27.04%
$6.4M - $6.57M
640K $30.6M
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
123K
+ 10752.1%
$5.78M - $5.93M
124K $5.94M
Oct 04, 2024 Q3 2024
Quent Capital, LLC

BUY
 -
93.7K
+ 9.31%
$4.41M - $4.52M
1.1M $52.7M
Oct 11, 2024 Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
93.4K
+ 6.21%
$4.39M - $4.5M
1.6M $76.5M
Oct 18, 2024 Q3 2024
Pure Portfolios Holdings LLC

Lake Oswego, OR
BUY
 -
79.4K
New
$3.73M - $3.83M
79.4K $3.8M
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
55.7K
New
$2.62M - $2.69M
55.7K $2.67M
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
48.3K
+ 0.87%
$2.27M - $2.33M
5.62M $269M
Nov 13, 2024 Q3 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
44.1K
+ 15.75%
$2.07M - $2.12M
324K $15.5M
Nov 13, 2024 Q3 2024
Northern Trust Corp

Chicago, IL
BUY
 -
43.6K
New
$2.05M - $2.1M
43.6K $2.09M
Nov 12, 2024 Q3 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
38.5K
New
$1.81M - $1.86M
38.5K $1.84M
Oct 31, 2024 Q3 2024
Advisor Resource Council

BUY
 -
31.1K
New
$1.46M - $1.5M
31.1K $1.49M
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
26.7K
+ 13637.76%
$1.26M - $1.29M
26.9K $1.29M
Nov 08, 2024 Q3 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26.4K
+ 3.95%
$1.24M - $1.27M
693K $33.2M
Oct 07, 2024 Q3 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
24.5K
+ 21.16%
$1.15M - $1.18M
140K $6.72M
Oct 31, 2024 Q3 2024
Seeds Investor LLC

New York, NY
BUY
 -
23.6K
New
$1.11M - $1.14M
23.6K $1.13M
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
22.9K
+ 4.83%
$1.08M - $1.1M
497K $23.8M
Nov 14, 2024 Q3 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
16.2K
+ 44.02%
$762K - $781K
53K $2.54M
Nov 04, 2024 Q3 2024
Apcm Wealth Management For Individuals

BUY
 -
16.1K
+ 7.91%
$756K - $775K
219K $10.5M
Oct 07, 2024 Q3 2024
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
15.1K
+ 22.07%
$709K - $727K
83.4K $3.99M
Oct 23, 2024 Q3 2024
Dakota Wealth Management

BUY
 -
13.9K
+ 33.87%
$655K - $672K
55.1K $2.64M
Oct 11, 2024 Q3 2024
Elmwood Wealth Management, Inc.

BUY
 -
13.5K
New
$636K - $652K
13.5K $647K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
10.8K
+ 0.46%
$508K - $521K
2.38M $114M
Oct 03, 2024 Q3 2024
Apella Capital, LLC

BUY
 -
10.1K
+ 7.01%
$475K - $487K
154K $7.38M
Nov 06, 2024 Q3 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
9.38K
New
$441K - $452K
9.38K $449K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
8.76K
+ 103.33%
$412K - $422K
17.2K $825K
Nov 14, 2024 Q3 2024
Brophy Wealth Management, LLC

Bedford, NH
BUY
 -
8.69K
New
$408K - $419K
8.69K $416K
Oct 11, 2024 Q3 2024
Cx Institutional

BUY
 -
8.55K
+ 4.48%
$402K - $412K
199K $9.54M
Nov 14, 2024 Q3 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
8.48K
+ 171.19%
$399K - $409K
13.4K $643K
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.24K
+ 4.37%
$387K - $397K
197K $9.42M
Oct 16, 2024 Q3 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
8.23K
New
$387K - $397K
8.23K $394K
Nov 12, 2024 Q3 2024
Citigroup Inc

BUY
 -
8.14K
+ 3.02%
$382K - $392K
278K $13.3M
Nov 12, 2024 Q3 2024
Cerity Partners LLC

New York, NY
BUY
 -
8.11K
+ 7.43%
$381K - $391K
117K $5.62M
Oct 30, 2024 Q3 2024
Bailard, Inc.

BUY
 -
7.02K
New
$330K - $338K
7.02K $336K
Oct 17, 2024 Q3 2024
Net Worth Advisory Group

Sandy, UT
BUY
 -
6.57K
New
$309K - $317K
6.57K $314K
Nov 14, 2024 Q3 2024
Ascent Group, LLC

BUY
 -
6.53K
+ 72.65%
$307K - $315K
15.5K $743K
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
6.52K
+ 81.69%
$307K - $314K
14.5K $694K
Nov 04, 2024 Q3 2024
Alaska Permanent Capital Management

BUY
 -
6.49K
+ 16.79%
$305K - $313K
45.1K $2.16M
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
5.75K
+ 36.22%
$270K - $277K
21.6K $1.04M
Nov 12, 2024 Q3 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.74K
+ 99.83%
$270K - $277K
11.5K $550K
Nov 14, 2024 Q3 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
5.39K
New
$254K - $260K
5.39K $258K
Oct 22, 2024 Q3 2024
Mc Adam, LLC

BUY
 -
5.05K
+ 6.7%
$238K - $244K
80.5K $3.85M
Oct 15, 2024 Q3 2024
Proquility Private Wealth Partners, LLC

Las Vegas, NV
BUY
 -
5.04K
+ 24.6%
$237K - $243K
25.5K $1.22M
Nov 14, 2024 Q3 2024
Elequin Capital LP

New York, NY
BUY
 -
4.47K
+ 149.08%
$210K - $215K
7.47K $357K
Nov 04, 2024 Q3 2024
Advisor Os, LLC

BUY
 -
4.38K
New
$206K - $211K
4.38K $209K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
4.33K
+ 1.85%
$204K - $209K
238K $11.4M

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