Purchases and Sales Made in Q4 2022 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
31.7K+ 10.75% |
$1.46M - $1.5M
|
326K
$15.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
30.9KNew |
$1.42M - $1.46M
|
30.9K
$1.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
29.2KNew |
$1.34M - $1.38M
|
29.2K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
28.7K+ 43.62% |
$1.32M - $1.35M
|
94.5K
$4.48M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
28.2KNew |
$1.3M - $1.33M
|
28.2K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.6K+ 56.75% |
$1.27M - $1.3M
|
76.2K
$3.62M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
23.8K+ 30.77% |
$1.09M - $1.12M
|
101K
$4.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
23.1K+ 209.89% |
$1.06M - $1.09M
|
34.1K
$1.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
22.9K+ 23.56% |
$1.05M - $1.08M
|
120K
$5.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
22.9K+ 5.61% |
$1.05M - $1.08M
|
431K
$20.4M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$978K - $1M
|
21.3K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
20K+ 5.01% |
$921K - $945K
|
419K
$19.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.5KNew |
$899K - $923K
|
19.5K
$928K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 389.38% |
$863K - $886K
|
23.6K
$1.12M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
18.7K+ 220.47% |
$858K - $881K
|
27.1K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
18K+ 4.16% |
$826K - $849K
|
450K
$21.4M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
17.5KNew |
$803K - $824K
|
17.5K
$829K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
17.3K+ 52.1% |
$796K - $817K
|
50.5K
$2.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
17.1KNew |
$784K - $805K
|
17.1K
$809K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
17.1KNew |
$784K - $805K
|
17.1K
$809K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
16.2K+ 294.45% |
$747K - $767K
|
21.8K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.9KNew |
$730K - $749K
|
15.9K
$753K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
15K+ 7.61% |
$690K - $709K
|
212K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.9KNew |
$683K - $701K
|
14.9K
$705K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 160.43% |
$682K - $700K
|
24.1K
$1.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
14.8K+ 79.36% |
$682K - $700K
|
33.5K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.5K+ 43.04% |
$665K - $682K
|
48K
$2.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
14.3K+ 18.74% |
$656K - $674K
|
90.4K
$4.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
13.8K+ 7.85% |
$636K - $653K
|
190K
$9.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
13KNew |
$598K - $614K
|
13K
$617K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
13KNew |
$598K - $614K
|
13K
$617K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
12.8K+ 13.65% |
$587K - $603K
|
106K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 5.83% |
$562K - $577K
|
222K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.9KNew |
$545K - $560K
|
11.9K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
11.4KNew |
$524K - $538K
|
11.4K
$541K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.8KNew |
$495K - $508K
|
10.8K
$511K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
10.6K+ 10.86% |
$489K - $502K
|
109K
$5.15M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$488K - $501K
|
10.6K
$504K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
10.5K+ 30.94% |
$485K - $497K
|
44.6K
$2.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10.5KNew |
$482K - $495K
|
10.5K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.5K+ 74.13% |
$481K - $494K
|
24.6K
$1.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
10.3KNew |
$472K - $485K
|
10.3K
$487K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$461K - $473K
|
10K
$476K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
9.8KNew |
$450K - $462K
|
9.8K
$465K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
9.64KNew |
$443K - $455K
|
9.64K
$457K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.57K+ 33.36% |
$440K - $452K
|
38.3K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.48K+ 7.59% |
$436K - $448K
|
135K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.15KNew |
$421K - $432K
|
9.15K
$434K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
9.05KNew |
$416K - $427K
|
9.05K
$429K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
8.9K+ 26.68% |
$409K - $420K
|
42.2K
$2M
|