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 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.05K+ 64.44% |
$140K - $144K
|
7.79K
$370K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.98K+ 47.06% |
$137K - $141K
|
9.32K
$442K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.96K+ 17.58% |
$136K - $140K
|
19.8K
$940K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.96K+ 17.58% |
$136K - $140K
|
19.8K
$940K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.96K+ 5194.74% |
$136K - $140K
|
3.02K
$143K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.92K+ 12.18% |
$134K - $138K
|
26.9K
$1.28M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.78K+ 0.89% |
$128K - $131K
|
317K
$15M
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.71K+ 54.66% |
$125K - $128K
|
7.67K
$364K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.55KNew |
$117K - $120K
|
2.55K
$121K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.5K+ 9.09% |
$115K - $118K
|
30K
$1.42M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.43K+ 14.08% |
$112K - $115K
|
19.7K
$935K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.41K+ 1136.32% |
$111K - $114K
|
2.62K
$124K
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.2K+ 47.52% |
$101K - $104K
|
6.83K
$324K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.14KNew |
$98.5K - $101K
|
2.14K
$102K
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
2K+ 3.01% |
$91.8K - $94.2K
|
68.3K
$3.24M
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.95K+ 5.75% |
$89.8K - $92.2K
|
35.9K
$1.71M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.83K+ 7.06% |
$83.9K - $86.1K
|
27.7K
$1.31M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.68K+ 1.55% |
$77.2K - $79.2K
|
110K
$5.2M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.46KNew |
$67.1K - $68.9K
|
1.46K
$69.2K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.25K+ 4.53% |
$57.6K - $59.1K
|
28.9K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.24K+ 22.15% |
$56.9K - $58.4K
|
6.83K
$324K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.22K+ 4.91% |
$56.2K - $57.7K
|
26.1K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.22KNew |
$56K - $57.5K
|
1.22K
$57.8K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.21K+ 16.25% |
$55.8K - $57.3K
|
8.69K
$412K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$54.5K - $56K
|
1.19K
$56.3K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.11K+ 9.96% |
$51K - $52.4K
|
12.3K
$581K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.07K+ 16.01% |
$49.1K - $50.4K
|
7.74K
$367K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1K+ 60.61% |
$46K - $47.2K
|
2.65K
$126K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
949+ 49.09% |
$43.6K - $44.8K
|
2.88K
$137K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
903New |
$41.5K - $42.6K
|
903
$42.8K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
867New |
$39.9K - $40.9K
|
867
$41.1K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
847New |
$38.9K - $40K
|
847
$40.2K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
836+ 0.44% |
$38.4K - $39.5K
|
189K
$8.98M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
759+ 19.32% |
$34.9K - $35.8K
|
4.69K
$222K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745New |
$34.2K - $35.2K
|
745
$35.4K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
736+ 2.49% |
$33.8K - $34.7K
|
30.3K
$1.44M
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
715+ 3.34% |
$32.9K - $33.7K
|
22.1K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
628New |
$28.9K - $29.6K
|
628
$29.8K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
625New |
$28.7K - $29.5K
|
625
$29.7K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
594+ 11.87% |
$27.3K - $28K
|
5.6K
$266K
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
528New |
$24.3K - $24.9K
|
528
$25.1K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
525+ 9.27% |
$24.1K - $24.8K
|
6.19K
$294K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
495New |
$22.8K - $23.4K
|
495
$23.5K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
427+ 5.06% |
$19.6K - $20.2K
|
8.87K
$421K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
420+ 112.0% |
$19.3K - $19.8K
|
795
$37.7K
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
415+ 0.41% |
$19.1K - $19.6K
|
101K
$4.8M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
392+ 15.24% |
$18K - $18.5K
|
2.97K
$141K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
385+ 6.33% |
$17.7K - $18.2K
|
6.47K
$307K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
323+ 3.0% |
$14.8K - $15.2K
|
11.1K
$526K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
322New |
$14.8K - $15.2K
|
322
$15.3K
|