Purchases and Sales Made in Q4 2022 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 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
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
310
+ 99.68%
$14.3K - $14.6K
621 $29.5K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
289
New
$13.3K - $13.6K
289 $13.7K
Feb 01, 2023 Q4 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
280
+ 1.24%
$12.9K - $13.2K
22.8K $1.08M
Feb 07, 2023 Q4 2022
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
268
+ 6.06%
$12.3K - $12.6K
4.69K $222K
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
223
+ 446.0%
$10.3K - $10.5K
273 $13K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
223
+ 33.04%
$10.3K - $10.5K
898 $42.6K
Feb 01, 2023 Q4 2022
Oakwell Private Wealth Management, LLC

BUY
 -
179
+ 3.02%
$8.23K - $8.45K
6.11K $290K
Feb 13, 2023 Q4 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
132
+ 0.26%
$6.07K - $6.23K
50.5K $2.4M
Feb 13, 2024 Q4 2022
United Community Bank

Greenville, SC
BUY
 -
125
+ 10.42%
$5.75K - $5.9K
1.33K $62.9K
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
118
+ 1.19%
$5.42K - $5.57K
10K $475K
Feb 09, 2023 Q4 2022
Rock Point Advisors, LLC

Burlington, VT
BUY
 -
100
+ 0.84%
$4.6K - $4.72K
12K $567K
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
39
+ 0.06%
$1.79K - $1.84K
63.4K $3.01M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
37
New
$1.7K - $1.75K
37 $1.76K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
26
+ 650.0%
$1.2K - $1.23K
30 $1.42K
Oct 25, 2024 Q4 2022
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
25
+ 0.26%
$1.15K - $1.18K
9.52K $452K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
16
+ 0.28%
$736 - $755
5.79K $275K
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
14
+ 0.24%
$644 - $661
5.78K $274K
Feb 14, 2023 Q4 2022
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
11
+ 0.05%
$506 - $519
24.3K $1.15M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
10
New
$460 - $472
10 $475
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
5
+ 0.08%
$230 - $236
6.16K $292K
Jan 20, 2023 Q4 2022
Diligent Investors, LLC

BUY
 -
1
+ 0.02%
$46 - $47.2
6.45K $306K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-1
- 0.1%
$46 - $47.2
1.03K $49K
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-12
- 3.86%
$552 - $566
299 $14.2K
Feb 08, 2023 Q4 2022
Mma Asset Management LLC

New York, NY
SELL
 -
-21
- 0.13%
$965 - $991
16.3K $772K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-28
- 47.46%
$1.29K - $1.32K
31 $1.47K
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

SELL
 -
-33
- 1.44%
$1.52K - $1.56K
2.26K $107K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-46
- 0.3%
$2.11K - $2.17K
15.5K $736K
Jan 30, 2023 Q4 2022
Vaughan Nelson Investment Management, L.P.

SELL
 -
-50
- 32.26%
$2.3K - $2.36K
105 $4.98K
Feb 13, 2023 Q4 2022
Cnb Bank

Clearfield, PA
SELL
 -
-50
- 0.14%
$2.3K - $2.36K
35.2K $1.67M
Jan 10, 2023 Q4 2022
Boston Standard Wealth Management, LLC

SELL
 -
-57
- 0.32%
$2.62K - $2.69K
17.6K $836K
Feb 02, 2023 Q4 2022
Bka Wealth Consulting, Inc.

SELL
 -
-57
- 1.28%
$2.62K - $2.69K
4.39K $208K
Jan 17, 2023 Q4 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-135
- 21.36%
$6.21K - $6.37K
497 $23.6K
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-142
- 1.94%
$6.53K - $6.7K
7.17K $340K
Jan 31, 2023 Q4 2022
Wedbush Securities Inc

SELL
 -
-160
- 1.08%
$7.36K - $7.55K
14.6K $695K
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-189
- 3.46%
$8.69K - $8.92K
5.27K $250K
Feb 10, 2023 Q4 2022
Pax Financial Group, LLC

San Antonio, TX
SELL
 -
-199
- 0.62%
$9.15K - $9.39K
32K $1.52M
Feb 01, 2023 Q4 2022
Hallmark Capital Management Inc

SELL
 -
-208
- 9.18%
$9.56K - $9.82K
2.06K $97.7K
Feb 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

SELL
 -
-250
- 2.7%
$11.5K - $11.8K
9.01K $428K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-270
- 1.66%
$12.4K - $12.7K
16K $761K
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

SELL
 -
-302
- 38.04%
$13.9K - $14.3K
492 $23.3K
Jan 23, 2023 Q4 2022
Canvas Wealth Advisors, LLC

SELL
 -
-332
- 2.52%
$15.3K - $15.7K
12.8K $609K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-401
- 2.28%
$18.4K - $18.9K
17.2K $815K
Jan 13, 2023 Q4 2022
Baldrige Asset Management LLC

SELL
 -
-412
- 3.62%
$18.9K - $19.4K
11K $520K
Feb 06, 2023 Q4 2022
Brinker Capital Investments, LLC

SELL
 -
-441
- 0.45%
$20.3K - $20.8K
98.2K $4.66M
Jan 25, 2023 Q4 2022
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-444
- 7.76%
$20.4K - $21K
5.28K $250K
Feb 13, 2023 Q4 2022
N.E.W. Advisory Services LLC

SELL
 -
-490
- 3.13%
$22.5K - $23.1K
15.1K $719K
Feb 13, 2023 Q4 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-500
- 7.57%
$23K - $23.6K
6.11K $290K
Feb 07, 2023 Q4 2022
Prestige Wealth Management Group LLC

SELL
 -
-513
- 83.69%
$23.6K - $24.2K
100 $4.75K

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