Purchases and Sales Made in Q4 2023 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2023. 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, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.12M+ 95.49% |
$236M - $245M
|
10.5M
$502M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.48M+ 148.2% |
$68.1M - $70.7M
|
2.47M
$118M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
644K+ 30.12% |
$29.7M - $30.8M
|
2.78M
$133M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
591K+ 7.89% |
$27.3M - $28.3M
|
8.09M
$387M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
481KNew |
$22.2M - $23M
|
481K
$23M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
335K+ 2238.7% |
$15.5M - $16M
|
350K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
317KNew |
$14.6M - $15.1M
|
317K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
227K+ 740.74% |
$10.5M - $10.9M
|
258K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
170K+ 141.84% |
$7.82M - $8.11M
|
289K
$13.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 3.01% |
$7.73M - $8.02M
|
5.74M
$275M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
145KNew |
$6.71M - $6.96M
|
145K
$6.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
111KNew |
$5.12M - $5.31M
|
111K
$5.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
96K+ 1968.85% |
$4.43M - $4.59M
|
101K
$4.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
92.8K+ 480.97% |
$4.28M - $4.44M
|
112K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
72.4K+ 42.35% |
$3.34M - $3.46M
|
243K
$11.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
50.6KNew |
$2.33M - $2.42M
|
50.6K
$2.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
48.6KNew |
$2.24M - $2.32M
|
48.6K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
48.2K+ 638.09% |
$2.22M - $2.31M
|
55.8K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
48K+ 114.99% |
$2.21M - $2.3M
|
89.8K
$4.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
46.8K+ 893.48% |
$2.16M - $2.24M
|
52.1K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
45.2KNew |
$2.09M - $2.16M
|
45.2K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
42.4KNew |
$1.96M - $2.03M
|
42.4K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.2K+ 142.52% |
$1.9M - $1.97M
|
70.1K
$3.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39.2K+ 263.81% |
$1.81M - $1.88M
|
54K
$2.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
39K+ 43.32% |
$1.8M - $1.87M
|
129K
$6.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.3K+ 394.98% |
$1.72M - $1.78M
|
46.7K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.6K+ 109.9% |
$1.64M - $1.7M
|
67.9K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
34.8KNew |
$1.6M - $1.66M
|
34.8K
$1.67M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
33.5K+ 119.3% |
$1.55M - $1.6M
|
61.6K
$2.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
31.9K+ 16.13% |
$1.47M - $1.53M
|
230K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.1KNew |
$1.43M - $1.49M
|
31.1K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.13% |
$1.43M - $1.49M
|
63.4K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
30KNew |
$1.38M - $1.44M
|
30K
$1.44M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
30KNew |
$1.38M - $1.43M
|
30K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
27.1K+ 114.8% |
$1.25M - $1.29M
|
50.6K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
25KNew |
$1.15M - $1.19M
|
25K
$1.2M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
24.2KNew |
$1.12M - $1.16M
|
24.2K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.3K+ 6.21% |
$1.08M - $1.12M
|
399K
$19.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
23K+ 4.4% |
$1.06M - $1.1M
|
544K
$26.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.4K+ 50.6% |
$988K - $1.03M
|
63.8K
$3.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
20.9KNew |
$962K - $998K
|
20.9K
$999K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.3K+ 5.03% |
$938K - $974K
|
425K
$20.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.1KNew |
$880K - $913K
|
19.1K
$913K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
18.8KNew |
$868K - $900K
|
18.8K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.3KNew |
$796K - $826K
|
17.3K
$826K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
17KNew |
$782K - $812K
|
17K
$812K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.9K+ 136.85% |
$781K - $811K
|
29.3K
$1.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.9K+ 96.63% |
$780K - $810K
|
34.4K
$1.65M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16.7KNew |
$770K - $798K
|
16.7K
$799K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.5KNew |
$716K - $743K
|
15.5K
$743K
|