Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.4K- 7.2% |
$66.2K - $67.5K
|
18K
$861K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.44K- 4.29% |
$68.1K - $69.5K
|
32.1K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.59K- 3.32% |
$75.2K - $76.7K
|
46.3K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.69K- 8.02% |
$79.8K - $81.3K
|
19.4K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.71K- 14.75% |
$80.6K - $82.1K
|
9.85K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.87K- 14.12% |
$88.1K - $89.9K
|
11.3K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 9.74% |
$96.6K - $98.4K
|
18.9K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.19K- 8.14% |
$103K - $105K
|
24.6K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 4.62% |
$110K - $112K
|
48.1K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 28.06% |
$113K - $115K
|
6.12K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2.4K- 2.32% |
$113K - $115K
|
101K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.43K- 9.48% |
$115K - $117K
|
23.2K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 19.52% |
$118K - $120K
|
10.3K
$492K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-2.56K- 6.09% |
$121K - $123K
|
39.4K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.98K- 5.4% |
$141K - $144K
|
52.3K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.35K- 86.7% |
$158K - $161K
|
514
$24.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.41K- 10.0% |
$161K - $164K
|
30.7K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.6K- 2.96% |
$170K - $173K
|
118K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.63K- 5.73% |
$171K - $175K
|
59.6K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.93K- 2.49% |
$186K - $189K
|
154K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-4.26K- 11.28% |
$201K - $205K
|
33.5K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.29K- 14.86% |
$203K - $207K
|
24.6K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.6K- 32.0% |
$217K - $222K
|
9.78K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-4.74K- 5.69% |
$224K - $228K
|
78.5K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.87K- 5.47% |
$230K - $235K
|
84.2K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.83K- 26.95% |
$276K - $281K
|
15.8K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.16K- 3.99% |
$291K - $297K
|
148K
$7.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.3K- 32.65% |
$298K - $304K
|
13K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.38K- 7.93% |
$302K - $307K
|
74.1K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.21K- 19.3% |
$341K - $348K
|
30.2K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7.63K- 25.96% |
$361K - $368K
|
21.8K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7.65K- 7.0% |
$361K - $368K
|
102K
$4.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-8.72K- 22.68% |
$412K - $420K
|
29.7K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-9.15K- 34.61% |
$432K - $441K
|
17.3K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-11.5K- 31.93% |
$544K - $555K
|
24.6K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.6K- 18.38% |
$548K - $559K
|
51.5K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-12K- 9.85% |
$567K - $578K
|
110K
$5.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12.7K- 39.55% |
$598K - $610K
|
19.3K
$923K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.7K- 26.42% |
$696K - $709K
|
41K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.6K- 36.17% |
$737K - $751K
|
27.5K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-16.3K- 44.69% |
$768K - $783K
|
20.1K
$960K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-16.6K- 64.99% |
$784K - $799K
|
8.94K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-17.3K- 14.77% |
$819K - $835K
|
100K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.4K- 58.3% |
$821K - $837K
|
12.4K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 18.21% |
$826K - $842K
|
78.5K
$3.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.9K- 40.87% |
$844K - $861K
|
25.9K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-20.1K- 22.45% |
$948K - $966K
|
69.3K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.2K- 11.61% |
$1.05M - $1.07M
|
169K
$8.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-24.8K- 9.39% |
$1.17M - $1.2M
|
240K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25.5K- 14.49% |
$1.21M - $1.23M
|
151K
$7.19M
|