Apella Capital, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Apella Capital, LLC

$2.41 Billion
Q3 2024

A detailed history of Apella Capital, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Apella Capital, LLC holds 154,185 shares of SHM stock, worth $7.31 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

154,185

Previous 144,088 7.01%

Holding current value

$7.31 Million

Previous $6.8 Million 9.16%

% of portfolio

0.31%

Previous 0.31%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 03, 2024	BUY	$47.01 - $48.2 $474,659 - $486,675	10,097 Added 7.01%	154,185 $7.42 Million
Q2 2024 Jul 10, 2024	SELL	$46.84 - $47.32 $17,565 - $17,745	-375 Reduced 0.26%	144,088 $6.8 Million
Q1 2024 Apr 10, 2024	BUY	$47.44 - $47.9 $207,028 - $209,035	4,364 Added 3.11%	144,463 $6.85 Million
Q4 2023 Jan 05, 2024	BUY	$46.12 - $47.85 $444,642 - $461,321	9,641 Added 7.39%	140,099 $6.7 Million
Q3 2023 Oct 10, 2023	SELL	$46.19 - $47.22 $814,745 - $832,913	-17,639 Reduced 11.91%	130,458 $6.03 Million
Q2 2023 Jul 06, 2023	BUY	$46.54 - $47.72 $1.33 Million - $1.37 Million	28,638 Added 23.97%	148,097 $6.97 Million
Q4 2022 Jan 10, 2023	SELL	$45.97 - $47.2 $301,701 - $309,773	-6,563 Reduced 5.21%	119,459 $0
Q3 2022 Oct 11, 2022	BUY	$46.05 - $47.82 $1.84 Million - $1.91 Million	39,893 Added 46.32%	126,022 $5.81 Million
Q2 2022 Jul 08, 2022	BUY	$46.52 - $47.45 $1.09 Million - $1.11 Million	23,439 Added 37.39%	86,129 $4.07 Million
Q1 2022 Apr 11, 2022	SELL	$47.3 - $49.17 $481,324 - $500,353	-10,176 Reduced 13.97%	62,690 $0
Q4 2021 Jan 13, 2022	BUY	$49.16 - $49.38 $129,634 - $130,215	2,637 Added 3.75%	72,866 $3.58 Million
Q3 2021 Jan 18, 2022	SELL	$49.4 - $49.69 $401,128 - $403,482	-8,120 Reduced 10.36%	70,229 $3.47 Million
Q3 2021 Oct 12, 2021	BUY	$49.4 - $49.69 $432,497 - $435,035	8,755 Added 12.58%	78,349 $3.87 Million
Q2 2021 Jan 18, 2022	SELL	$49.5 - $49.73 $390,852 - $392,668	-7,896 Reduced 10.19%	69,594 $3.45 Million
Q2 2021 Jul 02, 2021	BUY	$49.5 - $49.73 $33,957 - $34,114	686 Added 0.89%	77,490 $3.84 Million
Q1 2021 Apr 15, 2021	SELL	$49.43 - $49.87 $303,203 - $305,902	-6,134 Reduced 7.4%	76,804 $3.81 Million
Q4 2020 Feb 18, 2021	SELL	$49.66 - $49.86 $85,564 - $85,908	-1,723 Reduced 2.04%	82,938 $4.13 Million
Q3 2020 Oct 22, 2020	BUY	$49.76 - $50.06 $567,363 - $570,784	11,402 Added 15.56%	84,661 $4.22 Million
Q2 2020 Jul 20, 2020	BUY	$48.24 - $49.96 $251,523 - $260,491	5,214 Added 7.66%	73,259 $3.65 Million
Q1 2020 May 14, 2020	BUY	$43.92 - $49.69 $2.99 Million - $3.38 Million	68,045 New	68,045 $3.33 Million

Others Institutions Holding SHM

# of Institutions

442

Shares Held

73M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
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Apella Capital, LLC Spdr Nuveen Bloomberg Short Te Transaction History