Bragg Financial Advisors, Inc Spdr Nuveen Bloomberg Short Te Transaction History

Bragg Financial Advisors, Inc

$2.42 Billion
Q4 2024

A detailed history of Bragg Financial Advisors, Inc transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 50,336 shares of SHM stock, worth $2.4 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

50,336

Previous 53,031 5.08%

Holding current value

$2.4 Million

Previous $2.55 Million 6.54%

% of portfolio

0.1%

Previous 0.11%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$47.26 - $48.18 $127,365 - $129,845	-2,695 Reduced 5.08%	50,336 $2.39 Million
Q3 2024 Nov 14, 2024	BUY	$47.01 - $48.2 $762,032 - $781,322	16,210 Added 44.02%	53,031 $2.55 Million
Q2 2024 Aug 15, 2024	SELL	$46.84 - $47.32 $92,790 - $93,740	-1,981 Reduced 5.11%	36,821 $1.74 Million
Q4 2023 Feb 14, 2024	SELL	$46.12 - $47.85 $879,508 - $912,499	-19,070 Reduced 32.95%	38,802 $1.85 Million
Q3 2023 Nov 14, 2023	BUY	$46.19 - $47.22 $1.07 Million - $1.09 Million	23,100 Added 66.43%	57,872 $2.68 Million
Q2 2023 Aug 15, 2023	BUY	$46.54 - $47.72 $194,071 - $198,992	4,170 Added 13.63%	34,772 $1.64 Million
Q1 2023 May 15, 2023	SELL	$46.61 - $47.68 $558,574 - $571,397	-11,984 Reduced 28.14%	30,602 $1.46 Million
Q4 2022 Feb 14, 2023	SELL	$45.97 - $47.2 $301,517 - $309,584	-6,559 Reduced 13.35%	42,586 $2 Million
Q3 2022 Nov 14, 2022	SELL	$46.05 - $47.82 $658,330 - $683,634	-14,296 Reduced 22.53%	49,145 $2.27 Million
Q2 2022 Aug 15, 2022	SELL	$46.52 - $47.45 $347,969 - $354,926	-7,480 Reduced 10.55%	63,441 $3 Million
Q1 2022 May 11, 2022	SELL	$47.3 - $49.17 $791,329 - $822,614	-16,730 Reduced 19.09%	70,921 $3.36 Million
Q3 2021 Nov 15, 2021	SELL	$49.4 - $49.69 $1.25 Million - $1.25 Million	-25,255 Reduced 22.37%	87,651 $4.33 Million
Q2 2021 Aug 16, 2021	SELL	$49.5 - $49.73 $183,645 - $184,498	-3,710 Reduced 3.18%	112,906 $5.6 Million
Q1 2021 May 14, 2021	SELL	$49.43 - $49.87 $355,648 - $358,814	-7,195 Reduced 5.81%	116,616 $5.78 Million
Q4 2020 Feb 11, 2021	BUY	$49.66 - $49.86 $975,570 - $979,499	19,645 Added 18.86%	123,811 $6.17 Million
Q3 2020 Nov 13, 2020	SELL	$49.76 - $50.06 $2.25 Million - $2.26 Million	-45,140 Reduced 30.23%	104,166 $5.2 Million
Q2 2020 Aug 14, 2020	BUY	$48.24 - $49.96 $2.56 Million - $2.66 Million	53,150 Added 55.27%	149,306 $7.45 Million
Q1 2020 May 15, 2020	BUY	$43.92 - $49.69 $1.01 Million - $1.14 Million	23,040 Added 31.51%	96,156 $4.7 Million
Q4 2019 Feb 14, 2020	BUY	$48.87 - $49.12 $1.13 Million - $1.13 Million	23,045 Added 46.02%	73,116 $3.59 Million
Q3 2019 Nov 14, 2019	BUY	$48.76 - $49.06 $203,865 - $205,119	4,181 Added 9.11%	50,071 $2.45 Million
Q2 2019 Aug 14, 2019	BUY	N/A	15,563 Added 51.32%	45,890 $2.25 Million
Q1 2019 May 13, 2019	SELL	N/A	-20,309 Reduced 40.11%	30,327 $1.47 Million
Q4 2018 Feb 14, 2019	BUY	N/A	9,880 Added 24.24%	50,636 $2.43 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-7,735 Reduced 15.95%	40,756 $1.94 Million
Q2 2018 Aug 14, 2018	BUY	N/A	4,720 Added 10.78%	48,491 $2.33 Million
Q1 2018 May 14, 2018	SELL	N/A	-9,130 Reduced 17.26%	43,771 $2.09 Million
Q4 2017 Feb 14, 2018	BUY	N/A	9,600 Added 22.17%	52,901 $2.53 Million
Q3 2017 Nov 14, 2017	BUY	N/A	43,301	43,301 $2.1 Million

Others Institutions Holding SHM

# of Institutions

450

Shares Held

73.8M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Bragg Financial Advisors, Inc Spdr Nuveen Bloomberg Short Te Transaction History