Creative Planning Spdr Nuveen Bloomberg Short Te Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Creative Planning holds 20,451 shares of SHM stock, worth $979,807. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,451

Previous 15,776 29.63%

Holding current value

$979,807

Previous $759,000 27.67%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$47.26 - $48.18 $220,940 - $225,241	4,675 Added 29.63%	20,451 $969,000
Q3 2024 Oct 11, 2024	SELL	$47.01 - $48.2 $171,210 - $175,544	-3,642 Reduced 18.76%	15,776 $759,000
Q2 2024 Aug 15, 2024	SELL	$46.84 - $47.32 $545,498 - $551,088	-11,646 Reduced 37.49%	19,418 $916,000
Q1 2024 May 10, 2024	SELL	$47.44 - $47.9 $101,996 - $102,985	-2,150 Reduced 6.47%	31,064 $1.47 Million
Q4 2023 Feb 14, 2024	BUY	$46.12 - $47.85 $100,772 - $104,552	2,185 Added 7.04%	33,214 $1.59 Million
Q3 2023 Nov 16, 2023	BUY	$46.19 - $47.22 $403,792 - $412,797	8,742 Added 39.22%	31,029 $1.43 Million
Q2 2023 Jul 21, 2023	BUY	$46.54 - $47.72 $519,060 - $532,221	11,153 Added 100.17%	22,287 $1.05 Million
Q1 2023 May 15, 2023	SELL	$46.61 - $47.68 $199,817 - $204,404	-4,287 Reduced 27.8%	11,134 $529,000
Q4 2022 Feb 10, 2023	BUY	$45.97 - $47.2 $224,655 - $230,666	4,887 Added 46.39%	15,421 $724,000
Q3 2022 Nov 03, 2022	SELL	$46.05 - $47.82 $507,701 - $527,215	-11,025 Reduced 51.14%	10,534 $486,000
Q2 2022 Aug 15, 2022	SELL	$46.52 - $47.45 $273,863 - $279,338	-5,887 Reduced 21.45%	21,559 $1.02 Million
Q1 2022 May 16, 2022	BUY	$47.3 - $49.17 $515,286 - $535,657	10,894 Added 65.82%	27,446 $1.3 Million
Q4 2021 Feb 11, 2022	SELL	$49.16 - $49.38 $44,244 - $44,442	-900 Reduced 5.16%	16,552 $814,000
Q3 2021 Nov 10, 2021	SELL	$49.4 - $49.69 $43,373 - $43,627	-878 Reduced 4.79%	17,452 $862,000
Q2 2021 Aug 04, 2021	BUY	$49.5 - $49.73 $41,580 - $41,773	840 Added 4.8%	18,330 $908,000
Q1 2021 Apr 30, 2021	BUY	$49.43 - $49.87 $175,130 - $176,689	3,543 Added 25.4%	17,490 $867,000
Q4 2020 Jan 29, 2021	BUY	$49.66 - $49.86 $273,775 - $274,878	5,513 Added 65.37%	13,947 $694,000
Q3 2020 Nov 05, 2020	SELL	$49.76 - $50.06 $75,884 - $76,341	-1,525 Reduced 15.31%	8,434 $421,000
Q2 2020 Jul 23, 2020	SELL	$48.24 - $49.96 $53,064 - $54,956	-1,100 Reduced 9.95%	9,959 $497,000
Q1 2020 May 05, 2020	SELL	$43.92 - $49.69 $280,209 - $317,022	-6,380 Reduced 36.58%	11,059 $541,000
Q4 2019 Jan 30, 2020	BUY	$48.87 - $49.12 $121,588 - $122,210	2,488 Added 16.64%	17,439 $856,000
Q3 2019 Nov 01, 2019	SELL	$48.76 - $49.06 $42,616 - $42,878	-874 Reduced 5.52%	14,951 $732,000
Q2 2019 Jul 26, 2019	SELL	N/A	-471 Reduced 2.89%	15,825 $774,000
Q1 2019 Apr 24, 2019	BUY	N/A	158 Added 0.98%	16,296 $790,000
Q4 2018 Feb 01, 2019	SELL	N/A	-2,918 Reduced 15.31%	16,138 $776,000
Q3 2018 Oct 25, 2018	BUY	N/A	2,337 Added 13.98%	19,056 $909,000
Q2 2018 Jul 20, 2018	SELL	N/A	-5,393 Reduced 24.39%	16,719 $802,000
Q1 2018 Apr 18, 2018	SELL	N/A	-13,997 Reduced 38.76%	22,112 $1.06 Million
Q4 2017 Jan 17, 2018	BUY	N/A	633 Added 1.78%	36,109 $1.73 Million
Q3 2017 Oct 17, 2017	BUY	N/A	35,476	35,476 $1.72 Million

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.7M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Creative Planning Spdr Nuveen Bloomberg Short Te Transaction History