Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Spdr Nuveen Bloomberg Short Te Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 155,697 shares of SHM stock, worth $7.32 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
155,697
Previous 154,335 0.88%
Holding current value
$7.32 Million
Previous $7.43 Million 0.69%
% of portfolio
0.2%
Previous 0.21%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$47.26 - $48.18 $64,368 - $65,621
1,362 Added 0.88%
155,697 $7.38 Million
Q3 2024

Oct 31, 2024
SELL
$47.01 - $48.2 $142,440 - $146,046
-3,030 Reduced 1.93%
154,335 $7.43 Million
Q2 2024

Aug 09, 2024
SELL
$46.84 - $47.32 $241,460 - $243,934
-5,155 Reduced 3.17%
157,365 $7.43 Million
Q1 2024

May 06, 2024
SELL
$47.44 - $47.9 $597,269 - $603,061
-12,590 Reduced 7.19%
162,520 $7.71 Million
Q4 2023

Feb 06, 2024
SELL
$46.12 - $47.85 $1.04 Million - $1.08 Million
-22,613 Reduced 11.44%
175,110 $8.37 Million
Q3 2023

Nov 02, 2023
BUY
$46.19 - $47.22 $121,803 - $124,519
2,637 Added 1.35%
197,723 $9.14 Million
Q2 2023

Aug 11, 2023
SELL
$46.54 - $47.72 $2.61 Million - $2.68 Million
-56,119 Reduced 22.34%
195,086 $9.18 Million
Q1 2023

May 09, 2023
SELL
$46.61 - $47.68 $1.01 Million - $1.03 Million
-21,679 Reduced 7.94%
251,205 $11.9 Million
Q4 2022

Feb 07, 2023
SELL
$45.97 - $47.2 $1.33 Million - $1.37 Million
-28,924 Reduced 9.58%
272,884 $12.8 Million
Q3 2022

Nov 02, 2022
BUY
$46.05 - $47.82 $5.68 Million - $5.9 Million
123,416 Added 69.18%
301,808 $13.9 Million
Q2 2022

Aug 02, 2022
BUY
$46.52 - $47.45 $2.29 Million - $2.34 Million
49,236 Added 38.12%
178,392 $8.43 Million
Q1 2022

May 13, 2022
BUY
$47.3 - $49.17 $305,085 - $317,146
6,450 Added 5.26%
129,156 $6.11 Million
Q4 2021

Feb 14, 2022
SELL
$49.16 - $49.38 $327,307 - $328,772
-6,658 Reduced 5.15%
122,706 $6.04 Million
Q3 2021

Nov 02, 2021
SELL
$49.4 - $49.69 $1.27 Million - $1.28 Million
-25,685 Reduced 16.57%
129,364 $6.39 Million
Q2 2021

Aug 12, 2021
BUY
$49.5 - $49.73 $546,034 - $548,571
11,031 Added 7.66%
155,049 $7.68 Million
Q1 2021

May 17, 2021
SELL
$49.43 - $49.87 $1.15 Million - $1.16 Million
-23,222 Reduced 13.89%
144,018 $7.14 Million
Q4 2020

Feb 12, 2021
SELL
$49.66 - $49.86 $270,249 - $271,338
-5,442 Reduced 3.15%
167,240 $8.33 Million
Q3 2020

Nov 12, 2020
BUY
$49.76 - $50.06 $383,848 - $386,162
7,714 Added 4.68%
172,682 $8.61 Million
Q2 2020

Aug 12, 2020
SELL
$48.24 - $49.96 $693,546 - $718,274
-14,377 Reduced 8.02%
164,968 $8.23 Million
Q1 2020

May 11, 2020
BUY
$43.92 - $49.69 $227,417 - $257,294
5,178 Added 2.97%
179,345 $8.77 Million
Q4 2019

Feb 13, 2020
SELL
$48.87 - $49.12 $515,578 - $518,216
-10,550 Reduced 5.71%
174,167 $8.55 Million
Q3 2019

Nov 13, 2019
SELL
$48.76 - $49.06 $890,601 - $896,080
-18,265 Reduced 9.0%
184,717 $9.05 Million
Q2 2019

Aug 12, 2019
SELL
N/A
-15,816 Reduced 7.23%
202,982 $9.93 Million
Q1 2019

May 13, 2019
SELL
N/A
-2,972 Reduced 1.34%
218,798 $10.6 Million
Q4 2018

Feb 13, 2019
BUY
N/A
1,330 Added 0.6%
221,770 $10.7 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-24,170 Reduced 9.88%
220,440 $10.5 Million
Q2 2018

Aug 13, 2018
BUY
N/A
66,371 Added 37.24%
244,610 $11.7 Million
Q1 2018

May 14, 2018
BUY
N/A
30,477 Added 20.63%
178,239 $8.52 Million
Q1 2018

May 14, 2018
SELL
N/A
-58,937 Reduced 28.51%
147,762 $8.52 Million
Q4 2017

Feb 12, 2018
BUY
N/A
37,604 Added 22.24%
206,699 $9.9 Million
Q3 2017

Nov 13, 2017
BUY
N/A
688 Added 0.41%
169,095 $8.22 Million
Q2 2017

Aug 10, 2017
BUY
N/A
168,407
168,407 $8.17 Million

Others Institutions Holding SHM

# of Institutions
457
Shares Held
74.8M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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