Mutual Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Mutual Advisors, LLC holds 17,207 shares of SHM stock, worth $820,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,207

Previous 18,310 6.02%

Holding current value

$820,429

Previous $881,000 7.49%

% of portfolio

0.02%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$47.26 - $48.18 $52,127 - $53,142	-1,103 Reduced 6.02%	17,207 $815,000
Q3 2024 Oct 25, 2024	SELL	$47.01 - $48.2 $940 - $964	-20 Reduced 0.11%	18,310 $881,000
Q2 2024 Jul 30, 2024	SELL	$46.84 - $47.32 $111,479 - $112,621	-2,380 Reduced 11.49%	18,330 $864,000
Q1 2024 May 02, 2024	BUY	$47.44 - $47.9 $21,917 - $22,129	462 Added 2.28%	20,710 $982,000
Q4 2023 Jan 12, 2024	BUY	$46.12 - $47.85 $12,683 - $13,158	275 Added 1.38%	20,248 $967,000
Q3 2023 Nov 13, 2023	BUY	$46.19 - $47.22 $277 - $283	6 Added 0.03%	19,973 $923,000
Q2 2023 Jul 31, 2023	SELL	$46.54 - $47.72 $230,326 - $236,166	-4,949 Reduced 19.86%	19,967 $939,000
Q1 2023 Apr 11, 2023	BUY	$46.61 - $47.68 $120,859 - $123,634	2,593 Added 11.62%	24,916 $1.18 Million
Q4 2022 Jan 12, 2023	SELL	$45.97 - $47.2 $653,877 - $671,372	-14,224 Reduced 38.92%	22,323 $0
Q3 2022 Nov 03, 2022	BUY	$46.05 - $47.82 $440,376 - $457,302	9,563 Added 35.44%	36,547 $1.68 Million
Q2 2022 Aug 15, 2022	SELL	$46.52 - $47.45 $99,831 - $101,827	-2,146 Reduced 7.37%	26,984 $1.28 Million
Q1 2022 May 09, 2022	SELL	$47.3 - $49.17 $88,451 - $91,947	-1,870 Reduced 6.03%	29,130 $1.38 Million
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $337,139 - $338,648	-6,858 Reduced 18.12%	31,000 $1.53 Million
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $177,790 - $178,834	3,599 Added 10.51%	37,858 $1.87 Million
Q2 2021 Aug 12, 2021	BUY	$49.5 - $49.73 $467,379 - $469,550	9,442 Added 38.05%	34,259 $1.7 Million
Q1 2021 May 13, 2021	BUY	$49.43 - $49.87 $387,036 - $390,482	7,830 Added 46.09%	24,817 $1.23 Million
Q4 2020 Feb 11, 2021	BUY	$49.66 - $49.86 $197,249 - $198,043	3,972 Added 30.52%	16,987 $846,000
Q3 2020 Nov 13, 2020	BUY	$49.76 - $50.06 $12,091 - $12,164	243 Added 1.9%	13,015 $649,000
Q2 2020 Aug 05, 2020	BUY	$48.24 - $49.96 $108,540 - $112,410	2,250 Added 21.38%	12,772 $637,000
Q1 2020 May 13, 2020	BUY	$43.92 - $49.69 $462,126 - $522,838	10,522 New	10,522 $515,000

Others Institutions Holding SHM

# of Institutions

451

Shares Held

73.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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Mutual Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History