N.E.W. Advisory Services LLC Spdr Nuveen Bloomberg Short Te Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 8,865 shares of SHM stock, worth $420,732. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,865

Previous 9,310 4.78%

Holding current value

$420,732

Previous $448,000 6.25%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$47.26 - $48.18 $21,030 - $21,440	-445 Reduced 4.78%	8,865 $420,000
Q2 2024 Aug 02, 2024	BUY	$46.84 - $47.32 $46 - $47	1 Added 0.01%	9,310 $439,000
Q4 2023 Feb 06, 2024	SELL	$46.12 - $47.85 $4,888 - $5,072	-106 Reduced 1.13%	9,309 $444,000
Q3 2023 Nov 03, 2023	SELL	$46.19 - $47.22 $4,434 - $4,533	-96 Reduced 1.01%	9,415 $435,000
Q2 2023 Aug 04, 2023	SELL	$46.54 - $47.72 $203,612 - $208,775	-4,375 Reduced 31.51%	9,511 $447,000
Q1 2023 May 10, 2023	SELL	$46.61 - $47.68 $58,588 - $59,933	-1,257 Reduced 8.3%	13,886 $660,000
Q4 2022 Feb 13, 2023	SELL	$45.97 - $47.2 $22,525 - $23,128	-490 Reduced 3.13%	15,143 $711,000
Q3 2022 Nov 10, 2022	SELL	$46.05 - $47.82 $42,043 - $43,659	-913 Reduced 5.52%	15,633 $721,000
Q2 2022 Aug 01, 2022	SELL	$46.52 - $47.45 $124,580 - $127,071	-2,678 Reduced 13.93%	16,546 $782,000
Q1 2022 Apr 11, 2022	BUY	$47.3 - $49.17 $56,145 - $58,364	1,187 Added 6.58%	19,224 $954,000
Q4 2021 Jan 18, 2022	BUY	$49.16 - $49.38 $49 - $49	1 Added 0.01%	18,037 $887,000
Q3 2021 Oct 13, 2021	SELL	$49.4 - $49.69 $16,055 - $16,149	-325 Reduced 1.77%	18,036 $891,000
Q2 2021 Jul 15, 2021	SELL	$49.5 - $49.73 $42,718 - $42,916	-863 Reduced 4.49%	18,361 $911,000
Q1 2021 Apr 14, 2021	BUY	$49.43 - $49.87 $8,749 - $8,826	177 Added 0.93%	19,224 $952,000
Q4 2020 Jan 14, 2021	SELL	$49.66 - $49.86 $42,558 - $42,730	-857 Reduced 4.31%	19,047 $948,000
Q3 2020 Oct 13, 2020	BUY	$49.76 - $50.06 $49 - $50	1 Added 0.01%	19,904 $990,000
Q2 2020 Jul 09, 2020	SELL	$48.24 - $49.96 $31,259 - $32,374	-648 Reduced 3.15%	19,903 $993,000
Q4 2019 Feb 14, 2020	BUY	$48.87 - $49.12 $1 Million - $1.01 Million	20,551 New	20,551 $1.01 Million

Others Institutions Holding SHM

# of Institutions

452

Shares Held

73.6M

Call Options Held

Put Options Held

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About SPDR NUVEEN BLOOMBERG SHORT TE

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N.E.W. Advisory Services LLC Spdr Nuveen Bloomberg Short Te Transaction History