United Capital Financial Advisers, LLC Spdr Nuveen Bloomberg Short Te Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,455,065 shares of SHM stock, worth $116 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
2,455,065
Previous 2,525,467 2.79%
Holding current value
$116 Million
Previous $122 Million 4.3%
% of portfolio
1.0%
Previous 0.61%

Shares

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

Feb 13, 2025
SELL
$47.26 - $48.18 $3.33 Million - $3.39 Million
-70,402 Reduced 2.79%
2,455,065 $116 Million
Q3 2024

Nov 12, 2024
BUY
$47.01 - $48.2 $202,095 - $207,211
4,299 Added 0.17%
2,525,467 $122 Million
Q2 2024

Aug 14, 2024
SELL
$46.84 - $47.32 $1.04 Million - $1.05 Million
-22,278 Reduced 0.88%
2,521,168 $119 Million
Q1 2024

May 15, 2024
SELL
$47.44 - $47.9 $1.99 Million - $2.01 Million
-41,915 Reduced 1.62%
2,543,446 $121 Million
Q4 2023

Feb 14, 2024
SELL
$46.12 - $47.85 $74.3 Million - $77.1 Million
-1,611,974 Reduced 38.4%
2,585,361 $124 Million
Q3 2023

Nov 14, 2023
SELL
$46.19 - $47.22 $19.6 Million - $20 Million
-423,687 Reduced 9.17%
4,197,335 $194 Million
Q2 2023

Aug 14, 2023
BUY
$46.54 - $47.72 $7.24 Million - $7.43 Million
155,636 Added 3.49%
4,621,022 $217 Million
Q1 2023

Aug 14, 2023
SELL
$46.61 - $47.68 $7.47 Million - $7.64 Million
-160,269 Reduced 3.47%
4,460,753 $212 Million
Q1 2023

May 15, 2023
BUY
$46.61 - $47.68 $26.7 Million - $27.3 Million
573,129 Added 14.72%
4,465,386 $212 Million
Q4 2022

Feb 14, 2023
SELL
$45.97 - $47.2 $1.6 Million - $1.64 Million
-34,786 Reduced 0.89%
3,892,257 $183 Million
Q3 2022

Nov 14, 2022
BUY
$46.05 - $47.82 $29.7 Million - $30.9 Million
645,423 Added 19.67%
3,927,043 $181 Million
Q2 2022

Aug 11, 2022
BUY
$46.52 - $47.45 $7.88 Million - $8.03 Million
169,318 Added 5.44%
3,281,620 $155 Million
Q1 2022

May 16, 2022
BUY
$47.3 - $49.17 $19.7 Million - $20.4 Million
415,768 Added 15.42%
3,112,302 $147 Million
Q4 2021

Feb 14, 2022
BUY
$49.16 - $49.38 $19.3 Million - $19.4 Million
392,637 Added 17.04%
2,696,534 $133 Million
Q3 2021

Nov 15, 2021
BUY
$49.4 - $49.69 $18.7 Million - $18.8 Million
378,114 Added 19.63%
2,303,897 $114 Million
Q2 2021

Aug 13, 2021
BUY
$49.5 - $49.73 $19.1 Million - $19.2 Million
386,348 Added 25.1%
1,925,783 $95.4 Million
Q1 2021

May 14, 2021
BUY
$49.43 - $49.87 $15.7 Million - $15.8 Million
317,519 Added 25.99%
1,539,435 $76.3 Million
Q4 2020

Feb 17, 2021
BUY
$49.66 - $49.86 $15.3 Million - $15.3 Million
307,475 Added 33.62%
1,221,916 $60.8 Million
Q3 2020

Nov 13, 2020
BUY
$49.76 - $50.06 $39 Million - $39.2 Million
783,569 Added 598.73%
914,441 $45.6 Million
Q2 2020

Aug 13, 2020
BUY
$48.24 - $49.96 $253,887 - $262,939
5,263 Added 4.19%
130,872 $6.53 Million
Q1 2020

May 15, 2020
BUY
$43.92 - $49.69 $4.43 Million - $5.02 Million
100,945 Added 409.28%
125,609 $6.14 Million
Q4 2019

Feb 14, 2020
SELL
$48.87 - $49.12 $144,508 - $145,247
-2,957 Reduced 10.71%
24,664 $1.21 Million
Q3 2019

Nov 14, 2019
SELL
$48.76 - $49.06 $103,615 - $104,252
-2,125 Reduced 7.14%
27,621 $1.35 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,603 Added 5.7%
29,746 $1.46 Million
Q1 2019

May 14, 2019
SELL
N/A
-7,162 Reduced 20.29%
28,143 $1.36 Million
Q4 2018

Feb 14, 2019
BUY
N/A
7,762 Added 28.18%
35,305 $1.7 Million
Q3 2018

Nov 14, 2018
BUY
N/A
464 Added 1.71%
27,543 $1.31 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,062 Added 4.08%
27,079 $1.3 Million
Q1 2018

May 15, 2018
BUY
N/A
26,017 New
26,017 $1.24 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-23,157 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
1,614 Added 7.49%
23,157 $1.13 Million
Q2 2017

Aug 14, 2017
BUY
N/A
21,543
21,543 $1.05 Million

Others Institutions Holding SHM

# of Institutions
456
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email