Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,762 shares of SHM stock, worth $752,320. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,762

Previous 14,657 7.54%

Holding current value

$752,320

Previous $705,000 5.82%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$47.26 - $48.18 $52,222 - $53,238	1,105 Added 7.54%	15,762 $746,000
Q3 2024 Nov 13, 2024	BUY	$47.01 - $48.2 $115,832 - $118,764	2,464 Added 20.21%	14,657 $705,000
Q2 2024 Aug 08, 2024	SELL	$46.84 - $47.32 $255,746 - $258,367	-5,460 Reduced 30.93%	12,193 $575,000
Q1 2024 May 06, 2024	SELL	$47.44 - $47.9 $24,146 - $24,381	-509 Reduced 2.8%	17,653 $837,000
Q4 2023 Feb 06, 2024	BUY	$46.12 - $47.85 $12,452 - $12,919	270 Added 1.51%	18,162 $867,000
Q3 2023 Nov 06, 2023	SELL	$46.19 - $47.22 $9,007 - $9,207	-195 Reduced 1.08%	17,892 $827,000
Q2 2023 Jul 31, 2023	SELL	$46.54 - $47.72 $1,721 - $1,765	-37 Reduced 0.2%	18,087 $850,000
Q1 2023 May 09, 2023	SELL	$46.61 - $47.68 $279,799 - $286,223	-6,003 Reduced 24.88%	18,124 $861,000
Q4 2022 Feb 13, 2023	BUY	$45.97 - $47.2 $333,144 - $342,058	7,247 Added 42.93%	24,127 $1.13 Million
Q3 2022 Nov 14, 2022	SELL	$46.05 - $47.82 $2.69 Million - $2.79 Million	-58,371 Reduced 77.57%	16,880 $778,000
Q2 2022 Aug 09, 2022	BUY	$46.52 - $47.45 $2.92 Million - $2.98 Million	62,858 Added 507.21%	75,251 $3.56 Million
Q1 2022 May 09, 2022	BUY	$47.3 - $49.17 $9,601 - $9,981	203 Added 1.67%	12,393 $587,000
Q4 2021 Feb 14, 2022	SELL	$49.16 - $49.38 $3.68 Million - $3.7 Million	-74,844 Reduced 85.99%	12,190 $600,000
Q3 2021 Nov 15, 2021	BUY	$49.4 - $49.69 $3.8 Million - $3.82 Million	76,822 Added 752.27%	87,034 $4.3 Million
Q2 2021 Aug 13, 2021	SELL	$49.5 - $49.73 $50,836 - $51,072	-1,027 Reduced 9.14%	10,212 $506,000
Q1 2021 May 17, 2021	BUY	$49.43 - $49.87 $50,863 - $51,316	1,029 Added 10.08%	11,239 $557,000
Q4 2020 Feb 16, 2021	BUY	$49.66 - $49.86 $91,225 - $91,592	1,837 Added 21.94%	10,210 $508,000
Q3 2020 Nov 16, 2020	BUY	$49.76 - $50.06 $547 - $550	11 Added 0.13%	8,373 $418,000
Q2 2020 Aug 14, 2020	SELL	$48.24 - $49.96 $606,039 - $627,647	-12,563 Reduced 60.04%	8,362 $417,000
Q1 2020 May 12, 2020	BUY	$43.92 - $49.69 $204,008 - $230,810	4,645 Added 28.53%	20,925 $1.02 Million
Q4 2019 Feb 14, 2020	BUY	$48.87 - $49.12 $8,992 - $9,038	184 Added 1.14%	16,280 $800,000
Q3 2019 Nov 12, 2019	SELL	$48.76 - $49.06 $210,009 - $211,301	-4,307 Reduced 21.11%	16,096 $789,000
Q2 2019 Aug 13, 2019	SELL	N/A	-2,355 Reduced 10.35%	20,403 $998,000
Q1 2019 May 08, 2019	SELL	N/A	-6,122 Reduced 21.2%	22,758 $1.1 Million
Q4 2018 Feb 14, 2019	BUY	N/A	28,880 New	28,880 $1.39 Million

Others Institutions Holding SHM

# of Institutions

441

Shares Held

73.2M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History