Latest Institutional Transactions on Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.48KNew |
$162K - $166K
|
3.48K
$167K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.31K- 45.03% |
$247K - $253K
|
6.48K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.49K- 23.21% |
$256K - $262K
|
18.2K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-61- 0.95% |
$2.84K - $2.91K
|
6.39K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-17.8K- 32.43% |
$828K - $847K
|
37K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.14K- 63.56% |
$146K - $150K
|
1.8K
$86.2K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
9New |
$419 - $429
|
9
$431
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$3.31K - $3.39K
|
71
$3.4K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10KNew |
$466K - $477K
|
10K
$479K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
10.5KNew |
$491K - $503K
|
10.5K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60New |
$2.8K - $2.86K
|
60
$2.87K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.38KNew |
$204K - $209K
|
4.38K
$210K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-442- 7.24% |
$20.6K - $21.1K
|
5.66K
$271K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-413K- 85.49% |
$19.3M - $19.7M
|
70.1K
$3.36M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.76KNew |
$222K - $227K
|
4.76K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-26- 86.67% |
$1.21K - $1.24K
|
4
$192
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
50+ 13.05% |
$2.33K - $2.38K
|
433
$20.7K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.05KNew |
$48.8K - $49.9K
|
1.05K
$50.1K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-12.1K- 67.51% |
$562K - $575K
|
5.8K
$278K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-153- 1.71% |
$7.13K - $7.3K
|
8.81K
$422K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.67K- 28.75% |
$124K - $127K
|
6.6K
$316K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
666New |
$31K - $31.8K
|
666
$31.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.26K- 20.16% |
$58.5K - $59.8K
|
4.97K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-6.36K- 35.42% |
$296K - $303K
|
11.6K
$556K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.3KNew |
$482K - $493K
|
10.3K
$495K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 16.1% |
$46.6K - $47.7K
|
5.21K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.55K- 23.29% |
$119K - $122K
|
8.41K
$403K
|
|
|
Apr 14, 2023
Q1 2023
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-10.7K- 1.55% |
$500K - $511K
|
683K
$32.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.3K+ 48.46% |
$294K - $300K
|
19.3K
$925K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$978K - $1M
|
21.3K
$1.02M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
125+ 10.42% |
$5.75K - $5.9K
|
1.33K
$63.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.3KNew |
$198K - $203K
|
4.3K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14+ 0.24% |
$644 - $661
|
5.78K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.9KNew |
$683K - $701K
|
14.9K
$712K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-4.5K- 6.42% |
$207K - $212K
|
65.6K
$3.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.87K- 62.63% |
$178K - $182K
|
2.31K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
625New |
$28.7K - $29.5K
|
625
$29.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
310+ 99.68% |
$14.3K - $14.6K
|
621
$29.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.24K+ 22.15% |
$56.9K - $58.4K
|
6.83K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-7.91K- 35.8% |
$364K - $373K
|
14.2K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$230K - $236K
|
5K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
289New |
$13.3K - $13.6K
|
289
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-249K- 91.88% |
$11.5M - $11.8M
|
22K
$1.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.86KNew |
$224K - $230K
|
4.86K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.85KNew |
$361K - $370K
|
7.85K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
867New |
$39.9K - $40.9K
|
867
$41.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
5.21K+ 8.61% |
$240K - $246K
|
65.7K
$3.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.05K- 41.46% |
$48.2K - $49.5K
|
1.48K
$70.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
110KNew |
$5.07M - $5.21M
|
110K
$5.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.55K- 24.03% |
$71.3K - $73.2K
|
4.9K
$235K
|
|