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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
754New |
$34.7K - $36.1K
|
754
$36.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
666+ 15.02% |
$30.7K - $31.8K
|
5.1K
$244K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-279- 14.4% |
$12.8K - $13.3K
|
1.66K
$79.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.9K- 5.19% |
$179K - $186K
|
71.2K
$3.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
6.1KNew |
$281K - $292K
|
6.1K
$292K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.18K- 56.95% |
$192K - $200K
|
3.16K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.15% |
$6.22K - $6.46K
|
11.6K
$557K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.1K- 57.85% |
$648K - $673K
|
10.3K
$491K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.38K+ 44.28% |
$386K - $401K
|
27.3K
$1.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.04K- 11.3% |
$48K - $49.8K
|
8.18K
$392K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-3.69K- 13.24% |
$170K - $177K
|
24.2K
$1.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-30.5K- 96.83% |
$1.41M - $1.46M
|
1K
$47.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-93- 1.74% |
$4.28K - $4.45K
|
5.25K
$252K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.59KNew |
$395K - $411K
|
8.59K
$411K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-985- 12.24% |
$45.4K - $47.1K
|
7.07K
$338K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-500- 1.37% |
$23K - $23.9K
|
35.9K
$1.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-108- 9.75% |
$4.97K - $5.16K
|
1K
$47.9K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.45KNew |
$251K - $261K
|
5.45K
$261K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.33KNew |
$199K - $207K
|
4.33K
$207K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.34K- 15.29% |
$61.7K - $64.1K
|
7.43K
$356K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.64K- 96.76% |
$352K - $365K
|
256
$12.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.13KNew |
$236K - $245K
|
5.13K
$246K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.36K- 76.4% |
$62.6K - $65K
|
420
$20.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-7.83K- 99.23% |
$361K - $375K
|
61
$2.92K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
16.5KNew |
$761K - $790K
|
16.5K
$792K
|
|
| Q2 2022 | |||||||
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-487- 9.89% |
$22.7K - $23.1K
|
4.44K
$213K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.8K+ 98.56% |
$223K - $228K
|
9.67K
$463K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.33KClosed |
$341K - $348K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$2.05K - $2.09K
|
44
$2.11K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4KClosed |
$484K - $494K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-65- 1.03% |
$3.02K - $3.08K
|
6.24K
$299K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
149New |
$6.93K - $7.07K
|
149
$7.14K
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.49KClosed |
$255K - $260K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.5KNew |
$395K - $403K
|
8.5K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.26KClosed |
$198K - $202K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.65KClosed |
$449K - $458K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-800Closed |
$37.2K - $38K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-74.3KClosed |
$3.46M - $3.52M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.24% |
$46.5 - $47.5
|
411
$19.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.19K- 14.03% |
$148K - $151K
|
19.6K
$937K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.4KClosed |
$1.88M - $1.92M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-133Closed |
$6.19K - $6.31K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-30.4KClosed |
$1.41M - $1.44M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.3KNew |
$806K - $822K
|
17.3K
$830K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6.02KClosed |
$280K - $286K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-171Closed |
$7.95K - $8.11K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-316- 27.94% |
$14.7K - $15K
|
815
$39K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-147- 2.01% |
$6.84K - $6.98K
|
7.17K
$344K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.25K+ 74.56% |
$430K - $439K
|
21.7K
$1.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
21+ 17.07% |
$977 - $996
|
144
$6.9K
|
|