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 04, 2021
Q1 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-8.57KClosed |
$424K - $427K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.55KClosed |
$472K - $476K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.36KClosed |
$166K - $167K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
SELL
|
- |
-5.58KClosed |
$276K - $278K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1KClosed |
$497K - $501K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-2.88KClosed |
$142K - $143K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.88KClosed |
$142K - $143K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.96KClosed |
$96.9K - $97.8K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
308New |
$15.2K - $15.4K
|
308
$14.8K
|
|
Q4 2020 | |||||||
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-37KClosed |
$1.84M - $1.84M
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19KClosed |
$945K - $949K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
158KNew |
$7.86M - $7.89M
|
158K
$7.58M
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-30Closed |
$1.49K - $1.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.05KClosed |
$251K - $252K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.13KClosed |
$56.1K - $56.3K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-18.3KClosed |
$908K - $911K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2Closed |
$99.3 - $99.7
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8.21KClosed |
$407K - $409K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
4.92KNew |
$244K - $245K
|
4.92K
$236K
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.54KNew |
$225K - $226K
|
4.54K
$217K
|
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2KClosed |
$99.3K - $99.7K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-12.3KClosed |
$612K - $614K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2.43KClosed |
$121K - $121K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.57KClosed |
$227K - $228K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
SELL
|
- |
-4.24KClosed |
$211K - $211K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-5.84KClosed |
$290K - $291K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-55Closed |
$2.74K - $2.75K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.66KClosed |
$331K - $333K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.96KNew |
$147K - $148K
|
2.96K
$142K
|
|
Nov 12, 2020
Q3 2020
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.03KClosed |
$250K - $252K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-41KClosed |
$2.04M - $2.05M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-225Closed |
$11.2K - $11.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.18KClosed |
$58.5K - $58.8K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.02KClosed |
$250K - $251K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-500- 19.23% |
$24.9K - $25K
|
2.1K
$101K
|
|
Nov 03, 2020
Q3 2020
|
Community Bank, N.A.
|
SELL
|
- |
-1KClosed |
$49.8K - $50.1K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-4.12KClosed |
$205K - $206K
|
0
$0
|
|
Oct 19, 2020
Q3 2020
|
Piershale Financial Group, Inc.
|
SELL
|
- |
-10.5KClosed |
$523K - $526K
|
0
$0
|
|
Oct 07, 2020
Q3 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-195Closed |
$9.7K - $9.76K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.72K- 15.25% |
$227K - $236K
|
26.2K
$1.26M
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20.2KClosed |
$974K - $1.01M
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-30Closed |
$1.45K - $1.5K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-30K- 38.18% |
$1.45M - $1.5M
|
48.6K
$2.33M
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-215Closed |
$10.4K - $10.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-118Closed |
$5.69K - $5.9K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-70KClosed |
$3.38M - $3.5M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$731K - $757K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
$777K - $805K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.32KClosed |
$208K - $216K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-187Closed |
$9.02K - $9.34K
|
0
$0
|