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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2019
Q2 2019
|
Flc Capital Advisors
|
SELL
|
- |
-3K- 40.54% |
N/A
|
4.4K
$211K
|
|
|
Jul 31, 2019
Q2 2019
|
Nkcfo LLC
|
SELL
|
- |
-41KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-9.47KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-250Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-23.4KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-412Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-44Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-184KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Windham Capital Management, LLC
|
SELL
|
- |
-9.3KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.66K- 39.04% |
N/A
|
7.27K
$348K
|
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-118Closed |
N/A
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Optimum Investment Advisors
|
BUY
|
- |
1.6K+ 19.05% |
N/A
|
10K
$479K
|
|
|
May 02, 2019
Q1 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5- 21.74% |
N/A
|
18
$862
|
|
|
Apr 22, 2019
Q1 2019
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-78.9KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Plancorp, LLC
|
SELL
|
- |
-121KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
83.9KNew |
N/A
|
83.9K
$4.02M
|
|
|
Feb 14, 2019
Q4 2018
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-4.44KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Alpha, LLC
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-6.07KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.68KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-166Closed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-511Closed |
N/A
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 19, 2018
Q3 2018
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Rice Partnership, LLC
|
SELL
|
- |
-4.99KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-126Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Truepoint, Inc.
|
SELL
|
- |
-14KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-15.7KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-562Closed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Grove Bank & Trust
|
SELL
|
- |
-4.17KClosed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-99Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2018
Q3 2018
|
Lvw Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-462Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-5.48KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.56K- 10.67% |
N/A
|
38.2K
$1.83M
|
|
|
Aug 10, 2018
Q2 2018
|
Ddd Partners, LLC
|
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.03MClosed |
N/A
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13.6KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-156Closed |
N/A
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-125- 38.46% |
N/A
|
200
$9.58K
|
|
|
May 04, 2018
Q1 2018
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-85- 5.93% |
N/A
|
1.35K
$64.6K
|
|