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 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-250- 21.28% |
$11.7K - $11.8K
|
925
$44.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$46.8K - $47.3K
|
1K
$47.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-52- 24.07% |
$2.44K - $2.46K
|
164
$7.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16.2K+ 21.06% |
$757K - $765K
|
92.9K
$4.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.2K+ 114.69% |
$713K - $721K
|
28.5K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
91New |
$4.26K - $4.31K
|
91
$4.36K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.85K- 26.71% |
$86.7K - $87.5K
|
5.08K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-531- 61.25% |
$24.9K - $25.1K
|
336
$16.1K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
216+ 1.54% |
$10.1K - $10.2K
|
14.2K
$683K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.94KNew |
$232K - $234K
|
4.94K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-61- 1.39% |
$2.86K - $2.89K
|
4.34K
$208K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-475- 23.08% |
$22.2K - $22.5K
|
1.58K
$75.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-1.92K- 14.29% |
$89.9K - $90.8K
|
11.5K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.91KNew |
$230K - $232K
|
4.91K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$281 - $284
|
6
$287
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-4.5K- 45.0% |
$211K - $213K
|
5.5K
$264K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
20.5KNew |
$960K - $970K
|
20.5K
$982K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 24.42% |
$70.1K - $70.8K
|
4.63K
$222K
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.76K- 15.99% |
$129K - $131K
|
14.5K
$695K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.35KNew |
$297K - $300K
|
6.35K
$304K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.2K- 25.17% |
$197K - $199K
|
12.5K
$598K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-425- 12.16% |
$19.9K - $20.1K
|
3.07K
$147K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$46.8 - $47.3
|
40
$1.92K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-872- 33.75% |
$40.8K - $41.3K
|
1.71K
$82K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-14.4K- 69.82% |
$674K - $680K
|
6.21K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
SELL
|
- |
-420- 8.82% |
$19.7K - $19.9K
|
4.34K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.45K+ 12.87% |
$67.7K - $68.4K
|
12.7K
$608K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.28KNew |
$341K - $344K
|
7.28K
$349K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-637- 7.0% |
$29.8K - $30.1K
|
8.47K
$406K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-8- 2.15% |
$375 - $379
|
364
$17.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 16.17% |
$54.4K - $54.9K
|
6.02K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-816- 11.75% |
$38.2K - $38.6K
|
6.13K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.71K- 25.71% |
$80K - $80.8K
|
4.93K
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-2.72K- 17.28% |
$127K - $128K
|
13K
$623K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 0.93% |
$3.04K - $3.08K
|
6.9K
$330K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 7.73% |
$20.5K - $20.7K
|
6.11K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29+ 0.62% |
$1.36K - $1.37K
|
4.69K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-2.21K- 7.09% |
$104K - $105K
|
29K
$1.39M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.86KNew |
$275K - $277K
|
5.86K
$281K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-245- 98.0% |
$11.5K - $11.6K
|
5
$240
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-6.72K- 85.12% |
$315K - $318K
|
1.18K
$56.3K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 42.2% |
$92.5K - $93.4K
|
6.57K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13+ 4.63% |
$617 - $623
|
294
$14.1K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
126New |
$5.98K - $6.04K
|
126
$6.04K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-618- 6.77% |
$29.3K - $29.6K
|
8.52K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.1KNew |
$718K - $725K
|
15.1K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.3K- 18.39% |
$961K - $970K
|
89.9K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.5K+ 136.53% |
$832K - $840K
|
30.4K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$204K - $206K
|
4.3K
$206K
|
|