Latest Institutional Purchases of Spdr Nuveen Bloomberg Short Te (SHM)
This list provides information on the latest institutional transactions involving Spdr Nuveen Bloomberg Short Te (SHM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
9KNew |
$422K - $426K
|
9K
$428K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7.28KNew |
$341K - $344K
|
7.28K
$346K
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.35KNew |
$297K - $300K
|
6.35K
$302K
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
5.86KNew |
$275K - $277K
|
5.86K
$278K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.94KNew |
$232K - $234K
|
4.94K
$235K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
4.91KNew |
$230K - $232K
|
4.91K
$233K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.79KNew |
$224K - $227K
|
4.79K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.69KNew |
$219K - $222K
|
4.69K
$223K
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.57KNew |
$214K - $216K
|
4.57K
$217K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.45K+ 12.87% |
$67.7K - $68.4K
|
12.7K
$602K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1KNew |
$46.8K - $47.3K
|
1K
$47.5K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
820+ 26.32% |
$38.4K - $38.8K
|
3.94K
$187K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
787+ 380.19% |
$36.9K - $37.2K
|
994
$47.2K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
610New |
$28.6K - $28.9K
|
610
$29K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
600New |
$28.1K - $28.4K
|
600
$28.5K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
546+ 5.53% |
$25.6K - $25.8K
|
10.4K
$495K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
446+ 6.99% |
$20.9K - $21.1K
|
6.83K
$324K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
438+ 7.73% |
$20.5K - $20.7K
|
6.11K
$290K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
225+ 7.8% |
$10.5K - $10.6K
|
3.11K
$148K
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
216+ 1.54% |
$10.1K - $10.2K
|
14.2K
$677K
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
181+ 3.62% |
$8.48K - $8.56K
|
5.18K
$246K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
91New |
$4.26K - $4.31K
|
91
$4.32K
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
61+ 0.39% |
$2.86K - $2.89K
|
15.5K
$737K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
29+ 0.62% |
$1.36K - $1.37K
|
4.69K
$223K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
22New |
$1.03K - $1.04K
|
22
$1.05K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$281 - $284
|
6
$285
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.01% |
$46.8 - $47.3
|
9.31K
$442K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$46.8 - $47.3
|
40
$1.9K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
110KNew |
$5.22M - $5.27M
|
110K
$5.23M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.5K+ 136.53% |
$832K - $840K
|
30.4K
$1.44M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15.1KNew |
$718K - $725K
|
15.1K
$718K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10.4KNew |
$492K - $497K
|
10.4K
$493K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.4KNew |
$492K - $497K
|
10.4K
$493K
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
5.38KNew |
$255K - $258K
|
5.38K
$256K
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.15KNew |
$244K - $247K
|
5.15K
$245K
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
5.11KNew |
$242K - $245K
|
5.11K
$242K
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.3KNew |
$204K - $206K
|
4.3K
$204K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$174K - $176K
|
3.68K
$175K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 42.2% |
$92.5K - $93.4K
|
6.57K
$312K
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
500+ 11.63% |
$23.7K - $24K
|
4.8K
$228K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
424New |
$20.1K - $20.3K
|
424
$20.1K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
338+ 25.53% |
$16K - $16.2K
|
1.66K
$78.9K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
328New |
$15.6K - $15.7K
|
328
$15.6K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
151+ 0.71% |
$7.16K - $7.23K
|
21.5K
$1.02M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
126New |
$5.98K - $6.04K
|
126
$5.99K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
82New |
$3.89K - $3.93K
|
82
$3.9K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
13+ 4.63% |
$617 - $623
|
294
$14K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$285 - $287
|
6
$285
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
111KNew |
$5.12M - $5.31M
|
111K
$5.27M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
31.1K+ 96.13% |
$1.43M - $1.49M
|
63.4K
$3.01M
|