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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.35% |
$739 - $756
|
4.62K
$221K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9New |
$416 - $425
|
9
$430
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6+ 0.01% |
$277 - $283
|
44.7K
$2.13M
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
25.1KNew |
$1.17M - $1.2M
|
25.1K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
15.9K+ 5303.0% |
$740K - $759K
|
16.2K
$774K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.93KNew |
$462K - $474K
|
9.93K
$474K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6.33KNew |
$295K - $302K
|
6.33K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5.83KNew |
$271K - $278K
|
5.83K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.81KNew |
$224K - $230K
|
4.81K
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.55KNew |
$212K - $217K
|
4.55K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.45KNew |
$207K - $212K
|
4.45K
$212K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.41KNew |
$205K - $210K
|
4.41K
$210K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.44K+ 0.95% |
$67.1K - $68.8K
|
153K
$7.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
565+ 10.34% |
$26.3K - $27K
|
6.03K
$288K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
267New |
$12.4K - $12.7K
|
267
$12.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
266+ 2.46% |
$12.4K - $12.7K
|
11.1K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
244New |
$11.4K - $11.6K
|
244
$11.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
135New |
$6.28K - $6.44K
|
135
$6.44K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$1.02K - $1.05K
|
22
$1.05K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
17New |
$791 - $811
|
17
$811
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
15+ 0.16% |
$698 - $716
|
9.6K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12+ 0.26% |
$558 - $573
|
4.7K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
9+ 0.05% |
$419 - $429
|
19.8K
$945K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$233 - $239
|
5
$239
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
10.5KNew |
$491K - $503K
|
10.5K
$503K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.3KNew |
$482K - $493K
|
10.3K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10KNew |
$466K - $477K
|
10K
$477K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.3K+ 48.46% |
$294K - $300K
|
19.3K
$921K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.76KNew |
$222K - $227K
|
4.76K
$227K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.38KNew |
$204K - $209K
|
4.38K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.48KNew |
$162K - $166K
|
3.48K
$166K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.05KNew |
$48.8K - $49.9K
|
1.05K
$49.9K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
852+ 1775.0% |
$39.7K - $40.6K
|
900
$43K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
666New |
$31K - $31.8K
|
666
$31.8K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
$4.66K - $4.77K
|
100
$4.77K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
71New |
$3.31K - $3.39K
|
71
$3.39K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60New |
$2.8K - $2.86K
|
60
$2.86K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
50+ 13.05% |
$2.33K - $2.38K
|
433
$20.7K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
9New |
$419 - $429
|
9
$430
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
220KNew |
$10.1M - $10.4M
|
220K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
110KNew |
$5.07M - $5.21M
|
110K
$5.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
71.3KNew |
$3.28M - $3.37M
|
71.3K
$3.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
44.4KNew |
$2.04M - $2.1M
|
44.4K
$2.12M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$978K - $1M
|
21.3K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
18.8K+ 389.38% |
$863K - $886K
|
23.6K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.9KNew |
$683K - $701K
|
14.9K
$709K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.8KNew |
$495K - $508K
|
10.8K
$514K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.85KNew |
$361K - $370K
|
7.85K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.82KNew |
$359K - $369K
|
7.82K
$373K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
7.74KNew |
$356K - $365K
|
7.74K
$369K
|
|