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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
60New |
$2.8K - $2.86K
|
60
$2.88K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
50+ 13.05% |
$2.33K - $2.38K
|
433
$20.8K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
9New |
$419 - $429
|
9
$431
|
|
| 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
$5.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
71.3KNew |
$3.28M - $3.37M
|
71.3K
$3.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
44.4KNew |
$2.04M - $2.1M
|
44.4K
$2.13M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$978K - $1M
|
21.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.9KNew |
$683K - $701K
|
14.9K
$712K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.8KNew |
$495K - $508K
|
10.8K
$516K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.85KNew |
$361K - $370K
|
7.85K
$376K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.82KNew |
$359K - $369K
|
7.82K
$375K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
7.74KNew |
$356K - $365K
|
7.74K
$371K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.73KNew |
$309K - $318K
|
6.73K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5KNew |
$230K - $236K
|
5K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4.86KNew |
$224K - $230K
|
4.86K
$233K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
4.56KNew |
$210K - $215K
|
4.56K
$219K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.3KNew |
$198K - $203K
|
4.3K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.27KNew |
$196K - $201K
|
4.27K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
4.12KNew |
$189K - $194K
|
4.12K
$197K
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.05K+ 64.44% |
$140K - $144K
|
7.79K
$374K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.55KNew |
$117K - $120K
|
2.55K
$122K
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
BUY
|
- |
2.2K+ 47.52% |
$101K - $104K
|
6.83K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.24K+ 22.15% |
$56.9K - $58.4K
|
6.83K
$327K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.19KNew |
$54.5K - $56K
|
1.19K
$56.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
903New |
$41.5K - $42.6K
|
903
$43.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
867New |
$39.9K - $40.9K
|
867
$41.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
745New |
$34.2K - $35.2K
|
745
$35.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
625New |
$28.7K - $29.5K
|
625
$30K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
528New |
$24.3K - $24.9K
|
528
$25.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
322New |
$14.8K - $15.2K
|
322
$15.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
310+ 99.68% |
$14.3K - $14.6K
|
621
$29.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
289New |
$13.3K - $13.6K
|
289
$13.9K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
125+ 10.42% |
$5.75K - $5.9K
|
1.33K
$63.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
37New |
$1.7K - $1.75K
|
37
$1.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14+ 0.24% |
$644 - $661
|
5.78K
$277K
|
|
| Q3 2022 | |||||||
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
16.5KNew |
$761K - $790K
|
16.5K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10KNew |
$461K - $478K
|
10K
$479K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.59KNew |
$395K - $411K
|
8.59K
$411K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
8.48KNew |
$391K - $406K
|
8.48K
$407K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.38K+ 44.28% |
$386K - $401K
|
27.3K
$1.31M
|
|
|
Nov 04, 2022
Q3 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
CALL |
6.1KNew |
$281K - $292K
|
6.1K
$292K
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.45KNew |
$251K - $261K
|
5.45K
$261K
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.13KNew |
$236K - $245K
|
5.13K
$246K
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.33KNew |
$199K - $207K
|
4.33K
$208K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
754New |
$34.7K - $36.1K
|
754
$36.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
666+ 15.02% |
$30.7K - $31.8K
|
5.1K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
243New |
$11.2K - $11.6K
|
243
$11.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.17% |
$184 - $191
|
2.39K
$114K
|
|