Purchases and Sales Made in Q3 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 2024. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG SHORT TE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
4.33K+ 1.85% |
$204K - $209K
|
238K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.3K+ 0.17% |
$202K - $207K
|
2.53M
$120M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.26K+ 17.3% |
$200K - $206K
|
28.9K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
4.19KNew |
$197K - $202K
|
4.19K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.07K+ 4.1% |
$191K - $196K
|
103K
$4.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.02K+ 9.4% |
$189K - $194K
|
46.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.95K+ 42.87% |
$186K - $191K
|
13.2K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.86KNew |
$182K - $186K
|
3.86K
$184K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
3.85K+ 11.13% |
$181K - $186K
|
38.4K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
3.52K+ 4.42% |
$166K - $170K
|
83.3K
$3.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.41K+ 9.54% |
$160K - $164K
|
39.1K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.22K+ 5.92% |
$151K - $155K
|
57.6K
$2.75M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.14K+ 19.79% |
$148K - $152K
|
19K
$908K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
2.97K+ 3.12% |
$140K - $143K
|
98.1K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.81K+ 38.7% |
$132K - $136K
|
10.1K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.53K+ 627.79% |
$119K - $122K
|
2.93K
$140K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.51KNew |
$118K - $121K
|
2.51K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.48K+ 26.3% |
$117K - $119K
|
11.9K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.46K+ 20.21% |
$116K - $119K
|
14.7K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 56.2% |
$90.6K - $92.9K
|
5.36K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 2.37% |
$79.5K - $81.5K
|
73K
$3.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.66K+ 12.1% |
$78.1K - $80.1K
|
15.4K
$734K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
1.63K+ 2.0% |
$76.5K - $78.5K
|
83.2K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.6K+ 22.97% |
$75.2K - $77.1K
|
8.57K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.44K+ 3.75% |
$67.5K - $69.2K
|
39.7K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.42K+ 42.28% |
$66.6K - $68.3K
|
4.77K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 9.33% |
$65.7K - $67.3K
|
16.4K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.32K+ 14.12% |
$61.9K - $63.5K
|
10.6K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.13KNew |
$53.2K - $54.6K
|
1.13K
$54K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.08KNew |
$50.5K - $51.8K
|
1.08K
$51.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
967+ 8.51% |
$45.5K - $46.6K
|
12.3K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
956+ 2.1% |
$44.9K - $46.1K
|
46.5K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
950New |
$44.7K - $45.8K
|
950
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
902+ 0.44% |
$42.4K - $43.5K
|
208K
$9.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
895+ 7.96% |
$42.1K - $43.1K
|
12.1K
$579K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
844+ 2.71% |
$39.7K - $40.7K
|
31.9K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
804+ 3.97% |
$37.8K - $38.8K
|
21K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
729+ 0.46% |
$34.3K - $35.1K
|
158K
$7.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
625+ 5.14% |
$29.4K - $30.1K
|
12.8K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
620+ 2.64% |
$29.1K - $29.9K
|
24.1K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
617+ 3.85% |
$29K - $29.7K
|
16.6K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
525+ 4.87% |
$24.7K - $25.3K
|
11.3K
$540K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
493+ 3.52% |
$23.2K - $23.8K
|
14.5K
$691K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
470+ 5.61% |
$22.1K - $22.7K
|
8.85K
$422K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
468+ 9.83% |
$22K - $22.6K
|
5.23K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
458+ 1.79% |
$21.5K - $22.1K
|
26.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
449+ 0.51% |
$21.1K - $21.6K
|
87.9K
$4.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
418+ 18.47% |
$19.7K - $20.1K
|
2.68K
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
410New |
$19.3K - $19.8K
|
410
$19.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
350+ 0.7% |
$16.5K - $16.9K
|
50.5K
$2.41M
|