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 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
350New |
$16.5K - $16.9K
|
350
$16.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
339+ 1.77% |
$15.9K - $16.3K
|
19.5K
$931K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
325+ 3.61% |
$15.3K - $15.7K
|
9.33K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
268+ 1.4% |
$12.6K - $12.9K
|
19.5K
$929K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
260+ 9.25% |
$12.2K - $12.5K
|
3.07K
$147K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
246+ 1.19% |
$11.6K - $11.9K
|
21K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
198+ 0.75% |
$9.31K - $9.54K
|
26.4K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
188+ 15.11% |
$8.84K - $9.06K
|
1.43K
$68.3K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
175+ 0.37% |
$8.23K - $8.44K
|
47.9K
$2.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
163+ 13.42% |
$7.66K - $7.86K
|
1.38K
$65.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
156+ 0.47% |
$7.33K - $7.52K
|
33.4K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
142+ 0.23% |
$6.68K - $6.84K
|
63.3K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124New |
$5.83K - $5.98K
|
124
$5.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
118+ 1.77% |
$5.55K - $5.69K
|
6.79K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 1.8% |
$5.5K - $5.64K
|
6.63K
$316K
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
116+ 0.31% |
$5.45K - $5.59K
|
38K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114+ 0.26% |
$5.36K - $5.49K
|
43.7K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
109New |
$5.12K - $5.25K
|
109
$5.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
99+ 0.5% |
$4.65K - $4.77K
|
19.8K
$947K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
87+ 0.04% |
$4.09K - $4.19K
|
228K
$10.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
81+ 80.2% |
$3.81K - $3.9K
|
182
$8.68K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80+ 1.62% |
$3.76K - $3.86K
|
5.02K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
63+ 0.19% |
$2.96K - $3.04K
|
33.3K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
52+ 0.35% |
$2.44K - $2.51K
|
15K
$713K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
52+ 0.23% |
$2.44K - $2.51K
|
22.3K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
43+ 0.28% |
$2.02K - $2.07K
|
15.5K
$742K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39+ 0.56% |
$1.83K - $1.88K
|
7.04K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 0.2% |
$1.69K - $1.74K
|
18K
$860K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
32New |
$1.5K - $1.54K
|
32
$1.53K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
27+ 0.36% |
$1.27K - $1.3K
|
7.51K
$358K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
22+ 0.06% |
$1.03K - $1.06K
|
34.1K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
22+ 12.79% |
$1.03K - $1.06K
|
194
$9.26K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17+ 0.27% |
$799 - $819
|
6.27K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
13+ 650.0% |
$611 - $627
|
15
$716
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.26% |
$376 - $386
|
3.06K
$146K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.15% |
$376 - $386
|
5.46K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.89% |
$94 - $96.4
|
227
$10.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.28% |
$94 - $96.4
|
709
$33.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2+ 0.38% |
$94 - $96.4
|
522
$24.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
2+ 0.03% |
$94 - $96.4
|
6.95K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.28% |
$47 - $48.2
|
363
$17.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$47 - $48.2
|
1
$47.7
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6- 0.04% |
$282 - $289
|
14K
$670K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-10- 0.07% |
$470 - $482
|
14.7K
$699K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17- 60.71% |
$799 - $819
|
11
$525
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-20- 0.11% |
$940 - $964
|
18.3K
$874K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 0.52% |
$1.74K - $1.78K
|
7.13K
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 8.97% |
$1.88K - $1.93K
|
406
$19.4K
|