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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-70- 0.13% |
$3.29K - $3.37K
|
55.6K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.68% |
$3.71K - $3.81K
|
11.6K
$552K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-100- 0.84% |
$4.7K - $4.82K
|
11.8K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-100- 59.17% |
$4.7K - $4.82K
|
69
$3.29K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-104- 71.23% |
$4.89K - $5.01K
|
42
$2K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-116- 0.61% |
$5.45K - $5.59K
|
18.8K
$899K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-128- 1.1% |
$6.02K - $6.17K
|
11.6K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-129- 2.91% |
$6.06K - $6.22K
|
4.3K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-129- 18.75% |
$6.06K - $6.22K
|
559
$26.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-148- 0.67% |
$6.96K - $7.13K
|
21.9K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-156- 1.75% |
$7.33K - $7.52K
|
8.78K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-160- 0.59% |
$7.52K - $7.71K
|
26.8K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-169- 1.01% |
$7.94K - $8.15K
|
16.6K
$793K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-181- 42.39% |
$8.51K - $8.72K
|
246
$11.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187- 26.04% |
$8.79K - $9.01K
|
531
$25.3K
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-194- 4.38% |
$9.12K - $9.35K
|
4.23K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-197- 0.93% |
$9.26K - $9.5K
|
21K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-198- 0.38% |
$9.31K - $9.54K
|
51.5K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-235- 5.03% |
$11K - $11.3K
|
4.44K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-253- 1.59% |
$11.9K - $12.2K
|
15.7K
$749K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 2.94% |
$14.1K - $14.4K
|
9.87K
$471K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-304- 2.82% |
$14.3K - $14.7K
|
10.5K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-324- 0.69% |
$15.2K - $15.6K
|
46.6K
$2.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-377- 1.08% |
$17.7K - $18.2K
|
34.6K
$1.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-380- 3.68% |
$17.9K - $18.3K
|
9.95K
$475K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 5.4% |
$19.5K - $20K
|
7.27K
$347K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-459- 48.37% |
$21.6K - $22.1K
|
490
$23.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-467- 0.37% |
$22K - $22.5K
|
124K
$5.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-483- 3.05% |
$22.7K - $23.3K
|
15.3K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-486- 73.64% |
$22.8K - $23.4K
|
174
$8.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-500- 3.76% |
$23.5K - $24.1K
|
12.8K
$611K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-501- 2.33% |
$23.6K - $24.1K
|
21K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-505- 2.93% |
$23.7K - $24.3K
|
16.7K
$799K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-546- 96.98% |
$25.7K - $26.3K
|
17
$811
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-578- 4.19% |
$27.2K - $27.9K
|
13.2K
$630K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-580- 4.88% |
$27.3K - $28K
|
11.3K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-588- 1.25% |
$27.6K - $28.3K
|
46.4K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-591- 7.25% |
$27.8K - $28.5K
|
7.56K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-600- 94.94% |
$28.2K - $28.9K
|
32
$1.53K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-608- 1.22% |
$28.6K - $29.3K
|
49.2K
$2.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-620- 10.34% |
$29.1K - $29.9K
|
5.38K
$257K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-648- 12.15% |
$30.5K - $31.2K
|
4.69K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-695- 1.83% |
$32.7K - $33.5K
|
37.4K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-700- 3.47% |
$32.9K - $33.7K
|
19.4K
$928K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-722- 0.52% |
$33.9K - $34.8K
|
139K
$6.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-737- 38.11% |
$34.6K - $35.5K
|
1.2K
$57.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-752- 19.47% |
$35.4K - $36.2K
|
3.11K
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-895- 4.51% |
$42.1K - $43.1K
|
18.9K
$903K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-927- 9.36% |
$43.6K - $44.7K
|
8.98K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-985- 4.49% |
$46.3K - $47.5K
|
21K
$1M
|