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 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-985- 4.49% |
$46.3K - $47.5K
|
21K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-999- 2.7% |
$47K - $48.2K
|
36K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.02K- 5.03% |
$48.1K - $49.4K
|
19.3K
$922K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 19.54% |
$48.6K - $49.8K
|
4.26K
$203K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.07K- 5.56% |
$50.1K - $51.3K
|
18.1K
$864K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 1.77% |
$53.5K - $54.9K
|
63.1K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.15K- 23.31% |
$54.2K - $55.6K
|
3.79K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.2K- 5.96% |
$56.4K - $57.8K
|
19K
$904K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 1.23% |
$61K - $62.6K
|
104K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.45K- 1.61% |
$67.9K - $69.6K
|
88.1K
$4.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.48K- 23.64% |
$69.6K - $71.4K
|
4.78K
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.5K- 15.93% |
$70.4K - $72.2K
|
7.91K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.5K- 17.65% |
$70.5K - $72.3K
|
7K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-1.57K- 3.53% |
$73.6K - $75.4K
|
42.7K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.7K- 2.32% |
$80K - $82K
|
71.5K
$3.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.71K- 4.45% |
$80.2K - $82.2K
|
36.6K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 1.8% |
$81.9K - $84K
|
95.3K
$4.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 1.94% |
$83.2K - $85.3K
|
89.6K
$4.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.78K- 3.99% |
$83.8K - $85.9K
|
42.9K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.78K- 28.23% |
$83.9K - $86K
|
4.54K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.8K- 3.14% |
$84.4K - $86.5K
|
55.3K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 1.46% |
$84.6K - $86.8K
|
122K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.88K- 1.55% |
$88.3K - $90.6K
|
120K
$5.71M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.89K- 4.17% |
$89K - $91.2K
|
43.5K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2.07K- 25.89% |
$97.4K - $99.8K
|
5.93K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.21K- 21.35% |
$104K - $107K
|
8.15K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.23K- 18.02% |
$105K - $107K
|
10.1K
$484K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.3K- 12.9% |
$108K - $111K
|
15.5K
$741K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.31K- 3.09% |
$109K - $111K
|
72.5K
$3.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.33K- 16.06% |
$109K - $112K
|
12.2K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.37K- 25.79% |
$111K - $114K
|
6.82K
$325K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.41K- 3.35% |
$113K - $116K
|
69.6K
$3.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.54K- 13.96% |
$120K - $123K
|
15.7K
$748K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2.62K- 11.19% |
$123K - $126K
|
20.8K
$993K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.63K- 4.42% |
$123K - $127K
|
56.8K
$2.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.71K- 1.52% |
$127K - $131K
|
176K
$8.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.81K- 27.9% |
$132K - $136K
|
7.27K
$347K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.85K- 7.31% |
$134K - $137K
|
36.1K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.89K- 31.83% |
$136K - $139K
|
6.19K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.94K- 4.31% |
$138K - $142K
|
65.2K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.03K- 1.93% |
$142K - $146K
|
154K
$7.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.1K- 22.63% |
$146K - $149K
|
10.6K
$506K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.21K- 35.69% |
$151K - $155K
|
5.79K
$276K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-3.35K- 3.62% |
$157K - $161K
|
89.1K
$4.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.39K- 8.23% |
$159K - $163K
|
37.8K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.49K- 9.4% |
$164K - $168K
|
33.6K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.56K- 2.73% |
$167K - $172K
|
127K
$6.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-3.59K- 7.87% |
$169K - $173K
|
42K
$2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.64K- 18.76% |
$171K - $176K
|
15.8K
$753K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-3.68K- 12.49% |
$173K - $177K
|
25.8K
$1.23M
|