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
|
Townsquare Capital LLC
|
SELL
|
- |
-4.42K- 24.08% |
$208K - $213K
|
13.9K
$665K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.57K- 36.36% |
$215K - $220K
|
7.99K
$381K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.62K- 8.51% |
$217K - $223K
|
49.7K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-4.64K- 5.69% |
$218K - $224K
|
76.9K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.68K- 23.7% |
$220K - $225K
|
15.1K
$719K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.92K- 20.87% |
$231K - $237K
|
18.7K
$891K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.4K- 8.88% |
$254K - $260K
|
55.5K
$2.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-5.55K- 22.32% |
$261K - $267K
|
19.3K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.03K- 7.92% |
$283K - $290K
|
70.1K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-6.14K- 7.09% |
$289K - $296K
|
80.5K
$3.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-6.16K- 23.28% |
$290K - $297K
|
20.3K
$969K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.29K- 0.39% |
$296K - $303K
|
1.61M
$76.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.29K- 12.73% |
$296K - $303K
|
43.1K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.7K- 2.88% |
$315K - $323K
|
226K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-6.75K- 20.84% |
$317K - $325K
|
25.6K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.37K- 15.58% |
$346K - $355K
|
39.9K
$1.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.68K- 1.86% |
$408K - $419K
|
459K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-9.92K- 17.47% |
$466K - $478K
|
46.8K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10.8K- 55.41% |
$509K - $521K
|
8.71K
$416K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.9K- 62.04% |
$510K - $523K
|
6.64K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-12.8K- 38.53% |
$599K - $615K
|
20.3K
$971K
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-13.1K- 38.12% |
$615K - $630K
|
21.2K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.2K- 4.76% |
$622K - $637K
|
264K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-13.4K- 23.42% |
$629K - $645K
|
43.7K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13.8K- 15.94% |
$647K - $664K
|
72.6K
$3.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-14.5K- 37.65% |
$681K - $698K
|
24K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 7.14% |
$690K - $707K
|
191K
$9.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 4.95% |
$724K - $743K
|
296K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.2K- 33.5% |
$855K - $877K
|
36.1K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 15.95% |
$857K - $878K
|
96K
$4.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.7K- 57.84% |
$927K - $951K
|
14.4K
$686K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-21.5K- 15.47% |
$1.01M - $1.04M
|
117K
$5.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-21.5K- 27.42% |
$1.01M - $1.04M
|
57K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.6K- 43.17% |
$1.06M - $1.09M
|
29.8K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24.5K- 44.98% |
$1.15M - $1.18M
|
30K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-29.5K- 24.82% |
$1.39M - $1.42M
|
89.3K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31.1K- 35.87% |
$1.46M - $1.5M
|
55.6K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-31.8K- 5.86% |
$1.49M - $1.53M
|
510K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 16.89% |
$1.54M - $1.58M
|
161K
$7.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34K- 5.84% |
$1.6M - $1.64M
|
548K
$26.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34K- 5.84% |
$1.6M - $1.64M
|
548K
$26.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-35.5K- 42.57% |
$1.67M - $1.71M
|
47.9K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-36K- 4.74% |
$1.69M - $1.74M
|
723K
$34.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-38K- 54.31% |
$1.79M - $1.83M
|
32K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-42.9K- 10.45% |
$2.02M - $2.07M
|
367K
$17.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-42.9K- 18.44% |
$2.02M - $2.07M
|
190K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.3K- 29.87% |
$2.22M - $2.28M
|
111K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-47.9K- 13.94% |
$2.25M - $2.31M
|
296K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.4K- 48.65% |
$2.28M - $2.33M
|
51.1K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73.6K- 76.1% |
$3.46M - $3.55M
|
23.1K
$1.1M
|