Purchases and Sales Made in Q4 2024 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
272K+ 59.21% |
$12.8M - $13.1M
|
730K
$34.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
233K+ 21.15% |
$11M - $11.2M
|
1.33M
$63.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
118K+ 7.37% |
$5.57M - $5.67M
|
1.72M
$81.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
85K+ 38.74% |
$4.02M - $4.1M
|
305K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
65.2K+ 13.13% |
$3.08M - $3.14M
|
562K
$26.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
37.3KNew |
$1.76M - $1.8M
|
37.3K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
29.9K+ 15.02% |
$1.42M - $1.44M
|
229K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
17.7K+ 7.43% |
$836K - $853K
|
256K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.9KNew |
$702K - $716K
|
14.9K
$709K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
12.4K+ 22.5% |
$586K - $597K
|
67.5K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
12.1KNew |
$572K - $583K
|
12.1K
$577K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$496K - $505K
|
10.5K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
8.83K+ 74.89% |
$417K - $425K
|
20.6K
$984K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.14KNew |
$385K - $392K
|
8.14K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
7.6KNew |
$359K - $366K
|
7.6K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.67K+ 49.32% |
$315K - $321K
|
20.2K
$964K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.65K+ 106.11% |
$314K - $320K
|
12.9K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.63KNew |
$313K - $319K
|
6.63K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
6.59KNew |
$311K - $317K
|
6.59K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.53KNew |
$308K - $314K
|
6.53K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 22.86% |
$291K - $297K
|
33.1K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.08KNew |
$287K - $293K
|
6.08K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.15K+ 55.19% |
$243K - $248K
|
14.5K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
5.11KNew |
$241K - $246K
|
5.11K
$244K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.74K+ 24.88% |
$224K - $228K
|
23.8K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.59K+ 5.78% |
$217K - $221K
|
84K
$4.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
4.54K+ 21.61% |
$215K - $219K
|
25.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.46KNew |
$211K - $215K
|
4.46K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
3.94KNew |
$186K - $190K
|
3.94K
$188K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.67K+ 55.66% |
$173K - $177K
|
10.3K
$490K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.42K+ 8.99% |
$162K - $165K
|
41.5K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.37K+ 5.86% |
$159K - $162K
|
60.9K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.74K+ 16.73% |
$129K - $132K
|
19.1K
$912K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.39K+ 7468.75% |
$113K - $115K
|
2.42K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37KNew |
$112K - $114K
|
2.37K
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.32K+ 12.2% |
$109K - $112K
|
21.3K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.16K+ 0.34% |
$102K - $104K
|
642K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 24.51% |
$102K - $104K
|
10.9K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.07KNew |
$98K - $99.9K
|
2.07K
$98.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.88KNew |
$88.8K - $90.5K
|
1.88K
$89.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.64K+ 2.04% |
$77.6K - $79.2K
|
82.1K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.54K+ 17.78% |
$72.5K - $74K
|
10.2K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.36K+ 0.88% |
$64.4K - $65.6K
|
156K
$7.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$61.4K - $62.6K
|
1.3K
$62K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 10.74% |
$58.7K - $59.9K
|
12.8K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.19K+ 5.69% |
$56K - $57.1K
|
22K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1.15KNew |
$54.1K - $55.2K
|
1.15K
$54.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.11K+ 7.54% |
$52.2K - $53.2K
|
15.8K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
953+ 2.44% |
$45K - $45.9K
|
40.1K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
942+ 6.43% |
$44.5K - $45.4K
|
15.6K
$745K
|