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 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.37KNew |
$112K - $114K
|
2.37K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.36K+ 35.57% |
$111K - $114K
|
8.99K
$429K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.42K+ 8.56% |
$67.3K - $68.6K
|
18K
$861K
|
|
|
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
$611K
|
|
|
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
$54.6K
|
|
|
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
$744K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
933+ 5.18% |
$44.1K - $45K
|
19K
$904K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
925+ 21.14% |
$43.7K - $44.6K
|
5.3K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
798+ 1.84% |
$37.7K - $38.4K
|
44.2K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
718+ 5.62% |
$33.9K - $34.6K
|
13.5K
$644K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
701+ 22.83% |
$33.1K - $33.8K
|
3.77K
$180K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
573+ 1.66% |
$27.1K - $27.6K
|
35.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
556+ 2.95% |
$26.3K - $26.8K
|
19.4K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
494+ 43.64% |
$23.3K - $23.8K
|
1.63K
$77.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
476New |
$22.5K - $22.9K
|
476
$22.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
448+ 2.68% |
$21.2K - $21.6K
|
17.2K
$820K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
441+ 4.21% |
$20.8K - $21.2K
|
10.9K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
423+ 114.02% |
$20K - $20.4K
|
794
$37.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
398+ 4.43% |
$18.8K - $19.2K
|
9.38K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
357New |
$16.9K - $17.2K
|
357
$17K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
348+ 25.25% |
$16.4K - $16.8K
|
1.73K
$82.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
319New |
$15.1K - $15.4K
|
319
$15.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
233+ 0.7% |
$11K - $11.2K
|
33.7K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
218+ 1.37% |
$10.3K - $10.5K
|
16.1K
$770K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
212+ 1.36% |
$10K - $10.2K
|
15.7K
$751K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
166New |
$7.85K - $8K
|
166
$7.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
109+ 0.56% |
$5.15K - $5.25K
|
19.6K
$934K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
98New |
$4.63K - $4.72K
|
98
$4.68K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
97New |
$4.58K - $4.67K
|
97
$4.63K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
94+ 22.93% |
$4.44K - $4.53K
|
504
$24K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
90+ 16.51% |
$4.25K - $4.34K
|
635
$30.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
62+ 0.4% |
$2.93K - $2.99K
|
15.6K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
49+ 0.06% |
$2.32K - $2.36K
|
76.9K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
40+ 0.4% |
$1.89K - $1.93K
|
9.99K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
40+ 0.61% |
$1.89K - $1.93K
|
6.61K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.24% |
$1.75K - $1.78K
|
15.4K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
34+ 0.79% |
$1.61K - $1.64K
|
4.34K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
21+ 0.28% |
$992 - $1.01K
|
7.53K
$359K
|