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 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20+ 0.47% |
$945 - $964
|
4.25K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.01% |
$142 - $145
|
51.5K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.83% |
$142 - $145
|
366
$17.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-6- 3.3% |
$284 - $289
|
176
$8.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 0.42% |
$284 - $289
|
1.43K
$68K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-18- 0.21% |
$851 - $867
|
8.55K
$408K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-33- 3.61% |
$1.56K - $1.59K
|
882
$42.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-70- 1.3% |
$3.31K - $3.37K
|
5.31K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-105- 1.28% |
$4.96K - $5.06K
|
8.13K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-108- 61.36% |
$5.1K - $5.2K
|
68
$3.24K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-109- 0.09% |
$5.15K - $5.25K
|
124K
$5.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-170- 0.88% |
$8.03K - $8.19K
|
19.1K
$913K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-294- 0.6% |
$13.9K - $14.2K
|
48.9K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-298- 0.52% |
$14.1K - $14.4K
|
56.5K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-428- 4.02% |
$20.2K - $20.6K
|
10.2K
$487K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-431- 3.5% |
$20.4K - $20.8K
|
11.9K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-445- 4.78% |
$21K - $21.4K
|
8.87K
$423K
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-505- 0.36% |
$23.9K - $24.3K
|
138K
$6.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-520- 4.49% |
$24.6K - $25.1K
|
11.1K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-534- 3.69% |
$25.2K - $25.7K
|
13.9K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-537- 0.42% |
$25.4K - $25.9K
|
126K
$6.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-570- 2.21% |
$26.9K - $27.5K
|
25.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-589- 3.11% |
$27.8K - $28.4K
|
18.3K
$875K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-616- 24.55% |
$29.1K - $29.7K
|
1.89K
$90.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-691- 4.92% |
$32.7K - $33.3K
|
13.3K
$637K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-749- 1.35% |
$35.4K - $36.1K
|
54.9K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-750- 3.53% |
$35.4K - $36.1K
|
20.5K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-796- 3.92% |
$37.6K - $38.4K
|
19.5K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-990- 3.8% |
$46.8K - $47.7K
|
25.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 6.02% |
$52.1K - $53.1K
|
17.2K
$821K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.15K- 46.0% |
$54.3K - $55.4K
|
1.35K
$64.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-1.23K- 1.25% |
$58.2K - $59.3K
|
96.9K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.3K- 16.4% |
$61.3K - $62.5K
|
6.61K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.39K- 8.34% |
$65.5K - $66.8K
|
15.2K
$727K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.39K- 2.99% |
$65.6K - $66.9K
|
45K
$2.15M
|
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.39K- 2.49% |
$65.8K - $67.1K
|
54.6K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.4K- 29.36% |
$66.1K - $67.4K
|
3.37K
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1.4K- 7.2% |
$66.2K - $67.5K
|
18K
$861K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.44K- 4.29% |
$68.1K - $69.5K
|
32.1K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.59K- 3.32% |
$75.2K - $76.7K
|
46.3K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.69K- 8.02% |
$79.8K - $81.3K
|
19.4K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.71K- 14.75% |
$80.6K - $82.1K
|
9.85K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.87K- 14.12% |
$88.1K - $89.9K
|
11.3K
$541K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 9.74% |
$96.6K - $98.4K
|
18.9K
$903K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-2.19K- 8.14% |
$103K - $105K
|
24.6K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.33K- 4.62% |
$110K - $112K
|
48.1K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 28.06% |
$113K - $115K
|
6.12K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-2.4K- 2.32% |
$113K - $115K
|
101K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.43K- 9.48% |
$115K - $117K
|
23.2K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.5K- 19.52% |
$118K - $120K
|
10.3K
$492K
|