Form 13-F position report

SPDR NUVEEN BLOOMBERG SHORT TE

Reported by Sebold Capital Management Inc

SHM CUSIP 78468R739 Manager CIK 0001972836

Reported 46,345 shares, down 15,286 (24.8%) from the prior quarter.

Reported value -25.6%; share count -24.8% vs. the prior quarter.

Reduced
% of reported 13F value 1.74% This manager · Q2 2023
Shares 46,345 Quarter-end amount reported
Reported value $2,180,533 Fair value at quarter end
Consecutive quarters held 3 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-12-31 2873156
2023-03-31 2930555
2023-06-30 2180533
2023-09-30 2266149
2023-12-31 1899653
2024-03-31 1870512
2024-06-30 1651556
2024-09-30 1666655
2024-12-31 1667844
2025-03-31 1670951
2025-06-30 1624738

Quarterly position history

How this manager's reported quarter-end position changed over time.

11 quarters
Quarterly reported position history for SPDR NUVEEN BLOOMBERG SHORT TE held by Sebold Capital Management Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2025 Reduced 33,969 -1,135 (-3.2%) 1.0% $1,624,738 2025-08-05
Q1 2025 Reduced 35,104 -90 (-0.3%) 1.1% $1,670,951 2025-04-28
Q4 2024 Added 35,194 +573 (1.7%) 1.12% $1,667,844 2025-01-14
Q3 2024 Reduced 34,621 -377 (-1.1%) 1.1% $1,666,655 2024-10-22
Q2 2024 Reduced 34,998 -4,431 (-11.2%) 1.14% $1,651,556 2024-08-12
Q1 2024 Reduced 39,429 -321 (-0.8%) 1.26% $1,870,512 2024-04-11
Q4 2023 Reduced 39,750 -9,269 (-18.9%) 1.4% $1,899,653 2024-01-18
Q3 2023 Added 49,019 +2,674 (5.8%) 1.85% $2,266,149 2023-10-23
Q2 2023 Reduced 46,345 -15,286 (-24.8%) 1.74% $2,180,533 2023-07-28
Q1 2023 Added 61,631 +474 (0.8%) 2.31% $2,930,555 2023-05-12
Q4 2022 New 61,157 +61,157 (0.0%) 2.36% $2,873,156 2023-05-12

Who else reported the position

471 managers reported SPDR NUVEEN BLOOMBERG SHORT TE for Q2 2023.

Managers reporting SPDR NUVEEN BLOOMBERG SHORT TE in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Bank of America Corporation Reduced 15,662,158 -201,172 0.08% $736,904,553 30 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 8,954,198 +35,346 0.19% $421,295,031 30 qtrs
WELLS FARGO & COMPANY MN Added 6,263,864 +165,032 0.08% $294,714,808 30 qtrs
MORGAN STANLEY Reduced 6,020,575 -2,460,906 0.03% $283,268,112 30 qtrs
The Goldman Sachs Group Inc Added 5,298,545 +9,785 0.05% $249,296,546 30 qtrs
UNITED CAPITAL FINANCIAL ADVISERS LLC Added 4,621,022 +160,269 1.19% $217,419,064 30 qtrs
JANE STREET GROUP LLC Added 3,501,015 +2,928,383 0.06% $164,722,756 16 qtrs
MERCER GLOBAL ADVISORS INC ADV Reduced 3,468,286 -135,435 0.65% $163,183,000 18 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 2,159,674 -144,829 0.09% $101,612,657 30 qtrs
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added 2,141,676 +111,650 0.13% $100,765,852 30 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 28, 2023
Filing type
13F-HR
Position type
NUVEEN BLMBRG SH

Voting authority reported

Sole
0
Shared
0
None
46,345

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.