Purchases and Sales Made in Q1 2020 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2020. 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 |
---|---|---|---|---|---|---|---|
Apr 28, 2020
Q1 2020
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
10.8K+ 250.13% |
$476K - $538K
|
15.2K
$720K
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10.7K+ 21.29% |
$471K - $532K
|
61.1K
$2.9M
|
|
May 07, 2020
Q1 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 91.45% |
$464K - $525K
|
22.1K
$1.05M
|
|
May 13, 2020
Q1 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5KNew |
$462K - $523K
|
10.5K
$500K
|
|
Apr 29, 2020
Q1 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10K+ 50.94% |
$441K - $498K
|
29.7K
$1.41M
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
9.86K+ 752.44% |
$433K - $490K
|
11.2K
$530K
|
|
May 06, 2020
Q1 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.81KNew |
$431K - $488K
|
9.81K
$466K
|
|
Apr 13, 2020
Q1 2020
|
Kwmg, LLC
|
BUY
|
- |
9.62K+ 21.98% |
$422K - $478K
|
53.4K
$2.53M
|
|
May 08, 2020
Q1 2020
|
Hancock Whitney Corp
|
BUY
|
- |
9.45K+ 13.99% |
$415K - $469K
|
77K
$3.65M
|
|
May 12, 2020
Q1 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
9.13K+ 19.59% |
$401K - $453K
|
55.7K
$2.65M
|
|
May 07, 2020
Q1 2020
|
Leisure Capital Management
|
BUY
|
- |
8.29K+ 10.96% |
$364K - $412K
|
83.9K
$3.98M
|
|
May 13, 2020
Q1 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.18K+ 2.15% |
$359K - $406K
|
389K
$18.5M
|
|
Apr 30, 2020
Q1 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.14K+ 3.76% |
$358K - $405K
|
225K
$10.7M
|
|
May 01, 2020
Q1 2020
|
Evensky & Katz LLC
|
BUY
|
- |
7.71K+ 336.12% |
$339K - $383K
|
10K
$475K
|
|
May 18, 2020
Q1 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.5K+ 66.95% |
$329K - $373K
|
18.7K
$888K
|
|
May 15, 2020
Q1 2020
|
Detalus Advisors, LLC
|
BUY
|
- |
7.5KNew |
$329K - $373K
|
7.5K
$356K
|
|
May 08, 2020
Q1 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.74K+ 6.41% |
$296K - $335K
|
112K
$5.31M
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
6.66K+ 175.26% |
$293K - $331K
|
10.5K
$497K
|
|
May 14, 2020
Q1 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.41KNew |
$281K - $318K
|
6.41K
$304K
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.36K+ 53.29% |
$279K - $316K
|
18.3K
$869K
|
|
May 15, 2020
Q1 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
6.35K+ 16.09% |
$279K - $315K
|
45.8K
$2.17M
|
|
Apr 08, 2020
Q1 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
5.88K+ 9.23% |
$258K - $292K
|
69.7K
$3.31M
|
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.59K+ 26.51% |
$245K - $278K
|
26.7K
$1.27M
|
|
Apr 29, 2020
Q1 2020
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.52KNew |
$242K - $274K
|
5.52K
$262K
|
|
May 08, 2020
Q1 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.37K+ 81.1% |
$236K - $267K
|
12K
$570K
|
|
Apr 30, 2020
Q1 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5.27KNew |
$232K - $262K
|
5.27K
$250K
|
|
May 08, 2020
Q1 2020
|
Parsec Financial Management, Inc.
|
BUY
|
- |
5.27KNew |
$231K - $262K
|
5.27K
$250K
|
|
Apr 23, 2020
Q1 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.2KNew |
$229K - $259K
|
5.2K
$247K
|
|
May 11, 2020
Q1 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.18K+ 2.97% |
$227K - $257K
|
179K
$8.52M
|
|
May 11, 2020
Q1 2020
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.03KNew |
$221K - $250K
|
5.03K
$239K
|
|
Apr 17, 2020
Q1 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
4.86K+ 23.92% |
$213K - $241K
|
25.2K
$1.19M
|
|
Apr 17, 2020
Q1 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
4.81K+ 16.13% |
$211K - $239K
|
34.6K
$1.64M
|
|
May 13, 2020
Q1 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.71KNew |
$207K - $234K
|
4.71K
$224K
|
|
Apr 30, 2020
Q1 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
4.67KNew |
$205K - $232K
|
4.67K
$222K
|
|
May 08, 2020
Q1 2020
|
Mc Adam, LLC
|
BUY
|
- |
4.67K+ 10.35% |
$205K - $232K
|
49.8K
$2.36M
|
|
May 12, 2020
Q1 2020
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.65K+ 28.53% |
$204K - $231K
|
20.9K
$994K
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.64KNew |
$204K - $231K
|
4.64K
$220K
|
|
May 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.25K+ 93.92% |
$187K - $211K
|
8.78K
$417K
|
|
Apr 29, 2020
Q1 2020
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$186K - $210K
|
4.23K
$201K
|
|
May 15, 2020
Q1 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.2KNew |
$185K - $209K
|
4.2K
$200K
|
|
Apr 29, 2020
Q1 2020
|
Bt Wealth Management LLC
|
BUY
|
- |
4.12KNew |
$181K - $205K
|
4.12K
$195K
|
|
Jun 11, 2020
Q1 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.77KNew |
$165K - $187K
|
3.77K
$179K
|
|
Apr 17, 2020
Q1 2020
|
Wedbush Securities Inc
|
BUY
|
- |
3.64K+ 30.91% |
$160K - $181K
|
15.4K
$731K
|
|
Apr 01, 2020
Q1 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.31K+ 7.37% |
$145K - $165K
|
48.2K
$2.29M
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
3.28KNew |
$144K - $163K
|
3.28K
$156K
|
|
May 13, 2020
Q1 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.1K+ 49.62% |
$136K - $154K
|
9.35K
$444K
|
|
May 15, 2020
Q1 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.84K+ 50.81% |
$125K - $141K
|
8.44K
$400K
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.75K+ 84.39% |
$121K - $136K
|
6K
$285K
|
|
May 05, 2020
Q1 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.52K+ 41.67% |
$111K - $125K
|
8.56K
$407K
|
|
Apr 24, 2020
Q1 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.49KNew |
$109K - $124K
|
2.49K
$118K
|