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 21, 2020
Q1 2020
|
Parkside Investments, LLC
|
BUY
|
- |
2.4K+ 2.68% |
$105K - $119K
|
91.9K
$4.36M
|
|
Apr 23, 2020
Q1 2020
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.38K+ 13.46% |
$105K - $118K
|
20.1K
$952K
|
|
Apr 17, 2020
Q1 2020
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.2K+ 21.84% |
$96.6K - $109K
|
12.3K
$583K
|
|
Apr 13, 2020
Q1 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.11K+ 7.54% |
$92.7K - $105K
|
30.1K
$1.43M
|
|
May 05, 2020
Q1 2020
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 7.21% |
$87.8K - $99.4K
|
29.7K
$1.41M
|
|
Apr 29, 2020
Q1 2020
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.87K+ 1.18% |
$82K - $92.8K
|
159K
$7.57M
|
|
Apr 16, 2020
Q1 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.7K+ 7.71% |
$74.6K - $84.4K
|
23.7K
$1.13M
|
|
Apr 15, 2020
Q1 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.61KNew |
$70.5K - $79.8K
|
1.61K
$76.3K
|
|
Apr 15, 2020
Q1 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.58K+ 1.63% |
$69.4K - $78.5K
|
98.3K
$4.67M
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.48KNew |
$64.8K - $73.3K
|
1.48K
$70K
|
|
May 13, 2020
Q1 2020
|
Covington Capital Management
|
BUY
|
- |
1.47K+ 6.88% |
$64.3K - $72.8K
|
22.8K
$1.08M
|
|
Apr 28, 2020
Q1 2020
|
Estate Counselors, LLC
|
BUY
|
- |
1.45K+ 5.48% |
$63.7K - $72.1K
|
27.9K
$1.33M
|
|
Sep 15, 2021
Q1 2020
|
Cwm, LLC
|
BUY
|
- |
1.42K+ 16.82% |
$62.1K - $70.3K
|
9.83K
$467K
|
|
Apr 27, 2020
Q1 2020
|
Whittier Trust CO
|
BUY
|
- |
1.41K+ 80.47% |
$62.1K - $70.2K
|
3.17K
$150K
|
|
Apr 23, 2020
Q1 2020
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.35K+ 584.85% |
$59.3K - $67.1K
|
1.58K
$75.1K
|
|
May 13, 2020
Q1 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.24KNew |
$54.4K - $61.5K
|
1.24K
$58.8K
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
1.23K+ 13.56% |
$54.2K - $61.3K
|
10.3K
$491K
|
|
May 15, 2020
Q1 2020
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.2K+ 0.92% |
$52.7K - $59.6K
|
132K
$6.25M
|
|
May 06, 2020
Q1 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.19K+ 3.4% |
$52K - $58.9K
|
36.1K
$1.71M
|
|
May 11, 2020
Q1 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 4.5% |
$51.4K - $58.2K
|
27.2K
$1.29M
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.12K+ 0.79% |
$49K - $55.5K
|
142K
$6.73M
|
|
May 08, 2020
Q1 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.11K+ 10.34% |
$48.7K - $55.1K
|
11.8K
$562K
|
|
May 14, 2020
Q1 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.02KNew |
$45K - $50.9K
|
1.02K
$48.6K
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 108.5% |
$44.3K - $50.1K
|
1.94K
$92K
|
|
May 18, 2020
Q1 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1K+ 11.3% |
$43.9K - $49.7K
|
9.85K
$468K
|
|
May 04, 2020
Q1 2020
|
Bison Wealth, LLC
|
BUY
|
- |
1K+ 28.43% |
$43.9K - $49.7K
|
4.52K
$214K
|
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
975+ 66.78% |
$42.8K - $48.4K
|
2.44K
$116K
|
|
May 07, 2020
Q1 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
975+ 66.78% |
$42.8K - $48.4K
|
2.44K
$116K
|
|
May 13, 2020
Q1 2020
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
800New |
$35.1K - $39.8K
|
800
$38K
|
|
May 12, 2020
Q1 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
676+ 158.69% |
$29.7K - $33.6K
|
1.1K
$52.3K
|
|
Apr 23, 2020
Q1 2020
|
Successful Portfolios LLC
|
BUY
|
- |
495+ 8.58% |
$21.7K - $24.6K
|
6.27K
$297K
|
|
Apr 06, 2020
Q1 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
495+ 5.48% |
$21.7K - $24.6K
|
9.53K
$452K
|
|
May 15, 2020
Q1 2020
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
450+ 0.99% |
$19.8K - $22.4K
|
46K
$2.18M
|
|
May 28, 2020
Q1 2020
|
Cva Family Office, LLC
|
BUY
|
- |
300New |
$13.2K - $14.9K
|
300
$14.2K
|
|
May 15, 2020
Q1 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
286+ 2.32% |
$12.6K - $14.2K
|
12.6K
$598K
|
|
May 12, 2020
Q1 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
270+ 5.76% |
$11.9K - $13.4K
|
4.96K
$235K
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
238+ 1.5% |
$10.5K - $11.8K
|
16.1K
$765K
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
216New |
$9.49K - $10.7K
|
216
$10.3K
|
|
May 15, 2020
Q1 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
215New |
$9.44K - $10.7K
|
215
$10.2K
|
|
May 01, 2020
Q1 2020
|
Darwin Advisors, LLC
|
BUY
|
- |
187New |
$8.21K - $9.29K
|
187
$8.88K
|
|
Apr 16, 2020
Q1 2020
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
166+ 3.36% |
$7.29K - $8.25K
|
5.11K
$243K
|
|
Apr 10, 2020
Q1 2020
|
Bcs Wealth Management
|
BUY
|
- |
162+ 1.87% |
$7.12K - $8.05K
|
8.83K
$419K
|
|
Apr 23, 2020
Q1 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
160+ 38.93% |
$7.03K - $7.95K
|
571
$27.1K
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
157+ 158.59% |
$6.9K - $7.8K
|
256
$12.2K
|
|
May 13, 2020
Q1 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
120+ 13.26% |
$5.27K - $5.96K
|
1.03K
$48.7K
|
|
May 06, 2020
Q1 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
118New |
$5.18K - $5.86K
|
118
$5.6K
|
|
May 15, 2020
Q1 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
105New |
$4.61K - $5.22K
|
105
$4.99K
|
|
May 07, 2020
Q1 2020
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
84New |
$3.69K - $4.17K
|
84
$3.99K
|
|
May 08, 2020
Q1 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75+ 1.47% |
$3.29K - $3.73K
|
5.16K
$245K
|
|
Apr 16, 2020
Q1 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
55+ 0.2% |
$2.42K - $2.73K
|
27K
$1.28M
|