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 |
---|---|---|---|---|---|---|---|
May 07, 2020
Q1 2020
|
Crewe Advisors LLC
|
SELL
|
- |
-1.04KClosed |
$45.8K - $51.8K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.05K- 9.01% |
$46.1K - $52.2K
|
10.6K
$503K
|
|
Apr 07, 2020
Q1 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-1.06K- 1.29% |
$46.6K - $52.8K
|
81.6K
$3.87M
|
|
May 15, 2020
Q1 2020
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.16K- 1.89% |
$51K - $57.7K
|
60.4K
$2.87M
|
|
Apr 28, 2020
Q1 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.17K- 11.42% |
$51.2K - $57.9K
|
9.04K
$429K
|
|
May 18, 2020
Q1 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 16.99% |
$52.3K - $59.1K
|
5.82K
$276K
|
|
Apr 13, 2020
Q1 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1.19K- 99.66% |
$52.3K - $59.1K
|
4
$190
|
|
Apr 24, 2020
Q1 2020
|
Old National Bancorp
|
SELL
|
- |
-1.21K- 3.02% |
$53K - $59.9K
|
38.7K
$1.84M
|
|
May 06, 2020
Q1 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.25K- 28.57% |
$54.9K - $62.1K
|
3.13K
$148K
|
|
Apr 20, 2020
Q1 2020
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.34K- 15.6% |
$58.6K - $66.3K
|
7.23K
$343K
|
|
May 12, 2020
Q1 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-1.38KClosed |
$60.7K - $68.6K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Amg National Trust Bank
|
SELL
|
- |
-1.4K- 11.82% |
$61.3K - $69.3K
|
10.4K
$494K
|
|
May 14, 2020
Q1 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.4K- 6.85% |
$61.4K - $69.5K
|
19K
$903K
|
|
Apr 28, 2020
Q1 2020
|
Cwm, LLC
|
SELL
|
- |
-1.42K- 14.4% |
$62.1K - $70.3K
|
8.41K
$399K
|
|
May 18, 2021
Q1 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.47K- 4.8% |
$64.7K - $73.1K
|
29.2K
$1.39M
|
|
May 13, 2020
Q1 2020
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.57K- 11.26% |
$68.8K - $77.9K
|
12.3K
$586K
|
|
Apr 20, 2020
Q1 2020
|
Firestone Capital Management
|
SELL
|
- |
-1.58KClosed |
$69.4K - $78.5K
|
0
$0
|
|
May 21, 2020
Q1 2020
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-1.59K- 0.18% |
$69.7K - $78.9K
|
860K
$40.8M
|
|
May 11, 2020
Q1 2020
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.64K- 6.4% |
$71.8K - $81.2K
|
23.9K
$1.14M
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.65K- 7.55% |
$72.4K - $81.9K
|
20.2K
$959K
|
|
Apr 29, 2020
Q1 2020
|
Dakota Wealth Management
|
SELL
|
- |
-1.7K- 9.52% |
$74.7K - $84.5K
|
16.2K
$768K
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.75K- 8.08% |
$76.9K - $87.1K
|
19.9K
$946K
|
|
May 15, 2020
Q1 2020
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 24.13% |
$80.5K - $91.1K
|
5.77K
$274K
|
|
May 14, 2020
Q1 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.92K- 8.0% |
$84.1K - $95.2K
|
22K
$1.05M
|
|
May 12, 2020
Q1 2020
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-2.01K- 15.42% |
$88.2K - $99.8K
|
11K
$523K
|
|
Jul 20, 2020
Q1 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.08KClosed |
$91.2K - $103K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.16K- 13.81% |
$94.7K - $107K
|
13.5K
$639K
|
|
May 15, 2020
Q1 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.29K- 4.01% |
$101K - $114K
|
54.8K
$2.6M
|
|
Apr 13, 2020
Q1 2020
|
Windsor Group LTD
|
SELL
|
- |
-2.49K- 28.39% |
$109K - $124K
|
6.28K
$298K
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.55KClosed |
$112K - $127K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.62K- 4.72% |
$115K - $130K
|
52.9K
$2.51M
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.64K- 14.99% |
$116K - $131K
|
15K
$710K
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-2.94KClosed |
$129K - $146K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Staley Capital Advisers Inc
|
SELL
|
- |
-3.14K- 2.32% |
$138K - $156K
|
132K
$6.28M
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.23KClosed |
$142K - $160K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-3.44K- 58.21% |
$151K - $171K
|
2.47K
$117K
|
|
Apr 17, 2020
Q1 2020
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.57K- 29.43% |
$157K - $178K
|
8.57K
$407K
|
|
May 07, 2020
Q1 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.77KClosed |
$165K - $187K
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Moneywise, Inc.
|
SELL
|
- |
-3.79K- 4.71% |
$166K - $188K
|
76.6K
$3.64M
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.81K- 10.15% |
$168K - $190K
|
33.7K
$1.6M
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.97KClosed |
$174K - $197K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.98K- 9.51% |
$175K - $198K
|
37.9K
$1.8M
|
|
Apr 17, 2020
Q1 2020
|
Versant Capital Management, Inc
|
SELL
|
- |
-4.02K- 75.52% |
$176K - $200K
|
1.3K
$61.8K
|
|
May 14, 2020
Q1 2020
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-4.08K- 1.39% |
$179K - $203K
|
290K
$13.8M
|
|
May 12, 2020
Q1 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.13K- 63.22% |
$181K - $205K
|
2.4K
$114K
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.15K- 3.46% |
$182K - $206K
|
116K
$5.51M
|
|
May 01, 2020
Q1 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-4.19KClosed |
$184K - $208K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.22K- 43.07% |
$185K - $210K
|
5.58K
$265K
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.38K- 0.4% |
$193K - $218K
|
1.09M
$51.9M
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-4.49KClosed |
$197K - $223K
|
0
$0
|