Purchases and Sales Made in Q1 2021 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2021. 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 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
758K+ 13.13% |
$37.5M - $37.8M
|
6.53M
$310M
|
|
|
May 17, 2021
Q1 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
374K+ 166.87% |
$18.5M - $18.6M
|
598K
$28.4M
|
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
344K+ 9.16% |
$17M - $17.2M
|
4.1M
$195M
|
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
318K+ 25.99% |
$15.7M - $15.8M
|
1.54M
$73.1M
|
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
267K+ 24.09% |
$13.2M - $13.3M
|
1.37M
$65.2M
|
|
|
Apr 30, 2021
Q1 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
196K+ 484.25% |
$9.71M - $9.79M
|
237K
$11.2M
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
181K+ 13.63% |
$8.94M - $9.02M
|
1.51M
$71.6M
|
|
|
Apr 29, 2021
Q1 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
110K+ 9.37% |
$5.42M - $5.46M
|
1.28M
$60.7M
|
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 11.84% |
$5.36M - $5.4M
|
1.02M
$48.6M
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
108K+ 173.23% |
$5.33M - $5.38M
|
170K
$8.07M
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
108K+ 7.77% |
$5.32M - $5.37M
|
1.49M
$70.9M
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96.7K+ 440.75% |
$4.78M - $4.82M
|
119K
$5.63M
|
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
94.8K+ 30.78% |
$4.68M - $4.73M
|
403K
$19.1M
|
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
83.4KNew |
$4.12M - $4.16M
|
83.4K
$3.96M
|
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
81.8K+ 5.84% |
$4.04M - $4.08M
|
1.48M
$70.4M
|
|
|
Apr 26, 2021
Q1 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
79.9K+ 77.52% |
$3.95M - $3.98M
|
183K
$8.68M
|
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
76.7K+ 11.08% |
$3.79M - $3.82M
|
769K
$36.5M
|
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
73.8KNew |
$3.65M - $3.68M
|
73.8K
$3.5M
|
|
|
May 03, 2021
Q1 2021
|
Proffitt & Goodson Inc
|
BUY
|
- |
72.9K+ 177.7% |
$3.6M - $3.63M
|
114K
$5.41M
|
|
|
May 04, 2021
Q1 2021
|
Gratus Capital LLC
|
BUY
|
- |
68.8KNew |
$3.4M - $3.43M
|
68.8K
$3.27M
|
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
61.3K+ 34.59% |
$3.03M - $3.06M
|
238K
$11.3M
|
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59.5K+ 54.95% |
$2.94M - $2.97M
|
168K
$7.96M
|
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
58.6K+ 87.44% |
$2.9M - $2.92M
|
126K
$5.96M
|
|
|
May 11, 2021
Q1 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
56.9K+ 2569.42% |
$2.81M - $2.84M
|
59.1K
$2.81M
|
|
|
Apr 14, 2021
Q1 2021
|
Parkside Investments, LLC
|
BUY
|
- |
56.1K+ 25.95% |
$2.77M - $2.8M
|
272K
$12.9M
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
49.8KNew |
$2.46M - $2.48M
|
49.8K
$2.36M
|
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
47KNew |
$2.32M - $2.34M
|
47K
$2.23M
|
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
46.9K+ 9.02% |
$2.32M - $2.34M
|
567K
$26.9M
|
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45.3KNew |
$2.24M - $2.26M
|
45.3K
$2.15M
|
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
42.8K+ 4.06% |
$2.12M - $2.14M
|
1.1M
$52.1M
|
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
40.8K+ 6.14% |
$2.01M - $2.03M
|
705K
$33.4M
|
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.6K+ 297.17% |
$2.01M - $2.02M
|
54.3K
$2.58M
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37KNew |
$1.83M - $1.85M
|
37K
$1.76M
|
|
|
May 03, 2021
Q1 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
31.6K+ 233.71% |
$1.56M - $1.58M
|
45.2K
$2.15M
|
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31.6K+ 109.93% |
$1.56M - $1.58M
|
60.4K
$2.87M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31.4K+ 26.42% |
$1.55M - $1.57M
|
150K
$7.13M
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
BUY
|
- |
30.4K+ 3.61% |
$1.5M - $1.51M
|
871K
$41.4M
|
|
|
Apr 08, 2021
Q1 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.5K+ 41.52% |
$1.31M - $1.32M
|
90.4K
$4.29M
|
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
26.5K+ 17.69% |
$1.31M - $1.32M
|
176K
$8.38M
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
- |
24.9K+ 275.14% |
$1.23M - $1.24M
|
34K
$1.61M
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.1K+ 31.99% |
$1.19M - $1.2M
|
99.6K
$4.73M
|
|
|
Apr 26, 2021
Q1 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
21.9KNew |
$1.08M - $1.09M
|
21.9K
$1.04M
|
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.6K+ 4.21% |
$1.07M - $1.08M
|
535K
$25.4M
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.8K+ 0.91% |
$1.03M - $1.04M
|
2.29M
$109M
|
|
|
Apr 08, 2021
Q1 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
20.1K+ 124.74% |
$994K - $1M
|
36.2K
$1.72M
|
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.6K+ 4.71% |
$922K - $930K
|
414K
$19.7M
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.6K+ 28.24% |
$921K - $929K
|
84.6K
$4.02M
|
|
|
Apr 23, 2021
Q1 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
18.2K+ 17.58% |
$898K - $906K
|
121K
$5.77M
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
17.4K+ 93.18% |
$862K - $870K
|
36.2K
$1.72M
|
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.2K+ 47.57% |
$851K - $859K
|
53.4K
$2.54M
|