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 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 19.92% |
$820K - $827K
|
99.8K
$4.74M
|
|
|
May 10, 2021
Q1 2021
|
Dakota Wealth Management
|
BUY
|
- |
16.6K+ 36.5% |
$819K - $826K
|
62K
$2.94M
|
|
|
Apr 14, 2021
Q1 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
15.1K+ 34.28% |
$746K - $753K
|
59.2K
$2.81M
|
|
|
May 13, 2021
Q1 2021
|
Jentner Corp
|
BUY
|
- |
14.9KNew |
$737K - $743K
|
14.9K
$707K
|
|
|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6KNew |
$720K - $727K
|
14.6K
$692K
|
|
|
Apr 19, 2021
Q1 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
14.3KNew |
$709K - $715K
|
14.3K
$681K
|
|
|
Aug 09, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
13.6KNew |
$670K - $676K
|
13.6K
$643K
|
|
|
Jul 08, 2021
Q1 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
12.5K+ 14.95% |
$620K - $626K
|
96.5K
$4.58M
|
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
12.2KNew |
$601K - $606K
|
12.2K
$577K
|
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.8KNew |
$582K - $587K
|
11.8K
$559K
|
|
|
May 07, 2021
Q1 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
10.6K+ 22.74% |
$526K - $531K
|
57.4K
$2.73M
|
|
|
May 13, 2021
Q1 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.97K+ 73.84% |
$493K - $497K
|
23.5K
$1.11M
|
|
|
May 06, 2021
Q1 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.7K+ 6.65% |
$479K - $484K
|
156K
$7.39M
|
|
|
Apr 21, 2021
Q1 2021
|
Old National Bancorp
|
BUY
|
- |
9.48K+ 14.38% |
$468K - $473K
|
75.4K
$3.58M
|
|
|
Apr 27, 2021
Q1 2021
|
Janney Capital Management LLC
|
BUY
|
- |
9.29K+ 12.09% |
$459K - $463K
|
86.1K
$4.09M
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
9.12K+ 7.49% |
$451K - $455K
|
131K
$6.21M
|
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.96K+ 10.57% |
$443K - $447K
|
93.7K
$4.45M
|
|
|
May 11, 2021
Q1 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
8.77K+ 39.69% |
$433K - $437K
|
30.9K
$1.47M
|
|
|
Apr 09, 2021
Q1 2021
|
Evensky & Katz LLC
|
BUY
|
- |
8.73K+ 1402.89% |
$431K - $435K
|
9.35K
$444K
|
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.59K+ 5.38% |
$425K - $428K
|
168K
$7.99M
|
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.58KNew |
$424K - $428K
|
8.58K
$408K
|
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.47K+ 9.66% |
$419K - $422K
|
96.2K
$4.57M
|
|
|
May 10, 2021
Q1 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.27K+ 6.36% |
$409K - $412K
|
138K
$6.56M
|
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
8.23K+ 69.35% |
$407K - $410K
|
20.1K
$954K
|
|
|
May 24, 2021
Q1 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.9K+ 14.86% |
$390K - $394K
|
61K
$2.9M
|
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.83K+ 46.09% |
$387K - $390K
|
24.8K
$1.18M
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.64KNew |
$378K - $381K
|
7.64K
$363K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.32KNew |
$362K - $365K
|
7.32K
$348K
|
|
|
May 07, 2021
Q1 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7.3KNew |
$361K - $364K
|
7.3K
$347K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.28K+ 8.0% |
$360K - $363K
|
98.4K
$4.67M
|
|
|
Apr 26, 2021
Q1 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
7KNew |
$346K - $349K
|
7K
$332K
|
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
BUY
|
- |
6.52K+ 10.48% |
$322K - $325K
|
68.7K
$3.26M
|
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.51KNew |
$322K - $325K
|
6.51K
$309K
|
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.48KNew |
$321K - $323K
|
6.48K
$308K
|
|
|
Apr 21, 2021
Q1 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
6.3K+ 20.7% |
$311K - $314K
|
36.7K
$1.74M
|
|
|
May 06, 2021
Q1 2021
|
Estate Counselors, LLC
|
BUY
|
- |
6.27K+ 3.6% |
$310K - $313K
|
181K
$8.57M
|
|
|
Apr 20, 2021
Q1 2021
|
Central Bank & Trust CO
|
BUY
|
- |
6KNew |
$297K - $299K
|
6K
$285K
|
|
|
May 03, 2021
Q1 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
5.91K+ 8.13% |
$292K - $295K
|
78.7K
$3.73M
|
|
|
Apr 28, 2021
Q1 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
5.73K+ 71.38% |
$283K - $286K
|
13.8K
$653K
|
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.4KNew |
$267K - $269K
|
5.4K
$256K
|
|
|
May 14, 2021
Q1 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.4KNew |
$267K - $269K
|
5.4K
$256K
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.4K+ 42.31% |
$267K - $269K
|
18.1K
$862K
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.09KNew |
$252K - $254K
|
5.09K
$242K
|
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.08KNew |
$251K - $253K
|
5.08K
$241K
|
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.03K+ 90.74% |
$248K - $251K
|
10.6K
$502K
|
|
|
Apr 19, 2021
Q1 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.02K+ 16.11% |
$248K - $250K
|
36.2K
$1.72M
|
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
5KNew |
$247K - $249K
|
5K
$237K
|
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.91KNew |
$242K - $245K
|
4.91K
$233K
|
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.81KNew |
$238K - $240K
|
4.81K
$228K
|
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.44K+ 14.14% |
$219K - $221K
|
35.8K
$1.7M
|