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
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.35KNew |
$215K - $217K
|
4.35K
$207K
|
|
Apr 20, 2021
Q1 2021
|
Successful Portfolios LLC
|
BUY
|
- |
4.08KNew |
$202K - $203K
|
4.08K
$194K
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$201K - $203K
|
4.07K
$193K
|
|
May 13, 2021
Q1 2021
|
Advisor Os, LLC
|
BUY
|
- |
4.07KNew |
$201K - $203K
|
4.07K
$193K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
4.03K+ 41.01% |
$199K - $201K
|
13.9K
$658K
|
|
May 17, 2021
Q1 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.89K+ 1995.38% |
$192K - $194K
|
4.09K
$194K
|
|
May 10, 2021
Q1 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84KNew |
$190K - $191K
|
3.84K
$182K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.71K+ 37.75% |
$183K - $185K
|
13.5K
$643K
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
3.66K+ 11.36% |
$181K - $182K
|
35.9K
$1.7M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.54K+ 25.4% |
$175K - $177K
|
17.5K
$830K
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.46K+ 24.66% |
$171K - $172K
|
17.5K
$829K
|
|
May 13, 2021
Q1 2021
|
Leisure Capital Management
|
BUY
|
- |
3.45K+ 3.25% |
$171K - $172K
|
110K
$5.21M
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.36K+ 13.85% |
$166K - $167K
|
27.6K
$1.31M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.31K+ 33.35% |
$164K - $165K
|
13.2K
$628K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.28K+ 19.08% |
$162K - $163K
|
20.4K
$971K
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
3.24K+ 13.03% |
$160K - $161K
|
28.1K
$1.33M
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.1K+ 4.13% |
$153K - $155K
|
78.2K
$3.71M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.95K+ 8.83% |
$146K - $147K
|
36.3K
$1.73M
|
|
May 14, 2021
Q1 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.74K+ 3.06% |
$136K - $137K
|
92.3K
$4.38M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.56K+ 7.75% |
$127K - $128K
|
35.6K
$1.69M
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.53K+ 40.45% |
$125K - $126K
|
8.77K
$416K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.4K+ 19.31% |
$119K - $120K
|
14.8K
$705K
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.36K+ 6.79% |
$117K - $118K
|
37.1K
$1.76M
|
|
May 03, 2021
Q1 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.3K+ 11.22% |
$114K - $115K
|
22.8K
$1.08M
|
|
Apr 20, 2021
Q1 2021
|
First United Bank & Trust
|
BUY
|
- |
2.25K+ 32.42% |
$111K - $112K
|
9.19K
$436K
|
|
Apr 19, 2021
Q1 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.25K+ 1.38% |
$111K - $112K
|
165K
$7.84M
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.19K+ 19.52% |
$108K - $109K
|
13.4K
$638K
|
|
May 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
2.15K+ 41.61% |
$106K - $107K
|
7.33K
$348K
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.95K+ 2.33% |
$96.4K - $97.2K
|
85.7K
$4.07M
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.9K+ 89.52% |
$94.1K - $95K
|
4.03K
$191K
|
|
May 11, 2021
Q1 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.9K+ 14.08% |
$93.8K - $94.6K
|
15.4K
$730K
|
|
May 17, 2021
Q1 2021
|
Allen Investment Management LLC
|
BUY
|
- |
1.87K+ 2.01% |
$92.3K - $93.1K
|
94.6K
$4.49M
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.8K+ 1463.41% |
$89K - $89.8K
|
1.92K
$91.3K
|
|
May 05, 2021
Q1 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.61K+ 6.62% |
$79.5K - $80.2K
|
25.9K
$1.23M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.52K+ 3.78% |
$75.3K - $76K
|
41.9K
$1.99M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.5KNew |
$74.1K - $74.8K
|
1.5K
$71.2K
|
|
May 14, 2021
Q1 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.47K+ 1.78% |
$72.4K - $73.1K
|
83.8K
$3.98M
|
|
May 11, 2021
Q1 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.37K+ 17.1% |
$67.6K - $68.2K
|
9.37K
$445K
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
1.36K+ 22.63% |
$67.4K - $68K
|
7.39K
$351K
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
BUY
|
- |
1.36K+ 13.02% |
$67.1K - $67.7K
|
11.8K
$559K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.3K+ 1.93% |
$64.4K - $64.9K
|
68.7K
$3.26M
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.25K+ 0.94% |
$61.9K - $62.5K
|
135K
$6.41M
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.25K+ 27.26% |
$61.8K - $62.3K
|
5.84K
$277K
|
|
May 10, 2021
Q1 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.13K+ 2.07% |
$55.7K - $56.2K
|
55.4K
$2.63M
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.12K+ 371.67% |
$55.1K - $55.6K
|
1.42K
$67.2K
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 10.08% |
$50.9K - $51.3K
|
11.2K
$534K
|
|
May 14, 2021
Q1 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
995+ 7.4% |
$49.2K - $49.6K
|
14.4K
$685K
|
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
950New |
$47K - $47.4K
|
950
$45.1K
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
910+ 17.35% |
$45K - $45.4K
|
6.16K
$292K
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
885+ 257.27% |
$43.7K - $44.1K
|
1.23K
$58.4K
|