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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
826+ 5.75% |
$40.8K - $41.2K
|
15.2K
$722K
|
|
Apr 27, 2021
Q1 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
820+ 29.33% |
$40.5K - $40.9K
|
3.62K
$172K
|
|
May 10, 2021
Q1 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
800+ 17.97% |
$39.5K - $39.9K
|
5.25K
$249K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
799+ 1.5% |
$39.5K - $39.8K
|
54K
$2.56M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
721New |
$35.6K - $36K
|
721
$34.2K
|
|
Apr 26, 2021
Q1 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
706+ 3.03% |
$34.9K - $35.2K
|
24K
$1.14M
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
603+ 20.97% |
$29.8K - $30.1K
|
3.48K
$165K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
583+ 2.75% |
$28.8K - $29.1K
|
21.8K
$1.04M
|
|
May 12, 2021
Q1 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
525+ 3.42% |
$26K - $26.2K
|
15.9K
$754K
|
|
May 14, 2021
Q1 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
512New |
$25.3K - $25.5K
|
512
$24.3K
|
|
Apr 23, 2021
Q1 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
507+ 3.12% |
$25.1K - $25.3K
|
16.8K
$796K
|
|
May 14, 2021
Q1 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
500+ 1.07% |
$24.7K - $24.9K
|
47.1K
$2.23M
|
|
Apr 29, 2021
Q1 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
500+ 0.83% |
$24.7K - $24.9K
|
60.5K
$2.87M
|
|
May 10, 2021
Q1 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
476+ 2.66% |
$23.5K - $23.7K
|
18.3K
$871K
|
|
May 14, 2021
Q1 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
409+ 3.65% |
$20.2K - $20.4K
|
11.6K
$551K
|
|
May 18, 2021
Q1 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
369+ 1.63% |
$18.2K - $18.4K
|
23K
$1.09M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
361+ 3.52% |
$17.8K - $18K
|
10.6K
$504K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
331+ 6.86% |
$16.4K - $16.5K
|
5.15K
$245K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
309+ 22.99% |
$15.3K - $15.4K
|
1.65K
$78.5K
|
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
308New |
$15.2K - $15.4K
|
308
$14.6K
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
300New |
$14.8K - $15K
|
300
$14.2K
|
|
Apr 15, 2021
Q1 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
260+ 2.13% |
$12.9K - $13K
|
12.5K
$592K
|
|
May 24, 2021
Q1 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
248+ 1.69% |
$12.3K - $12.4K
|
15K
$710K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
235New |
$11.6K - $11.7K
|
235
$11.2K
|
|
Apr 28, 2021
Q1 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
227+ 0.44% |
$11.2K - $11.3K
|
52.3K
$2.48M
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
208+ 4.08% |
$10.3K - $10.4K
|
5.31K
$252K
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
BUY
|
- |
201+ 0.31% |
$9.94K - $10K
|
65.2K
$3.09M
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
177+ 0.93% |
$8.75K - $8.83K
|
19.2K
$913K
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
154+ 1.54% |
$7.61K - $7.68K
|
10.2K
$482K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
141New |
$6.97K - $7.03K
|
141
$6.69K
|
|
May 04, 2021
Q1 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
140+ 2.61% |
$6.92K - $6.98K
|
5.5K
$261K
|
|
Apr 19, 2021
Q1 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
137+ 0.82% |
$6.77K - $6.83K
|
16.8K
$796K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
106New |
$5.24K - $5.29K
|
106
$5.03K
|
|
May 17, 2021
Q1 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
100+ 1.76% |
$4.94K - $4.99K
|
5.78K
$274K
|
|
May 05, 2021
Q1 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
84+ 0.88% |
$4.15K - $4.19K
|
9.62K
$457K
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
83New |
$4.1K - $4.14K
|
83
$3.94K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
82+ 0.45% |
$4.05K - $4.09K
|
18.3K
$867K
|
|
Apr 20, 2021
Q1 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
55+ 0.54% |
$2.72K - $2.74K
|
10.3K
$487K
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
43+ 0.16% |
$2.13K - $2.14K
|
27.3K
$1.3M
|
|
May 17, 2021
Q1 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31+ 4.92% |
$1.53K - $1.55K
|
661
$31.4K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
24+ 4.29% |
$1.19K - $1.2K
|
583
$27.7K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19+ 0.13% |
$939 - $948
|
14.2K
$673K
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17New |
$840 - $848
|
17
$807
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.0% |
$198 - $199
|
80.2K
$3.81M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.02% |
$49.4 - $49.9
|
5.68K
$270K
|
|
Nov 12, 2021
Q1 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$49.4 - $49.9
|
504
$23.9K
|
|
Apr 23, 2021
Q1 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.4 - $49.9
|
6.97K
$331K
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$49.4 - $49.9
|
2.09K
$99.4K
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1Closed |
$49.4 - $49.9
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-6- 3.14% |
$297 - $299
|
185
$8.78K
|