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 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 1.88% |
$1.73K - $1.75K
|
1.82K
$86.5K
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-60- 1.42% |
$2.97K - $2.99K
|
4.18K
$198K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60- 0.32% |
$2.97K - $2.99K
|
18.6K
$881K
|
|
May 14, 2021
Q1 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-100- 0.26% |
$4.94K - $4.99K
|
38.4K
$1.82M
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
SELL
|
- |
-132- 4.37% |
$6.52K - $6.58K
|
2.89K
$137K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-137- 0.43% |
$6.77K - $6.83K
|
31.5K
$1.5M
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-153- 3.58% |
$7.56K - $7.63K
|
4.12K
$196K
|
|
May 03, 2021
Q1 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-161- 1.28% |
$7.96K - $8.03K
|
12.4K
$588K
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-197- 1.62% |
$9.74K - $9.82K
|
11.9K
$567K
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-201Closed |
$9.94K - $10K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-238- 1.06% |
$11.8K - $11.9K
|
22.2K
$1.05M
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-240Closed |
$11.9K - $12K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-260- 3.94% |
$12.9K - $13K
|
6.35K
$301K
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-268- 5.74% |
$13.2K - $13.4K
|
4.4K
$209K
|
|
Jun 08, 2021
Q1 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-316- 0.37% |
$15.6K - $15.8K
|
84K
$3.99M
|
|
May 11, 2021
Q1 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-327- 0.27% |
$16.2K - $16.3K
|
120K
$5.69M
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-398Closed |
$19.7K - $19.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-401- 4.42% |
$19.8K - $20K
|
8.67K
$412K
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-450- 6.42% |
$22.2K - $22.4K
|
6.56K
$311K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-456Closed |
$22.5K - $22.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-459- 1.86% |
$22.7K - $22.9K
|
24.3K
$1.15M
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-519- 2.0% |
$25.7K - $25.9K
|
25.4K
$1.2M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-523- 6.68% |
$25.9K - $26.1K
|
7.3K
$347K
|
|
May 06, 2021
Q1 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-523- 51.22% |
$25.9K - $26.1K
|
498
$23.6K
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-538- 45.71% |
$26.6K - $26.8K
|
639
$30.3K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-552- 9.95% |
$27.3K - $27.5K
|
5K
$237K
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-559- 28.3% |
$27.6K - $27.9K
|
1.42K
$67.2K
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-575- 0.87% |
$28.4K - $28.7K
|
65.8K
$3.13M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-585- 29.34% |
$28.9K - $29.2K
|
1.41K
$66.9K
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-668- 1.71% |
$33K - $33.3K
|
38.4K
$1.82M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-688- 3.64% |
$34K - $34.3K
|
18.2K
$865K
|
|
May 13, 2021
Q1 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-717- 6.18% |
$35.4K - $35.8K
|
10.9K
$517K
|
|
Apr 29, 2021
Q1 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-748- 1.51% |
$37K - $37.3K
|
49K
$2.32M
|
|
May 12, 2021
Q1 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-786- 11.46% |
$38.9K - $39.2K
|
6.08K
$288K
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-800Closed |
$39.5K - $39.9K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-808- 3.66% |
$39.9K - $40.3K
|
21.3K
$1.01M
|
|
May 14, 2021
Q1 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-837- 3.3% |
$41.4K - $41.7K
|
24.6K
$1.17M
|
|
Apr 19, 2021
Q1 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-838- 1.83% |
$41.4K - $41.8K
|
45.1K
$2.14M
|
|
Apr 29, 2021
Q1 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-855- 7.13% |
$42.3K - $42.6K
|
11.1K
$529K
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-928Closed |
$45.9K - $46.3K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 5.27% |
$50.9K - $51.3K
|
18.5K
$879K
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 6.97% |
$57.3K - $57.8K
|
15.5K
$735K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.17KClosed |
$57.7K - $58.2K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.17K- 70.69% |
$57.9K - $58.4K
|
486
$23.1K
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
SELL
|
- |
-1.21K- 13.65% |
$59.6K - $60.1K
|
7.63K
$362K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.25K- 1.27% |
$61.7K - $62.3K
|
96.9K
$4.6M
|
|
May 10, 2021
Q1 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.29K- 0.88% |
$63.9K - $64.4K
|
146K
$6.94M
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.36K- 3.4% |
$67.1K - $67.7K
|
38.6K
$1.83M
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.8KClosed |
$88.7K - $89.5K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.8KClosed |
$88.7K - $89.5K
|
0
$0
|