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 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.96K- 30.74% |
$96.8K - $97.7K
|
4.41K
$210K
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.96KClosed |
$96.9K - $97.8K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2K- 14.79% |
$98.9K - $99.7K
|
11.5K
$547K
|
|
|
Feb 22, 2022
Q1 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.01K- 9.86% |
$99.4K - $100K
|
18.4K
$873K
|
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.17K- 15.49% |
$107K - $108K
|
11.8K
$561K
|
|
|
Apr 15, 2021
Q1 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.2K- 8.06% |
$109K - $110K
|
25.1K
$1.19M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.34K- 12.11% |
$116K - $117K
|
17K
$806K
|
|
|
May 03, 2021
Q1 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-2.39K- 53.06% |
$118K - $119K
|
2.12K
$101K
|
|
|
May 13, 2021
Q1 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.48K- 3.54% |
$123K - $124K
|
67.8K
$3.22M
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.55K- 3.89% |
$126K - $127K
|
62.9K
$2.99M
|
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.55K- 3.46% |
$126K - $127K
|
71.2K
$3.38M
|
|
|
Apr 23, 2021
Q1 2021
|
Arden Trust CO
|
SELL
|
- |
-2.67K- 12.4% |
$132K - $133K
|
18.8K
$894K
|
|
|
May 17, 2021
Q1 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.84K- 22.53% |
$140K - $141K
|
9.75K
$463K
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Bank
|
SELL
|
- |
-2.88KClosed |
$142K - $143K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.88KClosed |
$142K - $143K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.89K- 30.32% |
$143K - $144K
|
6.65K
$316K
|
|
|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-2.9K- 36.64% |
$143K - $145K
|
5.01K
$238K
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.92K- 5.94% |
$144K - $146K
|
46.2K
$2.19M
|
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.97K- 36.2% |
$147K - $148K
|
5.23K
$248K
|
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.99K- 13.49% |
$148K - $149K
|
19.2K
$910K
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3KClosed |
$148K - $150K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
SELL
|
- |
-3.01K- 3.11% |
$149K - $150K
|
93.8K
$4.45M
|
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.34K- 18.38% |
$165K - $167K
|
14.8K
$704K
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.36KClosed |
$166K - $167K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.86K- 5.38% |
$191K - $192K
|
67.9K
$3.22M
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-4K- 4.22% |
$198K - $200K
|
90.8K
$4.31M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-4.03K- 29.08% |
$199K - $201K
|
9.83K
$467K
|
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.04KClosed |
$200K - $202K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Smart Money Group LLC
|
SELL
|
- |
-4.07K- 35.89% |
$201K - $203K
|
7.28K
$346K
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-4.1K- 3.71% |
$203K - $205K
|
107K
$5.06M
|
|
|
Apr 28, 2021
Q1 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.22KClosed |
$209K - $211K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
SELL
|
- |
-4.24K- 22.91% |
$210K - $211K
|
14.3K
$677K
|
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.25KClosed |
$210K - $212K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.44KClosed |
$220K - $222K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-4.59K- 9.84% |
$227K - $229K
|
42.1K
$2M
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.79K- 35.6% |
$237K - $239K
|
8.66K
$411K
|
|
|
Apr 13, 2021
Q1 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-5.17KClosed |
$255K - $258K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-5.21KClosed |
$258K - $260K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.54K- 33.15% |
$274K - $276K
|
11.2K
$530K
|
|
|
Apr 26, 2021
Q1 2021
|
Hardy Reed LLC
|
SELL
|
- |
-5.58KClosed |
$276K - $278K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Renasant Bank
|
SELL
|
- |
-5.58KClosed |
$276K - $278K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-5.85K- 16.06% |
$289K - $292K
|
30.6K
$1.45M
|
|
|
Apr 15, 2021
Q1 2021
|
Apella Capital, LLC
|
SELL
|
- |
-6.13K- 7.4% |
$303K - $306K
|
76.8K
$3.65M
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-6.23K- 25.55% |
$308K - $310K
|
18.1K
$861K
|
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-6.71K- 52.95% |
$332K - $335K
|
5.97K
$283K
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.06K- 13.11% |
$349K - $352K
|
46.8K
$2.22M
|
|
|
May 14, 2021
Q1 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.2K- 5.81% |
$356K - $359K
|
117K
$5.54M
|
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.47KClosed |
$369K - $372K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-7.59KClosed |
$375K - $379K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-7.67K- 35.04% |
$379K - $383K
|
14.2K
$675K
|