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 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7.75K- 48.15% |
$383K - $387K
|
8.35K
$396K
|
|
Apr 27, 2021
Q1 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-7.97K- 5.32% |
$394K - $397K
|
142K
$6.73M
|
|
May 04, 2021
Q1 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-8.57KClosed |
$424K - $427K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.75KClosed |
$433K - $437K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.77K- 5.3% |
$434K - $438K
|
157K
$7.44M
|
|
Apr 30, 2021
Q1 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-8.82K- 41.16% |
$436K - $440K
|
12.6K
$599K
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.4K- 12.03% |
$465K - $469K
|
68.8K
$3.26M
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.48K- 4.17% |
$469K - $473K
|
218K
$10.3M
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.55KClosed |
$472K - $476K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.66K- 29.41% |
$477K - $482K
|
23.2K
$1.1M
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-9.93K- 49.57% |
$491K - $495K
|
10.1K
$480K
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1KClosed |
$497K - $501K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-10.1KClosed |
$499K - $503K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.2KClosed |
$554K - $559K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-11.8K- 1.35% |
$582K - $587K
|
857K
$40.7M
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-11.9K- 22.28% |
$587K - $593K
|
41.5K
$1.97M
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-12.3KClosed |
$610K - $616K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13K- 11.07% |
$641K - $646K
|
104K
$4.94M
|
|
Apr 22, 2021
Q1 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13.1K- 27.54% |
$648K - $654K
|
34.5K
$1.64M
|
|
May 10, 2021
Q1 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-13.7KClosed |
$676K - $682K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.9K- 44.34% |
$735K - $742K
|
18.7K
$886K
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.3KClosed |
$855K - $863K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.4K- 12.64% |
$958K - $966K
|
134K
$6.36M
|
|
May 04, 2021
Q1 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-19.9K- 73.33% |
$986K - $994K
|
7.25K
$344K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.5K- 47.65% |
$1.01M - $1.02M
|
22.5K
$1.07M
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-23.2K- 13.89% |
$1.15M - $1.16M
|
144K
$6.84M
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-23.5KClosed |
$1.16M - $1.17M
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-24.5KClosed |
$1.21M - $1.22M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-27.2K- 9.64% |
$1.34M - $1.36M
|
255K
$12.1M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.7K- 35.16% |
$1.47M - $1.48M
|
54.8K
$2.6M
|
|
Apr 14, 2021
Q1 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-30.1K- 73.69% |
$1.49M - $1.5M
|
10.7K
$510K
|
|
May 17, 2021
Q1 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-32.2K- 12.17% |
$1.59M - $1.61M
|
232K
$11M
|
|
May 07, 2021
Q1 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-34.8K- 25.68% |
$1.72M - $1.73M
|
101K
$4.78M
|
|
May 11, 2021
Q1 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-36.5KClosed |
$1.8M - $1.82M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-50.6KClosed |
$2.5M - $2.52M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-54K- 36.0% |
$2.67M - $2.7M
|
96.1K
$4.56M
|
|
Apr 29, 2021
Q1 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-60.8K- 73.72% |
$3.01M - $3.03M
|
21.7K
$1.03M
|
|
Apr 28, 2021
Q1 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-69.5K- 31.22% |
$3.43M - $3.46M
|
153K
$7.27M
|
|
Apr 15, 2021
Q1 2021
|
Cx Institutional
|
SELL
|
- |
-70.4K- 33.81% |
$3.48M - $3.51M
|
138K
$6.54M
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-74.2KClosed |
$3.67M - $3.7M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-76K- 60.24% |
$3.75M - $3.79M
|
50.1K
$2.38M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-93.6K- 15.36% |
$4.63M - $4.67M
|
516K
$24.5M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-102K- 19.83% |
$5.02M - $5.07M
|
411K
$19.5M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-130K- 33.67% |
$6.4M - $6.46M
|
255K
$12.1M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-208K- 4.72% |
$10.3M - $10.4M
|
4.21M
$200M
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
SELL
|
- |
-261K- 66.46% |
$12.9M - $13M
|
132K
$6.25M
|
|
Apr 13, 2021
Q1 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-269K- 44.65% |
$13.3M - $13.4M
|
333K
$15.8M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-303K- 36.94% |
$15M - $15.1M
|
517K
$24.5M
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-362K- 88.52% |
$17.9M - $18M
|
46.9K
$2.23M
|