Purchases and Sales Made in Q1 2022 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q1 2022. 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, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.19M+ 5664.59% |
$198M - $206M
|
4.26M
$204M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
670K+ 7.78% |
$31.7M - $33M
|
9.28M
$444M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
643K+ 5385.18% |
$30.4M - $31.6M
|
655K
$31.3M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
483K+ 274.15% |
$22.8M - $23.7M
|
659K
$31.5M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
424K+ 17.98% |
$20M - $20.8M
|
2.78M
$133M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
416K+ 15.42% |
$19.7M - $20.4M
|
3.11M
$149M
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
382KNew |
$18.1M - $18.8M
|
382K
$18.3M
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
333K+ 272.44% |
$15.7M - $16.4M
|
455K
$21.7M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
242K+ 46.27% |
$11.5M - $11.9M
|
766K
$36.6M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
224K+ 504.65% |
$10.6M - $11M
|
268K
$12.8M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
214K+ 11.47% |
$10.1M - $10.5M
|
2.07M
$99.2M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
210K+ 4.14% |
$9.91M - $10.3M
|
5.27M
$252M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
206K+ 1754.28% |
$9.73M - $10.1M
|
218K
$10.4M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
152KNew |
$7.21M - $7.49M
|
152K
$7.28M
|
|
Apr 19, 2022
Q1 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
125K+ 70.75% |
$5.89M - $6.13M
|
301K
$14.4M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
117K+ 44.97% |
$5.55M - $5.77M
|
378K
$18.1M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
114K+ 116.72% |
$5.38M - $5.6M
|
211K
$10.1M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
108K+ 6.58% |
$5.11M - $5.31M
|
1.75M
$83.7M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
107KNew |
$5.06M - $5.26M
|
107K
$5.11M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
101KNew |
$4.77M - $4.96M
|
101K
$4.82M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
83.6K+ 190.08% |
$3.96M - $4.11M
|
128K
$6.1M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80.3KNew |
$3.8M - $3.95M
|
80.3K
$3.84M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
75K+ 9.91% |
$3.55M - $3.69M
|
831K
$39.7M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
70.5K+ 73.81% |
$3.33M - $3.46M
|
166K
$7.93M
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
66.9K+ 26.75% |
$3.17M - $3.29M
|
317K
$15.2M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.2K+ 0.76% |
$3.09M - $3.21M
|
8.64M
$413M
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
64.8KNew |
$3.07M - $3.19M
|
64.8K
$3.1M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
64.8K+ 12752.95% |
$3.06M - $3.19M
|
65.3K
$3.12M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
62.4K+ 1399.24% |
$2.95M - $3.07M
|
66.8K
$3.19M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
57.7K+ 28.87% |
$2.73M - $2.84M
|
258K
$12.3M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.2K+ 14.52% |
$2.56M - $2.67M
|
427K
$20.4M
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
40.7KNew |
$1.92M - $2M
|
40.7K
$1.94M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
36KNew |
$1.7M - $1.77M
|
36K
$1.72M
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
34.3K+ 123.04% |
$1.62M - $1.69M
|
62.3K
$2.98M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
33.5K+ 0.75% |
$1.58M - $1.64M
|
4.5M
$215M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32.9K+ 114.72% |
$1.56M - $1.62M
|
61.6K
$2.94M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
30.1K+ 16.83% |
$1.42M - $1.48M
|
209K
$9.98M
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
27.8KNew |
$1.31M - $1.37M
|
27.8K
$1.33M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.8KNew |
$1.27M - $1.32M
|
26.8K
$1.28M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.7K+ 414.82% |
$1.22M - $1.26M
|
31.9K
$1.52M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24.1KNew |
$1.14M - $1.18M
|
24.1K
$1.15M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
23.9K+ 138.72% |
$1.13M - $1.17M
|
41.1K
$1.96M
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
23.4K+ 4.06% |
$1.11M - $1.15M
|
599K
$28.6M
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
23.3K+ 34.75% |
$1.1M - $1.14M
|
90.2K
$4.31M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22.7K+ 128.71% |
$1.07M - $1.12M
|
40.4K
$1.93M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.9K+ 478.44% |
$1.04M - $1.08M
|
26.5K
$1.27M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.4K+ 0.45% |
$1.01M - $1.05M
|
4.81M
$230M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
20.7K+ 38.55% |
$978K - $1.02M
|
74.3K
$3.55M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19K+ 11.56% |
$899K - $934K
|
183K
$8.76M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.1K+ 353.68% |
$811K - $843K
|
22K
$1.05M
|