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 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.7K+ 1.99% |
$790K - $821K
|
854K
$40.9M
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
15.9KNew |
$752K - $782K
|
15.9K
$761K
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
14.2K+ 50.88% |
$672K - $699K
|
42.2K
$2.02M
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12.6K+ 24.1% |
$594K - $617K
|
64.7K
$3.1M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.4KNew |
$587K - $610K
|
12.4K
$594K
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.1KNew |
$571K - $594K
|
12.1K
$578K
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
12KNew |
$568K - $590K
|
12K
$574K
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$562K - $584K
|
11.9K
$569K
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11.6K+ 110.87% |
$550K - $572K
|
22.1K
$1.06M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.5KNew |
$543K - $564K
|
11.5K
$550K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11.5K+ 9.4% |
$542K - $564K
|
133K
$6.39M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.2KNew |
$527K - $548K
|
11.2K
$534K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 234.4% |
$518K - $538K
|
15.6K
$748K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9K+ 65.82% |
$515K - $536K
|
27.4K
$1.31M
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
10.4KNew |
$491K - $510K
|
10.4K
$497K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.3K+ 212.35% |
$440K - $457K
|
13.7K
$655K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.09KNew |
$430K - $447K
|
9.09K
$435K
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
BUY
|
- |
8.59K+ 8.24% |
$406K - $422K
|
113K
$5.4M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.56K+ 4.66% |
$405K - $421K
|
192K
$9.2M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.42KNew |
$398K - $414K
|
8.42K
$403K
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
8.29KNew |
$392K - $408K
|
8.29K
$397K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.05K+ 27.25% |
$381K - $396K
|
37.6K
$1.8M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
7.88K+ 112.51% |
$373K - $387K
|
14.9K
$712K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
7.82K+ 33.75% |
$370K - $385K
|
31K
$1.48M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
7.66KNew |
$362K - $376K
|
7.66K
$366K
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
7.09K+ 16.7% |
$335K - $348K
|
49.5K
$2.37M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
6.67K+ 5.99% |
$316K - $328K
|
118K
$5.65M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
6.66K+ 81.02% |
$315K - $327K
|
14.9K
$712K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.45K+ 5.26% |
$305K - $317K
|
129K
$6.18M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.43KNew |
$304K - $316K
|
6.43K
$308K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
6.39KNew |
$302K - $314K
|
6.39K
$306K
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
6.34K+ 25.51% |
$300K - $312K
|
31.2K
$1.49M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6.33K+ 58.16% |
$299K - $311K
|
17.2K
$824K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
6.3K+ 119.84% |
$298K - $310K
|
11.6K
$553K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.13K+ 13.6% |
$290K - $302K
|
51.2K
$2.45M
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
6.1KNew |
$288K - $300K
|
6.1K
$292K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.87K+ 39.63% |
$278K - $289K
|
20.7K
$991K
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.83K+ 43.25% |
$276K - $287K
|
19.3K
$925K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.72K+ 103.42% |
$271K - $281K
|
11.3K
$539K
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
5.7K+ 2.17% |
$270K - $280K
|
268K
$12.8M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
5.44KNew |
$257K - $268K
|
5.44K
$261K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.31K+ 1.18% |
$251K - $261K
|
456K
$21.8M
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
5.3K+ 3.96% |
$251K - $260K
|
139K
$6.65M
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
5.28K+ 6.68% |
$250K - $260K
|
84.3K
$4.04M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.07KNew |
$240K - $249K
|
5.07K
$243K
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.93KNew |
$233K - $242K
|
4.93K
$236K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.51K+ 2.86% |
$213K - $222K
|
162K
$7.78M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.47KNew |
$212K - $220K
|
4.47K
$214K
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.45KNew |
$210K - $219K
|
4.45K
$213K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$206K - $214K
|
4.35K
$208K
|