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 |
---|---|---|---|---|---|---|---|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
4.31KNew |
$204K - $212K
|
4.31K
$207K
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
4.3K+ 1.1% |
$203K - $211K
|
396K
$18.9M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.26KNew |
$201K - $209K
|
4.26K
$204K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.16K+ 86.97% |
$197K - $204K
|
8.94K
$428K
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.44K+ 3.51% |
$163K - $169K
|
101K
$4.85M
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.32K+ 3.64% |
$157K - $163K
|
94.5K
$4.53M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.16K+ 75.6% |
$149K - $155K
|
7.34K
$351K
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
3.14K+ 4.51% |
$149K - $155K
|
72.9K
$3.49M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.14K+ 23.69% |
$149K - $155K
|
16.4K
$786K
|
|
Apr 28, 2022
Q1 2022
|
Friedenthal Financial
|
BUY
|
- |
3.11K+ 14.95% |
$147K - $153K
|
23.9K
$1.14M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.1K+ 28.95% |
$147K - $153K
|
13.8K
$662K
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.85K+ 10.55% |
$135K - $140K
|
29.9K
$1.43M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
2.84K+ 18.35% |
$134K - $140K
|
18.3K
$876K
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.83K+ 50.79% |
$134K - $139K
|
8.41K
$403K
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.8K+ 14.04% |
$132K - $138K
|
22.7K
$1.09M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 5.35% |
$131K - $136K
|
54.5K
$2.61M
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.73KNew |
$129K - $134K
|
2.73K
$130K
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.51K+ 4.83% |
$119K - $124K
|
54.5K
$2.61M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.5K+ 40.54% |
$118K - $123K
|
8.67K
$415K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.41K+ 2.74% |
$114K - $119K
|
90.4K
$4.33M
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.34K+ 6.72% |
$111K - $115K
|
37.1K
$1.78M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.1K+ 1.19% |
$99.2K - $103K
|
178K
$8.53M
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
2.08K+ 3.63% |
$98.1K - $102K
|
59.2K
$2.83M
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 14.04% |
$96.1K - $99.9K
|
16.5K
$790K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 32.2% |
$94.9K - $98.7K
|
8.24K
$394K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.01K+ 32.2% |
$94.9K - $98.7K
|
8.24K
$394K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.98K+ 66.61% |
$93.4K - $97.1K
|
4.94K
$236K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.91K+ 2.37% |
$90.1K - $93.7K
|
82.2K
$3.94M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.9K+ 5.52% |
$89.7K - $93.2K
|
36.3K
$1.74M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.89K+ 38.08% |
$89.5K - $93K
|
6.86K
$328K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.87KNew |
$88.5K - $92K
|
1.87K
$89.6K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.75K+ 8.07% |
$82.9K - $86.2K
|
23.5K
$1.12M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.7K+ 4.07% |
$80.4K - $83.6K
|
43.5K
$2.08M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.68K+ 1.54% |
$79.2K - $82.4K
|
110K
$5.27M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.65K+ 19.43% |
$77.9K - $81K
|
10.1K
$485K
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.54K+ 9.49% |
$72.7K - $75.5K
|
17.7K
$849K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.53K+ 50.16% |
$72.3K - $75.2K
|
4.58K
$219K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$71K - $73.8K
|
1.5K
$71.8K
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.36K+ 1.96% |
$64.3K - $66.8K
|
70.7K
$3.38M
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.33K+ 28.84% |
$62.8K - $65.2K
|
5.93K
$284K
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
1.3K+ 9.4% |
$61.5K - $63.9K
|
15.1K
$724K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
1.29K+ 2.68% |
$61.2K - $63.6K
|
49.6K
$2.37M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 51.15% |
$61.1K - $63.5K
|
3.82K
$183K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22K+ 8.0% |
$57.8K - $60.1K
|
16.5K
$790K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.19K+ 6.58% |
$56.1K - $58.4K
|
19.2K
$920K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.12K+ 3.26% |
$52.9K - $55K
|
35.4K
$1.69M
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
1.1K+ 25.46% |
$52K - $54.1K
|
5.42K
$259K
|
|
May 11, 2022
Q1 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.1K+ 2.35% |
$52K - $54.1K
|
48K
$2.3M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.09K+ 3.52% |
$51.3K - $53.3K
|
31.9K
$1.53M
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.06K+ 10.36% |
$50.2K - $52.2K
|
11.3K
$541K
|