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 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
989+ 13.5% |
$46.8K - $48.6K
|
8.32K
$398K
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
973+ 3.95% |
$46K - $47.8K
|
25.6K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
915New |
$43.3K - $45K
|
915
$43.8K
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
895+ 10.13% |
$42.3K - $44K
|
9.73K
$466K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
851+ 4.5% |
$40.3K - $41.8K
|
19.8K
$946K
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
747+ 4.25% |
$35.3K - $36.7K
|
18.3K
$876K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
725+ 3.62% |
$34.3K - $35.6K
|
20.8K
$994K
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
696+ 5.45% |
$32.9K - $34.2K
|
13.5K
$645K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
691+ 23.54% |
$32.7K - $34K
|
3.63K
$174K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
665+ 50.38% |
$31.5K - $32.7K
|
1.99K
$95K
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
620+ 1.2% |
$29.3K - $30.5K
|
52.5K
$2.51M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
575+ 11.03% |
$27.2K - $28.3K
|
5.79K
$277K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
569+ 4.92% |
$26.9K - $28K
|
12.1K
$581K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
568+ 2.65% |
$26.9K - $27.9K
|
22K
$1.05M
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
551+ 0.66% |
$26.1K - $27.1K
|
84.2K
$4.03M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
550+ 9.85% |
$26K - $27K
|
6.13K
$294K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
529+ 4.94% |
$25K - $26K
|
11.2K
$538K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
491New |
$23.2K - $24.1K
|
491
$23.5K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
458New |
$21.7K - $22.5K
|
458
$21.9K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
446New |
$21.1K - $21.9K
|
446
$21.4K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
407+ 0.94% |
$19.3K - $20K
|
43.6K
$2.09M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
402+ 0.56% |
$19K - $19.8K
|
72.3K
$3.46M
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
400+ 0.46% |
$18.9K - $19.7K
|
88K
$4.21M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
391+ 5.83% |
$18.5K - $19.2K
|
7.1K
$340K
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
BUY
|
- |
380+ 8.46% |
$18K - $18.7K
|
4.87K
$233K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
339+ 0.73% |
$16K - $16.7K
|
46.9K
$2.24M
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
330+ 0.63% |
$15.6K - $16.2K
|
53.1K
$2.54M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
317+ 1.34% |
$15K - $15.6K
|
24K
$1.15M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
300New |
$14.2K - $14.8K
|
300
$14.4K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
290+ 6.99% |
$13.7K - $14.3K
|
4.44K
$212K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
250+ 1.33% |
$11.8K - $12.3K
|
19.1K
$914K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
248+ 1.81% |
$11.7K - $12.2K
|
13.9K
$666K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
227+ 1.0% |
$10.7K - $11.2K
|
23K
$1.1M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
226+ 0.91% |
$10.7K - $11.1K
|
25K
$1.2M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
203+ 1.67% |
$9.6K - $9.98K
|
12.4K
$593K
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
202+ 1.12% |
$9.55K - $9.93K
|
18.2K
$870K
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
200+ 0.34% |
$9.46K - $9.83K
|
58.6K
$2.8M
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
184+ 1.25% |
$8.7K - $9.05K
|
14.9K
$714K
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
150+ 0.12% |
$7.1K - $7.38K
|
127K
$6.1M
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
133New |
$6.29K - $6.54K
|
133
$6.37K
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
95+ 2.24% |
$4.49K - $4.67K
|
4.33K
$207K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
92+ 1.0% |
$4.35K - $4.52K
|
9.27K
$444K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
41+ 0.1% |
$1.94K - $2.02K
|
40.2K
$1.93M
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
29+ 0.11% |
$1.37K - $1.43K
|
27.6K
$1.32M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
25+ 1.54% |
$1.18K - $1.23K
|
1.65K
$79K
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
17+ 0.15% |
$804 - $836
|
11.3K
$543K
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
17+ 0.07% |
$804 - $836
|
22.9K
$1.09M
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
16+ 2.38% |
$757 - $787
|
689
$33K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.09% |
$662 - $688
|
14.8K
$710K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.01% |
$473 - $492
|
107K
$5.14M
|