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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
10+ 0.11% |
$473 - $492
|
9.46K
$453K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6+ 0.01% |
$284 - $295
|
54.8K
$2.62M
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4+ 0.07% |
$189 - $197
|
5.34K
$256K
|
|
Apr 11, 2022
Q1 2022
|
Rfg Holdings, Inc.
|
BUY
|
- |
3+ 0.07% |
$142 - $148
|
4.37K
$209K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1- 0.01% |
$47.3 - $49.2
|
7.94K
$380K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1- 0.16% |
$47.3 - $49.2
|
638
$30.5K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-41- 0.33% |
$1.94K - $2.02K
|
12.6K
$602K
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-45- 0.77% |
$2.13K - $2.21K
|
5.77K
$276K
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-50- 20.83% |
$2.37K - $2.46K
|
190
$9.1K
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 0.42% |
$2.84K - $2.95K
|
14.3K
$686K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-60- 36.81% |
$2.84K - $2.95K
|
103
$4.93K
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-60- 1.26% |
$2.84K - $2.95K
|
4.71K
$225K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-138- 1.43% |
$6.53K - $6.79K
|
9.51K
$455K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-140- 7.29% |
$6.62K - $6.88K
|
1.78K
$85.2K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-167Closed |
$7.9K - $8.21K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-175- 2.57% |
$8.28K - $8.6K
|
6.62K
$317K
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-189- 1.15% |
$8.94K - $9.29K
|
16.3K
$779K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 1.41% |
$9.46K - $9.83K
|
14K
$670K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-225- 2.12% |
$10.6K - $11.1K
|
10.4K
$498K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-237- 0.22% |
$11.2K - $11.7K
|
106K
$5.07M
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-250Closed |
$11.8K - $12.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-267- 1.02% |
$12.6K - $13.1K
|
25.9K
$1.24M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-294- 1.42% |
$13.9K - $14.5K
|
20.5K
$980K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-298Closed |
$14.1K - $14.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-310- 4.23% |
$14.7K - $15.2K
|
7.02K
$336K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-312- 67.24% |
$14.8K - $15.3K
|
152
$7.28K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-322- 13.22% |
$15.2K - $15.8K
|
2.11K
$101K
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-326- 3.92% |
$15.4K - $16K
|
8K
$383K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-330- 0.76% |
$15.6K - $16.2K
|
43.3K
$2.07M
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-341- 0.57% |
$16.1K - $16.8K
|
59.2K
$2.84M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-348- 3.26% |
$16.5K - $17.1K
|
10.3K
$494K
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-349- 0.44% |
$16.5K - $17.2K
|
79.8K
$3.82M
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-358Closed |
$16.9K - $17.6K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-362- 53.79% |
$17.1K - $17.8K
|
311
$14.9K
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-364- 3.58% |
$17.2K - $17.9K
|
9.8K
$469K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-395- 6.71% |
$18.7K - $19.4K
|
5.49K
$263K
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-415- 25.95% |
$19.6K - $20.4K
|
1.18K
$56.7K
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-437- 2.16% |
$20.7K - $21.5K
|
19.8K
$949K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-491Closed |
$23.2K - $24.1K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-493- 2.64% |
$23.3K - $24.2K
|
18.2K
$871K
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-535Closed |
$25.3K - $26.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-541- 7.91% |
$25.6K - $26.6K
|
6.3K
$302K
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-573- 0.42% |
$27.1K - $28.2K
|
135K
$6.47M
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-600- 6.94% |
$28.4K - $29.5K
|
8.05K
$385K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-608- 8.44% |
$28.8K - $29.9K
|
6.6K
$316K
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-612- 7.33% |
$28.9K - $30.1K
|
7.74K
$370K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-620- 29.44% |
$29.3K - $30.5K
|
1.49K
$71.1K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-628- 39.72% |
$29.7K - $30.9K
|
953
$45.6K
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-661Closed |
$31.3K - $32.5K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
SELL
|
- |
-716- 9.23% |
$33.9K - $35.2K
|
7.04K
$337K
|