Purchases and Sales Made in Q2 2020 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2020
Q2 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.71M+ 55.23% |
$82.5M - $85.4M
|
4.81M
$228M
|
|
|
Aug 10, 2020
Q2 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.33M+ 64.62% |
$64M - $66.3M
|
3.38M
$161M
|
|
|
Aug 13, 2020
Q2 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
574K+ 232.68% |
$27.7M - $28.7M
|
820K
$38.9M
|
|
|
Aug 13, 2020
Q2 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
460K+ 5457.53% |
$22.2M - $23M
|
469K
$22.3M
|
|
|
Jul 21, 2020
Q2 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
424KNew |
$20.4M - $21.2M
|
424K
$20.1M
|
|
|
Aug 13, 2020
Q2 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
417K+ 107.25% |
$20.1M - $20.9M
|
807K
$38.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
387K+ 8215.96% |
$18.7M - $19.3M
|
392K
$18.6M
|
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
285K+ 14.26% |
$13.8M - $14.2M
|
2.29M
$109M
|
|
|
Aug 14, 2020
Q2 2020
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
246K+ 100.73% |
$11.9M - $12.3M
|
490K
$23.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
241K+ 226.56% |
$11.6M - $12M
|
347K
$16.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
218K+ 19.92% |
$10.5M - $10.9M
|
1.31M
$62.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Gen Trust, LLC
|
BUY
|
- |
201K+ 52.46% |
$9.69M - $10M
|
584K
$27.7M
|
|
|
Aug 14, 2020
Q2 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
166KNew |
$8.03M - $8.31M
|
166K
$7.9M
|
|
|
Aug 13, 2020
Q2 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
138KNew |
$6.65M - $6.89M
|
138K
$6.55M
|
|
|
Jul 17, 2020
Q2 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136K+ 33.84% |
$6.55M - $6.78M
|
537K
$25.5M
|
|
|
Aug 12, 2020
Q2 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
118K+ 23.34% |
$5.7M - $5.91M
|
625K
$29.7M
|
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98.5K+ 43.88% |
$4.75M - $4.92M
|
323K
$15.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Main Street Investment Advisors LLC
|
BUY
|
- |
97.3KNew |
$4.69M - $4.86M
|
97.3K
$4.62M
|
|
|
Jul 13, 2020
Q2 2020
|
Relaxing Retirement Coach
|
BUY
|
- |
91.8KNew |
$4.43M - $4.59M
|
91.8K
$4.36M
|
|
|
Aug 11, 2020
Q2 2020
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
74.2K+ 570.02% |
$3.58M - $3.71M
|
87.3K
$4.14M
|
|
|
Aug 14, 2020
Q2 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.9K+ 12.53% |
$3.23M - $3.34M
|
601K
$28.5M
|
|
|
Aug 13, 2020
Q2 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
63.2K+ 6886.27% |
$3.05M - $3.16M
|
64.1K
$3.04M
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
60.7KNew |
$2.93M - $3.03M
|
60.7K
$2.88M
|
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
58.8K+ 35.58% |
$2.84M - $2.94M
|
224K
$10.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
53.2K+ 55.27% |
$2.56M - $2.66M
|
149K
$7.09M
|
|
|
Jul 10, 2020
Q2 2020
|
Manning & Napier Group, LLC
|
BUY
|
- |
47.3K+ 29.3% |
$2.28M - $2.36M
|
209K
$9.91M
|
|
|
Aug 20, 2020
Q2 2020
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
45.5K+ 122.87% |
$2.2M - $2.27M
|
82.6K
$3.92M
|
|
|
Aug 17, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
45KNew |
$2.17M - $2.25M
|
45K
$2.13M
|
|
|
Jul 21, 2020
Q2 2020
|
Altfest L J & CO Inc
|
BUY
|
- |
38.3K+ 122.42% |
$1.85M - $1.91M
|
69.5K
$3.3M
|
|
|
Nov 12, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
BUY
|
- |
36.8KNew |
$1.77M - $1.84M
|
36.8K
$1.74M
|
|
|
Jul 31, 2020
Q2 2020
|
Ubs Group Ag
|
BUY
|
- |
34.4K+ 4.58% |
$1.66M - $1.72M
|
784K
$37.2M
|
|
|
Jul 17, 2020
Q2 2020
|
Corbenic Partners LLC
|
BUY
|
- |
34.1K+ 39150.57% |
$1.64M - $1.7M
|
34.1K
$1.62M
|
|
|
Aug 03, 2020
Q2 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
31.9K+ 27.33% |
$1.54M - $1.6M
|
149K
$7.06M
|
|
|
Aug 12, 2020
Q2 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29K+ 2.92% |
$1.4M - $1.45M
|
1.02M
$48.6M
|
|
|
Jul 29, 2020
Q2 2020
|
Mattern Wealth Management LLC
|
BUY
|
- |
28.6K+ 231.14% |
$1.38M - $1.43M
|
41K
$1.95M
|
|
|
Jul 31, 2020
Q2 2020
|
Lincoln National Corp
|
BUY
|
- |
27.6K+ 60.48% |
$1.33M - $1.38M
|
73.3K
$3.48M
|
|
|
Aug 13, 2020
Q2 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27.4KNew |
$1.32M - $1.37M
|
27.4K
$1.3M
|
|
|
Jul 24, 2020
Q2 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
27K+ 107.18% |
$1.3M - $1.35M
|
52.2K
$2.48M
|
|
|
Aug 28, 2020
Q2 2020
|
Advisor Os, LLC
|
BUY
|
- |
26.5KNew |
$1.28M - $1.33M
|
26.5K
$1.26M
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
BUY
|
- |
25.6KNew |
$1.23M - $1.28M
|
25.6K
$1.21M
|
|
|
Aug 13, 2020
Q2 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
24.6K+ 409.68% |
$1.19M - $1.23M
|
30.6K
$1.45M
|
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24K+ 430.29% |
$1.16M - $1.2M
|
29.6K
$1.4M
|
|
|
Aug 07, 2020
Q2 2020
|
Estate Counselors, LLC
|
BUY
|
- |
21.2K+ 75.99% |
$1.02M - $1.06M
|
49.1K
$2.33M
|
|
|
Jul 21, 2020
Q2 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20.7KNew |
$998K - $1.03M
|
20.7K
$982K
|
|
|
Jul 31, 2020
Q2 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
20.3K+ 173.53% |
$978K - $1.01M
|
32K
$1.52M
|
|
|
Jul 24, 2020
Q2 2020
|
Allworth Financial LP
|
BUY
|
- |
19.1K+ 19.89% |
$921K - $954K
|
115K
$5.46M
|
|
|
Aug 16, 2024
Q2 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.8K+ 15.53% |
$859K - $890K
|
132K
$6.29M
|
|
|
Jul 23, 2020
Q2 2020
|
Parkside Investments, LLC
|
BUY
|
- |
17.4K+ 18.92% |
$838K - $868K
|
109K
$5.19M
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
BUY
|
- |
15.5K+ 78.92% |
$747K - $774K
|
35.1K
$1.67M
|
|
|
Jul 20, 2020
Q2 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
15.5K+ 33.76% |
$746K - $772K
|
61.2K
$2.91M
|