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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2020
Q2 2020
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
15.4KNew |
$745K - $771K
|
15.4K
$733K
|
|
|
Jul 27, 2020
Q2 2020
|
Kwmg, LLC
|
BUY
|
- |
14.4K+ 27.06% |
$697K - $722K
|
67.8K
$3.22M
|
|
|
Aug 14, 2020
Q2 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
13.5K+ 266.39% |
$649K - $672K
|
18.5K
$879K
|
|
|
Jul 22, 2020
Q2 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
13.2K+ 48.4% |
$635K - $658K
|
40.4K
$1.92M
|
|
|
Aug 04, 2020
Q2 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.4K+ 144.19% |
$600K - $621K
|
21.1K
$1M
|
|
|
Aug 05, 2020
Q2 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11.7K+ 18.09% |
$564K - $584K
|
76.4K
$3.63M
|
|
|
Aug 14, 2020
Q2 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11.5K+ 9.72% |
$556K - $575K
|
130K
$6.17M
|
|
|
Aug 12, 2020
Q2 2020
|
Bailard, Inc.
|
BUY
|
- |
11.4K+ 1.26% |
$548K - $568K
|
912K
$43.3M
|
|
|
Nov 23, 2020
Q2 2020
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
11.3K+ 18.19% |
$543K - $563K
|
73.2K
$3.47M
|
|
|
Aug 07, 2020
Q2 2020
|
Dakota Wealth Management
|
BUY
|
- |
11K+ 68.28% |
$533K - $552K
|
27.2K
$1.29M
|
|
|
Jul 13, 2020
Q2 2020
|
Piershale Financial Group, Inc.
|
BUY
|
- |
10.5KNew |
$507K - $525K
|
10.5K
$499K
|
|
|
Aug 12, 2020
Q2 2020
|
Old Mission Capital LLC
|
BUY
|
- |
10.5KNew |
$506K - $524K
|
10.5K
$498K
|
|
|
Aug 13, 2020
Q2 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
9.99K+ 198.12% |
$482K - $499K
|
15K
$714K
|
|
|
Jul 27, 2020
Q2 2020
|
Old National Bancorp
|
BUY
|
- |
8.63K+ 22.28% |
$416K - $431K
|
47.4K
$2.25M
|
|
|
Jul 31, 2020
Q2 2020
|
Xml Financial, LLC
|
BUY
|
- |
8.03K+ 10.44% |
$387K - $401K
|
84.9K
$4.03M
|
|
|
Aug 12, 2020
Q2 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.73KNew |
$373K - $386K
|
7.73K
$367K
|
|
|
Aug 13, 2020
Q2 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.98K+ 26.7% |
$337K - $349K
|
33.1K
$1.57M
|
|
|
Jul 29, 2020
Q2 2020
|
Eagle Ridge Investment Management
|
BUY
|
- |
6.91K+ 4.34% |
$334K - $345K
|
166K
$7.9M
|
|
|
Aug 17, 2020
Q2 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
6.63K+ 11.9% |
$320K - $331K
|
62.3K
$2.96M
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.36K+ 28.77% |
$307K - $318K
|
28.5K
$1.35M
|
|
|
Aug 12, 2020
Q2 2020
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.26K+ 7.13% |
$302K - $313K
|
94K
$4.46M
|
|
|
Aug 07, 2020
Q2 2020
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.22K+ 4.7% |
$300K - $311K
|
139K
$6.58M
|
|
|
Aug 07, 2020
Q2 2020
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.13KNew |
$295K - $306K
|
6.13K
$291K
|
|
|
Aug 12, 2020
Q2 2020
|
Sja Financial Advisory, LLC
|
BUY
|
- |
6.07K+ 25.36% |
$293K - $303K
|
30K
$1.42M
|
|
|
Aug 14, 2020
Q2 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.05KNew |
$292K - $302K
|
6.05K
$287K
|
|
|
Aug 14, 2020
Q2 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
5.66K+ 172.49% |
$273K - $283K
|
8.94K
$424K
|
|
|
Aug 06, 2020
Q2 2020
|
Investment Partners, Ltd.
|
BUY
|
- |
5.47KNew |
$264K - $273K
|
5.47K
$260K
|
|
|
Jul 28, 2020
Q2 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.39KNew |
$260K - $269K
|
5.39K
$256K
|
|
|
Jul 23, 2020
Q2 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.38K+ 6.72% |
$260K - $269K
|
85.4K
$4.06M
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.26K+ 4.19% |
$254K - $263K
|
131K
$6.21M
|
|
|
Jul 20, 2020
Q2 2020
|
Apella Capital, LLC
|
BUY
|
- |
5.21K+ 7.66% |
$252K - $260K
|
73.3K
$3.48M
|
|
|
Jul 31, 2020
Q2 2020
|
Leisure Capital Management
|
BUY
|
- |
5.19K+ 6.19% |
$250K - $259K
|
89K
$4.23M
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.13K+ 213.54% |
$247K - $256K
|
7.53K
$357K
|
|
|
Aug 05, 2020
Q2 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.02KNew |
$242K - $251K
|
5.02K
$238K
|
|
|
Aug 03, 2020
Q2 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.98K+ 8.15% |
$240K - $249K
|
66K
$3.14M
|
|
|
Aug 13, 2020
Q2 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.8K+ 55.99% |
$231K - $240K
|
13.4K
$634K
|
|
|
Aug 11, 2020
Q2 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.75K+ 36.01% |
$229K - $237K
|
17.9K
$852K
|
|
|
Jul 20, 2020
Q2 2020
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.75K+ 1.5% |
$229K - $237K
|
321K
$15.2M
|
|
|
Jul 16, 2020
Q2 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
4.61K+ 13.31% |
$222K - $230K
|
39.3K
$1.86M
|
|
|
Jul 08, 2020
Q2 2020
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.5K+ 5.7% |
$217K - $225K
|
83.5K
$3.97M
|
|
|
Aug 13, 2020
Q2 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$195K - $202K
|
4.05K
$192K
|
|
|
Aug 14, 2020
Q2 2020
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.86K+ 91.72% |
$186K - $193K
|
8.06K
$383K
|
|
|
Jul 14, 2020
Q2 2020
|
Lake Street Financial LLC
|
BUY
|
- |
3.7K+ 6.98% |
$178K - $185K
|
56.6K
$2.69M
|
|
|
Jul 31, 2020
Q2 2020
|
Columbus Macro, LLC
|
BUY
|
- |
3.44K+ 24.33% |
$166K - $172K
|
17.6K
$835K
|
|
|
Aug 19, 2020
Q2 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.35K+ 4.26% |
$162K - $167K
|
81.9K
$3.89M
|
|
|
Jul 31, 2020
Q2 2020
|
Mc Adam, LLC
|
BUY
|
- |
3.34K+ 6.7% |
$161K - $167K
|
53.1K
$2.52M
|
|
|
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
BUY
|
- |
3.3K+ 50.5% |
$159K - $165K
|
9.83K
$467K
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.8K+ 49.98% |
$135K - $140K
|
8.41K
$399K
|
|
|
Jul 30, 2020
Q2 2020
|
Hancock Whitney Corp
|
BUY
|
- |
2.62K+ 3.41% |
$127K - $131K
|
79.6K
$3.78M
|
|
|
Aug 11, 2020
Q2 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.6KNew |
$125K - $130K
|
2.6K
$123K
|