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 13, 2020
Q2 2020
|
Covington Capital Management
|
BUY
|
- |
2.55K+ 11.19% |
$123K - $127K
|
25.3K
$1.2M
|
|
Jul 28, 2020
Q2 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$117K - $121K
|
2.42K
$115K
|
|
Aug 05, 2020
Q2 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.25K+ 21.38% |
$109K - $112K
|
12.8K
$606K
|
|
Aug 14, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.13K+ 9.67% |
$103K - $106K
|
24.2K
$1.15M
|
|
Jul 10, 2020
Q2 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.1K+ 3.09% |
$101K - $105K
|
70.1K
$3.33M
|
|
Aug 13, 2020
Q2 2020
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
2.06K+ 29.75% |
$99.2K - $103K
|
8.97K
$426K
|
|
Aug 11, 2020
Q2 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.01K+ 0.74% |
$96.8K - $100K
|
273K
$12.9M
|
|
Jul 16, 2020
Q2 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
2K+ 9.01% |
$96.5K - $99.9K
|
24.2K
$1.15M
|
|
Aug 03, 2020
Q2 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.99K+ 19.01% |
$95.9K - $99.3K
|
12.4K
$591K
|
|
Jul 23, 2020
Q2 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
1.97KNew |
$95.1K - $98.5K
|
1.97K
$93.6K
|
|
Aug 17, 2020
Q2 2020
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.74K+ 13.83% |
$84K - $87K
|
14.3K
$680K
|
|
Aug 14, 2020
Q2 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.66K+ 2.39% |
$80.1K - $82.9K
|
71K
$3.37M
|
|
Aug 14, 2020
Q2 2020
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.65K+ 2.79% |
$79.7K - $82.6K
|
60.9K
$2.89M
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.51K+ 14.44% |
$73K - $75.6K
|
12K
$570K
|
|
Aug 03, 2020
Q2 2020
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.49K+ 7.56% |
$71.8K - $74.3K
|
21.2K
$1M
|
|
Aug 10, 2020
Q2 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.45K+ 12.94% |
$69.7K - $72.2K
|
12.6K
$599K
|
|
Aug 10, 2020
Q2 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43K+ 2.92% |
$68.8K - $71.3K
|
50.4K
$2.39M
|
|
Jul 06, 2020
Q2 2020
|
Windsor Group LTD
|
BUY
|
- |
1.35K+ 21.51% |
$65.2K - $67.5K
|
7.63K
$362K
|
|
Jul 08, 2020
Q2 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.34K+ 14.02% |
$64.4K - $66.7K
|
10.9K
$516K
|
|
Aug 05, 2020
Q2 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.31K+ 11.87% |
$63.1K - $65.3K
|
12.3K
$585K
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.3K+ 24.14% |
$62.5K - $64.7K
|
6.66K
$316K
|
|
Jul 08, 2020
Q2 2020
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.11K+ 26.16% |
$53.4K - $55.3K
|
5.34K
$253K
|
|
Aug 14, 2020
Q2 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 28.69% |
$52.1K - $54K
|
4.85K
$230K
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$48.2K - $50K
|
1K
$47.5K
|
|
Jul 28, 2020
Q2 2020
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 3.36% |
$48.2K - $50K
|
30.7K
$1.46M
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1KNew |
$48.2K - $50K
|
1K
$47.5K
|
|
Aug 11, 2020
Q2 2020
|
Uma Financial Services, Inc.
|
BUY
|
- |
988+ 18.99% |
$47.7K - $49.4K
|
6.19K
$294K
|
|
Jul 28, 2020
Q2 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
830+ 1.85% |
$40K - $41.5K
|
45.6K
$2.16M
|
|
Aug 11, 2020
Q2 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
746New |
$36K - $37.3K
|
746
$35.4K
|
|
Jul 17, 2020
Q2 2020
|
Trust CO
|
BUY
|
- |
743New |
$35.8K - $37.1K
|
743
$35.3K
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
BUY
|
- |
730+ 1.37% |
$35.2K - $36.5K
|
54.1K
$2.57M
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
666+ 2.65% |
$32.1K - $33.3K
|
25.8K
$1.23M
|
|
Jul 06, 2020
Q2 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
622+ 2.07% |
$30K - $31.1K
|
30.7K
$1.46M
|
|
Jul 15, 2020
Q2 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
594+ 10.41% |
$28.7K - $29.7K
|
6.3K
$299K
|
|
Jul 29, 2020
Q2 2020
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
555+ 44.83% |
$26.8K - $27.7K
|
1.79K
$85.1K
|
|
Jul 29, 2020
Q2 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
500+ 31.25% |
$24.1K - $25K
|
2.1K
$99.7K
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
491New |
$23.7K - $24.5K
|
491
$23.3K
|
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
446New |
$21.5K - $22.3K
|
446
$21.2K
|
|
Jul 16, 2020
Q2 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
390+ 29.95% |
$18.8K - $19.5K
|
1.69K
$80.3K
|
|
Aug 04, 2020
Q2 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
350+ 3.3% |
$16.9K - $17.5K
|
11K
$520K
|
|
Jul 17, 2020
Q2 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
344+ 6.53% |
$16.6K - $17.2K
|
5.62K
$267K
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
281+ 1.41% |
$13.6K - $14K
|
20.2K
$959K
|
|
Jul 14, 2020
Q2 2020
|
First United Bank & Trust
|
BUY
|
- |
275+ 1.88% |
$13.3K - $13.7K
|
14.9K
$708K
|
|
Aug 13, 2020
Q2 2020
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
263+ 0.78% |
$12.7K - $13.1K
|
34.1K
$1.62M
|
|
Aug 05, 2020
Q2 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
230+ 22.44% |
$11.1K - $11.5K
|
1.26K
$59.6K
|
|
Aug 12, 2020
Q2 2020
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
201New |
$9.7K - $10K
|
201
$9.54K
|
|
Aug 10, 2020
Q2 2020
|
Keybank National Association
|
BUY
|
- |
183+ 1.64% |
$8.83K - $9.14K
|
11.3K
$538K
|
|
Jul 20, 2020
Q2 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
109New |
$5.26K - $5.45K
|
109
$5.18K
|
|
Aug 14, 2020
Q2 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
88New |
$4.25K - $4.4K
|
88
$4.18K
|
|
Jul 13, 2020
Q2 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
83+ 0.31% |
$4K - $4.15K
|
27.1K
$1.29M
|