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 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
76+ 0.32% |
$3.67K - $3.8K
|
23.8K
$1.13M
|
|
Aug 05, 2020
Q2 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
76+ 1.36% |
$3.67K - $3.8K
|
5.66K
$269K
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51New |
$2.46K - $2.55K
|
51
$2.42K
|
|
Aug 05, 2020
Q2 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
47+ 0.35% |
$2.27K - $2.35K
|
13.5K
$641K
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
45+ 2.8% |
$2.17K - $2.25K
|
1.65K
$78.4K
|
|
Aug 13, 2020
Q2 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32+ 0.27% |
$1.54K - $1.6K
|
11.9K
$563K
|
|
Jul 21, 2020
Q2 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
28+ 0.15% |
$1.35K - $1.4K
|
18.6K
$884K
|
|
Aug 12, 2020
Q2 2020
|
Stone X Group Inc.
|
BUY
|
- |
9+ 0.2% |
$434 - $450
|
4.4K
$209K
|
|
Jul 21, 2020
Q2 2020
|
Brookstone Capital Management
|
BUY
|
- |
5+ 0.12% |
$241 - $250
|
4.24K
$201K
|
|
Aug 03, 2020
Q2 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.06% |
$241 - $250
|
8.58K
$407K
|
|
Aug 06, 2020
Q2 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.11% |
$241 - $250
|
4.37K
$207K
|
|
Jul 24, 2020
Q2 2020
|
Private Ocean, LLC
|
BUY
|
- |
3+ 0.33% |
$145 - $150
|
905
$43K
|
|
Aug 13, 2020
Q2 2020
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2+ 0.04% |
$96.5 - $99.9
|
5.04K
$239K
|
|
Aug 13, 2020
Q2 2020
|
Detalus Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$96.5 - $99.9
|
7.5K
$356K
|
|
Jul 21, 2020
Q2 2020
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-2- 0.13% |
$96.5 - $99.9
|
1.58K
$75K
|
|
Aug 06, 2020
Q2 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-9- 4.17% |
$434 - $450
|
207
$9.83K
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-30Closed |
$1.45K - $1.5K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-40- 0.44% |
$1.93K - $2K
|
9K
$427K
|
|
Aug 10, 2020
Q2 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-74- 1.58% |
$3.57K - $3.7K
|
4.6K
$218K
|
|
Aug 05, 2020
Q2 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-95- 0.25% |
$4.58K - $4.75K
|
37.8K
$1.79M
|
|
Aug 10, 2020
Q2 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-96- 2.53% |
$4.63K - $4.8K
|
3.7K
$175K
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-99Closed |
$4.78K - $4.95K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
Black Diamond Financial, LLC
|
SELL
|
- |
-100- 1.38% |
$4.82K - $5K
|
7.13K
$338K
|
|
Aug 13, 2020
Q2 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-105Closed |
$5.07K - $5.25K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Modera Wealth Management, LLC
|
SELL
|
- |
-107- 2.16% |
$5.16K - $5.35K
|
4.85K
$230K
|
|
Aug 13, 2020
Q2 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-108- 0.44% |
$5.21K - $5.4K
|
24.7K
$1.17M
|
|
Aug 14, 2020
Q2 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-118Closed |
$5.69K - $5.9K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-187Closed |
$9.02K - $9.34K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200- 3.87% |
$9.65K - $9.99K
|
4.96K
$236K
|
|
Jul 20, 2020
Q2 2020
|
Signature Wealth Management Group
|
SELL
|
- |
-200- 1.37% |
$9.65K - $9.99K
|
14.4K
$682K
|
|
Jul 16, 2020
Q2 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-207- 2.21% |
$9.99K - $10.3K
|
9.14K
$434K
|
|
Aug 11, 2020
Q2 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-210- 1.64% |
$10.1K - $10.5K
|
12.6K
$597K
|
|
Aug 14, 2020
Q2 2020
|
Pinnacle Associates LTD
|
SELL
|
- |
-210- 1.64% |
$10.1K - $10.5K
|
12.6K
$597K
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-215Closed |
$10.4K - $10.7K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-256Closed |
$12.3K - $12.8K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Diligent Investors, LLC
|
SELL
|
- |
-278- 3.84% |
$13.4K - $13.9K
|
6.97K
$331K
|
|
Jul 08, 2020
Q2 2020
|
Parkside Advisors LLC
|
SELL
|
- |
-291- 3.38% |
$14K - $14.5K
|
8.33K
$395K
|
|
Aug 13, 2020
Q2 2020
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-294- 1.21% |
$14.2K - $14.7K
|
24K
$1.14M
|
|
Aug 14, 2020
Q2 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-300- 5.15% |
$14.5K - $15K
|
5.52K
$262K
|
|
Jul 22, 2020
Q2 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-308- 2.3% |
$14.9K - $15.4K
|
13.1K
$621K
|
|
Aug 07, 2020
Q2 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-321- 0.7% |
$15.5K - $16K
|
45.7K
$2.17M
|
|
Aug 14, 2020
Q2 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-368- 87.0% |
$17.8K - $18.4K
|
55
$2.61K
|
|
Jul 17, 2020
Q2 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-369- 6.68% |
$17.8K - $18.4K
|
5.15K
$245K
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-399- 36.21% |
$19.2K - $19.9K
|
703
$33.4K
|
|
Jul 20, 2020
Q2 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-418- 31.43% |
$20.2K - $20.9K
|
912
$43.3K
|
|
Jul 09, 2020
Q2 2020
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-440- 3.91% |
$21.2K - $22K
|
10.8K
$513K
|
|
Jul 13, 2020
Q2 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-447- 2.4% |
$21.6K - $22.3K
|
18.2K
$864K
|
|
Jul 09, 2020
Q2 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-465- 6.27% |
$22.4K - $23.2K
|
6.95K
$330K
|
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-512- 50.0% |
$24.7K - $25.6K
|
512
$24.3K
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-534- 93.52% |
$25.8K - $26.7K
|
37
$1.76K
|