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 14, 2020
Q2 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-534- 2.83% |
$25.8K - $26.7K
|
18.4K
$872K
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-593- 30.61% |
$28.6K - $29.6K
|
1.34K
$63.8K
|
|
|
Aug 11, 2020
Q2 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-642- 5.32% |
$31K - $32.1K
|
11.4K
$543K
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-647- 13.15% |
$31.2K - $32.3K
|
4.28K
$203K
|
|
|
Jul 09, 2020
Q2 2020
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-648- 3.15% |
$31.3K - $32.4K
|
19.9K
$945K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-650- 2.72% |
$31.4K - $32.5K
|
23.2K
$1.1M
|
|
|
Aug 13, 2020
Q2 2020
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-800- 1.74% |
$38.6K - $40K
|
45.2K
$2.14M
|
|
|
Jul 16, 2020
Q2 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-812Closed |
$39.2K - $40.6K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-856- 2.37% |
$41.3K - $42.8K
|
35.2K
$1.67M
|
|
|
Feb 13, 2024
Q2 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-975- 40.04% |
$47K - $48.7K
|
1.46K
$69.3K
|
|
|
Aug 03, 2020
Q2 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-975- 40.04% |
$47K - $48.7K
|
1.46K
$69.3K
|
|
|
Aug 10, 2020
Q2 2020
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-998- 9.58% |
$48.1K - $49.9K
|
9.42K
$447K
|
|
|
Aug 12, 2020
Q2 2020
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.09K- 9.19% |
$52.5K - $54.4K
|
10.8K
$511K
|
|
|
Jul 23, 2020
Q2 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.1K- 9.95% |
$53.1K - $55K
|
9.96K
$473K
|
|
|
Aug 14, 2020
Q2 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 0.96% |
$54K - $55.9K
|
115K
$5.45M
|
|
|
Aug 13, 2020
Q2 2020
|
Amg National Trust Bank
|
SELL
|
- |
-1.14K- 10.94% |
$54.9K - $56.9K
|
9.27K
$440K
|
|
|
Aug 14, 2020
Q2 2020
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.14K- 0.51% |
$55.1K - $57.1K
|
224K
$10.6M
|
|
|
Jul 22, 2020
Q2 2020
|
Bfsg, LLC
|
SELL
|
- |
-1.2K- 10.66% |
$57.9K - $60K
|
10.1K
$477K
|
|
|
Jul 30, 2020
Q2 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.23K- 21.22% |
$59.5K - $61.7K
|
4.58K
$218K
|
|
|
Jul 16, 2020
Q2 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-1.3K- 8.44% |
$62.7K - $64.9K
|
14.1K
$669K
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.34K- 25.3% |
$64.8K - $67.1K
|
3.97K
$188K
|
|
|
Oct 22, 2020
Q2 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 5.58% |
$65.1K - $67.4K
|
22.8K
$1.08M
|
|
|
Aug 03, 2020
Q2 2020
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.47K- 3.05% |
$70.8K - $73.3K
|
46.7K
$2.22M
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.56K- 4.61% |
$75.1K - $77.8K
|
32.2K
$1.53M
|
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.66K- 3.13% |
$79.9K - $82.7K
|
51.3K
$2.44M
|
|
|
Aug 06, 2020
Q2 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 34.07% |
$82.3K - $85.3K
|
3.3K
$157K
|
|
|
Aug 07, 2020
Q2 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.87K- 75.92% |
$90.4K - $93.6K
|
594
$28.2K
|
|
|
Jul 16, 2020
Q2 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.88K- 29.3% |
$90.5K - $93.8K
|
4.53K
$215K
|
|
|
Aug 05, 2020
Q2 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-2.05K- 6.57% |
$98.9K - $102K
|
29.2K
$1.38M
|
|
|
Aug 13, 2020
Q2 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.1K- 11.19% |
$101K - $105K
|
16.7K
$792K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.26K- 48.73% |
$109K - $113K
|
2.38K
$113K
|
|
|
Jul 15, 2020
Q2 2020
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.29K- 18.62% |
$110K - $114K
|
9.99K
$474K
|
|
|
Aug 14, 2020
Q2 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.32K- 4.24% |
$112K - $116K
|
52.5K
$2.49M
|
|
|
Aug 13, 2020
Q2 2020
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.35K- 9.33% |
$113K - $117K
|
22.8K
$1.08M
|
|
|
Aug 12, 2020
Q2 2020
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.42K- 17.22% |
$117K - $121K
|
11.6K
$552K
|
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.75K- 7.18% |
$133K - $138K
|
35.6K
$1.69M
|
|
|
Aug 05, 2020
Q2 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.77K- 26.78% |
$133K - $138K
|
7.57K
$359K
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.97K- 9.99% |
$143K - $148K
|
26.8K
$1.27M
|
|
|
Jul 24, 2020
Q2 2020
|
James Investment Research Inc
|
SELL
|
- |
-3.02K- 2.55% |
$145K - $151K
|
115K
$5.48M
|
|
|
Jul 24, 2020
Q2 2020
|
Moseley Investment Management Inc
|
SELL
|
- |
-3.04K- 7.92% |
$147K - $152K
|
35.3K
$1.68M
|
|
|
May 18, 2021
Q2 2020
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.07K- 10.49% |
$148K - $153K
|
26.2K
$1.24M
|
|
|
Aug 12, 2020
Q2 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.19K- 17.41% |
$154K - $159K
|
15.1K
$717K
|
|
|
Jul 22, 2020
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-3.3K- 33.55% |
$159K - $165K
|
6.53K
$310K
|
|
|
Jul 13, 2020
Q2 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3.44K- 2.78% |
$166K - $172K
|
121K
$5.72M
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.56K- 40.51% |
$171K - $178K
|
5.22K
$248K
|
|
|
Jul 02, 2020
Q2 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.09K- 8.48% |
$197K - $204K
|
44.1K
$2.09M
|
|
|
Aug 13, 2020
Q2 2020
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-4.3KClosed |
$207K - $215K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.32KClosed |
$208K - $216K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Prairie View Partners, LLC
|
SELL
|
- |
-4.39K- 6.29% |
$212K - $219K
|
65.3K
$3.1M
|
|
|
Jul 14, 2020
Q2 2020
|
Brio Consultants, LLC
|
SELL
|
- |
-4.39KClosed |
$212K - $220K
|
0
$0
|