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 |
---|---|---|---|---|---|---|---|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.72K- 15.25% |
$227K - $236K
|
26.2K
$1.24M
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.89KClosed |
$236K - $244K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.92K- 6.74% |
$237K - $246K
|
68K
$3.23M
|
|
Jul 15, 2020
Q2 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.11KClosed |
$247K - $255K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-5.28K- 85.43% |
$255K - $264K
|
900
$42.7K
|
|
Jul 16, 2020
Q2 2020
|
Sage Financial Group Inc
|
SELL
|
- |
-5.34K- 26.01% |
$258K - $267K
|
15.2K
$721K
|
|
Aug 05, 2020
Q2 2020
|
Wbh Advisory Inc
|
SELL
|
- |
-5.52KClosed |
$266K - $276K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.58KClosed |
$269K - $279K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5.86K- 22.63% |
$283K - $293K
|
20K
$952K
|
|
Jul 27, 2020
Q2 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.99K- 7.52% |
$289K - $299K
|
73.6K
$3.5M
|
|
Jul 13, 2020
Q2 2020
|
Successful Portfolios LLC
|
SELL
|
- |
-6.27KClosed |
$302K - $313K
|
0
$0
|
|
Jul 29, 2020
Q2 2020
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.43K- 4.0% |
$310K - $321K
|
154K
$7.33M
|
|
Aug 20, 2020
Q2 2020
|
Cypress Capital, LLC
|
SELL
|
- |
-6.78KClosed |
$327K - $339K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-7.1K- 70.89% |
$342K - $354K
|
2.91K
$138K
|
|
Aug 06, 2020
Q2 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.24K- 9.37% |
$349K - $362K
|
70K
$3.32M
|
|
Jul 23, 2020
Q2 2020
|
Janney Capital Management LLC
|
SELL
|
- |
-9.31K- 10.08% |
$449K - $465K
|
83.1K
$3.94M
|
|
Aug 06, 2020
Q2 2020
|
Cx Institutional
|
SELL
|
- |
-9.53K- 6.49% |
$460K - $476K
|
137K
$6.52M
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-9.75K- 12.73% |
$470K - $487K
|
66.9K
$3.17M
|
|
Nov 16, 2020
Q2 2020
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-9.81K- 1.14% |
$473K - $490K
|
850K
$40.4M
|
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-10.2KClosed |
$493K - $511K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-10.5K- 12.87% |
$507K - $525K
|
71.1K
$3.37M
|
|
Aug 14, 2020
Q2 2020
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.6K- 60.04% |
$606K - $628K
|
8.36K
$397K
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.7K- 58.79% |
$660K - $684K
|
9.6K
$456K
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-14.4K- 8.02% |
$694K - $718K
|
165K
$7.83M
|
|
Aug 11, 2020
Q2 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$731K - $757K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-16.1KClosed |
$777K - $805K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Assetmark, Inc
|
SELL
|
- |
-17.3K- 11.37% |
$835K - $865K
|
135K
$6.41M
|
|
Aug 14, 2020
Q2 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.7KClosed |
$902K - $935K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19KClosed |
$918K - $951K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-19.8K- 47.85% |
$954K - $988K
|
21.6K
$1.02M
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20.2KClosed |
$974K - $1.01M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-20.4K- 23.4% |
$983K - $1.02M
|
66.7K
$3.17M
|
|
Aug 13, 2020
Q2 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24K- 24.51% |
$1.16M - $1.2M
|
73.9K
$3.51M
|
|
Aug 12, 2020
Q2 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.2K- 41.89% |
$1.17M - $1.21M
|
33.6K
$1.59M
|
|
Jul 29, 2020
Q2 2020
|
Smart Money Group LLC
|
SELL
|
- |
-24.2K- 74.78% |
$1.17M - $1.21M
|
8.17K
$388K
|
|
Aug 14, 2020
Q2 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-24.5K- 4.53% |
$1.18M - $1.22M
|
516K
$24.5M
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.5K- 2.39% |
$1.42M - $1.47M
|
1.2M
$57.2M
|
|
Aug 17, 2020
Q2 2020
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-30K- 38.18% |
$1.45M - $1.5M
|
48.6K
$2.31M
|
|
Aug 05, 2020
Q2 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-36.8KClosed |
$1.77M - $1.84M
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38.1K- 34.08% |
$1.84M - $1.9M
|
73.8K
$3.5M
|
|
Jul 31, 2020
Q2 2020
|
Comerica Bank
|
SELL
|
- |
-39.4KClosed |
$1.9M - $1.97M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-40.4K- 41.1% |
$1.95M - $2.02M
|
57.9K
$2.75M
|
|
Jul 27, 2020
Q2 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-43.6KClosed |
$2.11M - $2.18M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47KClosed |
$2.27M - $2.35M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-70KClosed |
$3.38M - $3.5M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Truist Financial Corp
|
SELL
|
- |
-76.3K- 17.0% |
$3.68M - $3.81M
|
373K
$17.7M
|
|
Jul 13, 2020
Q2 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-88.6KClosed |
$4.28M - $4.43M
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-122K- 2.92% |
$5.87M - $6.07M
|
4.04M
$192M
|
|
Aug 05, 2020
Q2 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-125KClosed |
$6.02M - $6.23M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-125K- 52.08% |
$6.03M - $6.25M
|
115K
$5.46M
|