Purchases and Sales Made in Q2 2021 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 2021. 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 04, 2021
Q2 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.6K+ 5.32% |
$624K - $626K
|
250K
$11.8M
|
|
Aug 11, 2021
Q2 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.5KNew |
$620K - $623K
|
12.5K
$595K
|
|
Jul 28, 2021
Q2 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12K+ 17.71% |
$594K - $597K
|
79.8K
$3.79M
|
|
Aug 02, 2021
Q2 2021
|
Mc Adam, LLC
|
BUY
|
- |
11.7K+ 16.98% |
$577K - $580K
|
80.3K
$3.81M
|
|
Jul 28, 2021
Q2 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
11.5K+ 31.71% |
$569K - $572K
|
47.7K
$2.27M
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 31.1% |
$552K - $554K
|
47K
$2.23M
|
|
Aug 13, 2021
Q2 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 71.46% |
$548K - $550K
|
26.5K
$1.26M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11K+ 7.66% |
$546K - $549K
|
155K
$7.36M
|
|
Jul 23, 2021
Q2 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
10.6K+ 28.94% |
$526K - $529K
|
47.4K
$2.25M
|
|
Jul 15, 2021
Q2 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
10.1KNew |
$502K - $504K
|
10.1K
$482K
|
|
Jul 13, 2021
Q2 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
9.75KNew |
$483K - $485K
|
9.75K
$463K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.44K+ 38.05% |
$467K - $470K
|
34.3K
$1.63M
|
|
Jul 07, 2021
Q2 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
9.1K+ 11.57% |
$450K - $452K
|
87.7K
$4.17M
|
|
Dec 13, 2023
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.08K+ 59.53% |
$449K - $451K
|
24.3K
$1.15M
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
9.06KNew |
$448K - $450K
|
9.06K
$430K
|
|
Jul 21, 2021
Q2 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
8.96KNew |
$443K - $445K
|
8.96K
$425K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.48K+ 5.04% |
$420K - $422K
|
177K
$8.39M
|
|
Oct 13, 2021
Q2 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
7.98K+ 8.27% |
$395K - $397K
|
104K
$4.96M
|
|
Jul 29, 2021
Q2 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.35K+ 32.25% |
$364K - $366K
|
30.1K
$1.43M
|
|
Jul 19, 2021
Q2 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
7.28K+ 4.76% |
$361K - $362K
|
160K
$7.61M
|
|
Jul 26, 2021
Q2 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
7.24KNew |
$358K - $360K
|
7.24K
$344K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.22K+ 9140.51% |
$357K - $359K
|
7.3K
$347K
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
7.17KNew |
$355K - $356K
|
7.17K
$340K
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.8KNew |
$337K - $338K
|
6.8K
$323K
|
|
Aug 09, 2021
Q2 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.77K+ 17.63% |
$335K - $337K
|
45.2K
$2.14M
|
|
Jul 12, 2021
Q2 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
6.23KNew |
$308K - $310K
|
6.23K
$296K
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.16KNew |
$305K - $306K
|
6.16K
$292K
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
5.87KNew |
$290K - $292K
|
5.87K
$278K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
BUY
|
- |
5.82KNew |
$288K - $289K
|
5.82K
$276K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.74KNew |
$284K - $286K
|
5.74K
$273K
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
5.71K+ 94.02% |
$283K - $284K
|
11.8K
$560K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.5K+ 3.66% |
$272K - $273K
|
156K
$7.39M
|
|
Aug 12, 2021
Q2 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.25K+ 33.07% |
$260K - $261K
|
21.1K
$1M
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 65.38% |
$247K - $248K
|
12.6K
$600K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.58K+ 87.5% |
$227K - $228K
|
9.81K
$466K
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.49K+ 2.55% |
$222K - $223K
|
181K
$8.59M
|
|
Aug 04, 2021
Q2 2021
|
Evensky & Katz LLC
|
BUY
|
- |
4.44K+ 47.45% |
$220K - $221K
|
13.8K
$654K
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.4K+ 934.82% |
$218K - $219K
|
4.87K
$231K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.37K+ 11.31% |
$216K - $217K
|
43K
$2.04M
|
|
Aug 10, 2021
Q2 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
4.29KNew |
$212K - $213K
|
4.29K
$204K
|
|
Aug 11, 2021
Q2 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
4.19K+ 3.03% |
$207K - $208K
|
142K
$6.76M
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.08K+ 4.42% |
$202K - $203K
|
96.4K
$4.58M
|
|
Aug 03, 2021
Q2 2021
|
Smart Money Group LLC
|
BUY
|
- |
4.07K+ 55.98% |
$202K - $203K
|
11.4K
$539K
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
4.02K+ 11.13% |
$199K - $200K
|
40.2K
$1.91M
|
|
Jul 26, 2021
Q2 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.99K+ 28.06% |
$198K - $198K
|
18.2K
$865K
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
3.83K+ 8.49% |
$189K - $190K
|
48.9K
$2.32M
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.82K+ 44.09% |
$189K - $190K
|
12.5K
$592K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.81K+ 67.06% |
$188K - $189K
|
9.48K
$450K
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.73K+ 25.81% |
$184K - $185K
|
18.2K
$862K
|
|
Jul 13, 2021
Q2 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.7K+ 26.9% |
$183K - $184K
|
17.5K
$829K
|