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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2021
Q2 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.61K+ 2.19% |
$179K - $180K
|
169K
$8.01M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.61K+ 8.62% |
$179K - $179K
|
45.5K
$2.16M
|
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
3.48K+ 10.23% |
$172K - $173K
|
37.5K
$1.78M
|
|
|
Aug 13, 2021
Q2 2021
|
Covington Capital Management
|
BUY
|
- |
3.38K+ 12.03% |
$167K - $168K
|
31.4K
$1.49M
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
3.3K+ 4.22% |
$163K - $164K
|
81.5K
$3.87M
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.23K+ 49.21% |
$160K - $160K
|
9.78K
$464K
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.03K+ 3.64% |
$150K - $151K
|
86.5K
$4.11M
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3KNew |
$149K - $149K
|
3K
$142K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.64K+ 19.64% |
$131K - $131K
|
16.1K
$763K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.6KNew |
$129K - $129K
|
2.6K
$124K
|
|
|
Aug 10, 2021
Q2 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.57K+ 4.35% |
$127K - $128K
|
61.7K
$2.93M
|
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
2.53K+ 3.91% |
$125K - $126K
|
67.3K
$3.19M
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.43K+ 36.47% |
$120K - $121K
|
9.08K
$431K
|
|
|
Aug 13, 2021
Q2 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.32K+ 53.33% |
$115K - $115K
|
6.67K
$317K
|
|
|
Jul 14, 2021
Q2 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.27K+ 5.38% |
$112K - $113K
|
44.4K
$2.11M
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.18K+ 10.68% |
$108K - $109K
|
22.6K
$1.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Crewe Advisors LLC
|
BUY
|
- |
2.18K+ 228.95% |
$108K - $108K
|
3.13K
$148K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.14K+ 18.2% |
$106K - $107K
|
13.9K
$661K
|
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
BUY
|
- |
2.12K+ 3.25% |
$105K - $105K
|
67.3K
$3.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.12K+ 4.52% |
$105K - $105K
|
48.9K
$2.32M
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.11K+ 3.8% |
$104K - $105K
|
57.5K
$2.73M
|
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.83K+ 4.04% |
$90.5K - $90.9K
|
47.1K
$2.24M
|
|
|
Aug 13, 2021
Q2 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.75KNew |
$86.6K - $87K
|
1.75K
$83.1K
|
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.72K+ 17.89% |
$85.1K - $85.5K
|
11.3K
$538K
|
|
|
Aug 09, 2021
Q2 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.67K+ 1.99% |
$82.7K - $83K
|
85.4K
$4.06M
|
|
|
Jul 29, 2021
Q2 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.61K+ 1.35% |
$79.8K - $80.2K
|
121K
$5.77M
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.55K+ 15.22% |
$76.5K - $76.8K
|
11.7K
$555K
|
|
|
Jul 16, 2021
Q2 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.47K+ 2.81% |
$72.8K - $73.1K
|
53.7K
$2.55M
|
|
|
Jul 26, 2021
Q2 2021
|
Windsor Group LTD
|
BUY
|
- |
1.35K+ 11.46% |
$66.8K - $67.1K
|
13.1K
$623K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.35K+ 231.56% |
$66.8K - $67.1K
|
1.93K
$91.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.27K+ 21.3% |
$62.9K - $63.2K
|
7.24K
$344K
|
|
|
Aug 04, 2021
Q2 2021
|
Cx Institutional
|
BUY
|
- |
1.22K+ 0.89% |
$60.4K - $60.7K
|
139K
$6.6M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 8.95% |
$58.7K - $58.9K
|
14.4K
$685K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.15K+ 6.14% |
$56.8K - $57K
|
19.8K
$941K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 15.31% |
$55.3K - $55.6K
|
8.42K
$400K
|
|
|
Jul 21, 2021
Q2 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.11K+ 4.51% |
$54.8K - $55.1K
|
25.7K
$1.22M
|
|
|
Dec 15, 2021
Q2 2021
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.05K+ 0.12% |
$51.9K - $52.1K
|
858K
$40.8M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.01K+ 4.73% |
$49.8K - $50.1K
|
22.3K
$1.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1K+ 2.01% |
$49.5K - $49.7K
|
50.8K
$2.41M
|
|
|
Jul 07, 2021
Q2 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
950+ 1.11% |
$47K - $47.2K
|
86.7K
$4.12M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
840+ 4.8% |
$41.6K - $41.8K
|
18.3K
$870K
|
|
|
Aug 03, 2021
Q2 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
825New |
$40.8K - $41K
|
825
$39.2K
|
|
|
Jul 26, 2021
Q2 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
800+ 15.23% |
$39.6K - $39.8K
|
6.05K
$287K
|
|
|
Jul 27, 2021
Q2 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
727+ 4.34% |
$36K - $36.2K
|
17.5K
$830K
|
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
713+ 1.32% |
$35.3K - $35.5K
|
54.7K
$2.6M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
703+ 13.24% |
$34.8K - $35K
|
6.01K
$285K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
695+ 7.98% |
$34.4K - $34.6K
|
9.41K
$447K
|
|
|
Jul 02, 2021
Q2 2021
|
Apella Capital, LLC
|
BUY
|
- |
686+ 0.89% |
$34K - $34.1K
|
77.5K
$3.68M
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
673New |
$33.3K - $33.5K
|
673
$32K
|
|
|
Jul 22, 2021
Q2 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
647+ 17.89% |
$32K - $32.2K
|
4.26K
$202K
|