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 13, 2021
Q2 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
626+ 14.01% |
$31K - $31.1K
|
5.1K
$242K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
616New |
$30.5K - $30.6K
|
616
$29.2K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
584+ 0.85% |
$28.9K - $29K
|
69.3K
$3.29M
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
581New |
$28.8K - $28.9K
|
581
$27.6K
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
570+ 0.57% |
$28.2K - $28.3K
|
100K
$4.76M
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
500New |
$24.8K - $24.9K
|
500
$23.7K
|
|
Jul 13, 2021
Q2 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
490+ 2.92% |
$24.3K - $24.4K
|
17.3K
$819K
|
|
Aug 09, 2021
Q2 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
475+ 3.51% |
$23.5K - $23.6K
|
14K
$666K
|
|
Aug 06, 2021
Q2 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
437+ 20.63% |
$21.6K - $21.7K
|
2.56K
$121K
|
|
Sep 03, 2021
Q2 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
356+ 0.26% |
$17.6K - $17.7K
|
135K
$6.42M
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
350+ 1.24% |
$17.3K - $17.4K
|
28.5K
$1.36M
|
|
Jul 15, 2021
Q2 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
300New |
$14.9K - $14.9K
|
300
$14.2K
|
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
BUY
|
- |
286+ 7.02% |
$14.2K - $14.2K
|
4.36K
$207K
|
|
Aug 11, 2021
Q2 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
283+ 1.21% |
$14K - $14.1K
|
23.8K
$1.13M
|
|
Jul 14, 2021
Q2 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
275New |
$13.6K - $13.7K
|
275
$13.1K
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
272+ 1.56% |
$13.5K - $13.5K
|
17.7K
$842K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
250New |
$12.4K - $12.4K
|
250
$11.9K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
247New |
$12.2K - $12.3K
|
247
$11.7K
|
|
Jul 26, 2021
Q2 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
242+ 1.92% |
$12K - $12K
|
12.9K
$610K
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
230+ 4.78% |
$11.4K - $11.4K
|
5.04K
$239K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
188+ 0.52% |
$9.31K - $9.35K
|
36.1K
$1.71M
|
|
Aug 13, 2021
Q2 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
176+ 0.58% |
$8.71K - $8.75K
|
30.8K
$1.46M
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 0.64% |
$5.84K - $5.87K
|
18.6K
$884K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
115New |
$5.69K - $5.72K
|
115
$5.46K
|
|
Jul 23, 2021
Q2 2021
|
Successful Portfolios LLC
|
BUY
|
- |
110+ 2.7% |
$5.45K - $5.47K
|
4.19K
$199K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
105+ 7.45% |
$5.2K - $5.22K
|
1.51K
$71.9K
|
|
Aug 10, 2021
Q2 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
85+ 0.58% |
$4.21K - $4.23K
|
14.7K
$696K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
84+ 0.55% |
$4.16K - $4.18K
|
15.3K
$726K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
80New |
$3.96K - $3.98K
|
80
$3.8K
|
|
Aug 17, 2021
Q2 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
66+ 0.27% |
$3.27K - $3.28K
|
24.3K
$1.15M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
55New |
$2.72K - $2.74K
|
55
$2.61K
|
|
Aug 16, 2021
Q2 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
53+ 0.92% |
$2.62K - $2.64K
|
5.83K
$277K
|
|
Jul 29, 2021
Q2 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
52+ 0.19% |
$2.57K - $2.59K
|
27.4K
$1.3M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
51+ 3.09% |
$2.52K - $2.54K
|
1.7K
$80.9K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 1.38% |
$1.44K - $1.44K
|
2.14K
$101K
|
|
Aug 16, 2021
Q2 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
20+ 0.27% |
$990 - $995
|
7.41K
$352K
|
|
Aug 10, 2021
Q2 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
19+ 2.87% |
$941 - $945
|
680
$32.3K
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.12% |
$644 - $646
|
10.6K
$505K
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.2% |
$545 - $547
|
5.41K
$257K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
10+ 0.19% |
$495 - $497
|
5.16K
$245K
|
|
Aug 13, 2021
Q2 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10+ 0.09% |
$495 - $497
|
11.6K
$551K
|
|
Aug 16, 2021
Q2 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8+ 0.02% |
$396 - $398
|
41.5K
$1.97M
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.05% |
$297 - $298
|
11.9K
$567K
|
|
Aug 09, 2021
Q2 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4+ 0.04% |
$198 - $199
|
9.37K
$445K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
4+ 0.14% |
$198 - $199
|
2.9K
$137K
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.5 - $49.7
|
6.97K
$331K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.94% |
$49.5 - $49.7
|
107
$5.08K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$49.5 - $49.7
|
3.31K
$157K
|
|
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$49.5 - $49.7
|
505
$24K
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7- 3.78% |
$347 - $348
|
178
$8.45K
|