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
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 0.05% |
$990 - $995
|
37.1K
$1.76M
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-28- 0.45% |
$1.39K - $1.39K
|
6.13K
$291K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 8.85% |
$2.13K - $2.14K
|
443
$21K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-67Closed |
$3.32K - $3.33K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-68- 1.51% |
$3.37K - $3.38K
|
4.44K
$211K
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-83Closed |
$4.11K - $4.13K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-86- 0.62% |
$4.26K - $4.28K
|
13.8K
$653K
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-87Closed |
$4.31K - $4.33K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-89- 0.41% |
$4.41K - $4.43K
|
21.7K
$1.03M
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100- 1.33% |
$4.95K - $4.97K
|
7.43K
$353K
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-114- 1.06% |
$5.64K - $5.67K
|
10.6K
$505K
|
|
Aug 06, 2021
Q2 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-125- 6.86% |
$6.19K - $6.22K
|
1.7K
$80.6K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-150- 1.01% |
$7.43K - $7.46K
|
14.7K
$698K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-191- 1.41% |
$9.45K - $9.5K
|
13.3K
$634K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 3.58% |
$11.5K - $11.6K
|
6.28K
$298K
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-300- 10.34% |
$14.9K - $14.9K
|
2.6K
$123K
|
|
Aug 04, 2021
Q2 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-312- 5.68% |
$15.4K - $15.5K
|
5.18K
$246K
|
|
Aug 02, 2021
Q2 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-352- 0.72% |
$17.4K - $17.5K
|
48.6K
$2.31M
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-366- 1.99% |
$18.1K - $18.2K
|
18K
$854K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-389- 11.18% |
$19.3K - $19.3K
|
3.09K
$147K
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-431- 3.87% |
$21.3K - $21.4K
|
10.7K
$508K
|
|
Jul 26, 2021
Q2 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-438- 0.51% |
$21.7K - $21.8K
|
85.7K
$4.07M
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-447- 0.38% |
$22.1K - $22.2K
|
118K
$5.61M
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-491- 0.54% |
$24.3K - $24.4K
|
91K
$4.32M
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-498Closed |
$24.7K - $24.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-512Closed |
$25.3K - $25.5K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-534- 4.64% |
$26.4K - $26.6K
|
11K
$522K
|
|
Jul 19, 2021
Q2 2021
|
First United Bank & Trust
|
SELL
|
- |
-565- 6.15% |
$28K - $28.1K
|
8.63K
$410K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-565- 6.43% |
$28K - $28.1K
|
8.22K
$390K
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-614- 3.36% |
$30.4K - $30.5K
|
17.7K
$838K
|
|
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-616- 5.21% |
$30.5K - $30.6K
|
11.2K
$532K
|
|
Aug 04, 2021
Q2 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-622- 0.87% |
$30.8K - $30.9K
|
70.6K
$3.35M
|
|
Aug 10, 2021
Q2 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-638- 0.56% |
$31.6K - $31.7K
|
113K
$5.38M
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-665- 0.5% |
$32.9K - $33.1K
|
133K
$6.33M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-683- 11.71% |
$33.8K - $34K
|
5.15K
$245K
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
SELL
|
- |
-703- 9.22% |
$34.8K - $35K
|
6.92K
$329K
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-720- 4.81% |
$35.6K - $35.8K
|
14.2K
$676K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-721Closed |
$35.7K - $35.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-852Closed |
$42.2K - $42.4K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-858- 17.11% |
$42.5K - $42.7K
|
4.16K
$197K
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-863- 4.49% |
$42.7K - $42.9K
|
18.4K
$872K
|
|
Aug 10, 2021
Q2 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-880- 5.73% |
$43.6K - $43.8K
|
14.5K
$688K
|
|
Aug 10, 2021
Q2 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-924- 4.01% |
$45.7K - $46K
|
22.1K
$1.05M
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1KClosed |
$49.5K - $49.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.03K- 9.14% |
$50.8K - $51.1K
|
10.2K
$485K
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 21.56% |
$56.4K - $56.7K
|
4.15K
$197K
|
|
Jul 16, 2021
Q2 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.15K- 8.0% |
$56.8K - $57K
|
13.2K
$626K
|
|
Aug 16, 2021
Q2 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.18K- 13.47% |
$58.5K - $58.7K
|
7.59K
$360K
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.23K- 1.79% |
$60.9K - $61.2K
|
67.4K
$3.2M
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 97.13% |
$61.9K - $62.2K
|
37
$1.76K
|