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
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.15K- 97.99% |
$354K - $356K
|
147
$6.98K
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-7.25KClosed |
$359K - $361K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-7.32KClosed |
$362K - $364K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-7.35K- 1.04% |
$364K - $366K
|
697K
$33.1M
|
|
Jan 18, 2022
Q2 2021
|
Apella Capital, LLC
|
SELL
|
- |
-7.9K- 10.19% |
$391K - $393K
|
69.6K
$3.3M
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-8.2K- 54.67% |
$406K - $408K
|
6.8K
$323K
|
|
Jul 29, 2021
Q2 2021
|
Bfsg, LLC
|
SELL
|
- |
-8.35KClosed |
$413K - $415K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8.76K- 13.92% |
$434K - $436K
|
54.2K
$2.57M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.46K- 9.76% |
$468K - $470K
|
87.4K
$4.15M
|
|
Aug 10, 2021
Q2 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 12.55% |
$498K - $501K
|
70.2K
$3.33M
|
|
Jul 30, 2021
Q2 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-10.1KClosed |
$500K - $502K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$515K - $517K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.6K- 0.72% |
$527K - $529K
|
1.47M
$69.9M
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.9K- 10.8% |
$538K - $540K
|
89.8K
$4.26M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
SELL
|
- |
-12.5K- 12.98% |
$617K - $620K
|
83.6K
$3.97M
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-12.7K- 7.46% |
$628K - $631K
|
157K
$7.47M
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.2KClosed |
$705K - $709K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-14.6K- 77.7% |
$724K - $728K
|
4.2K
$199K
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.8KClosed |
$734K - $738K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-15.3K- 30.57% |
$759K - $762K
|
34.8K
$1.65M
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.6K- 91.39% |
$824K - $828K
|
1.57K
$74.4K
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-16.8K- 10.75% |
$834K - $837K
|
140K
$6.64M
|
|
Aug 10, 2021
Q2 2021
|
Gen Trust, LLC
|
SELL
|
- |
-17.1K- 12.95% |
$844K - $848K
|
115K
$5.44M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 17.52% |
$866K - $870K
|
82.3K
$3.91M
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-18K- 58.22% |
$889K - $893K
|
12.9K
$612K
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-18.4KClosed |
$910K - $914K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-19.6K- 5.9% |
$972K - $977K
|
314K
$14.9M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-21.2K- 45.03% |
$1.05M - $1.05M
|
25.8K
$1.23M
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-23.2KClosed |
$1.15M - $1.15M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-24KClosed |
$1.19M - $1.19M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.1K- 4.51% |
$1.19M - $1.2M
|
511K
$24.2M
|
|
Aug 13, 2021
Q2 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-25.5K- 11.71% |
$1.26M - $1.27M
|
192K
$9.12M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.2K- 15.64% |
$1.3M - $1.3M
|
141K
$6.72M
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-27.6KClosed |
$1.37M - $1.37M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-28.1K- 29.19% |
$1.39M - $1.4M
|
68.1K
$3.23M
|
|
Aug 05, 2021
Q2 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-29.4K- 20.08% |
$1.45M - $1.46M
|
117K
$5.55M
|
|
Aug 12, 2021
Q2 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-37.8K- 80.51% |
$1.87M - $1.88M
|
9.14K
$434K
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-40.5K- 16.22% |
$2M - $2.01M
|
209K
$9.94M
|
|
Aug 12, 2021
Q2 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45.2KClosed |
$2.24M - $2.25M
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-53.4K- 29.19% |
$2.64M - $2.66M
|
129K
$6.15M
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-61.3K- 71.77% |
$3.03M - $3.05M
|
24.1K
$1.14M
|
|
Aug 10, 2021
Q2 2021
|
Gratus Capital LLC
|
SELL
|
- |
-68.8KClosed |
$3.41M - $3.42M
|
0
$0
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-69K- 97.98% |
$3.41M - $3.43M
|
1.42K
$67.4K
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-91.4K- 22.7% |
$4.52M - $4.54M
|
311K
$14.8M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-116K- 5.06% |
$5.74M - $5.77M
|
2.18M
$103M
|
|
Aug 03, 2021
Q2 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-127K- 54.81% |
$6.3M - $6.33M
|
105K
$4.98M
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-132K- 22.07% |
$6.53M - $6.57M
|
466K
$22.1M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-346K- 66.96% |
$17.1M - $17.2M
|
171K
$8.1M
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
SELL
|
- |
-676K- 77.65% |
$33.5M - $33.6M
|
195K
$9.25M
|