Purchases and Sales Made in Q2 2022 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 2022. 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 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.98K+ 38.41% |
$371K - $378K
|
28.7K
$1.38M
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
7.86K+ 37.14% |
$366K - $373K
|
29K
$1.39M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.82KNew |
$364K - $371K
|
7.82K
$374K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
7.64K+ 96.27% |
$355K - $363K
|
15.6K
$746K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7KNew |
$326K - $332K
|
7K
$335K
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.9K+ 14.45% |
$321K - $327K
|
54.7K
$2.62M
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
6.85KNew |
$319K - $325K
|
6.85K
$328K
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
6.26K+ 43.86% |
$291K - $297K
|
20.5K
$982K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.21K+ 22.11% |
$289K - $295K
|
34.3K
$1.64M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.77KNew |
$268K - $274K
|
5.77K
$276K
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
5.62K+ 76.34% |
$261K - $267K
|
13K
$621K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.54K+ 1061.49% |
$258K - $263K
|
6.06K
$290K
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.53K+ 41.09% |
$257K - $263K
|
19K
$909K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
5.43KNew |
$253K - $258K
|
5.43K
$260K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.1K+ 51.98% |
$237K - $242K
|
14.9K
$714K
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.01KNew |
$233K - $238K
|
5.01K
$240K
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.92KNew |
$229K - $233K
|
4.92K
$235K
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.88K+ 6.75% |
$227K - $232K
|
77.2K
$3.7M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.82K+ 26.31% |
$224K - $228K
|
23.1K
$1.11M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4.8K+ 98.56% |
$223K - $228K
|
9.67K
$463K
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.65KNew |
$216K - $221K
|
4.65K
$223K
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$214K - $218K
|
4.6K
$220K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
4.6K+ 47.26% |
$214K - $218K
|
14.3K
$686K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.37K+ 8.52% |
$203K - $207K
|
55.6K
$2.66M
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.3KNew |
$200K - $204K
|
4.3K
$206K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
4.27KNew |
$198K - $202K
|
4.27K
$204K
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.14K+ 52.23% |
$193K - $197K
|
12.1K
$578K
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
4.08K+ 6.89% |
$190K - $193K
|
63.3K
$3.03M
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.94K+ 9.78% |
$183K - $187K
|
44.2K
$2.11M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.33K+ 13.33% |
$155K - $158K
|
28.3K
$1.36M
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.32K+ 0.4% |
$155K - $158K
|
835K
$40M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.3K+ 17.05% |
$153K - $156K
|
22.6K
$1.08M
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
3.15K+ 63.77% |
$147K - $149K
|
8.09K
$387K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.92K+ 4.52% |
$136K - $139K
|
67.6K
$3.24M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 4.47% |
$121K - $124K
|
61.1K
$2.92M
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.5K+ 6.8% |
$116K - $119K
|
39.3K
$1.88M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.45K+ 123.27% |
$114K - $116K
|
4.43K
$212K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.41K+ 113.96% |
$112K - $114K
|
4.52K
$216K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.38KNew |
$111K - $113K
|
2.38K
$114K
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.33K+ 28.05% |
$108K - $110K
|
10.6K
$508K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.32K+ 15.31% |
$108K - $110K
|
17.5K
$836K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.24KNew |
$104K - $106K
|
2.24K
$107K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2.22K+ 2770.0% |
$103K - $105K
|
2.3K
$110K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.11K+ 3.59% |
$97.9K - $99.9K
|
60.7K
$2.9M
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
2K+ 88.26% |
$93K - $94.9K
|
4.27K
$204K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.94KNew |
$90.1K - $91.9K
|
1.94K
$92.7K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.89K+ 4.36% |
$87.8K - $89.6K
|
45.2K
$2.16M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.86K+ 5.18% |
$86.7K - $88.4K
|
37.8K
$1.81M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.75K+ 21.27% |
$81.5K - $83.2K
|
9.99K
$478K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.75K+ 21.27% |
$81.5K - $83.2K
|
9.99K
$478K
|