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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-24.9K- 78.56% |
$1.16M - $1.18M
|
6.8K
$326K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-25.8K- 25.61% |
$1.2M - $1.23M
|
75.1K
$3.59M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26.5KClosed |
$1.23M - $1.26M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-30.4KClosed |
$1.41M - $1.44M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-30.5K- 3.85% |
$1.42M - $1.45M
|
761K
$36.4M
|
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
SELL
|
- |
-30.7K- 61.94% |
$1.43M - $1.46M
|
18.9K
$903K
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-31.6K- 87.06% |
$1.47M - $1.5M
|
4.7K
$225K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-31.9KClosed |
$1.48M - $1.51M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-32.5K- 17.48% |
$1.51M - $1.54M
|
153K
$7.34M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-34.4K- 55.21% |
$1.6M - $1.63M
|
27.9K
$1.33M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.8K- 58.11% |
$1.66M - $1.7M
|
25.8K
$1.23M
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-40K- 49.77% |
$1.86M - $1.9M
|
40.4K
$1.93M
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
SELL
|
- |
-40.3K- 74.01% |
$1.88M - $1.91M
|
14.2K
$678K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.4KClosed |
$1.88M - $1.92M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-40.7KClosed |
$1.89M - $1.93M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-41.9K- 10.57% |
$1.95M - $1.99M
|
354K
$16.9M
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-42.1K- 33.0% |
$1.96M - $2M
|
85.4K
$4.09M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-43.3K- 66.26% |
$2.01M - $2.05M
|
22K
$1.05M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-43.5K- 16.2% |
$2.02M - $2.06M
|
225K
$10.8M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-46.1K- 36.08% |
$2.14M - $2.19M
|
81.6K
$3.91M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48.3K- 1.07% |
$2.25M - $2.29M
|
4.45M
$213M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55K- 3.14% |
$2.56M - $2.61M
|
1.7M
$81.2M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-55.3K- 60.54% |
$2.57M - $2.63M
|
36.1K
$1.73M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-57.5K- 7.28% |
$2.67M - $2.73M
|
732K
$35.1M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-62.8K- 14.7% |
$2.92M - $2.98M
|
365K
$17.5M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-72.5K- 5.92% |
$3.37M - $3.44M
|
1.15M
$55.2M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-74.3KClosed |
$3.46M - $3.52M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-77.4K- 36.32% |
$3.6M - $3.67M
|
136K
$6.49M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-85.7K- 48.07% |
$3.98M - $4.06M
|
92.6K
$4.43M
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-94.6KClosed |
$4.4M - $4.49M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-95.9K- 44.11% |
$4.46M - $4.55M
|
122K
$5.82M
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-118KClosed |
$5.49M - $5.6M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-143K- 37.94% |
$6.67M - $6.81M
|
235K
$11.2M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-160K- 90.89% |
$7.44M - $7.59M
|
16K
$767K
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-162KClosed |
$7.56M - $7.71M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-172K- 64.28% |
$8.01M - $8.17M
|
95.7K
$4.58M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-183K- 2.12% |
$8.51M - $8.68M
|
8.46M
$405M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-226K- 29.55% |
$10.5M - $10.7M
|
539K
$25.8M
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-301KClosed |
$14M - $14.3M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-336K- 58.34% |
$15.6M - $16M
|
240K
$11.5M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-338K- 44.18% |
$15.7M - $16.1M
|
428K
$20.5M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-550K- 11.44% |
$25.6M - $26.1M
|
4.26M
$204M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-645K- 98.45% |
$30M - $30.6M
|
10.1K
$486K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-670K- 7.22% |
$31.2M - $31.8M
|
8.61M
$412M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-670K- 7.22% |
$31.2M - $31.8M
|
8.61M
$412M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-970K- 66.96% |
$45.1M - $46M
|
479K
$22.9M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.01M- 5.31% |
$47.1M - $48M
|
18M
$864M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.85M- 54.09% |
$133M - $135M
|
2.42M
$116M
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-4.16M- 97.6% |
$194M - $197M
|
102K
$4.9M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.04M- 57.55% |
$281M - $286M
|
4.45M
$213M
|