Purchases and Sales Made in Q3 2020 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 1.75% |
$683K - $687K
|
798K
$37.9M
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13K+ 284.0% |
$648K - $651K
|
17.6K
$835K
|
|
Aug 16, 2024
Q3 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.9K+ 8.96% |
$591K - $594K
|
144K
$6.85M
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
11.8K+ 18.85% |
$585K - $588K
|
74.1K
$3.52M
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.7KNew |
$581K - $585K
|
11.7K
$555K
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
11.6K+ 3.12% |
$578K - $582K
|
384K
$18.2M
|
|
Oct 22, 2020
Q3 2020
|
Apella Capital, LLC
|
BUY
|
- |
11.4K+ 15.56% |
$567K - $571K
|
84.7K
$4.02M
|
|
Oct 29, 2020
Q3 2020
|
Manning & Napier Group, LLC
|
BUY
|
- |
10.5K+ 5.05% |
$524K - $527K
|
219K
$10.4M
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 14.64% |
$517K - $520K
|
81.4K
$3.86M
|
|
Nov 13, 2020
Q3 2020
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
10.2K+ 202.42% |
$507K - $510K
|
15.2K
$723K
|
|
Nov 04, 2020
Q3 2020
|
Capital Insight Partners, LLC
|
BUY
|
- |
10.2KNew |
$506K - $509K
|
10.2K
$482K
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.1K+ 13.72% |
$503K - $507K
|
83.9K
$3.98M
|
|
Nov 13, 2020
Q3 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.91K+ 27.85% |
$493K - $496K
|
45.5K
$2.16M
|
|
Nov 09, 2020
Q3 2020
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.72K+ 27.29% |
$434K - $437K
|
40.7K
$1.93M
|
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$406K - $408K
|
8.15K
$387K
|
|
Oct 23, 2020
Q3 2020
|
Leisure Capital Management
|
BUY
|
- |
8.04K+ 9.03% |
$400K - $403K
|
97.1K
$4.61M
|
|
Oct 07, 2020
Q3 2020
|
Kwmg, LLC
|
BUY
|
- |
7.92K+ 11.68% |
$394K - $397K
|
75.8K
$3.6M
|
|
Nov 12, 2020
Q3 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.71K+ 4.68% |
$384K - $386K
|
173K
$8.2M
|
|
Oct 20, 2020
Q3 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.7K+ 17.44% |
$383K - $385K
|
51.8K
$2.46M
|
|
Oct 21, 2020
Q3 2020
|
Evensky & Katz LLC
|
BUY
|
- |
7.27K+ 249.59% |
$362K - $364K
|
10.2K
$484K
|
|
Oct 19, 2020
Q3 2020
|
Confluence Investment Management LLC
|
BUY
|
- |
7.16KNew |
$356K - $358K
|
7.16K
$340K
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
BUY
|
- |
6.79K+ 7.99% |
$338K - $340K
|
91.7K
$4.35M
|
|
Oct 06, 2020
Q3 2020
|
Alaska Permanent Capital Management
|
BUY
|
- |
6.61K+ 11.37% |
$329K - $331K
|
64.7K
$3.07M
|
|
Oct 26, 2020
Q3 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
6.29KNew |
$313K - $315K
|
6.29K
$299K
|
|
Oct 19, 2020
Q3 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
6.21K+ 24.05% |
$309K - $311K
|
32K
$1.52M
|
|
Oct 06, 2020
Q3 2020
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.11K+ 2.73% |
$304K - $306K
|
230K
$10.9M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.69K+ 7.73% |
$283K - $285K
|
79.3K
$3.77M
|
|
Oct 09, 2020
Q3 2020
|
Corbenic Partners LLC
|
BUY
|
- |
5.64K+ 16.51% |
$281K - $282K
|
39.8K
$1.89M
|
|
Oct 23, 2020
Q3 2020
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.35KNew |
$266K - $268K
|
5.35K
$254K
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
5.18K+ 28.87% |
$258K - $259K
|
23.1K
$1.1M
|
|
Nov 05, 2020
Q3 2020
|
Hancock Whitney Corp
|
BUY
|
- |
4.89K+ 6.15% |
$243K - $245K
|
84.5K
$4.01M
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.71K+ 7.13% |
$234K - $236K
|
70.7K
$3.36M
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
4.57KNew |
$227K - $229K
|
4.57K
$217K
|
|
Oct 08, 2020
Q3 2020
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.57KNew |
$227K - $229K
|
4.57K
$217K
|
|
Nov 16, 2020
Q3 2020
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.51KNew |
$225K - $226K
|
4.51K
$214K
|
|
Nov 12, 2020
Q3 2020
|
Cypress Capital, LLC
|
BUY
|
- |
4.28KNew |
$213K - $214K
|
4.28K
$203K
|
|
Nov 03, 2020
Q3 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
4.18K+ 6.83% |
$208K - $209K
|
65.4K
$3.11M
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.05K+ 3.12% |
$202K - $203K
|
134K
$6.37M
|
|
Oct 30, 2020
Q3 2020
|
Gratus Capital LLC
|
BUY
|
- |
4.04KNew |
$201K - $202K
|
4.04K
$192K
|
|
Oct 26, 2020
Q3 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.01KNew |
$200K - $201K
|
4.01K
$190K
|
|
Oct 29, 2020
Q3 2020
|
Old National Bancorp
|
BUY
|
- |
3.84K+ 8.11% |
$191K - $192K
|
51.2K
$2.43M
|
|
Nov 03, 2020
Q3 2020
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.68K+ 2.38% |
$183K - $184K
|
158K
$7.5M
|
|
Oct 26, 2020
Q3 2020
|
Meritage Portfolio Management
|
BUY
|
- |
3.67K+ 6.79% |
$183K - $184K
|
57.7K
$2.74M
|
|
Sep 15, 2021
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
3.66K+ 59.25% |
$182K - $183K
|
9.83K
$467K
|
|
Oct 15, 2020
Q3 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.64K+ 67.46% |
$181K - $182K
|
9.02K
$428K
|
|
Oct 22, 2020
Q3 2020
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.51K+ 5.76% |
$175K - $176K
|
64.5K
$3.06M
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
3.36K+ 59.3% |
$167K - $168K
|
9.02K
$428K
|
|
Nov 13, 2020
Q3 2020
|
Mc Adam, LLC
|
BUY
|
- |
3.08K+ 5.8% |
$153K - $154K
|
56.2K
$2.67M
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.96KNew |
$147K - $148K
|
2.96K
$141K
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.92KNew |
$145K - $146K
|
2.92K
$139K
|