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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.81K+ 29.25% |
$140K - $141K
|
12.4K
$589K
|
|
|
Nov 16, 2020
Q3 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.7K+ 14.57% |
$134K - $135K
|
21.2K
$1.01M
|
|
|
Oct 08, 2020
Q3 2020
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.6K+ 3.11% |
$129K - $130K
|
86.1K
$4.09M
|
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.59K+ 33.42% |
$129K - $129K
|
10.3K
$490K
|
|
|
Oct 08, 2020
Q3 2020
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.5K+ 46.88% |
$125K - $125K
|
7.84K
$372K
|
|
|
Oct 27, 2020
Q3 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.5K+ 10.5% |
$124K - $125K
|
26.3K
$1.25M
|
|
|
Nov 13, 2020
Q3 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.47K+ 18.5% |
$123K - $124K
|
15.8K
$752K
|
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
BUY
|
- |
2.38K+ 31.18% |
$118K - $119K
|
10K
$475K
|
|
|
Nov 12, 2020
Q3 2020
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.3K+ 5.09% |
$114K - $115K
|
47.5K
$2.25M
|
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.19K+ 17.55% |
$109K - $109K
|
14.6K
$695K
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.13KNew |
$106K - $106K
|
2.13K
$101K
|
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.9K+ 31.4% |
$94.5K - $95.1K
|
7.95K
$377K
|
|
|
Nov 06, 2020
Q3 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.68K+ 11.09% |
$83.3K - $83.9K
|
16.8K
$797K
|
|
|
Nov 09, 2020
Q3 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.62K+ 1.39% |
$80.6K - $81.1K
|
118K
$5.61M
|
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.55K+ 2.03% |
$77.3K - $77.8K
|
77.9K
$3.7M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.45KNew |
$72.2K - $72.6K
|
1.45K
$68.8K
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
1.43K+ 17.5% |
$71.2K - $71.6K
|
9.6K
$456K
|
|
|
Oct 20, 2020
Q3 2020
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.4K+ 12.94% |
$69.7K - $70.1K
|
12.2K
$580K
|
|
|
Oct 23, 2020
Q3 2020
|
Pinnacle Associates LTD
|
BUY
|
- |
1.38K+ 10.93% |
$68.4K - $68.8K
|
14K
$663K
|
|
|
Oct 29, 2020
Q3 2020
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.38K+ 10.93% |
$68.4K - $68.8K
|
14K
$663K
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.37K+ 11.41% |
$68.1K - $68.5K
|
13.4K
$635K
|
|
|
Nov 05, 2020
Q3 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.31K+ 6.48% |
$65.1K - $65.5K
|
21.5K
$1.02M
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
BUY
|
- |
1.28K+ 14.33% |
$63.7K - $64.1K
|
10.2K
$485K
|
|
|
Oct 15, 2020
Q3 2020
|
Country Trust Bank
|
BUY
|
- |
1.21K+ 3.45% |
$60.4K - $60.7K
|
36.3K
$1.73M
|
|
|
Oct 30, 2020
Q3 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.21K+ 133.92% |
$60.3K - $60.7K
|
2.12K
$101K
|
|
|
Nov 05, 2020
Q3 2020
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.19K+ 9.09% |
$59.1K - $59.5K
|
14.3K
$677K
|
|
|
Nov 09, 2020
Q3 2020
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.16K+ 1.92% |
$57.8K - $58.1K
|
61.6K
$2.92M
|
|
|
Oct 23, 2020
Q3 2020
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.15K+ 1.61% |
$57K - $57.3K
|
72.2K
$3.43M
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.13KNew |
$56.2K - $56.5K
|
1.13K
$53.6K
|
|
|
Nov 12, 2020
Q3 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.07K+ 7.08% |
$53K - $53.3K
|
16.1K
$764K
|
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.06K+ 23.42% |
$52.8K - $53.1K
|
5.59K
$265K
|
|
|
Nov 02, 2020
Q3 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
912+ 53.9% |
$45.4K - $45.7K
|
2.6K
$124K
|
|
|
Nov 12, 2020
Q3 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
869+ 1.9% |
$43.2K - $43.5K
|
46.6K
$2.21M
|
|
|
Oct 14, 2020
Q3 2020
|
Omega Financial Group, LLC
|
BUY
|
- |
818+ 11.78% |
$40.7K - $40.9K
|
7.76K
$369K
|
|
|
Nov 10, 2020
Q3 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
785+ 2.37% |
$39.1K - $39.3K
|
33.9K
$1.61M
|
|
|
Oct 26, 2020
Q3 2020
|
Financial Management Professionals, Inc.
|
BUY
|
- |
769+ 3.57% |
$38.3K - $38.5K
|
22.3K
$1.06M
|
|
|
Nov 19, 2020
Q3 2020
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
718+ 3.91% |
$35.7K - $35.9K
|
19.1K
$906K
|
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
709+ 2.49% |
$35.3K - $35.5K
|
29.2K
$1.39M
|
|
|
Oct 15, 2020
Q3 2020
|
Vigilant Capital Management, LLC
|
BUY
|
- |
690New |
$34.3K - $34.5K
|
690
$32.8K
|
|
|
Nov 04, 2020
Q3 2020
|
Argi Investment Services, LLC
|
BUY
|
- |
639+ 1.25% |
$31.8K - $32K
|
51.9K
$2.47M
|
|
|
Nov 13, 2020
Q3 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
601+ 47.89% |
$29.9K - $30.1K
|
1.86K
$88.1K
|
|
|
Nov 04, 2020
Q3 2020
|
Moseley Investment Management Inc
|
BUY
|
- |
568+ 1.61% |
$28.3K - $28.4K
|
35.9K
$1.7M
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
565+ 12.84% |
$28.1K - $28.3K
|
4.97K
$236K
|
|
|
Oct 05, 2020
Q3 2020
|
Independence Bank Of Kentucky
|
BUY
|
- |
545New |
$27.1K - $27.3K
|
545
$25.9K
|
|
|
Oct 28, 2020
Q3 2020
|
Eagle Ridge Investment Management
|
BUY
|
- |
456+ 0.27% |
$22.7K - $22.8K
|
167K
$7.92M
|
|
|
Nov 20, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
456New |
$22.7K - $22.8K
|
456
$21.7K
|
|
|
Oct 16, 2020
Q3 2020
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
444+ 0.04% |
$22.1K - $22.2K
|
1.17M
$55.4M
|
|
|
Oct 09, 2020
Q3 2020
|
Lake Street Financial LLC
|
BUY
|
- |
435+ 0.77% |
$21.6K - $21.8K
|
57.1K
$2.71M
|
|
|
Nov 12, 2020
Q3 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
377+ 1.07% |
$18.8K - $18.9K
|
35.6K
$1.69M
|
|
|
Oct 30, 2020
Q3 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
334+ 3.1% |
$16.6K - $16.7K
|
11.1K
$527K
|