Purchases and Sales Made in Q3 2021 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.62MNew |
$475M - $478M
|
9.62M
$460M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.87MNew |
$191M - $192M
|
3.87M
$185M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31M+ 7.05% |
$64.8M - $65.2M
|
19.9M
$952M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.06MNew |
$52.3M - $52.6M
|
1.06M
$50.6M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
794K+ 10.96% |
$39.2M - $39.4M
|
8.03M
$384M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
378K+ 19.63% |
$18.7M - $18.8M
|
2.3M
$110M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
358K+ 8.32% |
$17.7M - $17.8M
|
4.66M
$223M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
217K+ 4.75% |
$10.7M - $10.8M
|
4.78M
$228M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
209K+ 14.27% |
$10.3M - $10.4M
|
1.67M
$80M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
BUY
|
- |
183K+ 93.24% |
$9.02M - $9.07M
|
378K
$18.1M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
161K+ 7.42% |
$7.98M - $8.02M
|
2.34M
$112M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125K+ 7.2% |
$6.19M - $6.22M
|
1.86M
$89.1M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
116K+ 168.43% |
$5.73M - $5.76M
|
185K
$8.84M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 29.6% |
$5.71M - $5.74M
|
506K
$24.2M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
99.4K+ 6.11% |
$4.91M - $4.94M
|
1.73M
$82.5M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
95.2K+ 30.58% |
$4.7M - $4.73M
|
406K
$19.4M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
77.8K+ 56.0% |
$3.85M - $3.87M
|
217K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
76.8K+ 752.27% |
$3.8M - $3.82M
|
87K
$4.16M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
58.2K+ 20.79% |
$2.88M - $2.89M
|
338K
$16.2M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
54.2KNew |
$2.68M - $2.7M
|
54.2K
$2.59M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.4K+ 111.61% |
$2.59M - $2.6M
|
99.4K
$4.75M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45KNew |
$2.22M - $2.23M
|
45K
$2.15M
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
BUY
|
- |
44.4K+ 1017.36% |
$2.19M - $2.2M
|
48.7K
$2.33M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
41.5K+ 1024.06% |
$2.05M - $2.06M
|
45.5K
$2.18M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
40K+ 47.32% |
$1.98M - $1.99M
|
125K
$5.96M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
40K+ 425.12% |
$1.98M - $1.99M
|
49.4K
$2.36M
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
38.3K+ 27.53% |
$1.89M - $1.9M
|
177K
$8.48M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
37.4K+ 2.54% |
$1.85M - $1.86M
|
1.51M
$72.2M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
37.1K+ 4.58% |
$1.83M - $1.84M
|
848K
$40.5M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.8K+ 154.72% |
$1.77M - $1.78M
|
58.9K
$2.81M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.7K+ 6.8% |
$1.71M - $1.72M
|
545K
$26.1M
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
33KNew |
$1.63M - $1.64M
|
33K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
32.5K+ 4.65% |
$1.6M - $1.61M
|
730K
$34.9M
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
29.5K+ 95.98% |
$1.46M - $1.47M
|
60.3K
$2.88M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
26.7K+ 26.46% |
$1.32M - $1.33M
|
128K
$6.1M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
26.7K+ 9.44% |
$1.32M - $1.33M
|
309K
$14.8M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
26.5K+ 102.75% |
$1.31M - $1.32M
|
52.4K
$2.5M
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
24.1K+ 18.66% |
$1.19M - $1.2M
|
153K
$7.32M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.4K+ 1.9% |
$1.11M - $1.11M
|
1.2M
$57.5M
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
21.7KNew |
$1.07M - $1.08M
|
21.7K
$1.04M
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
21.5K+ 45.12% |
$1.06M - $1.07M
|
69.3K
$3.31M
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
21.3K+ 15.38% |
$1.05M - $1.06M
|
160K
$7.65M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.9K+ 5.64% |
$1.03M - $1.04M
|
392K
$18.7M
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
20.4KNew |
$1.01M - $1.01M
|
20.4K
$975K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
19.8KNew |
$977K - $982K
|
19.8K
$945K
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
17.4K+ 131.74% |
$858K - $863K
|
30.6K
$1.46M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.2K+ 17.38% |
$751K - $755K
|
103K
$4.91M
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14.3K+ 8.2% |
$707K - $711K
|
189K
$9.02M
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
14.3K+ 32.6% |
$705K - $710K
|
58.1K
$2.78M
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
13.5K+ 25.11% |
$666K - $670K
|
67.2K
$3.21M
|