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
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.6K+ 10.51% |
$178K - $179K
|
37.9K
$1.8M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.55K+ 3.49% |
$175K - $176K
|
105K
$4.99M
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.3K+ 10.95% |
$163K - $164K
|
33.4K
$1.59M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.1K+ 2.29% |
$153K - $154K
|
138K
$6.57M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.1K+ 34.09% |
$153K - $154K
|
12.2K
$578K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
3.05K+ 105.42% |
$151K - $152K
|
5.95K
$282K
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
2.97K+ 2.84% |
$147K - $148K
|
107K
$5.1M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.86K+ 2.56% |
$141K - $142K
|
114K
$5.43M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
2.71K+ 20.65% |
$134K - $135K
|
15.8K
$752K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.59K+ 13.06% |
$128K - $129K
|
22.4K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.58K+ 12.19% |
$127K - $128K
|
23.7K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
2.55K+ 0.55% |
$126K - $126K
|
469K
$22.2M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.54K+ 6.86% |
$126K - $126K
|
39.6K
$1.88M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.52K+ 7.21% |
$125K - $125K
|
37.5K
$1.78M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.46K+ 2.71% |
$122K - $122K
|
93.4K
$4.44M
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.41K+ 2.99% |
$119K - $120K
|
83.1K
$3.94M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.38K+ 39.5% |
$117K - $118K
|
8.39K
$398K
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.36K+ 1.47% |
$116K - $117K
|
163K
$7.72M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.22K+ 3.49% |
$110K - $110K
|
65.7K
$3.12M
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.19K+ 12.68% |
$108K - $109K
|
19.4K
$923K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2K+ 14.33% |
$98.6K - $99.1K
|
15.9K
$755K
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
1.95K+ 2.14% |
$96.5K - $97K
|
93.2K
$4.43M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.95K+ 13.69% |
$96.3K - $96.9K
|
16.2K
$769K
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
1.8K+ 0.57% |
$88.7K - $89.2K
|
316K
$15M
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.7K+ 11.71% |
$83.8K - $84.3K
|
16.2K
$768K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.66K+ 7.33% |
$82K - $82.4K
|
24.3K
$1.15M
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.63K+ 2.83% |
$80.5K - $80.9K
|
59.1K
$2.81M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.62K+ 1.15% |
$80.2K - $80.7K
|
143K
$6.79M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.36KNew |
$67.1K - $67.5K
|
1.36K
$64.5K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.35K+ 9.33% |
$66.5K - $66.9K
|
15.8K
$748K
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.34K+ 14.28% |
$66.1K - $66.5K
|
10.7K
$509K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.31KNew |
$64.8K - $65.2K
|
1.31K
$62.3K
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.3K+ 11.05% |
$64.3K - $64.7K
|
13.1K
$621K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.29K+ 2.63% |
$63.6K - $64K
|
50.2K
$2.38M
|
|
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.25K+ 1.77% |
$61.7K - $62K
|
71.8K
$3.41M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1.24K+ 28.99% |
$61.1K - $61.4K
|
5.5K
$261K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.12KNew |
$55.2K - $55.6K
|
1.12K
$53.1K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 64.79% |
$54.5K - $54.9K
|
2.81K
$133K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.06K+ 24.76% |
$52.5K - $52.8K
|
5.35K
$254K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.06K+ 17.14% |
$52.1K - $52.4K
|
7.21K
$342K
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1K+ 15.05% |
$49.6K - $49.9K
|
7.68K
$364K
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
925+ 2.05% |
$45.7K - $46K
|
46.1K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
918+ 0.71% |
$45.3K - $45.6K
|
130K
$6.17M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
867+ 14.33% |
$42.8K - $43.1K
|
6.92K
$328K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
857New |
$42.3K - $42.6K
|
857
$40.7K
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
818+ 13.35% |
$40.4K - $40.6K
|
6.95K
$330K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
815New |
$40.3K - $40.5K
|
815
$38.7K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
800+ 1.32% |
$39.5K - $39.8K
|
61.3K
$2.91M
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
783+ 8.01% |
$38.7K - $38.9K
|
10.6K
$501K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
745+ 3.06% |
$36.8K - $37K
|
25.1K
$1.19M
|