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
|
First Horizon Advisors, Inc.
|
BUY
|
- |
730+ 3.14% |
$36.1K - $36.3K
|
24K
$1.14M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
705+ 1.81% |
$34.8K - $35K
|
39.6K
$1.88M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
703+ 7.17% |
$34.7K - $34.9K
|
10.5K
$499K
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
610+ 4.43% |
$30.1K - $30.3K
|
14.4K
$683K
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
533+ 5.47% |
$26.3K - $26.5K
|
10.3K
$488K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
513New |
$25.3K - $25.5K
|
513
$24.4K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
475+ 2.62% |
$23.5K - $23.6K
|
18.6K
$884K
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
450+ 2.58% |
$22.2K - $22.4K
|
17.9K
$850K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
443+ 1.99% |
$21.9K - $22K
|
22.7K
$1.08M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
346+ 140.08% |
$17.1K - $17.2K
|
593
$28.1K
|
|
Oct 13, 2021
Q3 2021
|
Prairiewood Capital, LLC
|
BUY
|
- |
328+ 3.36% |
$16.2K - $16.3K
|
10.1K
$478K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
318New |
$15.7K - $15.8K
|
318
$15.1K
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
303+ 4.23% |
$15K - $15.1K
|
7.47K
$355K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
302New |
$14.9K - $15K
|
302
$14.3K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
300+ 7.16% |
$14.8K - $14.9K
|
4.49K
$213K
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
300+ 9.6% |
$14.8K - $14.9K
|
3.43K
$163K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
238+ 1.85% |
$11.8K - $11.8K
|
13.1K
$623K
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
204+ 0.37% |
$10.1K - $10.1K
|
54.9K
$2.61M
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
203+ 1.74% |
$10K - $10.1K
|
11.9K
$565K
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
202+ 5.01% |
$9.98K - $10K
|
4.23K
$201K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
155+ 3.15% |
$7.66K - $7.7K
|
5.07K
$241K
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
153New |
$7.56K - $7.6K
|
153
$7.26K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149+ 0.8% |
$7.36K - $7.4K
|
18.7K
$888K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
148New |
$7.31K - $7.35K
|
148
$7.03K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
135+ 1.16% |
$6.67K - $6.71K
|
11.8K
$558K
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
134+ 1.32% |
$6.62K - $6.66K
|
10.3K
$489K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
130New |
$6.42K - $6.46K
|
130
$6.17K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
106+ 0.72% |
$5.24K - $5.27K
|
14.8K
$703K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
102+ 0.94% |
$5.04K - $5.07K
|
11K
$521K
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
83+ 1.12% |
$4.1K - $4.12K
|
7.49K
$355K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
75+ 0.06% |
$3.71K - $3.73K
|
119K
$5.63M
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
74+ 0.65% |
$3.66K - $3.68K
|
11.4K
$542K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
70+ 0.46% |
$3.46K - $3.48K
|
15.4K
$729K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
67New |
$3.31K - $3.33K
|
67
$3.18K
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
59New |
$2.91K - $2.93K
|
59
$2.8K
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
50+ 0.18% |
$2.47K - $2.48K
|
27.4K
$1.3M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39+ 0.37% |
$1.93K - $1.94K
|
10.7K
$506K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 3.73% |
$1.68K - $1.69K
|
946
$44.9K
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
23+ 0.1% |
$1.14K - $1.14K
|
23.8K
$1.13M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.18% |
$494 - $497
|
5.42K
$257K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
10+ 0.19% |
$494 - $497
|
5.17K
$246K
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
7+ 0.02% |
$346 - $348
|
41.5K
$1.97M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
6+ 0.12% |
$296 - $298
|
5.16K
$245K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$198 - $199
|
10.7K
$508K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.71% |
$49.4 - $49.7
|
142
$6.74K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$49.4 - $49.7
|
506
$24K
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.4 - $49.7
|
16.9K
$804K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$49.4 - $49.7
|
5.77K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 0.74% |
$247 - $248
|
675
$32K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7- 3.93% |
$346 - $348
|
171
$8.12K
|