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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-17Closed |
$840 - $845
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 0.08% |
$1.04K - $1.04K
|
27.7K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-22- 0.2% |
$1.09K - $1.09K
|
11K
$520K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-24- 1.24% |
$1.19K - $1.19K
|
1.91K
$90.6K
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-29- 0.05% |
$1.43K - $1.44K
|
54.2K
$2.57M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-34- 61.82% |
$1.68K - $1.69K
|
21
$997
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
SELL
|
- |
-37- 0.27% |
$1.83K - $1.84K
|
13.7K
$651K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 2.36% |
$1.98K - $1.99K
|
1.66K
$78.7K
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-40- 0.34% |
$1.98K - $1.99K
|
11.6K
$549K
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-50- 0.1% |
$2.47K - $2.48K
|
50.7K
$2.41M
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-60- 20.0% |
$2.96K - $2.98K
|
240
$11.4K
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-64- 0.88% |
$3.16K - $3.18K
|
7.17K
$341K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-68- 46.26% |
$3.36K - $3.38K
|
79
$3.75K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-85- 8.5% |
$4.2K - $4.22K
|
915
$43.4K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-85- 8.5% |
$4.2K - $4.22K
|
915
$43.4K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-90- 1.32% |
$4.45K - $4.47K
|
6.71K
$318K
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-100- 1.93% |
$4.94K - $4.97K
|
5.08K
$241K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-124- 0.77% |
$6.13K - $6.16K
|
15.9K
$757K
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-129- 0.32% |
$6.37K - $6.41K
|
40.1K
$1.9M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-195- 12.88% |
$9.63K - $9.69K
|
1.32K
$62.6K
|
|
Nov 15, 2021
Q3 2021
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-200- 0.43% |
$9.88K - $9.94K
|
46.9K
$2.22M
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-200- 2.26% |
$9.88K - $9.94K
|
8.65K
$411K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-202- 1.12% |
$9.98K - $10K
|
17.8K
$844K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-205- 87.23% |
$10.1K - $10.2K
|
30
$1.42K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-230- 7.44% |
$11.4K - $11.4K
|
2.86K
$136K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-233- 52.6% |
$11.5K - $11.6K
|
210
$9.97K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-240- 0.56% |
$11.9K - $11.9K
|
42.7K
$2.03M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-250Closed |
$12.4K - $12.4K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-253- 28.11% |
$12.5K - $12.6K
|
647
$30.7K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-262- 7.92% |
$12.9K - $13K
|
3.05K
$145K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-266- 0.42% |
$13.1K - $13.2K
|
62.7K
$2.98M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-290- 1.98% |
$14.3K - $14.4K
|
14.4K
$682K
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-325- 1.77% |
$16.1K - $16.1K
|
18K
$856K
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-325- 1.47% |
$16.1K - $16.1K
|
21.8K
$1.03M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-327- 4.52% |
$16.2K - $16.2K
|
6.91K
$328K
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-350- 1.23% |
$17.3K - $17.4K
|
28.2K
$1.34M
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-364- 1.91% |
$18K - $18.1K
|
18.7K
$887K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-384- 0.27% |
$19K - $19.1K
|
144K
$6.82M
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-400- 0.46% |
$19.8K - $19.9K
|
86.3K
$4.1M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-404- 1.71% |
$20K - $20.1K
|
23.2K
$1.1M
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-560- 8.83% |
$27.7K - $27.8K
|
5.79K
$275K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-581Closed |
$28.7K - $28.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-678- 2.87% |
$33.5K - $33.7K
|
22.9K
$1.09M
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-710- 8.64% |
$35.1K - $35.3K
|
7.51K
$356K
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-723- 0.82% |
$35.7K - $35.9K
|
87K
$4.13M
|
|
Oct 29, 2021
Q3 2021
|
Smart Money Group LLC
|
SELL
|
- |
-812- 10.09% |
$40.1K - $40.3K
|
7.24K
$343K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-828- 1.82% |
$40.9K - $41.1K
|
44.6K
$2.12M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-878- 4.79% |
$43.4K - $43.6K
|
17.5K
$828K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-904- 1.92% |
$44.7K - $44.9K
|
46.2K
$2.19M
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-904- 14.51% |
$44.7K - $44.9K
|
5.33K
$253K
|