Purchases and Sales Made in Q4 2019 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2019. 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2020
Q4 2019
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.77K+ 3.46% |
$135K - $136K
|
82.6K
$3.93M
|
|
Feb 04, 2020
Q4 2019
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.67K+ 2.01% |
$131K - $131K
|
136K
$6.44M
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.49K+ 16.64% |
$122K - $122K
|
17.4K
$829K
|
|
Jan 08, 2020
Q4 2019
|
Country Trust Bank
|
BUY
|
- |
2.46K+ 14.06% |
$120K - $121K
|
20K
$950K
|
|
Feb 06, 2020
Q4 2019
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.37K+ 20.03% |
$116K - $116K
|
14.2K
$675K
|
|
Jan 13, 2020
Q4 2019
|
Omega Financial Group, LLC
|
BUY
|
- |
2.35K+ 6.02% |
$115K - $115K
|
41.3K
$1.96M
|
|
Jan 07, 2020
Q4 2019
|
Moneywise, Inc.
|
BUY
|
- |
2.21K+ 2.82% |
$108K - $108K
|
80.4K
$3.82M
|
|
Jan 24, 2020
Q4 2019
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.19K+ 27.37% |
$107K - $108K
|
10.2K
$485K
|
|
Feb 10, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
2.17KNew |
$106K - $106K
|
2.17K
$103K
|
|
Feb 13, 2020
Q4 2019
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.08K+ 21.07% |
$102K - $102K
|
11.9K
$567K
|
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
2KNew |
$97.7K - $98.2K
|
2K
$95.1K
|
|
Jan 10, 2020
Q4 2019
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2K+ 3.71% |
$97.7K - $98.2K
|
55.9K
$2.66M
|
|
Jan 27, 2020
Q4 2019
|
Leisure Capital Management
|
BUY
|
- |
1.96K+ 2.67% |
$95.9K - $96.4K
|
75.6K
$3.59M
|
|
Feb 13, 2020
Q4 2019
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.96K+ 46.4% |
$95.5K - $96K
|
6.17K
$293K
|
|
May 17, 2021
Q4 2019
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.64K+ 5.64% |
$80.1K - $80.6K
|
30.7K
$1.46M
|
|
Jan 13, 2020
Q4 2019
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.52KNew |
$74.4K - $74.8K
|
1.52K
$72.4K
|
|
Feb 13, 2020
Q4 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.5K+ 20.41% |
$73.3K - $73.7K
|
8.85K
$421K
|
|
Feb 13, 2020
Q4 2019
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1.38KNew |
$67.5K - $67.8K
|
1.38K
$65.7K
|
|
Feb 05, 2020
Q4 2019
|
Ellevest, Inc.
|
BUY
|
- |
1.19K+ 23780.0% |
$58.1K - $58.4K
|
1.19K
$56.8K
|
|
Feb 03, 2020
Q4 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$55.3K - $55.6K
|
1.13K
$53.8K
|
|
Feb 10, 2020
Q4 2019
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
967+ 9.26% |
$47.3K - $47.5K
|
11.4K
$542K
|
|
Jan 13, 2020
Q4 2019
|
First United Bank & Trust
|
BUY
|
- |
960+ 6.77% |
$46.9K - $47.2K
|
15.1K
$720K
|
|
Jan 29, 2020
Q4 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
868+ 4.44% |
$42.4K - $42.6K
|
20.4K
$971K
|
|
Jan 07, 2020
Q4 2019
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
858+ 10.49% |
$41.9K - $42.1K
|
9.03K
$429K
|
|
Feb 14, 2020
Q4 2019
|
Ballast Advisors LLC
|
BUY
|
- |
825New |
$40.3K - $40.5K
|
825
$39.2K
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
825New |
$40.3K - $40.5K
|
825
$39.2K
|
|
Feb 13, 2020
Q4 2019
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
825+ 4.78% |
$40.3K - $40.5K
|
18.1K
$859K
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
812New |
$39.7K - $39.9K
|
812
$38.6K
|
|
Jan 15, 2020
Q4 2019
|
Signature Wealth Management Group
|
BUY
|
- |
692+ 4.79% |
$33.8K - $34K
|
15.1K
$720K
|
|
Feb 14, 2020
Q4 2019
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
642+ 2.76% |
$31.4K - $31.5K
|
23.9K
$1.14M
|
|
Feb 05, 2020
Q4 2019
|
Sja Financial Advisory, LLC
|
BUY
|
- |
631+ 2.53% |
$30.8K - $31K
|
25.6K
$1.21M
|
|
Jan 31, 2020
Q4 2019
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
597+ 12.13% |
$29.2K - $29.3K
|
5.52K
$262K
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
595+ 0.63% |
$29.1K - $29.2K
|
95K
$4.52M
|
|
Feb 05, 2020
Q4 2019
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
580+ 11.32% |
$28.3K - $28.5K
|
5.71K
$271K
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
515+ 64.78% |
$25.2K - $25.3K
|
1.31K
$62.3K
|
|
Feb 18, 2020
Q4 2019
|
Covington Capital Management
|
BUY
|
- |
445+ 2.14% |
$21.7K - $21.9K
|
21.3K
$1.01M
|
|
Feb 14, 2020
Q4 2019
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
423New |
$20.7K - $20.8K
|
423
$20.1K
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
417+ 1.21% |
$20.4K - $20.5K
|
34.9K
$1.66M
|
|
Feb 06, 2020
Q4 2019
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
394+ 0.89% |
$19.3K - $19.4K
|
44.7K
$2.13M
|
|
Feb 06, 2020
Q4 2019
|
Trinity Point Wealth, LLC
|
BUY
|
- |
390+ 6.9% |
$19.1K - $19.2K
|
6.05K
$287K
|
|
Feb 10, 2020
Q4 2019
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
386+ 8.21% |
$18.9K - $19K
|
5.09K
$242K
|
|
Feb 14, 2020
Q4 2019
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
335+ 3.0% |
$16.4K - $16.5K
|
11.5K
$548K
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
319+ 10.87% |
$15.6K - $15.7K
|
3.26K
$155K
|
|
Jan 22, 2020
Q4 2019
|
Savior LLC
|
BUY
|
- |
308New |
$15.1K - $15.1K
|
308
$14.6K
|
|
Feb 18, 2020
Q4 2019
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
300+ 6.5% |
$14.7K - $14.7K
|
4.91K
$234K
|
|
Feb 14, 2020
Q4 2019
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
290+ 213.24% |
$14.2K - $14.2K
|
426
$20.3K
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
BUY
|
- |
249+ 4.52% |
$12.2K - $12.2K
|
5.75K
$273K
|
|
Feb 14, 2020
Q4 2019
|
Fifth Third Bancorp
|
BUY
|
- |
237+ 0.77% |
$11.6K - $11.6K
|
31.2K
$1.48M
|
|
Feb 14, 2020
Q4 2019
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
184+ 1.14% |
$8.99K - $9.04K
|
16.3K
$774K
|
|
Feb 11, 2020
Q4 2019
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
181+ 0.97% |
$8.85K - $8.89K
|
18.9K
$899K
|