Purchases and Sales Made in Q4 2020 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 17, 2021
Q4 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
471K+ 135.27% |
$23.4M - $23.5M
|
819K
$39.2M
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
423K+ 7.91% |
$21M - $21.1M
|
5.77M
$276M
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
307K+ 33.62% |
$15.3M - $15.3M
|
1.22M
$58.5M
|
|
Feb 09, 2021
Q4 2020
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
264KNew |
$13.1M - $13.2M
|
264K
$12.6M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
245K+ 5.89% |
$12.2M - $12.2M
|
4.41M
$211M
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
BUY
|
- |
114K+ 15.66% |
$5.65M - $5.68M
|
841K
$40.3M
|
|
Feb 12, 2021
Q4 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
108K+ 2.96% |
$5.36M - $5.38M
|
3.76M
$180M
|
|
Feb 11, 2021
Q4 2020
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
105K+ 11.08% |
$5.23M - $5.25M
|
1.05M
$50.5M
|
|
Feb 05, 2021
Q4 2020
|
1900 Wealth Management LLC
|
BUY
|
- |
103KNew |
$5.12M - $5.14M
|
103K
$4.93M
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
92.9K+ 162.57% |
$4.62M - $4.63M
|
150K
$7.19M
|
|
Feb 03, 2021
Q4 2020
|
Meritage Portfolio Management
|
BUY
|
- |
92K+ 159.37% |
$4.57M - $4.59M
|
150K
$7.17M
|
|
Feb 10, 2021
Q4 2020
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
84.3KNew |
$4.19M - $4.2M
|
84.3K
$4.04M
|
|
Jul 08, 2021
Q4 2020
|
Newport Capital Group, LLC
|
BUY
|
- |
83.9KNew |
$4.17M - $4.19M
|
83.9K
$4.02M
|
|
Feb 16, 2021
Q4 2020
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
81K+ 35.71% |
$4.02M - $4.04M
|
308K
$14.7M
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80.8K+ 295.26% |
$4.01M - $4.03M
|
108K
$5.18M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
78.8K+ 6.03% |
$3.91M - $3.93M
|
1.39M
$66.3M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.6K+ 8.87% |
$3.7M - $3.72M
|
915K
$43.8M
|
|
Feb 16, 2021
Q4 2020
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
74.2KNew |
$3.68M - $3.7M
|
74.2K
$3.55M
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
71.7KNew |
$3.56M - $3.58M
|
71.7K
$3.43M
|
|
Feb 04, 2021
Q4 2020
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
61.8KNew |
$3.07M - $3.08M
|
61.8K
$2.96M
|
|
Feb 11, 2021
Q4 2020
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59K+ 278.8% |
$2.93M - $2.94M
|
80.2K
$3.84M
|
|
Sep 20, 2021
Q4 2020
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
58.9K+ 12.77% |
$2.92M - $2.93M
|
520K
$24.9M
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
BUY
|
- |
56.7K+ 47.11% |
$2.82M - $2.83M
|
177K
$8.48M
|
|
Feb 16, 2021
Q4 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
53.9KNew |
$2.67M - $2.69M
|
53.9K
$2.58M
|
|
Feb 12, 2021
Q4 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
50.9K+ 60.2% |
$2.53M - $2.54M
|
135K
$6.48M
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
BUY
|
- |
49.2K+ 29.48% |
$2.45M - $2.45M
|
216K
$10.4M
|
|
Feb 11, 2021
Q4 2020
|
Modera Wealth Management, LLC
|
BUY
|
- |
44.9K+ 924.93% |
$2.23M - $2.24M
|
49.7K
$2.38M
|
|
Jan 12, 2021
Q4 2020
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
41.5K+ 7.41% |
$2.06M - $2.07M
|
602K
$28.8M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.5K+ 867.87% |
$1.91M - $1.92M
|
43K
$2.06M
|
|
Feb 04, 2021
Q4 2020
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36.3K+ 107.15% |
$1.8M - $1.81M
|
70.2K
$3.36M
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33.2K+ 2.56% |
$1.65M - $1.65M
|
1.33M
$63.5M
|
|
Feb 19, 2021
Q4 2020
|
Rodgers & Associates, LTD
|
BUY
|
- |
24.2KNew |
$1.2M - $1.21M
|
24.2K
$1.16M
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
BUY
|
- |
23.6K+ 589400.0% |
$1.17M - $1.18M
|
23.6K
$1.13M
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
22.9K+ 34.38% |
$1.14M - $1.14M
|
89.6K
$4.29M
|
|
Feb 16, 2022
Q4 2020
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
20.4KNew |
$1.01M - $1.02M
|
20.4K
$976K
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
BUY
|
- |
19.8K+ 10.5% |
$982K - $986K
|
208K
$9.97M
|
|
Feb 11, 2021
Q4 2020
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
19.6K+ 18.86% |
$976K - $979K
|
124K
$5.93M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.8K+ 127.55% |
$934K - $937K
|
33.5K
$1.61M
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17.3K+ 1105.42% |
$861K - $864K
|
18.9K
$905K
|
|
Mar 01, 2021
Q4 2020
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
17.2KNew |
$853K - $856K
|
17.2K
$822K
|
|
Feb 10, 2021
Q4 2020
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
16.1KNew |
$801K - $804K
|
16.1K
$772K
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
16.1KNew |
$800K - $803K
|
16.1K
$771K
|
|
Feb 18, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
15.8K+ 1832.52% |
$784K - $787K
|
16.6K
$797K
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.8K+ 417.13% |
$782K - $786K
|
19.5K
$935K
|
|
Jan 29, 2021
Q4 2020
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
14.8K+ 20.33% |
$736K - $739K
|
87.7K
$4.2M
|
|
Jan 19, 2021
Q4 2020
|
Old National Bancorp
|
BUY
|
- |
14.7K+ 28.67% |
$729K - $732K
|
65.9K
$3.15M
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14.2KNew |
$708K - $710K
|
14.2K
$682K
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
14.2K+ 225.76% |
$705K - $708K
|
20.5K
$981K
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.2K+ 27.36% |
$704K - $707K
|
66K
$3.16M
|
|
Feb 02, 2021
Q4 2020
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$679K - $682K
|
13.7K
$655K
|