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 |
---|---|---|---|---|---|---|---|
Jan 29, 2021
Q4 2020
|
Corbenic Partners LLC
|
BUY
|
- |
1.04K+ 2.62% |
$51.8K - $52K
|
40.8K
$1.94M
|
|
Jan 26, 2021
Q4 2020
|
Leavell Investment Management, Inc.
|
BUY
|
- |
975+ 3.71% |
$48.4K - $48.6K
|
27.3K
$1.3M
|
|
Jan 25, 2021
Q4 2020
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
975+ 10.81% |
$48.4K - $48.6K
|
10K
$475K
|
|
Feb 03, 2021
Q4 2020
|
Financial Management Professionals, Inc.
|
BUY
|
- |
965+ 4.32% |
$47.9K - $48.1K
|
23.3K
$1.11M
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
928New |
$46.1K - $46.3K
|
928
$44.1K
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
BUY
|
- |
906+ 42.8% |
$45K - $45.2K
|
3.02K
$144K
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
904+ 10.02% |
$44.9K - $45.1K
|
9.93K
$472K
|
|
Feb 08, 2021
Q4 2020
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
893+ 7.53% |
$44.3K - $44.5K
|
12.8K
$606K
|
|
Feb 26, 2021
Q4 2020
|
Rmr Wealth Builders
|
BUY
|
- |
852New |
$42.3K - $42.5K
|
852
$40.5K
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
824+ 2.11% |
$40.9K - $41.1K
|
40K
$1.9M
|
|
Feb 18, 2021
Q4 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
803+ 5.77% |
$39.9K - $40K
|
14.7K
$700K
|
|
Feb 12, 2021
Q4 2020
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
800New |
$39.7K - $39.9K
|
800
$38K
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
745+ 0.88% |
$37K - $37.1K
|
85.4K
$4.06M
|
|
Feb 08, 2021
Q4 2020
|
Sja Financial Advisory, LLC
|
BUY
|
- |
674+ 2.73% |
$33.5K - $33.6K
|
25.4K
$1.21M
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
665+ 129.88% |
$33K - $33.2K
|
1.18K
$56K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
656+ 0.17% |
$32.6K - $32.7K
|
385K
$18.3M
|
|
Feb 08, 2021
Q4 2020
|
Staley Capital Advisers Inc
|
BUY
|
- |
622+ 0.43% |
$30.9K - $31K
|
146K
$6.94M
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
564+ 8.76% |
$28K - $28.1K
|
7.01K
$333K
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
BUY
|
- |
545+ 4.81% |
$27.1K - $27.2K
|
11.9K
$564K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
535New |
$26.6K - $26.7K
|
535
$25.4K
|
|
Feb 09, 2021
Q4 2020
|
Comerica Securities,Inc.
|
BUY
|
- |
535+ 11.71% |
$26.6K - $26.7K
|
5.1K
$243K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
503New |
$25K - $25.1K
|
503
$23.9K
|
|
Feb 16, 2021
Q4 2020
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
502+ 11.51% |
$24.9K - $25K
|
4.86K
$231K
|
|
Jan 28, 2021
Q4 2020
|
Goal Vest Advisory LLC
|
BUY
|
- |
471New |
$23.4K - $23.5K
|
471
$22.4K
|
|
Feb 09, 2021
Q4 2020
|
Windsor Group LTD
|
BUY
|
- |
407+ 4.07% |
$20.2K - $20.3K
|
10.4K
$495K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
402+ 25.25% |
$20K - $20K
|
1.99K
$94.8K
|
|
Jan 07, 2021
Q4 2020
|
Webster Bank, N. A.
|
BUY
|
- |
398New |
$19.8K - $19.8K
|
398
$18.9K
|
|
Feb 23, 2021
Q4 2020
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
314+ 0.12% |
$15.6K - $15.7K
|
264K
$12.6M
|
|
Jan 15, 2021
Q4 2020
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
240+ 5.99% |
$11.9K - $12K
|
4.25K
$202K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
221+ 4.05% |
$11K - $11K
|
5.68K
$270K
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
BUY
|
- |
203+ 1.43% |
$10.1K - $10.1K
|
14.4K
$683K
|
|
Feb 08, 2021
Q4 2020
|
Versant Capital Management, Inc
|
BUY
|
- |
192+ 7.37% |
$9.53K - $9.57K
|
2.8K
$133K
|
|
Jan 15, 2021
Q4 2020
|
Qp Wealth Management, LLC
|
BUY
|
- |
185+ 2.36% |
$9.19K - $9.22K
|
8.03K
$382K
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
147+ 2.01% |
$7.3K - $7.33K
|
7.47K
$355K
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
123New |
$6.11K - $6.13K
|
123
$5.85K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
120+ 0.38% |
$5.96K - $5.98K
|
31.7K
$1.51M
|
|
Feb 16, 2021
Q4 2020
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
108+ 0.4% |
$5.36K - $5.38K
|
27.3K
$1.3M
|
|
Feb 10, 2021
Q4 2020
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
104+ 1.87% |
$5.16K - $5.19K
|
5.68K
$270K
|
|
Feb 18, 2021
Q4 2020
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
101+ 0.56% |
$5.02K - $5.04K
|
18.2K
$864K
|
|
Feb 04, 2021
Q4 2020
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
101+ 0.76% |
$5.02K - $5.04K
|
13.5K
$640K
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
79New |
$3.92K - $3.94K
|
79
$3.76K
|
|
Jan 15, 2021
Q4 2020
|
Westside Investment Management, Inc.
|
BUY
|
- |
78+ 0.42% |
$3.87K - $3.89K
|
18.7K
$890K
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
71+ 0.53% |
$3.53K - $3.54K
|
13.5K
$643K
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
39+ 0.31% |
$1.94K - $1.94K
|
12.4K
$591K
|
|
May 17, 2021
Q4 2020
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19+ 0.08% |
$944 - $947
|
24.7K
$1.18M
|
|
Feb 16, 2021
Q4 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15+ 2.44% |
$745 - $748
|
630
$30K
|
|
Jan 25, 2021
Q4 2020
|
Calton & Associates, Inc.
|
BUY
|
- |
5+ 0.11% |
$248 - $249
|
4.59K
$218K
|
|
Feb 12, 2021
Q4 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.05% |
$49.7 - $49.9
|
1.86K
$88.3K
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$49.7 - $49.9
|
240
$11.4K
|
|
Feb 12, 2021
Q4 2020
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$49.7 - $49.9
|
6.86K
$326K
|