Purchases and Sales Made in Q4 2021 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2022
Q4 2021
|
Friedenthal Financial
|
BUY
|
- |
20.8KNew |
$1.02M - $1.03M
|
20.8K
$994K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.6K+ 0.84% |
$964K - $968K
|
2.36M
$113M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.1K+ 199.67% |
$939K - $943K
|
28.7K
$1.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
18.9KNew |
$928K - $932K
|
18.9K
$903K
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
18.1K+ 5.59% |
$889K - $893K
|
342K
$16.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17.6K+ 395.32% |
$867K - $871K
|
22.1K
$1.06M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
17.2KNew |
$847K - $850K
|
17.2K
$824K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
16.5KNew |
$810K - $813K
|
16.5K
$788K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15.2KNew |
$745K - $749K
|
15.2K
$726K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.1KNew |
$742K - $746K
|
15.1K
$723K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.5KNew |
$711K - $715K
|
14.5K
$693K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.3K+ 8.69% |
$705K - $708K
|
179K
$8.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
14.2KNew |
$698K - $701K
|
14.2K
$680K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
13.5K+ 8.28% |
$662K - $665K
|
176K
$8.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
13.2K+ 3.49% |
$649K - $652K
|
392K
$18.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.8K+ 13.66% |
$628K - $630K
|
106K
$5.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
12.6KNew |
$620K - $623K
|
12.6K
$603K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12.2K+ 19.66% |
$597K - $600K
|
74K
$3.54M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
11.9K+ 63.97% |
$587K - $590K
|
30.6K
$1.47M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11.4K+ 27.54% |
$561K - $564K
|
52.9K
$2.53M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
11KNew |
$541K - $543K
|
11K
$527K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11K+ 7.84% |
$541K - $543K
|
151K
$7.25M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.6K+ 53.6% |
$521K - $523K
|
30.4K
$1.45M
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
10.6K+ 17.19% |
$520K - $523K
|
72.1K
$3.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
10.6KNew |
$520K - $522K
|
10.6K
$506K
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10.2KNew |
$503K - $506K
|
10.2K
$490K
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
10.2K+ 17.26% |
$502K - $504K
|
69.3K
$3.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
10.1KNew |
$495K - $497K
|
10.1K
$482K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
10KNew |
$493K - $496K
|
10K
$480K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9.84K+ 221.47% |
$484K - $486K
|
14.3K
$684K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.47K+ 72.08% |
$465K - $467K
|
22.6K
$1.08M
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
9.45KNew |
$465K - $467K
|
9.45K
$453K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
9.35K+ 10.98% |
$459K - $461K
|
94.5K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
9.23KNew |
$454K - $456K
|
9.23K
$442K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
8.96K+ 20.97% |
$441K - $443K
|
51.7K
$2.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
8.48KNew |
$417K - $419K
|
8.48K
$406K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
8.38KNew |
$412K - $414K
|
8.38K
$401K
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
8.37K+ 25.03% |
$411K - $413K
|
41.8K
$2M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.89KNew |
$388K - $390K
|
7.89K
$378K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.56KNew |
$372K - $374K
|
7.56K
$362K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.28K+ 1227.99% |
$358K - $360K
|
7.88K
$377K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
7KNew |
$344K - $346K
|
7K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
6.84KNew |
$336K - $338K
|
6.84K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.8KNew |
$334K - $336K
|
6.8K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.77K+ 140.07% |
$333K - $334K
|
11.6K
$555K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.59KNew |
$324K - $325K
|
6.59K
$315K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.23K+ 33.32% |
$306K - $308K
|
24.9K
$1.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.23KNew |
$306K - $307K
|
6.23K
$298K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.92K+ 3.89% |
$291K - $292K
|
158K
$7.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.89K+ 12.75% |
$290K - $291K
|
52.1K
$2.49M
|