Purchases and Sales Made in Q2 2022 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.75KNew |
$81.4K - $83K
|
1.75K
$83K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
1.67K+ 2.0% |
$77.6K - $79.1K
|
84.9K
$4.03M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.61KNew |
$75K - $76.5K
|
1.61K
$76.5K
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
BUY
|
- |
1.55K+ 28.6% |
$72.1K - $73.5K
|
6.97K
$331K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.45KNew |
$67.2K - $68.6K
|
1.45K
$68.6K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.43K+ 12.39% |
$66.6K - $67.9K
|
13K
$616K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
1.4K+ 28.56% |
$65.2K - $66.5K
|
6.31K
$299K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.21KNew |
$56.1K - $57.3K
|
1.21K
$57.3K
|
|
Aug 05, 2022
Q2 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.19K+ 0.17% |
$55.2K - $56.3K
|
706K
$33.5M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
1.04K+ 0.98% |
$48.6K - $49.5K
|
108K
$5.11M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
965+ 1.84% |
$44.9K - $45.8K
|
53.4K
$2.54M
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
801New |
$37.3K - $38K
|
801
$38K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
726New |
$33.8K - $34.4K
|
726
$34.4K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
710New |
$33K - $33.7K
|
710
$33.7K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
685New |
$31.9K - $32.5K
|
685
$32.5K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
659New |
$30.7K - $31.3K
|
659
$31.3K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
650+ 30.95% |
$30.2K - $30.8K
|
2.75K
$130K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
630+ 4.22% |
$29.3K - $29.9K
|
15.5K
$738K
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
598+ 0.71% |
$27.8K - $28.4K
|
84.8K
$4.02M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
566+ 2.36% |
$26.3K - $26.9K
|
24.5K
$1.16M
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
535New |
$24.9K - $25.4K
|
535
$25.4K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
517New |
$24.1K - $24.5K
|
517
$24.5K
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
508+ 1.32% |
$23.6K - $24.1K
|
39K
$1.85M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
495New |
$23K - $23.5K
|
495
$23.5K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
491New |
$22.8K - $23.3K
|
491
$23.3K
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
429+ 1.94% |
$20K - $20.4K
|
22.5K
$1.07M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
370+ 1.16% |
$17.2K - $17.6K
|
32.3K
$1.53M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
316+ 3.32% |
$14.7K - $15K
|
9.82K
$466K
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
303+ 7.01% |
$14.1K - $14.4K
|
4.62K
$219K
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
250+ 0.28% |
$11.6K - $11.9K
|
88.2K
$4.19M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
242+ 0.94% |
$11.3K - $11.5K
|
26.1K
$1.24M
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
149New |
$6.93K - $7.07K
|
149
$7.07K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
92+ 2.13% |
$4.28K - $4.37K
|
4.42K
$210K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
77+ 16.81% |
$3.58K - $3.65K
|
535
$25.4K
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
60+ 0.52% |
$2.79K - $2.85K
|
11.5K
$548K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
60+ 39.47% |
$2.79K - $2.85K
|
212
$10.1K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
44New |
$2.05K - $2.09K
|
44
$2.09K
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
38+ 0.14% |
$1.77K - $1.8K
|
27.6K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
32+ 0.05% |
$1.49K - $1.52K
|
59.3K
$2.81M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
23New |
$1.07K - $1.09K
|
23
$1.09K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
21+ 17.07% |
$977 - $996
|
144
$6.83K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
21New |
$977 - $996
|
21
$996
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$930 - $949
|
20
$949
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
14+ 0.15% |
$651 - $664
|
9.48K
$450K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14+ 0.09% |
$651 - $664
|
16.4K
$780K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.04% |
$558 - $569
|
28.2K
$1.34M
|
|
Aug 09, 2022
Q2 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4+ 0.07% |
$186 - $190
|
5.34K
$254K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
4+ 0.01% |
$186 - $190
|
51.6K
$2.45M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3+ 0.59% |
$140 - $142
|
512
$24.3K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1+ 0.2% |
$46.5 - $47.5
|
509
$24.2K
|