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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.76K- 2.94% |
$128K - $131K
|
91.3K
$4.34M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.77K- 3.06% |
$129K - $131K
|
87.6K
$4.16M
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.78K- 15.67% |
$129K - $132K
|
15K
$710K
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.8K- 1.87% |
$130K - $133K
|
147K
$6.98M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.95K- 19.89% |
$137K - $140K
|
11.9K
$564K
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.08K- 27.4% |
$143K - $146K
|
8.16K
$388K
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.19K- 14.03% |
$148K - $151K
|
19.6K
$928K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.25K- 42.45% |
$151K - $154K
|
4.41K
$209K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.25K- 5.94% |
$151K - $154K
|
51.5K
$2.45M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.54K- 29.14% |
$165K - $168K
|
8.61K
$409K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.67K- 20.57% |
$171K - $174K
|
14.2K
$672K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.83K- 46.26% |
$178K - $182K
|
4.45K
$211K
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.93K- 3.88% |
$183K - $187K
|
97.3K
$4.62M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.94K- 3.72% |
$183K - $187K
|
102K
$4.84M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.95K- 4.18% |
$184K - $187K
|
90.6K
$4.3M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.15K- 10.5% |
$193K - $197K
|
35.3K
$1.68M
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.17K- 13.96% |
$194K - $198K
|
25.7K
$1.22M
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.26KClosed |
$198K - $202K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.29K- 5.88% |
$199K - $203K
|
68.6K
$3.26M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.35KClosed |
$202K - $206K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Rfg Holdings, Inc.
|
SELL
|
- |
-4.37KClosed |
$203K - $207K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.44KClosed |
$206K - $211K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-4.45K- 4.44% |
$207K - $211K
|
95.7K
$4.55M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.47KClosed |
$208K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4.63KClosed |
$215K - $220K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.63K- 8.5% |
$215K - $220K
|
49.9K
$2.37M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-4.65K- 28.61% |
$216K - $221K
|
11.6K
$551K
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-4.66K- 20.3% |
$217K - $221K
|
18.3K
$869K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4.67K- 22.79% |
$217K - $221K
|
15.8K
$750K
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.81KClosed |
$224K - $228K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.9K- 20.36% |
$228K - $233K
|
19.2K
$910K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.04KClosed |
$235K - $239K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-5.05K- 12.32% |
$235K - $240K
|
36K
$1.71M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.07KClosed |
$236K - $241K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-5.08K- 48.94% |
$236K - $241K
|
5.3K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5.49KClosed |
$255K - $260K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.62K- 1.23% |
$261K - $267K
|
451K
$21.4M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 15.93% |
$262K - $267K
|
29.7K
$1.41M
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-5.79KClosed |
$269K - $275K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-5.81K- 39.07% |
$270K - $276K
|
9.06K
$430K
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-5.86K- 5.45% |
$272K - $278K
|
101K
$4.82M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.89K- 21.45% |
$274K - $279K
|
21.6K
$1.02M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-5.99K- 7.13% |
$279K - $284K
|
78K
$3.7M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6K- 52.3% |
$279K - $285K
|
5.48K
$260K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-6K- 52.3% |
$279K - $285K
|
5.48K
$260K
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-6.02KClosed |
$280K - $286K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.06K- 4.54% |
$282K - $288K
|
127K
$6.05M
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-6.1KClosed |
$284K - $289K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.13KClosed |
$285K - $291K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.23KClosed |
$290K - $295K
|
0
$0
|