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 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.43KClosed |
$299K - $305K
|
0
$0
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.57K- 40.33% |
$305K - $312K
|
9.72K
$461K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
SELL
|
- |
-7.04KClosed |
$328K - $334K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.09KClosed |
$330K - $336K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.23KClosed |
$336K - $343K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-7.33KClosed |
$341K - $348K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.45KClosed |
$347K - $354K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.48K- 10.55% |
$348K - $355K
|
63.4K
$3.01M
|
|
Jul 12, 2022
Q2 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-7.62K- 29.79% |
$355K - $362K
|
18K
$852K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-7.9K- 18.16% |
$368K - $375K
|
35.6K
$1.69M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-8.33K- 5.99% |
$388K - $395K
|
131K
$6.2M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.34K- 29.12% |
$388K - $396K
|
20.3K
$964K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.41KClosed |
$391K - $399K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8.64K- 45.25% |
$402K - $410K
|
10.5K
$496K
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-8.99K- 16.92% |
$418K - $426K
|
44.1K
$2.09M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-9.51K- 23.14% |
$443K - $451K
|
31.6K
$1.5M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.65KClosed |
$449K - $458K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-9.75K- 61.43% |
$454K - $463K
|
6.12K
$290K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-9.84K- 14.38% |
$458K - $467K
|
58.6K
$2.78M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.99KClosed |
$465K - $474K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.4KClosed |
$484K - $494K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10.6K- 14.83% |
$493K - $503K
|
60.9K
$2.89M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.8K- 1.64% |
$504K - $514K
|
648K
$30.7M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$507K - $517K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-11.3KClosed |
$527K - $538K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-11.4KClosed |
$530K - $540K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-11.5K- 47.94% |
$535K - $545K
|
12.5K
$592K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.9KClosed |
$553K - $564K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-12.1KClosed |
$562K - $573K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-12.2K- 24.72% |
$569K - $581K
|
37.3K
$1.77M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-13.4K- 73.92% |
$625K - $637K
|
4.74K
$225K
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-13.8K- 39.16% |
$641K - $654K
|
21.4K
$1.02M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-13.8K- 22.78% |
$642K - $655K
|
46.8K
$2.22M
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-14.3K- 16.92% |
$664K - $677K
|
70K
$3.32M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-14.3KClosed |
$667K - $680K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14.6K- 15.86% |
$681K - $694K
|
77.6K
$3.68M
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-14.8K- 27.79% |
$688K - $702K
|
38.5K
$1.82M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-14.9KClosed |
$692K - $706K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-15.1KClosed |
$704K - $718K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 35.93% |
$704K - $719K
|
27K
$1.28M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-15.7KClosed |
$731K - $746K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16K- 5.05% |
$745K - $760K
|
301K
$14.3M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-17.1K- 68.44% |
$796K - $812K
|
7.9K
$375K
|
|
Jul 12, 2022
Q2 2022
|
Country Trust Bank
|
SELL
|
- |
-17.8KClosed |
$829K - $845K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-19.7K- 9.43% |
$916K - $935K
|
189K
$8.98M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 49.58% |
$971K - $990K
|
21.2K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.5K- 46.12% |
$999K - $1.02M
|
25.1K
$1.19M
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21.9K- 46.69% |
$1.02M - $1.04M
|
25K
$1.19M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-23.7K- 43.55% |
$1.1M - $1.13M
|
30.7K
$1.46M
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-24.4K- 18.02% |
$1.13M - $1.16M
|
111K
$5.26M
|