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 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 12.99% |
$678K - $681K
|
119K
$5.7M
|
|
|
Feb 12, 2021
Q4 2020
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
13.5KNew |
$672K - $675K
|
13.5K
$649K
|
|
|
May 13, 2021
Q4 2020
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$671K - $673K
|
13.5K
$647K
|
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.3K+ 68.85% |
$661K - $663K
|
32.6K
$1.56M
|
|
|
Jan 29, 2021
Q4 2020
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
11.7K+ 9.86% |
$579K - $581K
|
130K
$6.22M
|
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
11.2KNew |
$556K - $559K
|
11.2K
$537K
|
|
|
Jan 29, 2021
Q4 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
10.9K+ 7.98% |
$541K - $543K
|
147K
$7.07M
|
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7K+ 14.42% |
$531K - $533K
|
84.8K
$4.06M
|
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5K+ 0.76% |
$523K - $525K
|
1.4M
$67.2M
|
|
|
Feb 16, 2021
Q4 2020
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10.5K+ 1.6% |
$520K - $522K
|
664K
$31.8M
|
|
|
Feb 10, 2021
Q4 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.1K+ 63.58% |
$500K - $502K
|
25.9K
$1.24M
|
|
|
Jan 19, 2021
Q4 2020
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.1KNew |
$499K - $501K
|
10.1K
$482K
|
|
|
Jan 26, 2021
Q4 2020
|
Moseley Investment Management Inc
|
BUY
|
- |
10K+ 27.91% |
$498K - $500K
|
45.9K
$2.2M
|
|
|
Jan 13, 2021
Q4 2020
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.99KNew |
$496K - $498K
|
9.99K
$479K
|
|
|
Feb 16, 2021
Q4 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9.57K+ 246.92% |
$475K - $477K
|
13.4K
$644K
|
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.4K+ 6.53% |
$467K - $469K
|
153K
$7.35M
|
|
|
Feb 12, 2021
Q4 2020
|
Leisure Capital Management
|
BUY
|
- |
9.09K+ 9.36% |
$451K - $453K
|
106K
$5.09M
|
|
|
Feb 10, 2021
Q4 2020
|
Amg National Trust Bank
|
BUY
|
- |
9.06KNew |
$450K - $452K
|
9.06K
$434K
|
|
|
Jan 29, 2021
Q4 2020
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$439K - $441K
|
8.85K
$424K
|
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.71KNew |
$433K - $434K
|
8.71K
$418K
|
|
|
Feb 09, 2021
Q4 2020
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8KNew |
$397K - $399K
|
8K
$383K
|
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 88.03% |
$388K - $390K
|
16.7K
$800K
|
|
|
Feb 09, 2021
Q4 2020
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.67K+ 16.46% |
$381K - $383K
|
54.3K
$2.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.59KNew |
$377K - $379K
|
7.59K
$364K
|
|
|
Jan 19, 2021
Q4 2020
|
Detalus Advisors, LLC
|
BUY
|
- |
7.5K+ 100.0% |
$372K - $374K
|
15K
$719K
|
|
|
Feb 18, 2021
Q4 2020
|
Symmetry Partners, LLC
|
BUY
|
- |
7.32K+ 11.19% |
$364K - $365K
|
72.7K
$3.49M
|
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.31KNew |
$363K - $365K
|
7.31K
$350K
|
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.21K+ 8.6% |
$358K - $359K
|
91.1K
$4.36M
|
|
|
Feb 26, 2021
Q4 2020
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.04K+ 21.98% |
$350K - $351K
|
39.1K
$1.87M
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.02K+ 1.81% |
$349K - $350K
|
396K
$19M
|
|
|
Feb 10, 2021
Q4 2020
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.38K+ 14.42% |
$317K - $318K
|
50.6K
$2.43M
|
|
|
Jan 28, 2021
Q4 2020
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
6.24KNew |
$310K - $311K
|
6.24K
$299K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.98K+ 1542.27% |
$297K - $298K
|
6.37K
$305K
|
|
|
Jan 12, 2021
Q4 2020
|
Mc Adam, LLC
|
BUY
|
- |
5.96K+ 10.61% |
$296K - $297K
|
62.2K
$2.98M
|
|
|
Feb 01, 2021
Q4 2020
|
Victory Capital Management Inc
|
BUY
|
- |
5.81K+ 27.17% |
$288K - $290K
|
27.2K
$1.3M
|
|
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.59K+ 3.87% |
$278K - $279K
|
150K
$7.18M
|
|
|
Feb 12, 2021
Q4 2020
|
Renasant Bank
|
BUY
|
- |
5.58KNew |
$277K - $278K
|
5.58K
$267K
|
|
|
Jan 25, 2021
Q4 2020
|
Hardy Reed LLC
|
BUY
|
- |
5.58KNew |
$277K - $278K
|
5.58K
$267K
|
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.51K+ 65.37% |
$274K - $275K
|
13.9K
$668K
|
|
|
Feb 12, 2021
Q4 2020
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.5K+ 11.82% |
$273K - $274K
|
52K
$2.49M
|
|
|
Feb 01, 2021
Q4 2020
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
5.36KNew |
$266K - $267K
|
5.36K
$257K
|
|
|
Mar 19, 2021
Q4 2020
|
Curi Wealth Management, LLC
|
BUY
|
- |
5.25KNew |
$260K - $262K
|
5.25K
$251K
|
|
|
Feb 10, 2021
Q4 2020
|
Rfg Holdings, Inc.
|
BUY
|
- |
5.17KNew |
$256K - $258K
|
5.17K
$248K
|
|
|
Feb 08, 2021
Q4 2020
|
Xml Financial, LLC
|
BUY
|
- |
5.11K+ 5.58% |
$254K - $255K
|
96.8K
$4.64M
|
|
|
Jan 21, 2021
Q4 2020
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5K+ 11.74% |
$248K - $249K
|
47.6K
$2.28M
|
|
|
Jan 14, 2021
Q4 2020
|
Curbstone Financial Management Corp
|
BUY
|
- |
5K+ 7.14% |
$248K - $249K
|
75.1K
$3.6M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
4.92KNew |
$244K - $245K
|
4.92K
$236K
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.81K+ 0.44% |
$239K - $240K
|
1.11M
$53.1M
|
|
|
Jan 22, 2021
Q4 2020
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.74K+ 18.42% |
$235K - $236K
|
30.4K
$1.46M
|
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.73K+ 17.72% |
$235K - $236K
|
31.4K
$1.5M
|