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 28, 2021
Q4 2020
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$49.7 - $49.9
|
17.9K
$856K
|
|
Feb 10, 2021
Q4 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1+ 1.16% |
$49.7 - $49.9
|
87
$4.17K
|
|
Feb 09, 2021
Q4 2020
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.7 - $49.9
|
6.97K
$334K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2Closed |
$99.3 - $99.7
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8- 4.02% |
$397 - $399
|
191
$9.15K
|
|
Jan 12, 2021
Q4 2020
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-17- 0.1% |
$844 - $848
|
16.6K
$797K
|
|
Feb 16, 2021
Q4 2020
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-30Closed |
$1.49K - $1.5K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41- 0.73% |
$2.04K - $2.04K
|
5.55K
$266K
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-87- 0.62% |
$4.32K - $4.34K
|
14K
$671K
|
|
Feb 09, 2021
Q4 2020
|
Hengehold Capital Management LLC
|
SELL
|
- |
-120- 0.29% |
$5.96K - $5.98K
|
40.6K
$1.94M
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-143- 2.88% |
$7.1K - $7.13K
|
4.82K
$231K
|
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-165- 0.66% |
$8.19K - $8.23K
|
24.8K
$1.19M
|
|
Feb 26, 2021
Q4 2020
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-168- 0.02% |
$8.34K - $8.38K
|
869K
$41.6M
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-180- 0.73% |
$8.94K - $8.97K
|
24.5K
$1.17M
|
|
Jan 27, 2021
Q4 2020
|
Black Diamond Financial, LLC
|
SELL
|
- |
-200- 2.94% |
$9.93K - $9.97K
|
6.61K
$317K
|
|
Feb 10, 2021
Q4 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-208- 1.76% |
$10.3K - $10.4K
|
11.6K
$556K
|
|
Jan 15, 2021
Q4 2020
|
Signature Wealth Management Group
|
SELL
|
- |
-224- 1.59% |
$11.1K - $11.2K
|
13.8K
$664K
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-231- 2.2% |
$11.5K - $11.5K
|
10.3K
$491K
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-240Closed |
$11.9K - $12K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-274- 1.92% |
$13.6K - $13.7K
|
14K
$670K
|
|
Feb 12, 2021
Q4 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-289- 1.34% |
$14.4K - $14.4K
|
21.2K
$1.02M
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-300Closed |
$14.9K - $15K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Investment Partners, Ltd.
|
SELL
|
- |
-300- 5.48% |
$14.9K - $15K
|
5.17K
$248K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-300- 1.71% |
$14.9K - $15K
|
17.3K
$829K
|
|
Feb 08, 2021
Q4 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-365- 3.61% |
$18.1K - $18.2K
|
9.74K
$467K
|
|
Feb 09, 2021
Q4 2020
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-370- 0.31% |
$18.4K - $18.4K
|
120K
$5.76M
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-400- 28.57% |
$19.9K - $19.9K
|
1K
$47.9K
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-400- 28.57% |
$19.9K - $19.9K
|
1K
$47.9K
|
|
Feb 04, 2021
Q4 2020
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-420- 0.7% |
$20.9K - $20.9K
|
60K
$2.88M
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-435- 0.32% |
$21.6K - $21.7K
|
134K
$6.41M
|
|
Feb 11, 2021
Q4 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-447- 0.9% |
$22.2K - $22.3K
|
49.1K
$2.35M
|
|
Feb 16, 2021
Q4 2020
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-489- 2.62% |
$24.3K - $24.4K
|
18.2K
$871K
|
|
Jan 25, 2021
Q4 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-571- 14.72% |
$28.4K - $28.5K
|
3.31K
$159K
|
|
Feb 05, 2021
Q4 2020
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-601- 12.94% |
$29.8K - $30K
|
4.04K
$194K
|
|
Jan 29, 2021
Q4 2020
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-652- 11.12% |
$32.4K - $32.5K
|
5.21K
$250K
|
|
Jan 14, 2021
Q4 2020
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-690Closed |
$34.3K - $34.4K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-700- 3.03% |
$34.8K - $34.9K
|
22.4K
$1.07M
|
|
Feb 16, 2021
Q4 2020
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-721- 1.33% |
$35.8K - $35.9K
|
53.3K
$2.56M
|
|
Jan 12, 2021
Q4 2020
|
Trust CO
|
SELL
|
- |
-743Closed |
$36.9K - $37K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 4.66% |
$37.2K - $37.4K
|
15.3K
$736K
|
|
Feb 12, 2021
Q4 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-832- 2.34% |
$41.3K - $41.5K
|
34.7K
$1.66M
|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-857- 4.31% |
$42.6K - $42.7K
|
19K
$913K
|
|
Jan 19, 2021
Q4 2020
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-900- 1.9% |
$44.7K - $44.9K
|
46.6K
$2.23M
|
|
Feb 11, 2021
Q4 2020
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.01K- 4.38% |
$50K - $50.2K
|
21.9K
$1.05M
|
|
Feb 09, 2021
Q4 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.05K- 4.14% |
$52.1K - $52.4K
|
24.3K
$1.17M
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.13KClosed |
$56.1K - $56.3K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.17K- 3.11% |
$58.1K - $58.3K
|
36.5K
$1.75M
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.23K- 5.32% |
$61.1K - $61.3K
|
21.9K
$1.05M
|
|
Jan 14, 2021
Q4 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 2.44% |
$66K - $66.3K
|
53.1K
$2.55M
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.34K- 11.98% |
$66.4K - $66.7K
|
9.83K
$471K
|