Purchases and Sales Made in Q4 2021 in Spdr Nuveen Bloomberg Short Te (SHM)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg Short Te (SHM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.31% |
$836 - $839
|
5.44K
$261K
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9+ 0.17% |
$442 - $444
|
5.34K
$256K
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
8+ 0.16% |
$393 - $395
|
4.87K
$233K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.08% |
$393 - $395
|
10.6K
$510K
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$344 - $346
|
10.7K
$514K
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7+ 0.07% |
$344 - $346
|
10.7K
$514K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2+ 0.4% |
$98.3 - $98.8
|
508
$24.3K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$49.2 - $49.4
|
6.71K
$322K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 2.7% |
$49.2 - $49.4
|
38
$1.82K
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1+ 0.01% |
$49.2 - $49.4
|
18K
$864K
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1+ 0.01% |
$49.2 - $49.4
|
6.97K
$334K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.03% |
$49.2 - $49.4
|
3.05K
$146K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.08% |
$49.2 - $49.4
|
1.32K
$63.3K
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 0.3% |
$98.3 - $98.8
|
673
$32.3K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8- 4.68% |
$393 - $395
|
163
$7.81K
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 0.49% |
$1.23K - $1.23K
|
5.04K
$242K
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-28- 0.12% |
$1.38K - $1.38K
|
23.7K
$1.14M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29- 1.36% |
$1.43K - $1.43K
|
2.11K
$101K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-32- 1.93% |
$1.57K - $1.58K
|
1.63K
$77.9K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-34- 3.59% |
$1.67K - $1.68K
|
912
$43.7K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-52- 1.06% |
$2.56K - $2.57K
|
4.85K
$232K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-59Closed |
$2.9K - $2.91K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-59- 1.17% |
$2.9K - $2.91K
|
4.97K
$238K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-79Closed |
$3.88K - $3.9K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-93- 0.82% |
$4.57K - $4.59K
|
11.3K
$542K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-102- 0.93% |
$5.01K - $5.04K
|
10.9K
$521K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-107Closed |
$5.26K - $5.28K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-121- 0.22% |
$5.95K - $5.97K
|
54.8K
$2.62M
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
SELL
|
- |
-125- 9.43% |
$6.15K - $6.17K
|
1.2K
$57.5K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-130Closed |
$6.39K - $6.42K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-135- 1.31% |
$6.64K - $6.67K
|
10.2K
$487K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-148Closed |
$7.28K - $7.31K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-153Closed |
$7.52K - $7.56K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-157- 0.68% |
$7.72K - $7.75K
|
22.8K
$1.09M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
SELL
|
- |
-158- 0.37% |
$7.77K - $7.8K
|
42.2K
$2.02M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-161- 0.73% |
$7.91K - $7.95K
|
21.9K
$1.05M
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-200- 2.69% |
$9.83K - $9.88K
|
7.23K
$346K
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-262- 0.27% |
$12.9K - $12.9K
|
95.2K
$4.56M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-288- 1.31% |
$14.2K - $14.2K
|
21.7K
$1.04M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-300Closed |
$14.7K - $14.8K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-300- 5.9% |
$14.7K - $14.8K
|
4.78K
$229K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-302Closed |
$14.8K - $14.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-305- 4.06% |
$15K - $15.1K
|
7.21K
$345K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-318Closed |
$15.6K - $15.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-323- 1.49% |
$15.9K - $15.9K
|
21.4K
$1.03M
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-342- 66.67% |
$16.8K - $16.9K
|
171
$8.19K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-346- 1.95% |
$17K - $17.1K
|
17.4K
$835K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-358- 6.81% |
$17.6K - $17.7K
|
4.9K
$235K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-373- 13.28% |
$18.3K - $18.4K
|
2.44K
$117K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-405- 49.69% |
$19.9K - $20K
|
410
$19.6K
|