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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 19.74% |
$67.2K - $67.5K
|
8.29K
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.37K+ 18.27% |
$67.1K - $67.4K
|
8.84K
$422K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.3K+ 1.51% |
$63.9K - $64.2K
|
87.6K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 11.58% |
$59.8K - $60.1K
|
11.7K
$560K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.19K+ 1.26% |
$58.6K - $58.9K
|
95.5K
$4.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 15.06% |
$56.8K - $57.1K
|
8.83K
$421K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.15K+ 14.24% |
$56.5K - $56.8K
|
9.22K
$440K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.11K+ 78.25% |
$54.5K - $54.7K
|
2.52K
$120K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
1.08K+ 7.48% |
$52.9K - $53.2K
|
15.5K
$738K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.08K+ 7.83% |
$52.9K - $53.1K
|
14.8K
$707K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.05KNew |
$51.7K - $51.9K
|
1.05K
$50.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02K+ 22.39% |
$50.2K - $50.4K
|
5.58K
$266K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
993+ 2.35% |
$48.8K - $49K
|
43.2K
$2.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
990+ 7.81% |
$48.7K - $48.9K
|
13.7K
$652K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
873+ 4.28% |
$42.9K - $43.1K
|
21.3K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
869+ 7.3% |
$42.7K - $42.9K
|
12.8K
$609K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
815+ 271.67% |
$40.1K - $40.2K
|
1.12K
$53.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
807New |
$39.7K - $39.8K
|
807
$38.5K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
740+ 0.76% |
$36.4K - $36.5K
|
97.5K
$4.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
730+ 9.75% |
$35.9K - $36K
|
8.22K
$392K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
673+ 1.24% |
$33.1K - $33.2K
|
54.8K
$2.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
661New |
$32.5K - $32.6K
|
661
$31.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
628+ 8.28% |
$30.9K - $31K
|
8.21K
$392K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
569+ 10.35% |
$28K - $28.1K
|
6.07K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
508New |
$25K - $25.1K
|
508
$24.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
450+ 3.5% |
$22.1K - $22.2K
|
13.3K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
420+ 3.83% |
$20.6K - $20.7K
|
11.4K
$543K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
399+ 0.92% |
$19.6K - $19.7K
|
44K
$2.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
360+ 7.7% |
$17.7K - $17.8K
|
5.04K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
358New |
$17.6K - $17.7K
|
358
$17.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
349+ 2.63% |
$17.2K - $17.2K
|
13.6K
$650K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
336+ 0.22% |
$16.5K - $16.6K
|
156K
$7.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
322New |
$15.8K - $15.9K
|
322
$15.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
300+ 0.98% |
$14.7K - $14.8K
|
30.8K
$1.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
298New |
$14.6K - $14.7K
|
298
$14.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
250New |
$12.3K - $12.3K
|
250
$11.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
226+ 4.22% |
$11.1K - $11.2K
|
5.58K
$266K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
215+ 2.09% |
$10.6K - $10.6K
|
10.5K
$500K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
183+ 0.46% |
$9K - $9.04K
|
39.8K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
167New |
$8.21K - $8.25K
|
167
$7.97K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
152+ 2.12% |
$7.47K - $7.51K
|
7.33K
$350K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
116+ 0.29% |
$5.7K - $5.73K
|
40.2K
$1.92M
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
103+ 0.75% |
$5.06K - $5.09K
|
13.8K
$660K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
100+ 1.47% |
$4.92K - $4.94K
|
6.9K
$329K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
81+ 1.94% |
$3.98K - $4K
|
4.25K
$203K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
80+ 0.29% |
$3.93K - $3.95K
|
27.5K
$1.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
75+ 0.42% |
$3.69K - $3.7K
|
18K
$858K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
56+ 0.27% |
$2.75K - $2.77K
|
20.8K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
52+ 0.89% |
$2.56K - $2.57K
|
5.88K
$281K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.08% |
$2.06K - $2.07K
|
54.3K
$2.59M
|