Institutional Ownership Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB). We have compiled data on the 423 institutions that hold shares in the stock, with a total of 86.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
36,714
shares
|
$891,415
0.1% of portfolio
|
Q3 2023
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
36,646
shares
|
$889,764
0.01% of portfolio
|
Q1 2025
Reduced 82.89%
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
36,553
shares
|
$887,506
0.05% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
36,326
shares
|
$881,995
0.78% of portfolio
|
Q2 2025
Added 12.5%
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
36,170
shares
|
$878,207
0.07% of portfolio
|
Q2 2025
Added 195.41%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
35,548
shares
|
$863,105
0.16% of portfolio
|
Q2 2025
New holding
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
34,048
shares
|
$826,685
0.65% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
33,807
shares
|
$820,833
0.06% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
33,196
shares
|
$805,998
0.13% of portfolio
|
Q2 2025
Reduced 48.4%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
31,377
shares
|
$761,833
0.24% of portfolio
|
Q2 2025
Added 4.96%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
30,632
shares
|
$743,744
0.02% of portfolio
|
Q4 2024
Added 59.01%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
30,631
shares
|
$743,720
0.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
30,405
shares
|
$738,233
0.1% of portfolio
|
Q1 2025
New holding
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
29,905
shares
|
$726,093
0.26% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
29,854
shares
|
$724,855
0.02% of portfolio
|
Q4 2024
Added 37.46%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
29,850
shares
|
$724,758
0.63% of portfolio
|
Q1 2025
Added 11.22%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
29,195
shares
|
$708,854
0.1% of portfolio
|
Q2 2025
Added 48.12%
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
27,101
shares
|
$658,012
0.03% of portfolio
|
Q1 2025
Reduced 31.66%
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
26,965
shares
|
$654,710
0.67% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
26,800
shares
|
$650,704
0.16% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
26,781
shares
|
$650,242
0.0% of portfolio
|
Q1 2025
Added 15841.07%
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
26,599
shares
|
$645,823
0.11% of portfolio
|
Q1 2025
New holding
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
26,450
shares
|
$642,206
0.17% of portfolio
|
Q4 2023
Reduced 2.25%
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
26,380
shares
|
$640,506
0.06% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
26,251
shares
|
$637,374
0.11% of portfolio
|
Q2 2025
Reduced 19.81%
|