Purchases and Sales Made in Q1 2023 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR NUVEEN BLOOMBERG HIGH YIE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.89K+ 100.0% |
$193K - $398K
|
15.8K
$413K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
7.89K+ 100.0% |
$193K - $397K
|
15.8K
$413K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
7.84K+ 91.25% |
$192K - $395K
|
16.4K
$430K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
7.62K+ 100.0% |
$187K - $384K
|
15.2K
$399K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.1K+ 100.0% |
$174K - $358K
|
14.2K
$371K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
6.68K+ 100.0% |
$164K - $336K
|
13.4K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.1K+ 43.64% |
$149K - $307K
|
20.1K
$525K
|
|
|
Oct 09, 2024
Q1 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
5.9K+ 95.66% |
$145K - $297K
|
12.1K
$316K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.89K+ 108.88% |
$144K - $297K
|
11.3K
$295K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.87K+ 95.9% |
$144K - $296K
|
12K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.87K+ 67.76% |
$144K - $296K
|
14.5K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.84K+ 100.0% |
$143K - $294K
|
11.7K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.55K+ 97.06% |
$136K - $280K
|
11.3K
$295K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5.5K+ 100.86% |
$135K - $277K
|
11K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.49K+ 35.4% |
$134K - $276K
|
21K
$549K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.44K+ 103.56% |
$133K - $274K
|
10.7K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.3K+ 100.0% |
$130K - $267K
|
10.6K
$277K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$128K - $264K
|
5.23K
$137K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.19K+ 83.84% |
$127K - $261K
|
11.4K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.11K+ 100.0% |
$125K - $257K
|
10.2K
$267K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
5.01K+ 56.2% |
$123K - $252K
|
13.9K
$364K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.98K+ 110.3% |
$122K - $251K
|
9.49K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.92K+ 49.5% |
$120K - $248K
|
14.9K
$388K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.85K+ 49.35% |
$119K - $244K
|
14.7K
$384K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.66K+ 100.0% |
$114K - $235K
|
9.32K
$244K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.59K+ 84.78% |
$112K - $231K
|
10K
$262K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
4.55K+ 96.16% |
$112K - $229K
|
9.29K
$243K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4.54K+ 91.85% |
$111K - $229K
|
9.49K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
4.5K+ 100.0% |
$110K - $227K
|
9K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 64.57% |
$108K - $221K
|
11.2K
$293K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.34K+ 101.36% |
$106K - $218K
|
8.61K
$225K
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
4.33K+ 85.12% |
$106K - $218K
|
9.42K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.21KNew |
$103K - $212K
|
4.21K
$110K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.08KNew |
$99.9K - $205K
|
4.08K
$107K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.99K+ 88.62% |
$97.7K - $201K
|
8.49K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.91K+ 96.54% |
$95.8K - $197K
|
7.96K
$208K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.69K+ 64.55% |
$90.5K - $186K
|
9.41K
$246K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.68K+ 30.03% |
$90.1K - $185K
|
15.9K
$416K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.6K+ 25.66% |
$88.3K - $182K
|
17.6K
$462K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.52K+ 58.31% |
$86.2K - $177K
|
9.55K
$250K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.44K+ 28.52% |
$84.2K - $173K
|
15.5K
$405K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
3.41K+ 65.78% |
$83.4K - $172K
|
8.58K
$225K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.38K+ 61.66% |
$82.8K - $170K
|
8.86K
$232K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.23K+ 54.06% |
$79.1K - $163K
|
9.2K
$241K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.22K+ 96.35% |
$78.9K - $162K
|
6.56K
$172K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.14K+ 150.6% |
$76.9K - $158K
|
5.22K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3KNew |
$73.5K - $151K
|
3K
$78.5K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.95K+ 58.11% |
$72.3K - $149K
|
8.03K
$210K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.95KNew |
$72.3K - $149K
|
2.95K
$77.2K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.72KNew |
$66.6K - $137K
|
2.72K
$71.1K
|