Purchases and Sales Made in Q1 2024 in Spdr Nuveen Bloomberg High Yie (HYMB)
This table provides information about the institutional ownership of Spdr Nuveen Bloomberg High Yie (HYMB) during Q1 2024. 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 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 23.46% |
$382K - $394K
|
80.7K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.5K+ 30.9% |
$362K - $373K
|
61.4K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.7K+ 246.6% |
$342K - $352K
|
19.3K
$501K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.7KNew |
$341K - $351K
|
13.7K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 13.4% |
$331K - $340K
|
112K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13K+ 5.94% |
$325K - $334K
|
232K
$6.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
12.7KNew |
$318K - $327K
|
12.7K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
12.6K+ 96.9% |
$315K - $325K
|
25.7K
$668K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12.3KNew |
$308K - $317K
|
12.3K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
12.1K+ 5.19% |
$301K - $310K
|
245K
$6.36M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.6KNew |
$289K - $298K
|
11.6K
$302K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.3KNew |
$282K - $290K
|
11.3K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
11.2K+ 13.76% |
$281K - $289K
|
92.9K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.2KNew |
$280K - $288K
|
11.2K
$291K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$256K - $263K
|
10.2K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2KNew |
$255K - $263K
|
10.2K
$266K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10.2KNew |
$254K - $262K
|
10.2K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.4KNew |
$235K - $241K
|
9.4K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.35KNew |
$233K - $240K
|
9.35K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.28KNew |
$232K - $238K
|
9.28K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.1K+ 8.14% |
$227K - $234K
|
121K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.65KNew |
$216K - $222K
|
8.65K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.59KNew |
$214K - $221K
|
8.59K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.59K+ 20.18% |
$214K - $221K
|
51.1K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.32KNew |
$208K - $214K
|
8.32K
$216K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.06KNew |
$201K - $207K
|
8.06K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.83K+ 9.73% |
$195K - $201K
|
88.2K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.77K+ 26.68% |
$194K - $200K
|
36.9K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.36K+ 3.55% |
$184K - $189K
|
215K
$5.59M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.35K+ 6.57% |
$183K - $189K
|
119K
$3.1M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.23K+ 0.55% |
$180K - $186K
|
1.32M
$34.3M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.18K+ 3.62% |
$179K - $184K
|
206K
$5.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.09K+ 25.7% |
$177K - $182K
|
34.7K
$901K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
7.05K+ 12.89% |
$176K - $181K
|
61.7K
$1.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
7.04KNew |
$176K - $181K
|
7.04K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.44K+ 644.4% |
$161K - $166K
|
7.44K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.29K+ 7.7% |
$157K - $162K
|
88K
$2.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.29KNew |
$157K - $162K
|
6.29K
$163K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.06K+ 41.45% |
$151K - $156K
|
20.7K
$538K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.9KNew |
$147K - $151K
|
5.9K
$153K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
5.76K+ 16.98% |
$144K - $148K
|
39.7K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
5.4K+ 6.61% |
$135K - $139K
|
87K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.95K+ 6.52% |
$123K - $127K
|
80.8K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.64K+ 38.43% |
$116K - $119K
|
16.7K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.92K+ 2.46% |
$97.9K - $101K
|
163K
$4.25M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.91K+ 13.27% |
$97.5K - $100K
|
33.4K
$867K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.72K+ 3.48% |
$92.7K - $95.5K
|
110K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.48K+ 10881.25% |
$86.9K - $89.5K
|
3.51K
$91.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.2K+ 23.1% |
$79.8K - $82.2K
|
17.1K
$443K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.93K+ 11.06% |
$73.2K - $75.4K
|
29.5K
$766K
|